Retire with Roshan

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Jeff Konfara, a Licensed Professional Counselor serving the entire State of Michigan via telehealth services. Jeff provides counseling services to individuals, couples, and families and has been doing so for over 15 years. They talk about why people seek counseling, what to look for in a counselor, and the tell-tale signs you might need therapy. [02:17] Getting to Know Jeff Konfara [04:54] Why Do People Seek Counseling? [08:21] The Reason Why More People Went Into Therapy Post Covid [10:07] Why You Need to Let Go of Past Hurt and Embrace Healing [14:22] Tell-Tale Signs You Might Need Counseling Help [17:00] Qualities to Look For When Choosing a Counselor [20:25] Jeff's Interactions with Marriage-related Relationship Issues [22:47] What to Expect on Your First Meeting with a Counselor [26:37] How to Prevent Healed Trauma From Coming Back [29:12] The Wellness Wheel and Why It's Important [33:42] Everyday Activities To Help Protect Your Mental Health [35:20] The Eight Components of the Wellness Wheel [36:14] The Rising Rates of Loneliness Post Covid [39:15] Is Technology Making Us Lonely? [43:36] How Jeff Got Into Counseling [46:05] Parting Thoughts Episode Links and Resources: Jeff's LinkedIn: https://www.linkedin.com/in/jeffrey-konfara-2a168b12a/ Jeff's Website: https://konfaracounseling.com/about/ 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 "RL122 – Healing from the Past with Jeff Konfara" 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 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 "Healing from the Past with Jeff Konfara" 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/UFXjY1pbdY4 OR in your favorite podcast app - links below. In the full episode they talk to Jeff Konfara, a Licensed Professional Counselor serving the entire State of Michigan via telehealth services. Jeff provides counseling services to individuals, couples, and families and has been doing so for over 15 years. They talk about why people seek counseling, what to look for in a counselor, and the tell-tale signs you might need therapy. Time stamps below can be found by listening to the full episode: https://youtu.be/UFXjY1pbdY4 [02:17] Getting to Know Jeff Konfara [04:54] Why Do People Seek Counseling? [08:21] The Reason Why More People Went Into Therapy Post Covid [10:07] Why You Need to Let Go of Past Hurt and Embrace Healing [14:22] Tell-Tale Signs You Might Need Counseling Help [17:00] Qualities to Look For When Choosing a Counselor [20:25] Jeff's Interactions with Marriage-related Relationship Issues [22:47] What to Expect on Your First Meeting with a Counselor [26:37] How to Prevent Healed Trauma From Coming Back [29:12] The Wellness Wheel and Why It's Important [33:42] Everyday Activities To Help Protect Your Mental Health [35:20] The Eight Components of the Wellness Wheel [36:14] The Rising Rates of Loneliness Post Covid [39:15] Is Technology Making Us Lonely? [43:36] How Jeff Got Into Counseling [46:05] Parting Thoughts Episode Links and Resources: Jeff's LinkedIn: https://www.linkedin.com/in/jeffrey-konfara-2a168b12a/ Jeff's Website: https://konfaracounseling.com/about/ 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 "RL122 – Healing from the Past with Jeff Konfara" 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 "Healing from the Past with Jeff Konfara" 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/UFXjY1pbdY4 OR in your favorite podcast app - links below. In the full episode they talk to Jeff Konfara, a Licensed Professional Counselor serving the entire State of Michigan via telehealth services. Jeff provides counseling services to individuals, couples, and families and has been doing so for over 15 years. They talk about why people seek counseling, what to look for in a counselor, and the tell-tale signs you might need therapy. Time stamps below can be found by listening to the full episode: https://youtu.be/UFXjY1pbdY4 [02:17] Getting to Know Jeff Konfara [04:54] Why Do People Seek Counseling? [08:21] The Reason Why More People Went Into Therapy Post Covid [10:07] Why You Need to Let Go of Past Hurt and Embrace Healing [14:22] Tell-Tale Signs You Might Need Counseling Help [17:00] Qualities to Look For When Choosing a Counselor [20:25] Jeff's Interactions with Marriage-related Relationship Issues [22:47] What to Expect on Your First Meeting with a Counselor [26:37] How to Prevent Healed Trauma From Coming Back [29:12] The Wellness Wheel and Why It's Important [33:42] Everyday Activities To Help Protect Your Mental Health [35:20] The Eight Components of the Wellness Wheel [36:14] The Rising Rates of Loneliness Post Covid [39:15] Is Technology Making Us Lonely? [43:36] How Jeff Got Into Counseling [46:05] Parting Thoughts Episode Links and Resources: Jeff's LinkedIn: https://www.linkedin.com/in/jeffrey-konfara-2a168b12a/ Jeff's Website: https://konfaracounseling.com/about/ 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 "RL122 – Healing from the Past with Jeff Konfara" 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.

