Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson answer some of the most common and intriguing listener and client questions. They dissect topics such as retirement withdrawal strategies, paying down debts versus investing, and the role of cash in your portfolio. [10:15] How to Plan your Retirement Withdrawal Strategy [16:30] How Important is it to have Cash on Hand? [19:40] Reasons why you Need a Financial Advisor [22:01] Inherited IRA Rules: Distribution and Beneficiaries [28:50] Converting a Traditional IRA to a Roth IRA [31:55] Why do People Invest in Bonds? [37:10] Paying Down Debts Versus Investing [48:20] How to Protect Your Children with an Estate Plan [54:10] Using Life Insurance for Supplemental Retirement Income [56:50] Deferred Income Annuities 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 'RL075 - Retirement Lifestyle: Lightning Round: 9 Financial Planning / Investing Questions Answered' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan 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.

A short clip, 2 of 2 and peek into the episode Lightning Round: 9 Financial Planning / Investing Questions Answered on the Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen to the whole episode here on https://youtu.be/Stws8nu97Ow OR in your favorite podcast app. In the full episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson answer some of the most common and intriguing listener and client questions. They dissect topics such as retirement withdrawal strategies, paying down debts versus investing, and the role of cash in your portfolio. [10:15] How to Plan your Retirement Withdrawal Strategy [16:30] How Important is it to have Cash on Hand? [19:40] Reasons why you Need a Financial Advisor [22:01] Inherited IRA Rules: Distribution and Beneficiaries [28:50] Converting a Traditional IRA to a Roth IRA [31:55] Why do People Invest in Bonds? [37:10] Paying Down Debts Versus Investing [48:20] How to Protect Your Children with an Estate Plan [54:10] Using Life Insurance for Supplemental Retirement Income [56:50] Deferred Income Annuities 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 'RL075 - Retirement Lifestyle: Lightning Round: 9 Financial Planning / Investing Questions Answered' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan # 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.

A short clip, 1 of 2 and peek into the episode Lightning Round: 9 Financial Planning / Investing Questions Answered on the Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen to the whole episode here on https://youtu.be/Stws8nu97Ow OR in your favorite podcast app. In the full episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson answer some of the most common and intriguing listener and client questions. They dissect topics such as retirement withdrawal strategies, paying down debts versus investing, and the role of cash in your portfolio. [10:15] How to Plan your Retirement Withdrawal Strategy [16:30] How Important is it to have Cash on Hand? [19:40] Reasons why you Need a Financial Advisor [22:01] Inherited IRA Rules: Distribution and Beneficiaries [28:50] Converting a Traditional IRA to a Roth IRA [31:55] Why do People Invest in Bonds? [37:10] Paying Down Debts Versus Investing [48:20] How to Protect Your Children with an Estate Plan [54:10] Using Life Insurance for Supplemental Retirement Income [56:50] Deferred Income Annuities 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 'RL075 - Retirement Lifestyle: Lightning Round: 9 Financial Planning / Investing Questions Answered' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #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.

A short clip, 2 of 2 and peek into the episode Impact Investing with Dignity Coconuts and Erik D. Olson on the Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen to the whole episode here on https://youtu.be/e5_LHeuGNbI OR in your favorite podcast app. In the full episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Erik Olson in the fourth installment of the value investing series. Erik is the president of Dignity Coconuts, a social enterprise that seeks to affirm dignity by ending poverty and slavery in the Philippines. They talk about modern-day slavery, the challenges of launching businesses in third-world countries, and the current state of socially responsible investing. [07:58] Fighting Sex Trafficking Through Coconut Oil [10:44] Creating Income-Generating Activities to Combat Trafficking [12:31] Coconut Oil Benefits, Nutrition, and Popular Uses [14:15] Erik's Journey into the Nonprofit World [20:02] Challenges Facing Socially Responsible Investing in the Philippines [28:53] Why it's Important to Know Where Products are Manufactured [31:20] Business Success and Authentic Social Impact [38:02] How Erik and his Team Successfully Built and Scaled their Business [42:35] The Current State of Impact Investing [46:40] Risks and Costs of Impact Investing [52:30] Benefits of Using Coconut-Based Lip Balms [54:50] Investment and Relationship Opportunities in Dignity Coconuts Erik D. Olsons Links: https://www.linkedin.com/in/erik-olson-d/ https://dignitycoconuts.com/ https://www.youtube.com/dignitycoconuts https://www.instagram.com/dignitycoconuts/ 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 'RL074 - Retirement Lifestyle: Impact Investing with Dignity Coconuts and Erik D. Olson' 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.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/ #Shorts #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting 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.

