RL018 - Retirement Lifestyle: Are You Ready To Retire? There are a lot of important categories and topics people should consider before they retire.  What's your personal life mission?  Are you financially ready? Do you have a plan, from a health perspective? How long are you going to continue to work for your employer or business?  How will you spend your time in retirement?  We discuss these questions and more to help you prepare to make a decision on when to retire! Roshan

RL017 - Retirement Lifestyle: Should I Invest Now? Determining when and how to invest your hard earned dollars in order to get your money working for you can be complex.  We discuss two investing strategies called dollar cost averaging and a lump-sum amount. We analyze historic market data from 1927 to present time.  High Impact life discusses organizations and opportunities that allow people to volunteer to teach languages to a diverse group of people. These are lessons that

RL016 - Retirement Lifestyle: Seven Retirement Questions Welcome to the Retirement Lifestyle Show!  We discuss seven common retirement questions people currently have. The Science of Happiness takes a look at the World Happiness Report for 2020 to see what country ranks the highest. Lastly, we answer some questions our listeners have in our new segment called Ask The Experts. Following are links to some of the items we discussed: https://worldhappiness.report/ed/2020/#read ht

RL015 - Retirement Lifestyle: Real Estate Lifestyle Decisions This we week have Priti Malhotra, Real Estate Consultant, share her expertise. She discusses how to approach real estate during the pandemic,  supply and demand, sellers market vs. buyers market, the interest rate environment and the important trends you need to know in 2020 and beyond. Priti Malhotra is an experienced Real Estate Consultant with extensive experience in marketing, home staging, contract negotiation

RL014 - Retirement Lifestyle: Peace of Mind Prioritizing your goals and creating a plan to achieve them can sometimes be complex.  Advisors can create detailed plans and educate you when it comes to important topics in your life to help you obtain peace of mind. The Science of Happiness discusses an exercise that can make individuals happier and bring change to their daily routine.  High Impact life examines a business that supports its community by providing a place to live

RL013 - Retirement Lifestyle: Erik's Financial Plan? Join us to discuss Erik's financial plan in real time!   This will show you how you can adjust your financial plan and accomplish your goals regardless of what is happening in the market. The Science of Happiness addresses the question what do you want to accomplish with the rest of your life? High Impact life examines the organization known as Habitat for Humanity and the role it plays in communities.  We discuss these top

RL012 - Retirement Lifestyle: Is This Recovery Real? Welcome to the Retirement Lifestyle Show!  Can the current market rally continue?  We discuss various investment style approaches and analyze the current market trends.  We examine the common patterns market recoveries can form.  These are lessons that can be helpful in 2020 and beyond. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be ha

Episode: RL011 - Retirement Lifestyle: Turn Your Vision Into Goals We discuss how to turn your vision for retirement into goals.  Creating goals allows the opportunity to take action in achieving your ideal retirement. Detailed planning can help you accomplish your goals to bring you one step closer to your vision.  These are lessons to set you on the path for the retirement of your dreams. Roshan & Erik are here to help and taking on new clients.   If you would like to revie

Episode: RL010 - Retirement Lifestyle: Building Your Vision For Retirement We discuss how to build a vision for retirement.  We examine a variety of ways you can create and fine-tune your vision to develop the ideal retirement.  These are lessons to set you on the path for the retirement of your dreams. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you. Roshan can be r

Episode: RL009 - Retirement Lifestyle: The Five Stages of Retirement The five stages of retirement are: imagination, anticipation, liberation, reorientation, and reconciliation.  We discuss the common trends people face in these stages to help you prepare for retirement.  We examine retirement stories and strategies in order to give an in depth look at these five stages. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal fina

Episode: RL008 - Retirement Lifestyle: Staying Healthy During The Lockdown Staying at home during the quarantine can abruptly change your routine and lifestyle.  There can be both positives and negatives when it comes to staying at home during a lockdown.  We discuss healthy ways of living and strategies you can utilize to navigate through the stay-at-home order. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial si

Rl007 - Emergency Readiness podcast episode Preparedness for any emergency can help minimize the harmful effects that take place. We examine a wide variety of supplies and resources that can beneficial during an emergency.  These are lessons that can navigate you through tough situations that occur in life. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you. Roshan can

Retirement is a brand new stage in your life.  Creating a plan for this transition and practicing what retirement will be like for you can help you achieve the retirement of your dreams.  We discuss transitioning into retirement with our guest Dee Cascio who gives us valuable insight on how to transition into the retirement lifestyle of your desires. Dee Cascio LPC, LMFT, BCC, author, speaker, Licensed Psychotherapist, Certified Life Coach, Retirement Lifestyle/ReCareer Coach

Dynamic spending strategies can safeguard your portfolio in different market environment.  We critique the 4% rule and discuss withdrawal scenarios for an in depth look at dynamic spending.  These are lessons to help you maintain your income stream throughout your retirement. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you. Roshan can be reached at roshan.loungani@ar