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson welcome Greg Alexander, a retired chemical engineer who recently tackled the El Camino de Santiago pilgrimage. They discuss the benefits of going on the pilgrimage, how to prepare for it, and the best times to tackle the voyage when there’s less traffic. [10:41] Getting to Know Greg Alexander [03:30] Why Greg Wanted to Go on the Camino de Santiago [10:45] Trekking 260Km Through the Portuguese Route [11:30] Planning for The Pilgrimage [14:58] Greg’s Most Memorable Moments on the Voyage [19:29] How to Get Certified After Tackling the El Camino [23:55] Seasonality of the Trekk and the Number of People That Take on the Voyage [28:20] What To Do A Couple of Weeks Before Leaving for the Journey [32:20] How to Physically Prepare For the Journey [37:05] Emotionally Prepare for the Tough Journey [43:03] What to Do When You Feel Like Quitting Midway [48:13] Key Takeaways From Greg’s Journey [52:10] 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 "RL121 - Walking the Way of St. James with Greg Alexander" 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 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 "Walking the Way of St. James with Greg Alexander" 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/VMMoy7O6rLA OR in your favorite podcast app - links below. In the full episode they welcome Greg Alexander, a retired chemical engineer who recently tackled the El Camino de Santiago pilgrimage. They discuss the benefits of going on the pilgrimage, how to prepare for it, and the best times to tackle the voyage when there’s less traffic. Time stamps below can be found by listening to the full episode: https://youtu.be/VMMoy7O6rLA [10:41] Getting to Know Greg Alexander [03:30] Why Greg Wanted to Go on the Camino de Santiago [10:45] Trekking 260Km Through the Portuguese Route [11:30] Planning for The Pilgrimage [14:58] Greg’s Most Memorable Moments on the Voyage [19:29] How to Get Certified After Tackling the El Camino [23:55] Seasonality of the Trekk and the Number of People That Take on the Voyage [28:20] What To Do A Couple of Weeks Before Leaving for the Journey [32:20] How to Physically Prepare For the Journey [37:05] Emotionally Prepare for the Tough Journey [43:03] What to Do When You Feel Like Quitting Midway [48:13] Key Takeaways From Greg’s Journey [52:10] 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 "RL121 - Walking the Way of St. James with Greg Alexander" 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 "Walking the Way of St. James with Greg Alexander" 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/VMMoy7O6rLA OR in your favorite podcast app - links below. In the full episode they welcome Greg Alexander, a retired chemical engineer who recently tackled the El Camino de Santiago pilgrimage. They discuss the benefits of going on the pilgrimage, how to prepare for it, and the best times to tackle the voyage when there’s less traffic. Time stamps below can be found by listening to the full episode: https://youtu.be/VMMoy7O6rLA [10:41] Getting to Know Greg Alexander [03:30] Why Greg Wanted to Go on the Camino de Santiago [10:45] Trekking 260Km Through the Portuguese Route [11:30] Planning for The Pilgrimage [14:58] Greg’s Most Memorable Moments on the Voyage [19:29] How to Get Certified After Tackling the El Camino [23:55] Seasonality of the Trekk and the Number of People That Take on the Voyage [28:20] What To Do A Couple of Weeks Before Leaving for the Journey [32:20] How to Physically Prepare For the Journey [37:05] Emotionally Prepare for the Tough Journey [43:03] What to Do When You Feel Like Quitting Midway [48:13] Key Takeaways From Greg’s Journey [52:10] 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 "RL121 - Walking the Way of St. James with Greg Alexander" 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.

