#retirementlifestylepodcast

Values-Based Investing with Jason Myhre, Director of Advocacy, Eventide Funds

roshanloungani

Apr 22, 2021
4 min

Values-Based Investing with Jason Myhre, Director of Advocacy, Eventide Funds

RL061 - Retirement Lifestyle: Values-Based Investing with Jason Myhre, Director of Advocacy, Eventide Funds Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson and Adrian Nicholson talk to Jason Myhre, managing partner and director of advocacy at Eventide about values-based investing: the misconceptions around it and practical strategies you can apply. [00:03:32] Investing that Makes the World Rejoice [00:07:18] How Jason Got into Values-based Investing [00:12

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roshanloungani

Apr 15, 2021
3 min

Retirement Paycheck Smackdown!

RL060 - Retirement Lifestyle: Retirement Paycheck Smackdown! The Retirement Lifestyle Show discusses a hypothetical client's retirement plans. They debate on when the client should take social security, which portions of her wealth she should draw from first and analyze the taxable portions of her portfolio. [02:28] Transitioning into retirement [06:15] Maintaining your taxable income below the Social Security limit [14:30] Converting money from a traditional IRA into a Roth

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roshanloungani

Apr 7, 2021
3 min

Financial Finish Lines

RL059 - Retirement Lifestyle: Financial Finish Lines Today on the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson talk about financial finish lines and how to set them. They tackle the question of “how much is enough?” from economic, social, and cultural points of view. [03:57] Financial Finish Lines [08:58] Absolute vs. Relative Wealth [15:20] Can Money Buy Happiness? [18:03] Greatest Predictor of Health & Happiness [22:50] What to Do beyond a Financial Finish Lin

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Options 101: Portfolio hedges, or instruments of self-destruction?

roshanloungani

Mar 31, 2021
1 min

Options 101: Portfolio hedges, or instruments of self-destruction?

RL058 – Retirement Lifestyle: Options 101: Portfolio hedges, or instruments of self-destruction? This episode of the Retirement Lifestyle show centered around options. Option buyers can have the option, but not the obligation to buy or sell something at a preset price within a preset period of time. They can reduce risk for a price of course, but use recklessly they can be instruments of financial self destruction. We discuss how they work, what the opportunities are, what th

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How Smart Investors Use Roth Conversions To Supercharge Tax-Free Wealth

roshanloungani

Mar 26, 2021
3 min

How Smart Investors Use Roth Conversions To Supercharge Tax-Free Wealth

RL057 – How Smart Investors Use Roth Conversions To Supercharge Tax-Free Wealth Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about Roth conversions and Tax rates. They discuss withdrawal and Roth conversion strategies, how to intelligently grow your tax-free assets, and how tax rates can affect your retirement plans. [04:38] Difference between Roth IRA and traditional IRA [14:10] Why tax rates and Roth conversions are importan

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roshanloungani

Mar 22, 2021
1 min

Investing aligned with your values

RL056 – Retirement Lifestyle: Investing aligned with your values This episode of the Retirement Lifestyle Show focuses on sustainable investing. What is sustainable investing? How can you incorporate it into your portfolio? These are among the topics and more that we discuss to see how investing along with your values can fit into your financial future. [04:55] EGS as a Subset of Value-Based Investing [09:10] Components of EGS Investing [13:24] How to Implement EGS investing

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Battle of the Plans III, Part 2—Investments

roshanloungani

Mar 12, 2021
2 min

Battle of the Plans III, Part 2—Investments

RL055 - Battle of the Plans III, Part 2—Investments Roshan Loungani, Erik Olson, and Adrian Nicholson are back with the second installment of Battle of the Plans III, Part 2. They continue the discussion to see the different investment tactics a hypothetical couple can implement in their plan. In Part I, the hosts discussed optimal withdrawal strategies, the couple’s spending levels, and how they can manage the risk of long-term care. In this episode, Roshan and Erik examine

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roshanloungani

Mar 9, 2021
4 min

Battle of the Plans III, Part 1

RL054 - Retirement Lifestyle: Battle of the Plans III, Part 1 On this episode of the Retirement Lifestyle Show, Erik Olson, and Adrian Nicholson present the third installment of Battle The Plans, which covers planning for retirement, risk tolerance, and the ideal social security withdrawal strategy. They take a look at a couples hypothetical financial situation to determine if they are on track for retirement. [05:41] Planning for Retirement [13:33] Why People Nearing Retire

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roshanloungani

Mar 9, 2021
2 min

Investing, Trading, Speculating

RL053 - Retirement Lifestyle: Investing, Trading, Speculating On this episode of the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson talk about the distinction between investing, trading, and speculating, each strategy holding the potential to make your money work for you in the financial market. They discuss the time and risk elements of each and the overall results you can expect from each option. They also talk about ways to implement the strategies and help you

