Retirement Lifestyle Show 
with Roshan Loungani and Adrian Nicholson

RL134 - Six Major Life Events And Your Financial Plan


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Today on the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down the six major life events that could impact your financial plan. They talk about the pros and cons of inheriting assets, planning for an expected medical catastrophe, and things you should consider before buying a house.

[03:07] Moving: Buying Versus Renting

[06:46] Sometimes Renting Makes Sense

[10:28] Leaving a Job - Willingly or Unwillingly

[17:58] Losing Parents and Inheriting Their Assets

[22:36] Family Composition and Relationships

[28:30] Kid's Life Stages and Funding Education

[33:05] Unexpected Health Changes and Associated Costs

[37:20] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

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

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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.

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Retirement Lifestyle Show 
with Roshan Loungani and Adrian NicholsonBy Roshan Loungani and Adrian

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