Inflation and Market Outlook | Retirement Lifestyle Show
00:44

Inflation and Market Outlook | Retirement Lifestyle Show

A short clip, 2 of 2 and peek into the episode "Inflation and Market Outlook" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/fxRkZNL4QAs OR in your favorite podcast app - links below. In the full episode they talk about the August inflation and the worst day in the markets since June 2020. They break down the August Consumer Price Report, investment opportunities in a down market, and how money printing causes inflation. Time stamps below can be found by listening to the full episode: https://youtu.be/fxRkZNL4QAs [01:55] A Bad Day in The Markets [05:13] How Investors Reacted to the August Consumer-Price Report [12:34] Stock Market Takes a Dip Following August Inflation Report [17:10] Investors Flock to "Safe" Investments [21:40] Media Coverage on the September Dip [23:38] Investors Turn to Treasury Bonds After Hot Inflation Readings [27:36] How to Position Your Portfolio For What's to Come [29:03] The Inverted Yield Curve [31:03] Technically, We're Already in a Recession [35:10] Inflation Versus Recession: What Will the Fed Tackle First? [40:57] Money Printing and the Inflation Reduction Act [46:08] Long-Term Investment Opportunities in a Down Market [50:21] The Comfort of Holding a Low-Priced Stock [55:40] How to Carefully Select Attractive Stocks [58:11] Why High-Value Stocks Have a Margin of Safety [01:00:11] How to Insulate Your Portfolio During a Recession [01:02:39] Parting Thoughts For the full show notes visit: https://retirementlifestyleshow.com/inflation-and-market-outlook/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL135 - Inflation and Market Outlook" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Inflation and Market Outlook | Retirement Lifestyle Show
00:34

Inflation and Market Outlook | Retirement Lifestyle Show

A short clip, 1 of 2 and peek into the episode "Inflation and Market Outlook" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/fxRkZNL4QAs OR in your favorite podcast app - links below. In the full episode they talk about the August inflation and the worst day in the markets since June 2020. They break down the August Consumer Price Report, investment opportunities in a down market, and how money printing causes inflation. Time stamps below can be found by listening to the full episode: https://youtu.be/fxRkZNL4QAs [01:55] A Bad Day in The Markets [05:13] How Investors Reacted to the August Consumer-Price Report [12:34] Stock Market Takes a Dip Following August Inflation Report [17:10] Investors Flock to "Safe" Investments [21:40] Media Coverage on the September Dip [23:38] Investors Turn to Treasury Bonds After Hot Inflation Readings [27:36] How to Position Your Portfolio For What's to Come [29:03] The Inverted Yield Curve [31:03] Technically, We're Already in a Recession [35:10] Inflation Versus Recession: What Will the Fed Tackle First? [40:57] Money Printing and the Inflation Reduction Act [46:08] Long-Term Investment Opportunities in a Down Market [50:21] The Comfort of Holding a Low-Priced Stock [55:40] How to Carefully Select Attractive Stocks [58:11] Why High-Value Stocks Have a Margin of Safety [01:00:11] How to Insulate Your Portfolio During a Recession [01:02:39] Parting Thoughts For the full show notes visit: https://retirementlifestyleshow.com/inflation-and-market-outlook/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL135 - Inflation and Market Outlook" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Inflation and Market Outlook | Retirement Lifestyle Show
01:03:20

