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Innehåll tillhandahållet av Roshan Loungani and Adrian and Roshan Loungani. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Roshan Loungani and Adrian and Roshan Loungani eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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RL175 — Financial Confidence And Banking Expertise

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Manage episode 367964628 series 3197371
Innehåll tillhandahållet av Roshan Loungani and Adrian and Roshan Loungani. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Roshan Loungani and Adrian and Roshan Loungani eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down two very important subjects in the investment world today - Financial Confidence and opportunities in the banking industry. They cover topics like contributors of financial stress, how to become financially confident, and the biggest opportunities in banks right now.

[00:00] Introduction

[01:01] What is Financial Confidence?

[03:54] How Stressed Are You About Your Finances?

[05:12] Contributors of Financial Stress

[09:16] Do You Have Emergency Funds Stashed Off?

[11:14] How Much Money Would Bring You Financial Comfort?

[12:50] Ways to Improve Your Financial Confidence

[16:28] Take Control and Achieve Your Goals

[17:56] Banking Industry Outlook

[21:10] How to Assess the Value of a Bank

[25:17] The Primary Issue with Silicon Valley Bank

[28:57] The Biggest Issue with Banking Today

[32:09] An Overview of Commercial Loans

[37:20] Takeaways From the Current Banking Situation

[39:50] Parting Thoughts

Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing

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.

  continue reading

240 episoder

Artwork
iconDela
 
Manage episode 367964628 series 3197371
Innehåll tillhandahållet av Roshan Loungani and Adrian and Roshan Loungani. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Roshan Loungani and Adrian and Roshan Loungani eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down two very important subjects in the investment world today - Financial Confidence and opportunities in the banking industry. They cover topics like contributors of financial stress, how to become financially confident, and the biggest opportunities in banks right now.

[00:00] Introduction

[01:01] What is Financial Confidence?

[03:54] How Stressed Are You About Your Finances?

[05:12] Contributors of Financial Stress

[09:16] Do You Have Emergency Funds Stashed Off?

[11:14] How Much Money Would Bring You Financial Comfort?

[12:50] Ways to Improve Your Financial Confidence

[16:28] Take Control and Achieve Your Goals

[17:56] Banking Industry Outlook

[21:10] How to Assess the Value of a Bank

[25:17] The Primary Issue with Silicon Valley Bank

[28:57] The Biggest Issue with Banking Today

[32:09] An Overview of Commercial Loans

[37:20] Takeaways From the Current Banking Situation

[39:50] Parting Thoughts

Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing

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.

  continue reading

240 episoder

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