FI208: Savings

Season 2 - Creating A Financial Plan Savings are important to the financial plan because it helps fund emergency expenses and creates financial security. We discuss the data points for retirement accounts along with highlighting the different tax treatments for each one. We also examine various saving strategies to help you reach your financial goals. 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 [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Follow Us At: Website: https://retirementlifestyleshow.com/ 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/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan 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.