Inflation and Market Outlook | Retirement Lifestyle Show

On Tuesday, September 13, the Bureau of Labor Statistics released the August 2022 inflation numbers, compared to both July and the year before those numbers were again up, not down. Investors saw the single largest drop in the markets since June 2020. Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the August inflation and the worst day in the markets since June 2020. They break down the August Consumer Price Report, investment opportunities in a down market, and how money printing causes inflation. [01:55] A Bad Day in The Markets [05:13] How Investors Reacted to the August Consumer-Price Report [12:34] Stock Market Takes a Dip Following August Inflation Report [17:10] Investors Flock to "Safe" Investments [21:40] Media Coverage on the September Dip [23:38] Investors Turn to Treasury Bonds After Hot Inflation Readings [27:36] How to Position Your Portfolio For What's to Come [29:03] The Inverted Yield Curve [31:03] Technically, We're Already in a Recession [35:10] Inflation Versus Recession: What Will the Fed Tackle First? [40:57] Money Printing and the Inflation Reduction Act [46:08] Long-Term Investment Opportunities in a Down Market [50:21] The Comfort of Holding a Low-Priced Stock [55:40] How to Carefully Select Attractive Stocks [58:11] Why High-Value Stocks Have a Margin of Safety [01:00:11] How to Insulate Your Portfolio During a Recession [01:02:39] Parting Thoughts For the full show notes visit: https://retirementlifestyleshow.com/inflation-and-market-outlook/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as 'RL135 - Inflation and Market Outlook" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Six Major Life Events And Your Financial Plan | Retirement Lifestyle Show
39:06

Six Major Life Events And Your Financial Plan | Retirement Lifestyle Show

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 Unwillingly [17:58] Losing Parents and Inheriting Their Assets [22:36] Family Composition and Relationships [28:30] Kid's Life Stages and Funding Education [33:05] Unexpected Health Changes and Associated Costs [37:20] Parting Thoughts Episode show notes: https://retirementlifestyleshow.com/six-major-life-events-and-your-financial-plan/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL134 - Six Major Life Events And Your Financial Plan" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Six Major Life Events And Your Financial Plan | Retirement Lifestyle Show
00:53

Six Major Life Events And Your Financial Plan | Retirement Lifestyle Show

A short clip, 2 of 2 and peek into the episode "Six Major Life Events And Your Financial Plan" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/DV89-T9CLsU OR in your favorite podcast app - links below. In the full episode they 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. Time stamps below can be found by listening to the full episode: https://youtu.be/DV89-T9CLsU [03:07] Moving: Buying Versus Renting [06:46] Sometimes Renting Makes Sense [10:28] Leaving a Job - Willingly or Unwillingly [17:58] Losing Parents and Inheriting Their Assets [22:36] Family Composition and Relationships [28:30] Kid's Life Stages and Funding Education [33:05] Unexpected Health Changes and Associated Costs [37:20] Parting Thoughts Episode show notes: https://retirementlifestyleshow.com/six-major-life-events-and-your-financial-plan/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL134 - Six Major Life Events And Your Financial Plan" in Spotify, iTunes, Google Podcasts, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Six Major Life Events And Your Financial Plan | Retirement Lifestyle Show
00:33

Six Major Life Events And Your Financial Plan | Retirement Lifestyle Show

A short clip, 1 of 2 and peek into the episode "Six Major Life Events And Your Financial Plan" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/DV89-T9CLsU OR in your favorite podcast app - links below. In the full episode they 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. Time stamps below can be found by listening to the full episode: https://youtu.be/DV89-T9CLsU [03:07] Moving: Buying Versus Renting [06:46] Sometimes Renting Makes Sense [10:28] Leaving a Job - Willingly or Unwillingly [17:58] Losing Parents and Inheriting Their Assets [22:36] Family Composition and Relationships [28:30] Kid's Life Stages and Funding Education [33:05] Unexpected Health Changes and Associated Costs [37:20] Parting Thoughts Episode show notes: https://retirementlifestyleshow.com/six-major-life-events-and-your-financial-plan/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL134 - Six Major Life Events And Your Financial Plan" in Spotify, iTunes, Google Podcasts, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Insights from Where the Money Is by Adam Seessel | Retirement Lifestyle Show
46:31

Insights from Where the Money Is by Adam Seessel | Retirement Lifestyle Show

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 [10:50] How to Analyze Business Quality [13:25] What is Sustainable Competitive Advantage [20:10] Competitive Advantage in Value 3.0 [24:20] How to Uncover the Management Quality of a Business [33:00] Profitability Measurements of a Business Before Investing [35:20] Why Price is Always the Veto Question when Investing [39:25] What Makes Investing in Technology Unique? [44:35] Parting Thoughts Resources Mentioned are in the show notes: https://retirementlifestyleshow.com/insights-from-where-the-money-is-by-adam-seessel/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL133 - Insights from Where the Money Is by Adam Seessel" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Insights from Where the Money Is by Adam Seessel | Retirement Lifestyle Show
00:59

