Retire with Roshan

A short clip, 2 of 2 and peek into the episode "Silicon Valley Bank Collapse: Lessons Learned & Actionable Steps for Investors" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/xv5w0cZSaFQ OR in your favorite podcast app - links below. In the full episode they discuss the recent Silicon Valley Bank collapse. They break down why the bank failed, the factors that led to its collapse, and whether your money is safe at Silicon Valley Bank. Full Episode Notes: https://retirementlifestyleshow.com/silicon-valley-bank-collapse-lessons-learned-actionable-steps-for-investors/ Time stamps below can be found by listening to the full episode: https://youtu.be/xv5w0cZSaFQ [00:00] Introduction [02:56] Is Your Money Okay in Silicon Valley Bank? [04:38] Bank Run: What is it and Why it Happens [06:45] Bank Deposit Programs and Insurance Coverage [10:03] Why Silicon Valley Bank Collapsed [11:53] How Silicon Valley Bank was Uniquely Positioned to Crash [14:40] The Massive Increase in Deposits at Silicon Valley Bank [17:18] The Inverse Relationship Between Bond Prices and Interest Rates [20:50] Comparing the SVB Collapse to the 2008 Crash [26:88] Government Involvement in the Private Sector [28:10] The Unintended Consequences of Government Stimulus [30:43] Problem with Banks Having Deep Concentrations in One Area [36:14] Investing in a High-Interest Rate Environment [41:17] Opportunities and Risks After the SVB Collapse [44:30] Where to Look For Opportunities During Uncertain Times [49:02] Why Patience is Key to Investing Success [51:50] Parting 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 "RL161– Silicon Valley Bank Collapse: Lessons Learned and Actionable Steps for Investors" in Spotify, iTunes, and so on... see links below. https://podcasters.spotify.com/pod/show/roshan-a-loungani 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.

A short clip, 1 of 2 and peek into the episode "Silicon Valley Bank Collapse: Lessons Learned & Actionable Steps for Investors" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/xv5w0cZSaFQ OR in your favorite podcast app - links below. In the full episode they discuss the recent Silicon Valley Bank collapse. They break down why the bank failed, the factors that led to its collapse, and whether your money is safe at Silicon Valley Bank. Full Episode Notes: https://retirementlifestyleshow.com/silicon-valley-bank-collapse-lessons-learned-actionable-steps-for-investors/ Time stamps below can be found by listening to the full episode: https://youtu.be/xv5w0cZSaFQ [00:00] Introduction [02:56] Is Your Money Okay in Silicon Valley Bank? [04:38] Bank Run: What is it and Why it Happens [06:45] Bank Deposit Programs and Insurance Coverage [10:03] Why Silicon Valley Bank Collapsed [11:53] How Silicon Valley Bank was Uniquely Positioned to Crash [14:40] The Massive Increase in Deposits at Silicon Valley Bank [17:18] The Inverse Relationship Between Bond Prices and Interest Rates [20:50] Comparing the SVB Collapse to the 2008 Crash [26:88] Government Involvement in the Private Sector [28:10] The Unintended Consequences of Government Stimulus [30:43] Problem with Banks Having Deep Concentrations in One Area [36:14] Investing in a High-Interest Rate Environment [41:17] Opportunities and Risks After the SVB Collapse [44:30] Where to Look For Opportunities During Uncertain Times [49:02] Why Patience is Key to Investing Success [51:50] Parting 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 "RL161– Silicon Valley Bank Collapse: Lessons Learned and Actionable Steps for Investors" in Spotify, iTunes, and so on... see links below. https://podcasters.spotify.com/pod/show/roshan-a-loungani 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.

