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Erik's Financial Plan?

RL013 - Retirement Lifestyle: Erik's Financial Plan?


Join us to discuss Erik's financial plan in real time!   This will show you how you can adjust your financial plan and accomplish your goals regardless of what is happening in the market.  


The Science of Happiness addresses the question what do you want to accomplish with the rest of your life? High Impact life examines the organization known as Habitat for Humanity and the role it plays in communities.  We discuss these topics and more.


Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.


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.


To listen to the full episode follow this link:

https://anchor.fm/roshan-a-loungani/episodes/RL013---Retirement-Lifestyle-Eriks-Financial-Plan-eel8gp





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#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan


https://personal.vanguard.com/pdf/ISGDCA.pdf

https://awealthofcommonsense.com/2018/05/the-lump-sum-vs-dollar-cost-averaging-decision/

https://ofdollarsanddata.com/dollar-cost-averaging-vs-lump-sum/


Music by: audionautix.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.

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

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