Season 2 - Creating A Financial Plan
We discuss the important data points for income in a financial plan. We examine the impact inflation has on your income over time. We also explore the components of annuities and different types of distributions.
In Season 2, we focus on developing your financial plan. Each episode has a step that you need to begin this process.
Roshan & Erik are here to help and taking on new clients. If you would like to review your personal financial situation, they would be happy to speak to you. 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.
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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.
