#podcast

Six Major Life Events And Your Financial Plan

roshanloungani

Sep 14, 2022
3 min

Six Major Life Events And Your Financial Plan

RL134 - Six Major Life Events And Your Financial Plan Today on the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down the six major life events that could impact your financial plan. They talk about the pros and cons of inheriting assets, planning for an expected medical catastrophe, and things you should consider before buying a house. [03:07] Moving: Buying Versus Renting [06:46] Sometimes Renting Makes Sense [10:28] Leaving a Job - Willingly or Unwi

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Insights from Where the Money Is by Adam Seessel

roshanloungani

Sep 14, 2022
2 min

Insights from Where the Money Is by Adam Seessel

RL133 - Insights from Where the Money Is by Adam Seessel Today on the Retirement Lifestyle Show, Roshan Loungani and Erik Olson break down Adam Seessel's book Where the Money Is: Value Investing in the Digital Age. They discuss the book's value investing framework, how it can be implemented by the average investor, and why investing in Tech might be the way to go for value investors. [01:46] Introduction [04:20] Value Investing in the Digital Age [07:20] Value Investing 3.0 [

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roshanloungani

Sep 4, 2022
2 min

How to Improve Investment Performance

RL132 - How to improve investment performance On the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson discuss the benefits of being a disciplined investor. They break down the consequences of lacking investment discipline, the value of staying invested, and why you need to remove emotions from all your investment decisions. [01:30] A Disciplined Approach to Investing [04:26] Why You Must Avoid Emotional Investing [07:45] Benefits of Having a Strict Investment S

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roshanloungani

Aug 24, 2022
2 min

Aging in Place

RL131 - Aging in Place On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about Aging in Place and its place in retirement. They go through the pros and cons of aging in place, technological advances in the space, and how to plan for your later years well in advance. [01:20] Aging in Place and What it Really Means [05:08] Costs and When to Start Planning [09:08] Aging in Place Location and Ease of Access [11:11] Impact on Memory Loss and

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The Crypto Market Update with Jeremey Epstein

roshanloungani

Aug 19, 2022
4 min

The Crypto Market Update with Jeremey Epstein

RL130 - The Crypto Market Update with Jeremey Epstein On the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson talk to Jeremy Epstein, President of the Crypto Explorers Association and co-founder of the Crypto Explorers. Jeremy shares his take on the current crypto environment, why crypto investing is not for everyone, and the risk versus potential opportunities in cryptocurrencies right now. [02:13] A Look Back at the Crazy Year For Crypto [06:00] Will Crypto B

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roshanloungani

Aug 11, 2022
3 min

How to Lower the Cost of Education

RL129 - How to Lower the Cost of Education Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson go through easy-to-implement strategies to lower the cost of college. They talk about the current cost of attending college, how to pay for college without breaking the bank, and whether the price of attending an elite school is really worth it. [01:02] A Strategic Look at Paying For Your Kid's College Education [06:30] Stanford University Resea

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Retirement Planning: Avoid These Three Mistakes

roshanloungani

Aug 5, 2022
3 min

Retirement Planning: Avoid These Three Mistakes

RL128 - Retirement Planning: Avoid These Three Mistakes Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson go through the three major mistakes you should avoid when planning for retirement. They talk about risk versus reward during retirement, why so many retirees are returning to work, and the benefits of proper retirement planning. [02:40] Introduction [03:33] Risk Versus Reward During Retirement [06:49] Understanding the Two Major Typ

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roshanloungani

Jul 29, 2022
3 min

Covered Calls Explained

RL127 - Covered Calls Explained Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson break down the anatomy of a covered call. They talk about the basics of an options strategy, how to own a covered call, and the right market conditions for investing in covered calls. [02:52] The Basics of an Options Strategy [04:39] What is an Option? [08:55] Put and Call: The Two Main Types of Options [12:45] Things That Dictate How Options are Priced [1

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Stopping Forced Labor in the Solar Panel Industry with Reginald Smith

roshanloungani

Jul 20, 2022
3 min

Stopping Forced Labor in the Solar Panel Industry with Reginald Smith

RL126 - Stopping Forced Labor in the Solar Panel Industry with Reginald Smith Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Reginald Smith, a Research Analyst for Eventide. He is primarily responsible for evaluating and monitoring new and existing investment opportunities, focusing on clean energy. They discuss supply chain diversification, how China uses forced labor to make solar panels, and how conscientious investing can