Insights from Where the Money Is by Adam Seessel | Retirement Lifestyle Show

A short clip, 2 of 2 and peek into the episode "Insights from Where the Money Is by Adam Seessel" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/I-rBTfcU5Og OR in your favorite podcast app - links below. In the full episode they 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. Time stamps below can be found by listening to the full episode: https://youtu.be/I-rBTfcU5Og [01:46] Introduction [04:20] Value Investing in the Digital Age [07:20] Value Investing 3.0 [10:50] How to Analyze Business Quality [13:25] What is Sustainable Competitive Advantage [20:10] Competitive Advantage in Value 3.0 [24:20] How to Uncover the Management Quality of a Business [33:00] Profitability Measurements of a Business Before Investing [35:20] Why Price is Always the Veto Question when Investing [39:25] What Makes Investing in Technology Unique? [44:35] Parting Thoughts Resources Mentioned are in the show notes: https://retirementlifestyleshow.com/insights-from-where-the-money-is-by-adam-seessel/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL133 - Insights from Where the Money Is by Adam Seessel" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Insights from Where the Money Is by Adam Seessel | Retirement Lifestyle Show
00:35

Insights from Where the Money Is by Adam Seessel | Retirement Lifestyle Show

A short clip, 1 of 2 and peek into the episode "Insights from Where the Money Is by Adam Seessel" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/I-rBTfcU5Og OR in your favorite podcast app - links below. In the full episode they 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. Time stamps below can be found by listening to the full episode: https://youtu.be/I-rBTfcU5Og [01:46] Introduction [04:20] Value Investing in the Digital Age [07:20] Value Investing 3.0 [10:50] How to Analyze Business Quality [13:25] What is Sustainable Competitive Advantage [20:10] Competitive Advantage in Value 3.0 [24:20] How to Uncover the Management Quality of a Business [33:00] Profitability Measurements of a Business Before Investing [35:20] Why Price is Always the Veto Question when Investing [39:25] What Makes Investing in Technology Unique? [44:35] Parting Thoughts Resources Mentioned are in the show notes: https://retirementlifestyleshow.com/insights-from-where-the-money-is-by-adam-seessel/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL133 - Insights from Where the Money Is by Adam Seessel" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
How to improve investment performance | Retirement Lifestyle Show
41:53

How to improve investment performance | Retirement Lifestyle Show

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 Strategy [11:30] Investment Flexibility and the Acceptance of Risk [14:56] How Your Goals Keep You Disciplined [18:56] The Consequences of Lacking Discipline When Investing [23:10] The Scary Thing About Speculative Bets [25:42] Market Volatility and the Value of Staying Invested [28:47] The Reality of Investment Risk [31:15] Self-Control is the Key to Keeping Emotional Investing at Bay [33:00] Why Doing Nothing is Also an Investment Strategy [35:10] Selling Equities in a Down Market [36:33] Trust the Process: Volatility is Normal [40:39] Parting Thoughts Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL132 - How to improve investment performance" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
How to improve investment performance | Retirement Lifestyle Show
01:02

How to improve investment performance | Retirement Lifestyle Show

A short clip, 2 of 2 and peek into the episode "How to improve investment performance" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/vyZsJCbI8Wc OR in your favorite podcast app - links below. In the full episode they 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. Time stamps below can be found by listening to the full episode: https://youtu.be/vyZsJCbI8Wc [01:30] A Disciplined Approach to Investing [04:26] Why You Must Avoid Emotional Investing [07:45] Benefits of Having a Strict Investment Strategy [11:30] Investment Flexibility and the Acceptance of Risk [14:56] How Your Goals Keep You Disciplined [18:56] The Consequences of Lacking Discipline When Investing [23:10] The Scary Thing About Speculative Bets [25:42] Market Volatility and the Value of Staying Invested [28:47] The Reality of Investment Risk [31:15] Self-Control is the Key to Keeping Emotional Investing at Bay [33:00] Why Doing Nothing is Also an Investment Strategy [35:10] Selling Equities in a Down Market [36:33] Trust the Process: Volatility is Normal [40:39] Parting Thoughts Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL132 - How to improve investment performance" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
How to improve investment performance | Retirement Lifestyle Show
00:46

