RL209 – Are You On Track? 8 Essential Financial Planning Categories
In this episode, Roshan and Adrian discuss 8 categories individuals must examine to determine if they are on track for their goals. Adrian breaks down the topic into eight categories: family information, investments, liabilities, property, income, expenses, insurance, and goals. They emphasize the importance of considering each category and how they interconnect. They also mention the need for financial planning and the potential for adjustments along the way. Listen now, Are You On Track? 8 Essential Financial Planning Categories.
Chapters
00:00 Introduction
03:07 The Eight Categories to Assess Your Financial Situation
08:23 Property and Where You’re Living
11:52 Income and Cash Flow Management
14:22 Insurance and Risk Mitigation
16:34 Goals and Determining Your Financial Path
For more links and the full show notes keep scrolling down!
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.
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Takeaways
• Consider eight categories (family information, investments/assets, liabilities, property, income, expenses, insurance, and goals) to determine if you are on track for your financial goals.
• Financial planning is crucial in assessing your current situation and making necessary adjustments.
Listen now, Are You On Track? 8 Essential Financial Planning Categories.
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.
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