Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson

 There are a number of factors on whether you should refinance your mortgage or not.  We discuss interest rate environments, closing cost, mortgage payments and the term of your mortgage.

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com/

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Season 2 - Creating A Financial Plan

Savings are important to the financial plan because it helps fund emergency expenses and creates financial security. We discuss the data points for retirement accounts along with highlighting the different tax treatments for each one. We also examine various saving strategies to help you reach your financial goals.

In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process.

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Season 2 - Creating A Financial Plan

Expenses can show you where your money is going. We breakdown the common spending categories in a financial plan.  These are lessons to help you better manage your cash flow and track your expenses!

In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process.

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Season 2 - Creating A Financial Plan

We discuss the important data points for income in a financial plan.  We examine the impact inflation has on your income over time.  We also explore the components of annuities and different types of distributions. 

In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process.

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com/

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Welcome to the Retirement Lifestyle Show!  Taking an individual-specific approach to volatility can help you capitalize on market volatility. We examine three life stages that are exposed and impacted by market volatility.  We discuss how to react and seek out opportunity through the ups and downs of the market.   These are lessons that can be helpful in 2020 and beyond.

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com/

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Season 2 - Creating A Financial Plan

We discuss the important data points for your financial plan when it comes to debt and various loans.  We examine the question are all liabilities bad for you.  This is a lesson to help you better monitor your liabilities to protect your financial plan

In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process.

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com/

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Season 2 - Creating A Financial Plan

Gathering accurate insurance data in your financial plan can show whether or not your under-insured or over-insured  We breakdown the types of insurance policies and highlight the key data points for your financial plan.  We discuss a number of important components that factor into insurance data such as premium, location, age and lifestyle.  These are lessons that can reduce the complexity of insurance!

In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process.

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Season 2 - Creating A Financial Plan

Financial plans have numerous data points and investments that determine if your on track to meet your financial goals.  We discuss how to incorporate data and investments into a financial plan.  We examine the impact inflation, rate of return, and asset classes have when building a financial plan.   

In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process.

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Welcome to the Retirement Lifestyle Show!  We discuss strategies to help you prepare for volatility. We examine market timing, portfolio adjustments, re-balancing and systematic risk to navigate you through the ups and downs of the market.   These are lessons that can be helpful in 2020 and beyond.

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Welcome to the Retirement Lifestyle Show!  We discuss strategies to help you prepare for volatility. We examine behavioral finance, risk capacity, dynamic spending and historical market events to navigate you through the ups and downs of the market.   These are lessons that can be helpful in 2020 and beyond.  

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.