In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the importance of starting the new year with a clear focus on financial goals and strategies. They introduce the ‘Starting Five for 2025’, which includes simplifying tasks, celebrating daily wins, reviewing goals, automating financial processes, and revisiting investment allocations. The conversation emphasizes the need for reflection and planning as listeners embark on their financial journeys in the new year. Listen now to Kickstart Your 2025 Financial Journey.
Chapters
00:00 Welcome Back and New Beginnings
02:25 Exploring the Retirement Lifestyle Show Website
07:30 The Starting Five for 2025
08:15 Simplify for Success
11:45 Daily Wins for Momentum
13:08 Reviewing Goals for Success
15:45 Automate Your Financial Tasks
To read the Full Show Notes scroll down or click here.
Listen now to Kickstart Your 2025 Financial Journey.
Select episodes, like this one, can be found on YouTube: https://www.youtube.com/channel/UC0ZZPM3xk6onXNpb1ceAkCg
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Listen now to Kickstart Your 2025 Financial Journey.
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.
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