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Jeff Wallace, the Vice President and Relationship Manager for National Christian Foundation, a non-profit organization that assists donors in donating to charitable causes. They talk about the benefits of charitable giving, how donor-advised funds operate, and how generosity can lead to real happiness in life. [01:50] Getting to Know Jeff Wallace [05:50] Living an Impact-Led Life [07:40] The Relationship Between Generosity and Happiness [10:19] How to Be More Intentional with Your Generosity [16:45] What is a Charitable Checking Account? [18:39] Jeff's Background and How Generosity Has Impacted His Life [24:35] The Benefits of Raising a Family that Understands Charitable Giving [31:20] Building Generous Communities [34:10] How Charitable Giving Positively Impacts Your Taxes [36:39] Donor-advised Funds and How They Operate [39:51] Why You Never Want to Donate Cash to a Charity [45:45] Why Real Estate Is Such a Powerful Charitable Gift [50:04] Pros and Cons of Setting Up a Private Foundation [55:41] Key Differences Between a Charity and a Business [01:05:40] When to Start Investing in a Donor Advised Fund [01:10:09] Parting Thoughts Episode Links and Resources - Jeff's LinkedIn: https://www.linkedin.com/in/jeffreyswallace/ Website: https://www.ncfgiving.com/ Jeff's Email: Jwallace@ncfgiving.com Book - Halftime: Moving from Success to Significance by Bob Buford: https://www.amazon.com/Halftime-Significance-Bob-P-Buford/dp/0310344441 Book - The Ruthless Elimination of Hurry by John Mark Comer: https://www.amazon.com/Ruthless-Elimination-Hurry-Emotionally-Spiritually/dp/0525653090/ref=sr_1_1?crid=3I77UT9GCJS7V&keywords=ruthless+elimination+of+hurry&qid=1654484558&s=books&sprefix=Ruthless+eli,stripbooks-intl-ship,832&sr=1-1 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 "RL120 - Generosity and Charitable Giving with Jeffrey Wallace" 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 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 "Generosity and Charitable Giving with Jeffrey Wallace" 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/1UJG4VeEhIE OR in your favorite podcast app - links below. In the full episode they talk to Jeff Wallace, the Vice President and Relationship Manager for National Christian Foundation, a non-profit organization that assists donors in donating to charitable causes. They talk about the benefits of charitable giving, how donor-advised funds operate, and how generosity can lead to real happiness in life. Time stamps below can be found by listening to the full episode: https://youtu.be/1UJG4VeEhIE [01:50] Getting to Know Jeff Wallace [05:50] Living an Impact-Led Life [07:40] The Relationship Between Generosity and Happiness [10:19] How to Be More Intentional with Your Generosity [16:45] What is a Charitable Checking Account? [18:39] Jeff's Background and How Generosity Has Impacted His Life [24:35] The Benefits of Raising a Family that Understands Charitable Giving [31:20] Building Generous Communities [34:10] How Charitable Giving Positively Impacts Your Taxes [36:39] Donor-advised Funds and How They Operate [39:51] Why You Never Want to Donate Cash to a Charity [45:45] Why Real Estate Is Such a Powerful Charitable Gift [50:04] Pros and Cons of Setting Up a Private Foundation [55:41] Key Differences Between a Charity and a Business [01:05:40] When to Start Investing in a Donor Advised Fund [01:10:09] Parting Thoughts Episode Links and Resources - Jeff's LinkedIn: https://www.linkedin.com/in/jeffreyswallace/ Website: https://www.ncfgiving.com/ Jeff's Email: Jwallace@ncfgiving.com Book - Halftime: Moving from Success to Significance by Bob Buford: https://www.amazon.com/Halftime-Significance-Bob-P-Buford/dp/0310344441 Book - The Ruthless Elimination of Hurry by John Mark Comer: https://www.amazon.com/Ruthless-Elimination-Hurry-Emotionally-Spiritually/dp/0525653090/ref=sr_1_1?crid=3I77UT9GCJS7V&keywords=ruthless+elimination+of+hurry&qid=1654484558&s=books&sprefix=Ruthless+eli,stripbooks-intl-ship,832&sr=1-1 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 "RL120 - Generosity and Charitable Giving with Jeffrey Wallace" 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.