Summary: In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the importance of starting the new year with a clear focus on financial goals and strategies. They introduce the 'Starting Five for 2025', which includes simplifying tasks, celebrating daily wins, reviewing goals, automating financial processes, and revisiting investment allocations. The conversation emphasizes the need for reflection and planning as listeners embark on their financial journeys in the new year.
Chapters
00:00 Welcome Back and New Beginnings
02:25 Exploring the Retirement Lifestyle Show Website
07:30 The Starting Five for 2025
08:15 Simplify for Success
11:45 Daily Wins for Momentum
13:08 Reviewing Goals for Success
15:45 Automate Your Financial Tasks
21:12 Revisit Your Investment Allocation
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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
