In this episode, Roshan and Adrian discuss the 10 financial rules of thumb. They provide their thoughts on each rule and our additional insights. The rules cover topics such as delaying Social Security, taking loans from a 401k, paying down your mortgage, diversification in investing, buying the dip, withdrawing from your retirement portfolio, maximizing employer matching contributions, hedging against inflation, asset allocation based on age, and redefining retirement. Roshan and Adrian emphasize the importance of individual financial planning and considering personal circumstances when applying these rules.

Chapters

00:00 Introduction and Overview

05:19 Avoiding 401k Loans

08:30 Paying Down Your Mortgage

13:01 Diversification in Investing

20:54 Retirement Withdrawal Strategies

23:02 Maximizing Employer Matching Contributions

26:14 Hedging Against Inflation

31:25 Redefining Retirement

33:20 Conclusion and Final Thoughts

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