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10 Cybersecurity Tactics to Wall Off Your Data

roshanloungani

Feb 17, 2021
4 min

10 Cybersecurity Tactics to Wall Off Your Data

RL052 - Retirement Lifestyle: 10 Cybersecurity Tactics to Wall Off Your Data On this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson talk about cybersecurity and data protection. They discuss why it's essential to be safe online, tactics used by scammers to steal your information, and how to protect yourself from potential attacks. The good news is, there are simple steps that you can incorporate into the online space that will protect you from

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Smart Education Planning For Children and Grandchildren

roshanloungani

Feb 11, 2021
1 min

Smart Education Planning For Children and Grandchildren

RL051 - Retirement Lifestyle: Smart Education Planning For Children and Grandchildren On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson and Adrian Nicholson talk about college funding. They discuss conventional and unconventional approaches to college funding, the upward trend of college tuition fees, and the cost-benefit considerations of a college education. The hosts also discuss the strengths and weaknesses of using 529 state plans, standard in

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Crypto Wall Street: Bitcoin, Blockchain, and Crypto

roshanloungani

Feb 3, 2021
3 min

Crypto Wall Street: Bitcoin, Blockchain, and Crypto

RL050 - Retirement Lifestyle: Crypto Wall Street: Bitcoin, Blockchain, and Crypto On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about Blockchain, Cryptocurrencies, and how to incorporate them into your portfolio. They also dissect how heavily shorted retail stocks have been taking the market by storm lately, with individual investors clashing with big institutional investors. Roshan can be reached at roshan.loungani@a

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12 Points From Biden's American Rescue Plan Explained

roshanloungani

Feb 1, 2021
4 min

12 Points From Biden's American Rescue Plan Explained

RL049 - Retirement Lifestyle: 12 Points From Biden's American Rescue Plan Explained On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about President Biden's proposed stimulus plan to help battle the virus and alleviate the economic toll it has taken. They also analyze the potential benefits, drawbacks, and feasibility of some of these proposed plans and how it affects you. Roshan can be reached at roshan.loungani@aretewe

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roshanloungani

Jan 21, 2021
1 min

2021 Economic and Market Outlook

RL048 - Retirement Lifestyle: 2021 Economic and Market Outlook On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the 2021 outlook on the market and the economy. They analyze the possible outcomes post-pandemic and explain why emerging markets are becoming popular among investors. They also discuss how consumers will affect the 2021 economy and look at the changes and opportunities present in the current market. Past

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How To Win The Healthy Living War In 2021 With Jill Myers

roshanloungani

Jan 10, 2021
1 min

How To Win The Healthy Living War In 2021 With Jill Myers

RL047 - Retirement Lifestyle: How To Win The Healthy Living War In 2021 With Jill Myers Today on the Retirement Lifestyle Show, Roshan Loungani and Erik Olson talk to Jill Myers, an integrative nutrition health coach. Jill’s work focuses on highlighting and addressing the aspects of our health that are often overlooked to facilitate the optimal health and wellbeing of her clients. Roshan and Erik talk to Jill about living a happy and healthy life, addressing behavioral factor

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roshanloungani

Jan 3, 2021
1 min

No Holds Barred Look at 2020

RL046 - Retirement Lifestyle: No Holds Barred Look at 2020 On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson review the highs and lows of the year. They discuss the different trends that made it to the headlines, the most searched terms, and effects of the pandemic on our social and financial wellbeing. The pandemic might have affected your normal way of living, but a new year is just around the corner. Roshan can be reached a

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Navigating The Current Seller's Market In Housing

roshanloungani

Dec 30, 2020
1 min

Navigating The Current Seller's Market In Housing

RL045 - Retirement Lifestyle: Navigating The Current Seller's Market In Housing On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson and Adrian Nicholson talk about the real estate market. They discuss whether it's a buyer’s vs. seller’s market as well as important data points and what you can do about it. Your home purchase is one of the biggest decisions you will ever make so planning it well and considering all the financial and personal factors ca

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8 Dynamic Outlooks On Financial Independence

roshanloungani

Dec 18, 2020
1 min

8 Dynamic Outlooks On Financial Independence

RL044 - Retirement Lifestyle: 8 Dynamic Outlooks On Financial Independence On this episode of the Retirement Lifestyle Show we discuss the varying opinions of retirement. We ask 8 people what the definition of retirement means to them and learn an interesting fact! The concept of Financial Independence is also brought into the conversation to challenge the traditional concept of retirement. Listen in to gain insight on the current trends of retirement. Roshan can be reached

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roshanloungani

Dec 18, 2020
1 min

7 Tax Secrets Of Smart Givers

RL043 - Retirement Lifestyle: 7 Tax Secrets Of Smart Givers On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about charitable giving and how to get the best out of your philanthropic efforts. They discuss the different strategies that can help you receive the total tax benefits from your charitable giving. As a parting shot, they highlight the more significant benefits that come with charitable giving. Roshan can be reac

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roshanloungani

Dec 18, 2020
1 min

The Pros And Cons Of Working Longer

RL042 - Retirement Lifestyle: The Pros And Cons Of Working Longer Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson and Adrian Nicholson talk about timing your retirement. They weigh financial factors, social needs and personal goals and how they may impact when you choose to retire. These are lessons to help you in 2020 and beyond! Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.co

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