Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson

Season 2 - Creating A Financial Plan

Now that you developed your vision, we want to help you work toward accomplish it.   A financial has a series of assumptions that you need to make, personal data and some focus.   We help you get this information in order to build your 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.

Season 2 - Creating A Financial Plan

The first step in creating your financial plan is developing your vision.   Start with your story to determine your financial DNA, use that information to develop your vision. 

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.

1. We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 9: Where to Stash Your Cash for Long-Term Financial Freedom

2. We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy.

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.

3. Follow Us At:

Website: https://retirementlifestyleshow.com/

4. https://twitter.com/RoshanLoungani

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

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

#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.

1. We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez Chapter 8: Catching Fire: The Crossover Point.

2. We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy.

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.

3. Follow Us At:

Website: https://retirementlifestyleshow.com/

4. https://twitter.com/RoshanLoungani

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

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

#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.

We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 7: For Love or Money: Valuing Your Life Energy - Work and Income

We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy.

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/

#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.

We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 6: The American Dream - on a Shoestring

We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy.

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/

#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.

We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 2: Money Ain’t What It Used to Be – and Never Was.

We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy.

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/

#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.

We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 2: Money Ain’t What It Used to Be – and Never Was.   

We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy.

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/ 

#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.

 We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 3: Where is it All Going.   

We discuss whether you need a budget, categorizing expenses, making money real etc.

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/ 

#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.

We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 2: Money Ain’t What It Used to Be – and Never Was.   

We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy.

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/ 

#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.