I Have $10M+. How Can I Optimize? ᴴᴰ

[@keithmachado-pp6fv]

$25k for travel? That is only one nice 2 week trip. We take one per quarter. YOLO.

[@davidfolts5893]

Close to entering the second level of wealth according to the book Richistan, which is a great read. Thanks, Ari! Happy Holidays to you good, sir and to your family!!

[@earlyretirementari]

Great book and happy holidays to you David!

[@toocryptotoquit588]

This was very informative, thanks. Looking forward to watching your other content.

[@earlyretirementari]

Happy to help

[@patienceisalpha]

That's a great rundown. Nice video. You got a new subscriber.

[@earlyretirementari]

Welcome aboard!

[@ErnestSanchez-i6k]

10+ million? Things to avoid: 1. Being stupid 2. Saying you have 10+ million END OF VIDEO.

[@shaniarain650]

I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation

[@SolemnBankingplc]

Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown

[@HettieClausenTl]

No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.

[@matteohenry33]

Please can you leave the info of your investment advisor here? I’m in dire need for one

[@HettieClausenTl]

Celia Kathleen Martel is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

[@matteohenry33]

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

[@Ozymandias-r2v]

I would rather leave 1 billion to my daughter. Then after I died they could hang a big Henry VIII type oil painting on the wall with a label "OG of the next Medici family".

[@TimOtero-nm5fg]

When calculating annual expenses, where do you factor in Root Financial's planning fees?

[@earlyretirementari]

It’s another expense like any other. You have to determine if it makes sense through all the value we add. Clients paying $40,000/year would only work with us if they knew they’d receive value in excess of that.

[@jasonburke773]

Great video. Are you flat fee or percentage of portfolio?

[@danlopez.3592]

No children? Who cares then. It doesn’t matter

[@carlyndolphin]

My current net worth is $6 million. I don’t feel wealthy. My car is 10 years old

[@biskit7]

at 6mil net worth, you are richer than 99% of all the people in the USA... sorry but you're rich :)

[@carlyndolphin]

@@biskit7 Rich is when you can buy something without thinking about it. 6M invested before tax provides 200K per annum before taxes. I’m only 45 and it needs to last me another 40 years approx.

[@BenHolliday1]

I wish I could do a Roth.

[@earlyretirementari]

Roth 401k, Backdoor Roth, Roth Conversion?

[@biskit7]

9 million in equity... no problem, they can get a mortgage for 7,200,000, then invest it and live off the growth. :)

[@delphineowen1921]

Please do a 5M total (4M Brokerage + 1M Trad IRA) for a divorced single. TY!

[@earlyretirementari]

You got it! Added to my list.

[@earlyretirementari]

Delphine, I wanted to let you know (as I believe you left a previous comment) that I am limiting the clients I’m working with now and feel free to shoot me a note if you have any questions about this. You can schedule a time to chat here: vwo3759x8i7.typeform.com/earlyretirement?typeform-source=www.youtube.com&fbclid=PAAab3cP-YsQqQuHcN6-fdetVd3wa_vVJ8nsR-LY4-jZiRguh__Uu0OEcdwXU_aem_AbO4sNUcVLk8NkaFpf_gMf3gcrZp7BbLXrB60iKwFhgSEtf6kuS1dmNskg4zFwZkxus

[@delphineowen1921]

Thanks Ari for the video! I scheduled an appointment with you for the end of the month. I was just afraid to make this appt with you too early in my process.

[@earlyretirementari]

@@delphineowen1921 I completely understand and thank you for letting me know.

[@nightsurfer007]

Hi Ari. Please, could you help us plan our retirement ?

[@earlyretirementari]

Start here: vwo3759x8i7.typeform.com/earlyretirement?typeform-source=www.youtube.com&fbclid=PAAaadDdgR95kTWqI1pE9g4odY5o0GWDZttiO_6HU88tWoj885Z0Ca773bGpE_aem_AbEl9VHSDiVPLxkBWIsWv0NvKLCgB9q5L7E_V4kvVFVBpAdk7g9TZ8jfJPLJ9Ee40Nk

[@colbyharder4733]

These are the problems you want to have. 👍🏻

[@earlyretirementari]

Well said!

[@chachabush1]

Can you do one for house rich and cash poor 10+1 M

[@jawdrop6038]

Came here because of root finance.