RL190 — Balancing Finances in Life, Career, and Retirement
Manage episode 384173110 series 3197371
In this episode of the Retirement Lifestyle Show, 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.
[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 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.
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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.
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