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roshanloungani
- Feb 12
- 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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roshanloungani
- Feb 3
- 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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roshanloungani
- Feb 1
- 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
- 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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roshanloungani
- Jan 10
- 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
- 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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roshanloungani
- Dec 31, 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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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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roshanloungani
- Dec 4, 2020
- 1 min
101 (Almost) Homerun Gift Ideas For Kids
RL041 - Retirement Lifestyle: 101 (Almost) Homerun Gift Ideas For Kids On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about gift ideas and gift planning for Christmas. They discuss presents for different age groups: children, teenagers, and adults. During the high impact life segment, they mention organizations and causes that you can give back to this holiday season. Here is a link to 6 charities that provide gifts fo
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roshanloungani
- Nov 29, 2020
- 1 min
5 Savvy Year-End Tax StrategiesUntitled
RL040 - Retirement Lifestyle: 5 Savvy Year-End Tax Strategies Gearing up for the end of 2020 we discuss year-end tax strategies. Managing the tax side of your financial life can help you save additional funds for retirement. Tax-loss harvesting, Roth conversion, and charitable giving are tax strategies we analyze in this episode of the Retirement Lifestyle Show! Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@ar
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roshanloungani
- Nov 19, 2020
- 2 min
What You Must Know Before Building Your Incapacity Plan With Alfred Lee
RL039 - Retirement Lifestyle: What You Must Know Before Building Your Incapacity Plan With Alfred Lee A power of attorney is an important cornerstone of incapacity planning. This legal document can enable someone to provide healthcare or financial decisions on your behalf and much more. A well organized estate plan that is up-to-date can elevate the emotional stress that unexpected emergencies bring. We discuss this and more with our guest Alfred Lee. Alfred Lee obtained h
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roshanloungani
- Nov 11, 2020
- 1 min
Medicare Open Enrollment - What To Consider?
RL038 - Retirement Lifestyle: Medicare Open Enrollment - What To Consider? There are a number of factors to consider before making your Medicare open enrollment decision. People have the option to choose from a wide variety of Medicare health plans. Deciding what plan works the best for you and your budget is crucial. We discuss the different types of Medicare plans and there cost structures to help see what your options are. Medicare Open enrollment provides Medicare user
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roshanloungani
- Nov 4, 2020
- 1 min
We React To 6 Early Retirement Lies
RL037 - Retirement Lifestyle: We React To 6 Early Retirement Lies The decision to retire early contains a mix of self-discovery and opportunity. We discuss the 6 biggest lies about early retirement in order to shine a new light on common misconceptions. In the science of happiness we discuss how one act of kindness can create a ripple effect. The article we reference can be accessed by the following link: https://www.cnbc.com/2020/07/23/biggest-early-retirement-lies-says-reti
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roshanloungani
- Oct 21, 2020
- 1 min
Battle of the Plans 2 part 2
RL035 - Retirement Lifestyle: Battle of the Plans 2 part 2 We evaluate a person's hypothetical financial situation and discuss the importance of asset allocation/tax diversification. We take a look at three important tax categories that play significant role in this persons financial plan. We also discuss different investing methodologies and Roth conversion that help create a pool of tax free wealth. Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-44
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roshanloungani
- Oct 21, 2020
- 1 min
Battle of the Plans 2 part 1
RL034 - Retirement Lifestyle: Battle of the Plans 2 part 1 We evaluate a person's hypothetical financial situation and discuss how they can pass the maximum amount of their wealth to charity. In this case the question is not sufficiency its about efficiency since the person has built up a large amount of assets. There are a number of considerations and approaches we analyze in order to help this person achieve their end goal. Roshan can be reached at roshan.loungani@aretewe
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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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