Summary: In this episode of the Retirement Lifestyle Show, hosts Adrian Nicholson and Roshan Loungani discuss the importance of personalized planning in financial management. They emphasize the need to look beyond mere numbers and focus on qualitative factors such as risk tolerance, longevity expectations, personal values, and lifestyle outlook. The conversation highlights how these subjective elements can significantly impact financial planning and decision-making, ultimately leading to a more fulfilling experience.
Chapters
00:00 Introduction to Personalized Planning
01:04 The Importance of Qualitative Factors
06:13 Understanding Attitude Towards Risk
12:19 Longevity Expectations in Planning
24:33 Aligning Values with Financial Goals
28:40 Lifestyle Outlook and Adaptability
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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
