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Retire with Roshan

A BLOG ABOUT RETIREMENT PLANNING

Now On YouTube!

We have a good selection of videos now on YouTube. It is a great way to see our hosts, Roshan, Adrian, and Erik, and feel like you are right there, in the room with them as they share their knowledge, tips, and opinions. And for your convinience they are posted below! Thanks for listening.

10 Financial Rules to Know | Retirement Lifestyle Show

10 Financial Rules to Know | Retirement Lifestyle Show

A short clip, 4 of 4 and peek into the episode "10 Financial Rules to Know" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/WZfq3uAudR8 OR in your favorite podcast app - links below. In the full episode, Roshan and Adrian discuss the 10 financial rules of thumb. They provide their thoughts on each rule and other additional insights. The rules cover topics such as delaying Social Security, taking loans from a 401k, paying down your mortgage, diversification in investing, buying the dip, withdrawing from your retirement portfolio, maximizing employer matching contributions, hedging against inflation, asset allocation based on age, and redefining retirement. Roshan and Adrian emphasize the importance of individual financial planning and considering personal circumstances when applying these rules. Podcast Website: https://retirementlifestyleshow.com/10-financial-rules-to-know/ For the time stamps below watch the full episode: https://youtu.be/WZfq3uAudR8 Chapters 00:00 Introduction and Overview 05:19 Avoiding 401k Loans 08:30 Paying Down Your Mortgage 13:01 Diversification in Investing 20:54 Retirement Withdrawal Strategies 23:02 Maximizing Employer Matching Contributions 26:14 Hedging Against Inflation 31:25 Redefining Retirement 33:20 Conclusion and Final Thoughts Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL205 - 10 Financial Rules to Know" in Spotify, iTunes, and so on... see links below. Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.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/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
10 Financial Rules to Know | Retirement Lifestyle Show

10 Financial Rules to Know | Retirement Lifestyle Show

A short clip, 3 of 4 and peek into the episode "10 Financial Rules to Know" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/WZfq3uAudR8 OR in your favorite podcast app - links below. In the full episode, Roshan and Adrian discuss the 10 financial rules of thumb. They provide their thoughts on each rule and other additional insights. The rules cover topics such as delaying Social Security, taking loans from a 401k, paying down your mortgage, diversification in investing, buying the dip, withdrawing from your retirement portfolio, maximizing employer matching contributions, hedging against inflation, asset allocation based on age, and redefining retirement. Roshan and Adrian emphasize the importance of individual financial planning and considering personal circumstances when applying these rules. Podcast Website: https://retirementlifestyleshow.com/10-financial-rules-to-know/ For the time stamps below watch the full episode: https://youtu.be/WZfq3uAudR8 Chapters 00:00 Introduction and Overview 05:19 Avoiding 401k Loans 08:30 Paying Down Your Mortgage 13:01 Diversification in Investing 20:54 Retirement Withdrawal Strategies 23:02 Maximizing Employer Matching Contributions 26:14 Hedging Against Inflation 31:25 Redefining Retirement 33:20 Conclusion and Final Thoughts Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL205 - 10 Financial Rules to Know" in Spotify, iTunes, and so on... see links below. Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.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/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
10 Financial Rules to Know | Retirement Lifestyle Show

10 Financial Rules to Know | Retirement Lifestyle Show

A short clip, 2 of 4 and peek into the episode "10 Financial Rules to Know" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/WZfq3uAudR8 OR in your favorite podcast app - links below. In the full episode, Roshan and Adrian discuss the 10 financial rules of thumb. They provide their thoughts on each rule and other additional insights. The rules cover topics such as delaying Social Security, taking loans from a 401k, paying down your mortgage, diversification in investing, buying the dip, withdrawing from your retirement portfolio, maximizing employer matching contributions, hedging against inflation, asset allocation based on age, and redefining retirement. Roshan and Adrian emphasize the importance of individual financial planning and considering personal circumstances when applying these rules. Podcast Website: https://retirementlifestyleshow.com/10-financial-rules-to-know/ For the time stamps below watch the full episode: https://youtu.be/WZfq3uAudR8 Chapters 00:00 Introduction and Overview 05:19 Avoiding 401k Loans 08:30 Paying Down Your Mortgage 13:01 Diversification in Investing 20:54 Retirement Withdrawal Strategies 23:02 Maximizing Employer Matching Contributions 26:14 Hedging Against Inflation 31:25 Redefining Retirement 33:20 Conclusion and Final Thoughts Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL205 - 10 Financial Rules to Know" in Spotify, iTunes, and so on... see links below. Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.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/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
10 Financial Rules to Know | Retirement Lifestyle Show

