#retirementlifestylepodcast

Jim Stanard Journey From Insurance Executive to Musician

roshanloungani

Oct 16, 2020
1 min

Jim Stanard Journey From Insurance Executive to Musician

RL033 - Retirement Lifestyle: Jim Stanard Journey From Insurance Executive to Musician Jim Stanard has transitioned from a successful career in the business world to a creative musical artist. Jim Stanard's second album Color Outside The Lines once again showcases the Florida/Colorado-based troubadour's distinctive song craft, vivid storytelling and unmistakably authentic voice - the same qualities that made listeners and critics take notice of his acclaimed 2018 debut Bucket

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roshanloungani

Oct 7, 2020
1 min

Divorce Mediation with Robin Graine

RL032 - Retirement Lifestyle: Divorce Mediation with Robin Graine During a divorce, you and your spouse are faced with a lot of tough decisions. On top of that divorce can be extremely costly both emotionally & relationally. Divorce mediation provides an alternative to litigation that can fit your financial needs. We discuss the financial aspects of divorce mediation with Robin Graine. Robin Graine is a highly-rated divorce mediator with 17+ years experience in family law, cu

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roshanloungani

Oct 7, 2020
1 min

How To Be A Smart Car Buyer

RL031 - Retirement Lifestyle: How To Be A Smart Car Buyer Buying a car is one of the biggest purchases people make today. Researching the different attributes that come with a car and deciding whether to get a new vs used car is a good starting point. Then comes the next big question how are you going to pay for it? We discuss helpful tips on the decision making process and financing options when it comes to buying a car. These are lessons to help you become a smart car b

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roshanloungani

Sep 23, 2020
1 min

6 Tips To Invest In Retirement

RL030 - Retirement Lifestyle: 6 Tips To Invest In Retirement In this episode, we will share 6 tips to help you invest in your retirement. These are tips to help you become more informed when it comes to making financial decisions in retirement. Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Listen to the whole episode on our website here: https://www.retirewithroshan.com/podcast

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roshanloungani

Sep 17, 2020
1 min

Battle of the Plans 1

RL029 - Retirement Lifestyle: Battle of the Plans 1 In this episode we evaluate a person's hypothetical financial situation and discuss our approach. We begin by analyzing the person's financial constraints and suitability. Then we challenge each-others strategies and ideas to determine the best course of action for this person. Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Lis

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Opportunistic Approaches For The Election

roshanloungani

Sep 10, 2020
1 min

Opportunistic Approaches For The Election

RL027 - Retirement Lifestyle: Opportunistic Approaches For The Election Here is the final episode in our political election series where we discuss strategies to capitalize on gains in the event of a market decline. We review these topics and more to help you be more proactive when it comes to your portfolio during times of political uncertainty! Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or

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Defensive Strategies Before The Election

roshanloungani

Sep 3, 2020
1 min

Defensive Strategies Before The Election

RL026 - Retirement Lifestyle: Defensive Strategies Before The Election Continuing on with election related topics we discuss defensive strategies that can protect your portfolio. We take a look at the pros and cons of tactical and passive investing along with risk-adjusted returns. Remember there are always ways to express your opinion in the markets. We discuss these topics and more to help you prepare your portfolio through times of political uncertainty! Roshan can be re

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Portfolio Adjustments Before The Election

roshanloungani

Aug 26, 2020
1 min

Portfolio Adjustments Before The Election

RL024 - Retirement Lifestyle: Portfolio Adjustments Before The Election Have you considered how the upcoming election can impact your portfolio? We discuss historical data relating to the markets during a presidential cycle. We also look at different market sectors and their performance overtime. These are lessons to help your portfolio navigate through times of political uncertainty. Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be

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Market and Economic Implications of A Democratic Sweep (part 2 of 2)

roshanloungani

Aug 20, 2020
1 min

Market and Economic Implications of A Democratic Sweep (part 2 of 2)

RL023 - Retirement Lifestyle: Market and Economic Implications of A Democratic Sweep (part 2 of 2) Welcome to a special multi-part series on the economic and market implications under a full sweep of the White House, Senate and House of Representatives by the Democratic Party. We discuss historical data, market sectors, and specific steps you can adopt for your portfolio to prepare for the upcoming elections in November of 2020. These are lessons that can help navigate you

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Market and Economic Implications of A Democratic Sweep (part 1 of 2)

roshanloungani

Aug 14, 2020
1 min

Market and Economic Implications of A Democratic Sweep (part 1 of 2)

RL022 - Retirement Lifestyle: Market and Economic Implications of A Democratic Sweep (part 1 of 2) Welcome to a special multi-part series on the economic and market implications under a full sweep of the White House, Senate and House of Representatives by the Democratic Party. We discuss historical data, market sectors, and specific steps you can adopt for your portfolio to prepare for the upcoming elections in November of 2020. These are lessons that can help navigate you

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roshanloungani

Jul 30, 2020
1 min

Financially Savvy Kids

RL021 - Retirement Lifestyle: Financially Savvy Kids Financial habits can be passed down to younger generations through a variety of different ways. We discuss commonly used methods to teach kids how to be smart when it comes to their finances. These are lessons to help you prepare your kids or grandkids to be financially savvy adults one day. Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 81

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roshanloungani

Jul 24, 2020
1 min

Social Security

RL020 - Retirement Lifestyle: Social Security Social Security is a federal insurance program that provides economic security for millions of Americans. Determining at what age to take social security is circumstantial. We discuss what you should consider before taking social security. Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Listen to the whole episode on our website here:

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roshanloungani

Jul 24, 2020
1 min

Estate Planning with Alfred Lee

RL019 - Retirement Lifestyle: Estate Planning with Alfred Lee Wills, trusts and other estate planning documents can protect and preserve assets for individuals and businesses. A properly structured estate plan can shield against unforeseen liabilities such as a lawsuit We discuss the importance of estate planning with Alfred Lee. Alfred Lee obtained his law degree from the University of Notre Dame and is currently an Estate Attorney for Pluymert, MacDonald, Hargrove & Lee,

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roshanloungani

Jul 9, 2020
1 min

Are You Ready To Retire?

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

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roshanloungani

Jul 2, 2020
1 min

Should I Invest Now?

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

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roshanloungani

Jun 25, 2020
1 min

Seven Retirement Questions

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

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roshanloungani

Jun 19, 2020
1 min

Real Estate Lifestyle Decisions

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

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roshanloungani

Jun 12, 2020
1 min

Peace of Mind

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

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roshanloungani

Jun 3, 2020
1 min

Erik's Financial Plan?

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

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roshanloungani

May 28, 2020
1 min

Is This Recovery Real?

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

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