Balancing Finances in Life, Career, and Retirement | Retirement Lifestyle Show
A short clip, 5 of 5 and peek into the episode "Balancing Finances in Life, Career, and Retirement" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/B9BnZFU8Djs
OR in your favorite podcast app - links below.
In the full episode Roshan Loungani and Adrian Nicholson go through the key investing tips for the different stages of life. They cover ways to balance finances in all stages of life, how to get the most out of your peak earning years, and what to do to guarantee a comfortable retirement.
Full Episode Notes: https://retirementlifestyleshow.com/balancing-finances-in-life-career-and-retirement/
Time stamps below can be found by listening to the full episode: https://youtu.be/B9BnZFU8Djs
[00:00] Introduction
[01:35] Key Investing Tips For Different Stages of Life
[03:18] How to Invest When You Start Making Money
[06:42] Why You Should Invest In Yourself
[10:13] How to Build a Strong Investing Foundation
[12:05] Getting the Most Out of Your Peak Earning Years
[15:23] Understand That Everybody's Situation is Different
[17:57] Investing in the Pre-Retirement Stage
[21:51] The Benefits of Consistently Reviewing Your Portfolio
[23:00] The Retirement Stage
[26:43] Why is Retirement Planning so Important?
[30:08] Parting Thoughts
Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as '"RL190 – Balancing Finances in Life, Career, and Retirement" in Spotify, iTunes, and so on... see links below.
Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q
iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459
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Disclaimer
Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license.
Thank you for listening.