Battle of the Plans 1

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:

https://anchor.fm/roshan-a-loungani/episodes/RL029---Retirement-Lifestyle-Battle-of-the-Plans-1-ej0d56

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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.