top of page

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.

Warren Buffett's Wisdom: Insights from Berkshire Hathaway Annual Meeting | Retirement Lifestyle Show

Warren Buffett's Wisdom: Insights from Berkshire Hathaway Annual Meeting | Retirement Lifestyle Show

A short clip, 2 of 2 and peek into the episode "Warren Buffett's Wisdom: Insights from Berkshire Hathaway Annual Meeting" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/q7-xguttOrU OR in your favorite podcast app - links below. In the full episode discussion, Roshan Loungani reflects on attending Berkshire Hathaway's annual meeting, stressing the value of learning from Warren Buffett's experience and quotes. He discusses market efficiency and the importance of understanding businesses for investment decisions. Roshan also considers Buffett's potential view on meme stocks. Key takeaways include focusing on good businesses, long-term investment, continuous improvement, kindness, and fundamental analysis. Full Episode Notes: https://retirementlifestyleshow.com/warren-buffetts-wisdom-insights-from-berkshire-hathaway-annual-meeting/ For the time stamps below watch the full episode: https://youtu.be/q7-xguttOrU 00:00 Introduction and Personal Updates 02:15 Attending Berkshire Hathaway's Annual Meeting 03:41 The Value of Attending Other Events 05:19 Exploring Omaha and Conference Travel 09:11 International Attendance and Questioning 11:26 Quotes and Insights from Warren Buffett and Charlie Munger 19:50 Meme Stocks and Potential Buffett Opinion 23:20 Market Frenzy and Speculation 28:42 The Importance of Understanding Businesses 30:10 Avoiding Mistakes and Perseverance 31:53 The Impact of Climate Change and Inflation 34:01 The Role of Management in Investing 35:15 Finding the Game of Interest 39:39 The Importance of Being Kind and Giving Back 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 "RL203–Warren Buffett's Wisdom: Insights from Berkshire Hathaway Annual Meeting" 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.
Warren Buffett's Wisdom: Insights from Berkshire Hathaway Annual Meeting | Retirement Lifestyle Show

Warren Buffett's Wisdom: Insights from Berkshire Hathaway Annual Meeting | Retirement Lifestyle Show

A short clip, 1 of 2 and peek into the episode "Warren Buffett's Wisdom: Insights from Berkshire Hathaway Annual Meeting" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/q7-xguttOrU OR in your favorite podcast app - links below. In the full episode discussion, Roshan Loungani reflects on attending Berkshire Hathaway's annual meeting, stressing the value of learning from Warren Buffett's experience and quotes. He discusses market efficiency and the importance of understanding businesses for investment decisions. Roshan also considers Buffett's potential view on meme stocks. Key takeaways include focusing on good businesses, long-term investment, continuous improvement, kindness, and fundamental analysis. Full Episode Notes: https://retirementlifestyleshow.com/warren-buffetts-wisdom-insights-from-berkshire-hathaway-annual-meeting/ For the time stamps below watch the full episode: https://youtu.be/q7-xguttOrU 00:00 Introduction and Personal Updates 02:15 Attending Berkshire Hathaway's Annual Meeting 03:41 The Value of Attending Other Events 05:19 Exploring Omaha and Conference Travel 09:11 International Attendance and Questioning 11:26 Quotes and Insights from Warren Buffett and Charlie Munger 19:50 Meme Stocks and Potential Buffett Opinion 23:20 Market Frenzy and Speculation 28:42 The Importance of Understanding Businesses 30:10 Avoiding Mistakes and Perseverance 31:53 The Impact of Climate Change and Inflation 34:01 The Role of Management in Investing 35:15 Finding the Game of Interest 39:39 The Importance of Being Kind and Giving Back 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 "RL203–Warren Buffett's Wisdom: Insights from Berkshire Hathaway Annual Meeting" 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.
Warren Buffett's Wisdom: Insights from Berkshire Hathaway Annual Meeting | Retirement Lifestyle Show

Warren Buffett's Wisdom: Insights from Berkshire Hathaway Annual Meeting | Retirement Lifestyle Show

Roshan Loungani reflects on attending Berkshire Hathaway's annual meeting, stressing the value of learning from Warren Buffett's experience and quotes. He discusses market efficiency and the importance of understanding businesses for investment decisions. Roshan also considers Buffett's potential view on meme stocks. Key takeaways include focusing on good businesses, long-term investment, continuous improvement, kindness, and fundamental analysis. Full Episode Notes: https://retirementlifestyleshow.com/warren-buffetts-wisdom-insights-from-berkshire-hathaway-annual-meeting/ 00:00 Introduction and Personal Updates 02:15 Attending Berkshire Hathaway's Annual Meeting 03:41 The Value of Attending Other Events 05:19 Exploring Omaha and Conference Travel 09:11 International Attendance and Questioning 11:26 Quotes and Insights from Warren Buffett and Charlie Munger 19:50 Meme Stocks and Potential Buffett Opinion 23:20 Market Frenzy and Speculation 28:42 The Importance of Understanding Businesses 30:10 Avoiding Mistakes and Perseverance 31:53 The Impact of Climate Change and Inflation 34:01 The Role of Management in Investing 35:15 Finding the Game of Interest 39:39 The Importance of Being Kind and Giving Back 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 "RL203–Warren Buffett's Wisdom: Insights from Berkshire Hathaway Annual Meeting" 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.
The Ultimate Guide to Artificial Intelligence Investing | Retirement Lifestyle Show

The Ultimate Guide to Artificial Intelligence Investing | Retirement Lifestyle Show

