RL219 — Smart Financial Strategies to Close the Year Strong

Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson

In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss essential financial strategies as the year comes to a close. They emphasize the importance of cash reserves, investment discipline, tax loss harvesting, optimizing tax accounts, and estate planning. The conversation provides listeners with practical tips to achieve their goals.

#retirement planning, cash reserves, investment strategies, tax loss harvesting, estate planning,

financial advice, wealth management, retirement accounts, financial discipline, tax efficiency

Chapters

00:00 Introduction to Retirement Planning

01:19 Importance of Cash Reserves

05:08 Investment Doubling and Discipline

10:31 Tax Loss Harvesting Strategies

13:41 Optimizing Tax Accounts

22:29 Estate Planning Essentials

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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 professional