RL175 — Financial Confidence And Banking Expertise Retirement Lifestyle Show With Roshan Loungani And Adrian Nicholson podcast

Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson « »

RL175 — Financial Confidence And Banking Expertise

1+ y ago 42:01

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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.

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.

240 episodes