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roshanloungani

Jul 13, 2022
3 min

2022 Mid-Year Review and Outlook

RL125 - 2022 Mid-Year Review and Outlook On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss how the markets have been performing so far in 2022 and why you should bother conducting a mid-year review of your portfolio. They also analyze the short-and long-term factors that could affect the position of an investor's portfolio and what to expect from the economy, the bond market, and global equities in the second half of the year. [05:26]

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roshanloungani

Jul 7, 2022
3 min

Six Common Scams Against Seniors

RL124 - Six Common Scams Against Seniors Today the Retirement Lifestyle Show focuses on financial abuse of older people , including scams by con artists representing themselves as everything from government representatives to tech support, home energy auditors, distressed grandchildren, and even new romantic interests. For more links and the full show notes keep scrolling down! Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson ca

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roshanloungani

Jun 29, 2022
3 min

Bullish or Bearish?

On the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson decode whether the current market environment is bullish or bearish. They talk about structured notes, the yield curve, the prospect of an imminent recession, and how to invest depending on whether the markets move up, down, or sideways. [03:32] Introduction [07:15] Macroeconomic Factors and the Current Investing Environment [09:50] Are We In a Recessionary Environment? [15:15] The Yield Curve: A Recessionary S

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roshanloungani

Jun 23, 2022
3 min

Healing from the Past with Jeff Konfara

RL122 – Healing from the Past with Jeff Konfara 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 t

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Walking the Way of St. James with Greg Alexander

roshanloungani

Jun 16, 2022
2 min

Walking the Way of St. James with Greg Alexander

RL121 - Walking the Way of St. James with Greg Alexander Today 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 Ca

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Generosity and Charitable Giving with Jeffrey Wallace

roshanloungani

Jun 16, 2022
3 min

Generosity and Charitable Giving with Jeffrey Wallace

RL120 - Generosity and Charitable Giving with Jeffrey Wallace Today 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]

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8 Strategies to Take Advantage of Market Declines

roshanloungani

Jun 2, 2022
3 min

8 Strategies to Take Advantage of Market Declines

on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the investment opportunities available during a down market. They discuss shorting a stock during market lows, the best times to rebalance your portfolio, and wealth transfers during a recession. [03:40] Investment Opportunities During a Down Market [05:25] Shorting a Stock During Market Lows [08:38] Dos and Don'ts of Shorting a Stock [10:30] Bonds in the Low-Interest Environment [1

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Stock Market Declines: What Should You Do Now?

roshanloungani

May 25, 2022
3 min

Stock Market Declines: What Should You Do Now?

RL118 - Stock Market Declines: What Should You Do Now? Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the 2022 market decline and possible responses. They break down how the markets typically respond to historical declines, the role of inflation in market volatility, and how to handle volatility in retirement. [05:01] The Stress of Market Volatility [08:30] Market Volatility and Historical Comparisons [12:04] Historical De

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Special Needs Planning with Ken Piercey, JD

roshanloungani

May 20, 2022
3 min

Special Needs Planning with Ken Piercey, JD

RL117 - Special Needs Planning with Ken Piercey, JD Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Kenneth Piercey, a Trust attorney specializing in proper estate planning, estate tax elimination, asset protection, special needs planning, probate, and Medicaid. They talk about special needs planning, the benefits of setting up a third-party special needs trust, and how to avoid the scary possibility of guardianship. [01:24] G

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Navigating the New IRA Required Minimum Distribution (RMD) Maze

roshanloungani

May 11, 2022
3 min

Navigating the New IRA Required Minimum Distribution (RMD) Maze

RL116 - Navigating the New IRA Required Minimum Distribution (RMD) Maze Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the new IRA rules on required minimum distributions (RMD). They dissect what has changed, who is affected, and some smart planning steps you could take to minimize the tax hit, both in your own lifetime and for your heirs. [03:56] The New IRA Rules on Required Minimum Distributions (RMD) [07:12] Roth Conve

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The Fed, Mortgage Rates, and Home Price Expectations

roshanloungani

May 5, 2022
3 min

The Fed, Mortgage Rates, and Home Price Expectations

RL115 - The Fed, Mortgage Rates, and Home Price Expectations Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about how rising interest rates will affect home prices in the US. They discuss how the Fed uses low-interest rates to combat inflation, the best economic environments to buy a house, and the historical average mortgage rates in the US. [04:40] Fed Rates and the Low-Interest Rate Environment [08:25] How the Fed Uses Intere

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