top of page
  • LinkedIn Social Icon
  • Facebook Social Icon
Search

Battle of the Plans 1

  • roshanloungani
  • Sep 17, 2020
  • 1 min read

RL029 - Retirement Lifestyle: Battle of the Plans 1


In this episode we evaluate a person's hypothetical financial situation and discuss our approach.  We begin by analyzing the person's financial constraints and suitability.  Then we challenge each-others strategies and ideas to determine the best course of action for this person.


Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  


Erik can be reached at erik.olson@aretewealth.com or 815-940-4652.

Listen to the whole episode on our website here: https://www.retirewithroshan.com/podcast


OR for links to your favorite platform like Spotify, iTunes and so on go here:





Follow Us At:

https://www.retirewithroshan.com


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.

 
 
 

Opmerkingen


SIGN UP AND STAY UPDATED!

Arete Wealth Advisors LLC and Arete Insurance Agency LLC are affiliates of Arete Wealth Management, LLC. Advisory services offered through Arete Wealth Advisors, an SEC registered investment advisor. Securities offered through Arete Wealth Management, LLC, member FINRA, SIPC and NFA.

2014_Arete Monogram_red.png
  • Grey LinkedIn Icon
  • Grey Facebook Icon

© 2018 by Roshan Loungani, CRPC®.  Vienna, Virginia

bottom of page