RL158 — 15 money milestones

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

Today on the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down a recent Washington Post article that categorised common questions people have according to age. They cover retirement and financial planning topics including credit scores, when to get a credit card, when to pay off your mortgage, and ways savers can learn to spend during retirement.

[00:00] Introduction

[02:39] 20s - How Much to Put Into a Retirement Account

[05:26] 20s - When to Get a Credit Card

[07:51] Building a Cash Reserve and Thinking About Your First Home Purchase

[12:30] 40s - Talking to Aging Parents About Their Retirement Plans

[16:00] 40s - What's the Best Way to Save for College

[18:32] 50s - Is it Time to Get a Will?

[19:55] Can You Really Afford to Retire?

[24:58] 60s - When to Start Taking Social Security

[28:26] 60s - Should I Pay off my Mortgage?

[31:33] 70s - How Savers Can Learn How to Spend

[36:40] 70s - What You Need to Know About RMDs

[40:14] Health and Planning for Long-Term Care

[40:51] 80s - How to Protect Your Financial Legacy

[43:25] Understanding the Different Stages of Retirement

[45:15] Parting Thoughts

Roshan can be reached at [e-mail] or at 202-536-4468. Erik can be reached at [e-mail] or 815-940-4652. Adrian can be reached at [e-mail] 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

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.