RL205 — 10 Financial Rules To Know

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

In this episode, Roshan and Adrian discuss the 10 financial rules of thumb. They provide their thoughts on each rule and our additional insights. The rules cover topics such as delaying Social Security, taking loans from a 401k, paying down your mortgage, diversification in investing, buying the dip, withdrawing from your retirement portfolio, maximizing employer matching contributions, hedging against inflation, asset allocation based on age, and redefining retirement. Roshan and Adrian emphasize the importance of individual financial planning and considering personal circumstances when applying these rules.

Chapters

00:00 Introduction and Overview

05:19 Avoiding 401k Loans

08:30 Paying Down Your Mortgage

13:01 Diversification in Investing

20:54 Retirement Withdrawal Strategies

23:02 Maximizing Employer Matching Contributions

26:14 Hedging Against Inflation

31:25 Redefining Retirement

33:20 Conclusion and Final Thoughts

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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 professionals.