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How to Manage Monthly Expenses for a Better Financial Future

In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses the often-overlooked topic of living expenses in retirement. He breaks down major recurring costs such as housing, healthcare, food, subscriptions, and travel, providing practical tips for managing these expenses effectively. The conversation emphasizes the importance of understanding and planning for these costs to maintain financial stability in retirement. Listen now to learn How to Manage Monthly Expenses for a Better Financial Future.

[10:40] Life After the Modern Portfolio Theory

[15:47] The Value Investing Strategy

[19:23] The Value Tracking Process

[23:40] The Evolution of Behavioral Finance

[27:25] The Cyclically Adjusted Price to Earnings Ratio

[29:32] The Warren Buffett Indicator

[33:40] Catching the Falling Knife

[41:47] Analyzing the Performance of Multi-Factor Investing

[47:20] Pros and Cons of Implementing Several Strategies

[01:00:20] Alternative Investment Opportunities

To read the Full Show Notes scroll down or click here.

  • Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
  • Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905

Listen now to learn How to Manage Monthly Expenses for a Better Financial Future.

Select episodes, like this one, can be found on YouTube: https://www.youtube.com/channel/UC0ZZPM3xk6onXNpb1ceAkCg

Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani
Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q
iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459
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How to Manage Monthly Expenses for a Better Financial Future

Full Show Notes:

Listen now to learn How to Manage Monthly Expenses for a Better Financial Future.

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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