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How to Manage Monthly Expenses for a Better Financial Future

  • roshanloungani
  • 13 minutes ago
  • 1 min read

RL231 – How to Manage Monthly Expenses for a Better Financial Future


In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses the often-overlooked topic of living expenses in retirement. He breaks down major recurring costs such as housing, healthcare, food, subscriptions, and travel, providing practical tips for managing these expenses effectively. The conversation emphasizes the importance of understanding and planning for these costs to maintain financial stability in retirement.


Chapters

00:00 Understanding Living Expenses

04:37 Healthcare Costs in Retirement

06:55 Food and Grocery Expenses

08:51 Creeping Costs and Subscriptions

10:47 Travel Expenses and Planning

13:07 Conclusion and Key Takeaways





For more links and the full show notes keep scrolling down!


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


Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

Select episodes, like this one, can be found on YouTube:


For other links to listen NOW! https://retirementlifestyleshow.com/show-notes/


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Full Show Notes:



All opinions expressed by podcast hosts and guests are solely their own. While based on information that 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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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.

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

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