How to improve investment performance | Retirement Lifestyle Show

A short clip, 1 of 2 and peek into the episode "How to improve investment performance" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/vyZsJCbI8Wc OR in your favorite podcast app - links below. In the full episode they 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. Time stamps below can be found by listening to the full episode: https://youtu.be/vyZsJCbI8Wc [01:30] A Disciplined Approach to Investing [04:26] Why You Must Avoid Emotional Investing [07:45] Benefits of Having a Strict Investment Strategy [11:30] Investment Flexibility and the Acceptance of Risk [14:56] How Your Goals Keep You Disciplined [18:56] The Consequences of Lacking Discipline When Investing [23:10] The Scary Thing About Speculative Bets [25:42] Market Volatility and the Value of Staying Invested [28:47] The Reality of Investment Risk [31:15] Self-Control is the Key to Keeping Emotional Investing at Bay [33:00] Why Doing Nothing is Also an Investment Strategy [35:10] Selling Equities in a Down Market [36:33] Trust the Process: Volatility is Normal [40:39] Parting Thoughts Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL132 - How to improve investment performance" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Aging in Place | Retirement Lifestyle Show
33:24

Aging in Place | Retirement Lifestyle Show

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 Self-Determination [15:58] The Disadvantages of Aging in Place [18:00] The Benefits of Planning for Aging in Place [18:52] Solutions and What Aging in Place Would Mean to You and Your Family [22:36] Technological Advances in This Space [29:20] Resources and Ideas For Well-Planned Aging in Place [32:35] Parting ThoughtsRoshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL131 - Aging in place" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Aging in Place | Retirement Lifestyle Show
00:40

Aging in Place | Retirement Lifestyle Show

A short clip, 2 of 2 and peek into the episode "Aging in Place" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/JO5fawfRv5c OR in your favorite podcast app - links below. In the full episode they 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. Time stamps below can be found by listening to the full episode: https://youtu.be/JO5fawfRv5c [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 Self-Determination [15:58] The Disadvantages of Aging in Place [18:00] The Benefits of Planning for Aging in Place [18:52] Solutions and What Aging in Place Would Mean to You and Your Family [22:36] Technological Advances in This Space [29:20] Resources and Ideas For Well-Planned Aging in Place [32:35] Parting Thoughts Resources Mentioned - https://www.good-sam.com/resources/aging-in-place-tips - https://www.nia.nih.gov/health/aging-place-growing-older-home - https://www.health.harvard.edu/staying-healthy/aging-in-place - https://www.architecturaldigest.com/story/aging-in-place-guide - https://ageinplace.org/ - https://aginginplaceplan.ca/wp-content/uploads/2021/06/06172021-AiP-Soft-Copy-v2.pdf Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL131 - Aging in place" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Aging in Place | Retirement Lifestyle Show
00:48

Aging in Place | Retirement Lifestyle Show

A short clip, 1 of 2 and peek into the episode "Aging in Place" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/JO5fawfRv5c OR in your favorite podcast app - links below. In the full episode they 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. Time stamps below can be found by listening to the full episode: https://youtu.be/JO5fawfRv5c [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 Self-Determination [15:58] The Disadvantages of Aging in Place [18:00] The Benefits of Planning for Aging in Place [18:52] Solutions and What Aging in Place Would Mean to You and Your Family [22:36] Technological Advances in This Space [29:20] Resources and Ideas For Well-Planned Aging in Place [32:35] Parting Thoughts Resources Mentioned - https://www.good-sam.com/resources/aging-in-place-tips - https://www.nia.nih.gov/health/aging-place-growing-older-home - https://www.health.harvard.edu/staying-healthy/aging-in-place - https://www.architecturaldigest.com/story/aging-in-place-guide - https://ageinplace.org/ - https://aginginplaceplan.ca/wp-content/uploads/2021/06/06172021-AiP-Soft-Copy-v2.pdf Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL131 - Aging in place" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
The Crypto Market Update with Jeremey Epstein | Retirement Lifestyle Show
46:26

