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.
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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
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