In this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss the recent Silicon Valley Bank collapse. They break down why the bank failed, the factors that led to its collapse, and whether your money is safe at Silicon Valley Bank. Full Episode Notes: https://retirementlifestyleshow.com/silicon-valley-bank-collapse-lessons-learned-actionable-steps-for-investors/ [00:00] Introduction [02:56] Is Your Money Okay in Silicon Valley Bank? [04:38] Bank Run: What is it and Why it Happens [06:45] Bank Deposit Programs and Insurance Coverage [10:03] Why Silicon Valley Bank Collapsed [11:53] How Silicon Valley Bank was Uniquely Positioned to Crash [14:40] The Massive Increase in Deposits at Silicon Valley Bank [17:18] The Inverse Relationship Between Bond Prices and Interest Rates [20:50] Comparing the SVB Collapse to the 2008 Crash [26:88] Government Involvement in the Private Sector [28:10] The Unintended Consequences of Government Stimulus [30:43] Problem with Banks Having Deep Concentrations in One Area [36:14] Investing in a High-Interest Rate Environment [41:17] Opportunities and Risks After the SVB Collapse [44:30] Where to Look For Opportunities During Uncertain Times [49:02] Why Patience is Key to Investing Success [51:50] Parting 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 "RL161– Silicon Valley Bank Collapse: Lessons Learned and Actionable Steps for Investors" in Spotify, iTunes, and so on... see links below. https://podcasters.spotify.com/pod/show/roshan-a-loungani 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.

A short clip, 2 of 2 and peek into the episode "Unlocking the Hidden Potential of Reverse Mortgages" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/_a6nieScXaY OR in your favorite podcast app - links below. In the full episode Erik and Adrian break down reverse mortgages and their use in retirement planning. They discuss the different types of reverse mortgages, ways to extend the life of your portfolio, and the mechanics of an efficient reverse mortgage. Show Notes: https://retirementlifestyleshow.com/unlocking-the-hidden-potential-of-reverse-mortgages/ Time stamps below can be found by listening to the full episode: https://youtu.be/_a6nieScXaY [00:00] Introduction [01:47] Challenges Retirees Face When Planning for Retirement [04:37] What is a Reverse Mortgage? [07:55] The Different Types of Reverse Mortgages [09:20] Biggest Drawback of Taking on a Reverse Mortgage [12:15] Erik Shares an Actual Use Case of Reverse Mortgages [17:33] Practical Ways You Could Use a Reverse Mortgage [24:08] When to Start and How Reverse Mortgages Work [26:29] How to Extend the Life of Your Portfolio [28:33] Reasons for People Holding Bonds in Their Portfolios [30:45] Pros and Cons of a Reverse Mortgage [38:47] Mechanics of an Efficient Reverse Mortgage [40:05] Resources on How to Apply for Home Equity Loan [43:50] Parting 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 "RL160 - Unlocking the Hidden Potential of Reverse Mortgages" in Spotify, iTunes, and so on... see links below. https://podcasters.spotify.com/pod/show/roshan-a-loungani 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.

A short clip, 1 of 2 and peek into the episode "Unlocking the Hidden Potential of Reverse Mortgages" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/_a6nieScXaY OR in your favorite podcast app - links below. In the full episode Erik and Adrian break down reverse mortgages and their use in retirement planning. They discuss the different types of reverse mortgages, ways to extend the life of your portfolio, and the mechanics of an efficient reverse mortgage. Show Notes: https://retirementlifestyleshow.com/unlocking-the-hidden-potential-of-reverse-mortgages/ Time stamps below can be found by listening to the full episode: https://youtu.be/_a6nieScXaY [00:00] Introduction [01:47] Challenges Retirees Face When Planning for Retirement [04:37] What is a Reverse Mortgage? [07:55] The Different Types of Reverse Mortgages [09:20] Biggest Drawback of Taking on a Reverse Mortgage [12:15] Erik Shares an Actual Use Case of Reverse Mortgages [17:33] Practical Ways You Could Use a Reverse Mortgage [24:08] When to Start and How Reverse Mortgages Work [26:29] How to Extend the Life of Your Portfolio [28:33] Reasons for People Holding Bonds in Their Portfolios [30:45] Pros and Cons of a Reverse Mortgage [38:47] Mechanics of an Efficient Reverse Mortgage [40:05] Resources on How to Apply for Home Equity Loan [43:50] Parting 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 "RL160 - Unlocking the Hidden Potential of Reverse Mortgages" in Spotify, iTunes, and so on... see links below. https://podcasters.spotify.com/pod/show/roshan-a-loungani 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.