The Crypto Market Update with Jeremey Epstein | Retirement Lifestyle Show

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 Bounce Back Or Has The Bubble Burst? [09:10] Stablecoins Explained [11:40] Jeremy’s Thoughts on Bitcoin’s Price Movements [14:35] Understanding the Crypto Boom-Burst Cycles [17:50] Crypto is Not For Everyone [20:00] Factors Influencing the Current Crypto Slump [21:50] Major Evolutions in the Crypto World Over the Past 3 Years [25:05] The Number of Crypto Coins as of July 2022 [29:40] Token Economics and the Rising Number of Cryptocurrencies [33:30] The Future of Cryptocurrencies Explained [37:10] Risk and Potential Opportunities in Crypto Right Now [38:50] Advice to Investors on How to Respond to Market Lows [42:10] Cryptocurrencies – Just a Fad, or Here to Stay? [45:48] Parting Thoughts Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL130 - The Crypto Market Update with Jeremey Epstein" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
The Crypto Market Update with Jeremey Epstein | Retirement Lifestyle Show
00:39

The Crypto Market Update with Jeremey Epstein | Retirement Lifestyle Show

A short clip, 2 of 2 and peek into the episode "The Crypto Market Update with Jeremey Epstein" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/Z4Ya_mvkE8M OR in your favorite podcast app - links below. In the full episode they 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. Time stamps below can be found by listening to the full episode: https://youtu.be/Z4Ya_mvkE8M [02:13] A Look Back at the Crazy Year For Crypto [06:00] Will Crypto Bounce Back Or Has The Bubble Burst? [09:10] Stablecoins Explained [11:40] Jeremy’s Thoughts on Bitcoin’s Price Movements [14:35] Understanding the Crypto Boom-Burst Cycles [17:50] Crypto is Not For Everyone [20:00] Factors Influencing the Current Crypto Slump [21:50] Major Evolutions in the Crypto World Over the Past 3 Years [25:05] The Number of Crypto Coins as of July 2022 [29:40] Token Economics and the Rising Number of Cryptocurrencies [33:30] The Future of Cryptocurrencies Explained [37:10] Risk and Potential Opportunities in Crypto Right Now [38:50] Advice to Investors on How to Respond to Market Lows [42:10] Cryptocurrencies – Just a Fad, or Here to Stay? [45:48] Parting Thoughts Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL130 - The Crypto Market Update with Jeremey Epstein" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
The Crypto Market Update with Jeremey Epstein | Retirement Lifestyle Show
00:55

The Crypto Market Update with Jeremey Epstein | Retirement Lifestyle Show

A short clip, 1 of 2 and peek into the episode "The Crypto Market Update with Jeremey Epstein" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/Z4Ya_mvkE8M OR in your favorite podcast app - links below. In the full episode they 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. Time stamps below can be found by listening to the full episode: https://youtu.be/Z4Ya_mvkE8M [02:13] A Look Back at the Crazy Year For Crypto [06:00] Will Crypto Bounce Back Or Has The Bubble Burst? [09:10] Stablecoins Explained [11:40] Jeremy’s Thoughts on Bitcoin’s Price Movements [14:35] Understanding the Crypto Boom-Burst Cycles [17:50] Crypto is Not For Everyone [20:00] Factors Influencing the Current Crypto Slump [21:50] Major Evolutions in the Crypto World Over the Past 3 Years [25:05] The Number of Crypto Coins as of July 2022 [29:40] Token Economics and the Rising Number of Cryptocurrencies [33:30] The Future of Cryptocurrencies Explained [37:10] Risk and Potential Opportunities in Crypto Right Now [38:50] Advice to Investors on How to Respond to Market Lows [42:10] Cryptocurrencies – Just a Fad, or Here to Stay? [45:48] Parting Thoughts Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL130 - The Crypto Market Update with Jeremey Epstein" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.