RL205 — 10 Financial Rules To Know
Manage episode 423223825 series 3197371
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.
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