Here's Why You Don't Always Need Bonds In Retirement (And What's Better)

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use in my videos and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/early-retirement-academy Join the community here → https://ari-taublieb.mykajabi.com/the-root-collective Most people think they need a one-size-fits-all rule for how much safe money to keep in retirement, but that’s not how we do things here. In this episode, Ari breaks down a personalized approach to balancing financial security with long-term growth. Instead of following outdated rules like the 60/40 portfolio, we help you figure out what actually makes sense for you. Plus, we walk through how to think about things like upcoming healthcare costs, Social Security timing, and what to do as your portfolio grows. Everyone’s situation is different, so your retirement plan should be too! LEAVE A COMMENT BELOW TO WIN MY FAVORITE BOOK. –––––––––––––––––––––––––––––– Time Stamp 00:00 Introduction 2:35 - LEAVE A COMMENT BELOW TO WIN MY FAVORITE BOOK!! 03:30 Root Reserves 04:44 Why Safe Money Should Change Over Time 11:13 Personalizing Your Safety Net 14:40 Beyond Cookie Cutter Planning 16:36 Final Thoughts 18:16 Disclaimer –––––––––––––––––––––––––––––– PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ DISCLAIMER⚠️ The information provided in this video is for educational and informational purposes only and is not intended as personalized financial advice. This content is based on the opinions and understanding of the presenter at the time of recording and may not reflect current market conditions or regulatory developments. Nothing in this video should be construed as a recommendation to buy or sell any security or adopt any specific investment strategy. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Any references to specific asset classes, such as bonds or equities, are illustrative and may not be appropriate for every individual or financial situation. Root Financial Partners, LLC is an SEC-registered investment adviser. For more information, including our services and fees, please refer to our Form ADV, available at adviserinfo.sec.gov or on our website. Any comments, questions, or testimonials featured in this video or shared by viewers do not reflect the views or experiences of all clients and should not be assumed to be representative. Viewer interactions, including comments or likes, are not endorsements and do not imply a client relationship.