58 min

RL071 - Retirement Lifestyle: 9 foundational rules for financial success Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

    • Investing

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson get back to the basics of personal finance. They each share three proven fundamental principles and other practical tips that can impact your financial situation for the better. Personal Finance Principles: These tried and tested tips can improve your financial situation and help you have a happier and healthier relationship with money

[06:03] Monitor Cash Inflow and Outflow
[09:03] Save 20% of Your Earnings
[15:35] The Four Uses of Money
[21:09] Create Short and Long Term Goals
[26:23] Avoid Credit Card Debt
[27:59] Have a Good Philosophy about Money
[37:52] Use Technology in Your Finances
[43:24] Learn to Invest Early
[47:50] Improve Your Financial Situation from “Struggling” to “Surplus”
[52:38] Summary of Tips

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 #BAM #BusinessAsMission #ImpactInvesting

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.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson get back to the basics of personal finance. They each share three proven fundamental principles and other practical tips that can impact your financial situation for the better. Personal Finance Principles: These tried and tested tips can improve your financial situation and help you have a happier and healthier relationship with money

[06:03] Monitor Cash Inflow and Outflow
[09:03] Save 20% of Your Earnings
[15:35] The Four Uses of Money
[21:09] Create Short and Long Term Goals
[26:23] Avoid Credit Card Debt
[27:59] Have a Good Philosophy about Money
[37:52] Use Technology in Your Finances
[43:24] Learn to Invest Early
[47:50] Improve Your Financial Situation from “Struggling” to “Surplus”
[52:38] Summary of Tips

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 #BAM #BusinessAsMission #ImpactInvesting

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.

58 min