In this episode of the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson break down reverse mortgages and their use in retirement planning. They discuss the different types of reverse mortgages, ways to extend the life of your portfolio, and the mechanics of an efficient reverse mortgage. Show Notes: https://retirementlifestyleshow.com/unlocking-the-hidden-potential-of-reverse-mortgages/ [00:00] Introduction [01:47] Challenges Retirees Face When Planning for Retirement [04:37] What is a Reverse Mortgage? [07:55] The Different Types of Reverse Mortgages [09:20] Biggest Drawback of Taking on a Reverse Mortgage [12:15] Erik Shares an Actual Use Case of Reverse Mortgages [17:33] Practical Ways You Could Use a Reverse Mortgage [24:08] When to Start and How Reverse Mortgages Work [26:29] How to Extend the Life of Your Portfolio [28:33] Reasons for People Holding Bonds in Their Portfolios [30:45] Pros and Cons of a Reverse Mortgage [38:47] Mechanics of an Efficient Reverse Mortgage [40:05] Resources on How to Apply for Home Equity Loan [43:50] Parting 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 "RL160 - Unlocking the Hidden Potential of Reverse Mortgages" in Spotify, iTunes, and so on... see links below. https://podcasters.spotify.com/pod/show/roshan-a-loungani 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.

A short clip, 2 of 2 and peek into the episode "Bring Your Own Topic: "The Outsiders," ChatGPT, and Smarter Giving" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/HPCPXCFI8UQ OR in your favorite podcast app - links below. In the full episode they discuss topics they feel would benefit the audience's investment decisions. They talk about AI use in financial planning, how to make charitable contributions tax-free, and some intriguing insights from William N. Thorndike's Book "The Outsiders." Show Notes: https://retirementlifestyleshow.com/bring-your-own-topic-the-outsiders-chatgpt-and-smarter-giving/ Time stamps below can be found by listening to the full episode: https://youtu.be/HPCPXCFI8UQ [00:00] Introduction [02:05] William Thorndike's Book "The Outsiders" [05:02] The Main Focus of The Book "The Outsiders" [09:17] Returning Value to Shareholders and Reasons not to Pay Dividends [11:41] The Dividend Growth Strategy [15:28] How to Run a Business in a Tax-Efficient Way [17:06] When Companies Invest in Secondary Markets [20:29] How to Determine the Long-term Value of a Company [25:07] CEOs with a Larger-Than-Life Persona [27:52] Why Unconventional CEOs Focus on Cash Flow [32:51] Using ChatGPT and AI to Make Informed Financial Decisions [35:28] Asking ChatGPT to Inform Your Retirement [42:40] Will ChatGPT Take Over the Search World? [45:07] Ways to Use AI in Podcasting [51:30] Planning For Qualified Charitable Distributions [55:07] The Problem with Most Financial Planning Software [58:39] Why Financial Planning is an Art, Not a Science [59:39] Parting 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 "RL159 — Bring Your Own Topic: "The Outsiders," ChatGPT, and Smarter Giving" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani 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.

A short clip, 1 of 2 and peek into the episode "Bring Your Own Topic: "The Outsiders," ChatGPT, and Smarter Giving" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/HPCPXCFI8UQ OR in your favorite podcast app - links below. In the full episode they discuss topics they feel would benefit the audience's investment decisions. They talk about AI use in financial planning, how to make charitable contributions tax-free, and some intriguing insights from William N. Thorndike's Book "The Outsiders." Show Notes: https://retirementlifestyleshow.com/bring-your-own-topic-the-outsiders-chatgpt-and-smarter-giving/ Time stamps below can be found by listening to the full episode: https://youtu.be/HPCPXCFI8UQ [00:00] Introduction [02:05] William Thorndike's Book "The Outsiders" [05:02] The Main Focus of The Book "The Outsiders" [09:17] Returning Value to Shareholders and Reasons not to Pay Dividends [11:41] The Dividend Growth Strategy [15:28] How to Run a Business in a Tax-Efficient Way [17:06] When Companies Invest in Secondary Markets [20:29] How to Determine the Long-term Value of a Company [25:07] CEOs with a Larger-Than-Life Persona [27:52] Why Unconventional CEOs Focus on Cash Flow [32:51] Using ChatGPT and AI to Make Informed Financial Decisions [35:28] Asking ChatGPT to Inform Your Retirement [42:40] Will ChatGPT Take Over the Search World? [45:07] Ways to Use AI in Podcasting [51:30] Planning For Qualified Charitable Distributions [55:07] The Problem with Most Financial Planning Software [58:39] Why Financial Planning is an Art, Not a Science [59:39] Parting 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 "RL159 — Bring Your Own Topic: "The Outsiders," ChatGPT, and Smarter Giving" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani 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.