RL197 — Financial Guide for a Better Tomorrow

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

In this episode, Roshan and Adrian discuss the foundational steps to take when planning for your financial future. They cover topics such as saving in a 401k to the match, building cash and paying off consumer debt, insurance needs, home down payment, education savings, and retirement savings. They emphasize the importance of setting goals, managing cash flow, and being tax-efficient in your investments. By following these steps, you can build a solid financial foundation and achieve your long-term goals.

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

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Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

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

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

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Chapters

00:00 Introduction

01:27 Building a Financial Foundation

04:19 Saving in a 401k to the Match

14:28 Building Cash and Paying off Consumer Debt

19:19 Insurance Needs

23:45 Home Down Payment

25:20 Education Savings

30:16 Retirement Savings

35:34 Conclusion

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 professionals