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Contenido proporcionado por Roshan Loungani and Adrian and Roshan Loungani. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Roshan Loungani and Adrian and Roshan Loungani o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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RL197 — Financial Guide for a Better Tomorrow

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Manage episode 402158981 series 3197371
Contenido proporcionado por Roshan Loungani and Adrian and Roshan Loungani. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Roshan Loungani and Adrian and Roshan Loungani o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this episode, Roshan and Adrian discuss the foundational steps to take when planning for your financial future. They cover topics such as saving in a 401k to the match, building cash and paying off consumer debt, insurance needs, home down payment, education savings, and retirement savings. They emphasize the importance of setting goals, managing cash flow, and being tax-efficient in your investments. By following these steps, you can build a solid financial foundation and achieve your long-term goals.

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

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing

Chapters

00:00 Introduction

01:27 Building a Financial Foundation

04:19 Saving in a 401k to the Match

14:28 Building Cash and Paying off Consumer Debt

19:19 Insurance Needs

23:45 Home Down Payment

25:20 Education Savings

30:16 Retirement Savings

35:34 Conclusion

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 professionals

  continue reading

240 episodios

Artwork
iconCompartir
 
Manage episode 402158981 series 3197371
Contenido proporcionado por Roshan Loungani and Adrian and Roshan Loungani. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Roshan Loungani and Adrian and Roshan Loungani o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this episode, Roshan and Adrian discuss the foundational steps to take when planning for your financial future. They cover topics such as saving in a 401k to the match, building cash and paying off consumer debt, insurance needs, home down payment, education savings, and retirement savings. They emphasize the importance of setting goals, managing cash flow, and being tax-efficient in your investments. By following these steps, you can build a solid financial foundation and achieve your long-term goals.

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

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing

Chapters

00:00 Introduction

01:27 Building a Financial Foundation

04:19 Saving in a 401k to the Match

14:28 Building Cash and Paying off Consumer Debt

19:19 Insurance Needs

23:45 Home Down Payment

25:20 Education Savings

30:16 Retirement Savings

35:34 Conclusion

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 professionals

  continue reading

240 episodios

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