A short clip, 3 of 3 and peek into the episode "The Ultimate Guide to Artificial Intelligence Investing" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/qQu8Tpupo1c OR in your favorite podcast app - links below. In the full episode discussion, Roshan and Adrian delve into investment opportunities within the artificial intelligence (AI) sector. They explore AI's value chain, spanning infrastructure, cloud services, and applications. Comparisons to the dot-com boom are drawn, along with considerations regarding a potential AI bubble. The conversation highlights research areas such as chip manufacturers, software companies, robotics, and unexpected sectors like coal. Scalability, technology trustworthiness, and AI's societal implications are emphasized throughout. Full Show Notes: https://retirementlifestyleshow.com/the-ultimate-guide-to-artificial-intelligence-investing/ For the time stamps below watch the full episode: https://youtu.be/qQu8Tpupo1c Chapters 00:00. Introduction and Disclaimer 06:52 Scalability and Trust in AI 27:45 The Role of Robotics in AI 39:18 The Importance of Trust in 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 "RL202 — The Ultimate Guide to Artificial Intelligence Investing" 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.
The Ultimate Guide to Artificial Intelligence Investing | Retirement Lifestyle Show

The Ultimate Guide to Artificial Intelligence Investing | Retirement Lifestyle Show

A short clip, 2 of 3 and peek into the episode "The Ultimate Guide to Artificial Intelligence Investing" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/qQu8Tpupo1c OR in your favorite podcast app - links below. In the full episode discussion, Roshan and Adrian delve into investment opportunities within the artificial intelligence (AI) sector. They explore AI's value chain, spanning infrastructure, cloud services, and applications. Comparisons to the dot-com boom are drawn, along with considerations regarding a potential AI bubble. The conversation highlights research areas such as chip manufacturers, software companies, robotics, and unexpected sectors like coal. Scalability, technology trustworthiness, and AI's societal implications are emphasized throughout. Full Show Notes: https://retirementlifestyleshow.com/the-ultimate-guide-to-artificial-intelligence-investing/ For the time stamps below watch the full episode: https://youtu.be/qQu8Tpupo1c Chapters 00:00. Introduction and Disclaimer 06:52 Scalability and Trust in AI 27:45 The Role of Robotics in AI 39:18 The Importance of Trust in 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 "RL202 — The Ultimate Guide to Artificial Intelligence Investing" 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.
The Ultimate Guide to Artificial Intelligence Investing | Retirement Lifestyle Show

The Ultimate Guide to Artificial Intelligence Investing | Retirement Lifestyle Show

A short clip, 1 of 3 and peek into the episode "The Ultimate Guide to Artificial Intelligence Investing" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/qQu8Tpupo1c OR in your favorite podcast app - links below. In the full episode discussion, Roshan and Adrian delve into investment opportunities within the artificial intelligence (AI) sector. They explore AI's value chain, spanning infrastructure, cloud services, and applications. Comparisons to the dot-com boom are drawn, along with considerations regarding a potential AI bubble. The conversation highlights research areas such as chip manufacturers, software companies, robotics, and unexpected sectors like coal. Scalability, technology trustworthiness, and AI's societal implications are emphasized throughout. Full Show Notes: https://retirementlifestyleshow.com/the-ultimate-guide-to-artificial-intelligence-investing/ For the time stamps below watch the full episode: https://youtu.be/qQu8Tpupo1c Chapters 00:00. Introduction and Disclaimer 06:52 Scalability and Trust in AI 27:45 The Role of Robotics in AI 39:18 The Importance of Trust in 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 "RL202 — The Ultimate Guide to Artificial Intelligence Investing" 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.
The Ultimate Guide to Artificial Intelligence Investing | Retirement Lifestyle Show

The Ultimate Guide to Artificial Intelligence Investing | Retirement Lifestyle Show

In this episode, the hosts delve into investment opportunities within the artificial intelligence (AI) sector. They explore AI's value chain, spanning infrastructure, cloud services, and applications. Comparisons to the dot-com boom are drawn, along with considerations regarding a potential AI bubble. The conversation highlights research areas such as chip manufacturers, software companies, robotics, and unexpected sectors like coal. Scalability, technology trustworthiness, and AI's societal implications are emphasized throughout. Full Show Notes: https://retirementlifestyleshow.com/the-ultimate-guide-to-artificial-intelligence-investing/ Chapters 00:00. Introduction and Disclaimer 06:52 Scalability and Trust in AI 27:45 The Role of Robotics in AI 39:18 The Importance of Trust in 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 "RL202 — The Ultimate Guide to Artificial Intelligence Investing" 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.
Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2 | Retirement Lifestyle Show

Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2 | Retirement Lifestyle Show

A short clip, 2 of 2 and peek into the episode "Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/7DtS9OcKDbY OR in your favorite podcast app - links below. In the full episode discussion, Roshan and Adrian explore Peter Lynch's final rules of investing, focusing on concentration versus diversification, market preparedness, temperament, and fundamental analysis. They highlight the importance of knowing your investment comfort level, observing trends, preparing for market declines, understanding risk tolerance, and focusing on company research, while emphasizing the benefits of equity mutual funds or index funds for less research-inclined investors. Podcast Website: https://retirementlifestyleshow.com/peter-lynchs-golden-rules-for-investing-smart-strategies-part-2/ For the time stamps below watch the full episode: https://youtu.be/7DtS9OcKDbY Chapters 00:00 Introduction and Recap 07:23 Finding Growth Companies: Be Observant of Trends 15:19 Being Prepared for Market Declines: Mentally and Financially 32:53 The Importance of Time and Long-Term Perspective 43:15 Equity Mutual Funds for Simplicity and Diversification 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 "RL201 - Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2" 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.
bottom of page