Artwork

Konten disediakan oleh Roshan Loungani and Adrian and Roshan Loungani. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Roshan Loungani and Adrian and Roshan Loungani atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Player FM - Aplikasi Podcast
Offline dengan aplikasi Player FM !

RL217 — Personalized Financial & Investment Planning: Beyond the Numbers

38:15
 
Bagikan
 

Manage episode 444366161 series 3197371
Konten disediakan oleh Roshan Loungani and Adrian and Roshan Loungani. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Roshan Loungani and Adrian and Roshan Loungani atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Summary: In this episode of the Retirement Lifestyle Show, hosts Adrian Nicholson and Roshan Loungani discuss the importance of personalized planning in financial management. They emphasize the need to look beyond mere numbers and focus on qualitative factors such as risk tolerance, longevity expectations, personal values, and lifestyle outlook. The conversation highlights how these subjective elements can significantly impact financial planning and decision-making, ultimately leading to a more fulfilling experience.

Chapters 00:00 Introduction to Personalized Planning 01:04 The Importance of Qualitative Factors 06:13 Understanding Attitude Towards Risk 12:19 Longevity Expectations in Planning 24:33 Aligning Values with Financial Goals 28:40 Lifestyle Outlook and Adaptability

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

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

  continue reading

240 episode

Artwork
iconBagikan
 
Manage episode 444366161 series 3197371
Konten disediakan oleh Roshan Loungani and Adrian and Roshan Loungani. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Roshan Loungani and Adrian and Roshan Loungani atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Summary: In this episode of the Retirement Lifestyle Show, hosts Adrian Nicholson and Roshan Loungani discuss the importance of personalized planning in financial management. They emphasize the need to look beyond mere numbers and focus on qualitative factors such as risk tolerance, longevity expectations, personal values, and lifestyle outlook. The conversation highlights how these subjective elements can significantly impact financial planning and decision-making, ultimately leading to a more fulfilling experience.

Chapters 00:00 Introduction to Personalized Planning 01:04 The Importance of Qualitative Factors 06:13 Understanding Attitude Towards Risk 12:19 Longevity Expectations in Planning 24:33 Aligning Values with Financial Goals 28:40 Lifestyle Outlook and Adaptability

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

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

  continue reading

240 episode

Semua episode

×
 
Loading …

Selamat datang di Player FM!

Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.

 

Panduan Referensi Cepat