10 Financial Rules to Know | Retirement Lifestyle Show

A short clip, 1 of 4 and peek into the episode "10 Financial Rules to Know" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/WZfq3uAudR8 OR in your favorite podcast app - links below. In the full episode, Roshan and Adrian discuss the 10 financial rules of thumb. They provide their thoughts on each rule and other additional insights. The rules cover topics such as delaying Social Security, taking loans from a 401k, paying down your mortgage, diversification in investing, buying the dip, withdrawing from your retirement portfolio, maximizing employer matching contributions, hedging against inflation, asset allocation based on age, and redefining retirement. Roshan and Adrian emphasize the importance of individual financial planning and considering personal circumstances when applying these rules. Podcast Website: https://retirementlifestyleshow.com/10-financial-rules-to-know/ For the time stamps below watch the full episode: https://youtu.be/WZfq3uAudR8 Chapters 00:00 Introduction and Overview 05:19 Avoiding 401k Loans 08:30 Paying Down Your Mortgage 13:01 Diversification in Investing 20:54 Retirement Withdrawal Strategies 23:02 Maximizing Employer Matching Contributions 26:14 Hedging Against Inflation 31:25 Redefining Retirement 33:20 Conclusion and Final Thoughts Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL205 - 10 Financial Rules to Know" in Spotify, iTunes, and so on... see links below. Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.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/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
10 Financial Rules to Know | Retirement Lifestyle Show

10 Financial Rules to Know | Retirement Lifestyle Show

In this episode, Roshan and Adrian discuss the 10 financial rules of thumb. They provide their thoughts on each rule and other additional insights. The rules cover topics such as delaying Social Security, taking loans from a 401k, paying down your mortgage, diversification in investing, buying the dip, withdrawing from your retirement portfolio, maximizing employer matching contributions, hedging against inflation, asset allocation based on age, and redefining retirement. Roshan and Adrian emphasize the importance of individual financial planning and considering personal circumstances when applying these rules. Podcast Website: https://retirementlifestyleshow.com/10-financial-rules-to-know/ Chapters 00:00 Introduction and Overview 05:19 Avoiding 401k Loans 08:30 Paying Down Your Mortgage 13:01 Diversification in Investing 20:54 Retirement Withdrawal Strategies 23:02 Maximizing Employer Matching Contributions 26:14 Hedging Against Inflation 31:25 Redefining Retirement 33:20 Conclusion and Final Thoughts Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL205 - 10 Financial Rules to Know" in Spotify, iTunes, and so on... see links below. Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.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/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Energy Sector Investment Guide | Retirement Lifestyle Show

Energy Sector Investment Guide | Retirement Lifestyle Show

A short clip, 3 of 3 and peek into the episode "Energy Sector Investment Guide" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/O7Yu1PmWVrQ OR in your favorite podcast app - links below. In the full episode discussion, Roshan and Adrian explore the potential opportunities in the energy sector. The conversation also touches on the importance of supply and demand dynamics, the impact of geopolitical conflicts, and the role of AI companies in the energy space. It emphasizes the need for thorough research and careful consideration when investing in the energy sector. Podcast Website: https://retirementlifestyleshow.com/energy-sector-investment-guide/ For the time stamps below watch the full episode: https://youtu.be/O7Yu1PmWVrQ Chapters 00:00 Introduction and Overview 03:23 Energy Stocks: Out of Favor but Potential Opportunities 06:22 Supply and Demand Dynamics in the Energy Sector 08:22 Value vs. Growth in the Energy Sector 13:48 The Race to the Grid: AI Companies and Energy Demand 24:26 Bottom-Up Approach to Researching Energy Companies 27:41 Top-Down Approach: Considering Macro Factors in Energy Investments Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL204 – Energy Sector Investment Guide" in Spotify, iTunes, and so on... see links below. Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.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/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
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