A short clip, 1 of 2 and peek into the episode Impact Investing with Dignity Coconuts and Erik D. Olson on the Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen to the whole episode here on https://youtu.be/e5_LHeuGNbI OR in your favorite podcast app. In the full episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Erik Olson in the fourth installment of the value investing series. Erik is the president of Dignity Coconuts, a social enterprise that seeks to affirm dignity by ending poverty and slavery in the Philippines. They talk about modern-day slavery, the challenges of launching businesses in third-world countries, and the current state of socially responsible investing. [07:58] Fighting Sex Trafficking Through Coconut Oil [10:44] Creating Income-Generating Activities to Combat Trafficking [12:31] Coconut Oil Benefits, Nutrition, and Popular Uses [14:15] Erik's Journey into the Nonprofit World [20:02] Challenges Facing Socially Responsible Investing in the Philippines [28:53] Why it's Important to Know Where Products are Manufactured [31:20] Business Success and Authentic Social Impact [38:02] How Erik and his Team Successfully Built and Scaled their Business [42:35] The Current State of Impact Investing [46:40] Risks and Costs of Impact Investing [52:30] Benefits of Using Coconut-Based Lip Balms [54:50] Investment and Relationship Opportunities in Dignity Coconuts Erik D. Olsons Links: https://www.linkedin.com/in/erik-olson-d/ https://dignitycoconuts.com/ https://www.youtube.com/dignitycoconuts https://www.instagram.com/dignitycoconuts/ 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 'RL074 - Retirement Lifestyle: Impact Investing with Dignity Coconuts and Erik D. Olson' 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.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/ #Shorts #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting 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.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Erik Olson in the fourth installment of the value investing series. Erik is the president of Dignity Coconuts, a social enterprise that seeks to affirm dignity by ending poverty and slavery in the Philippines. They talk about modern-day slavery, the challenges of launching businesses in third-world countries, and the current state of socially responsible investing. [07:58] Fighting Sex Trafficking Through Coconut Oil [10:44] Creating Income-Generating Activities to Combat Trafficking [12:31] Coconut Oil Benefits, Nutrition, and Popular Uses [14:15] Erik's Journey into the Nonprofit World [20:02] Challenges Facing Socially Responsible Investing in the Philippines [28:53] Why it's Important to Know Where Products are Manufactured [31:20] Business Success and Authentic Social Impact [38:02] How Erik and his Team Successfully Built and Scaled their Business [42:35] The Current State of Impact Investing [46:40] Risks and Costs of Impact Investing [52:30] Benefits of Using Coconut-Based Lip Balms [54:50] Investment and Relationship Opportunities in Dignity Coconuts Erik D. Olsons Links: https://www.linkedin.com/in/erik-olson-d/ https://dignitycoconuts.com/ https://www.youtube.com/dignitycoconuts https://www.instagram.com/dignitycoconuts/ 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 'RL074 - Retirement Lifestyle: Impact Investing with Dignity Coconuts and Erik D. Olson' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting 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.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson welcome back Jill Myers, an integrative nutrition health coach. Jill's work focuses on highlighting and addressing overlooked health aspects to facilitate people's optimal health and well-being. They talk about healthy habits for a healthy retirement, why healthy living is cheaper long term, and facts about calories during weight loss. Jill can be reached at jill@yodayawellness.com. [03:02] Healthy Habits for a Healthy Retirement [05:45] Health and Wellness Advice for 20-Year-Olds [12:30] What does the CDC say about Obesity? [15:24] Myths and Facts About Calories During Weight Loss [20:10] How to Increase the Number of Calories Burned [23:37] How to Jump-Start Healthy Lifestyle Changes [29:40] Why You Need an Accountability Partner for Healthy Living [33:20] The Link Between Sugar Consumption and Chronic Disease Risk Factors [38:45] Why Eating Healthy is Cheaper Long Term [41:30] Is it Okay to Indulge Once in a While When Dieting? [46:20] The 12 Components of the Cycle of Life [50:05] Warning Signs That You're Unhealthy [52:20] Do You Really Need To Take Vitamin Supplements? [56:20] How to Spot Hidden Sugar in Food [59:38] Why You Should Take Care of Your Body and Health Jill's links and resources: https://www.linkedin.com/in/jilldmyers/ https://yodayawellness.com/ https://www.instagram.com/jilldmyers/?hl=en 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 'RL072 - Retirement Lifestyle: Tips for a Healthy Lifestyle from Integrated Nutrition Health Coach Jill Myers' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan 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.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson dissect two distinct styles of investing: growth and value investing. They differentiate the two investing strategies, analyze their historical patterns, and explain which one is more suited to your portfolio. [08:20] Growth Versus Value Investing [14:05] Characteristics of Growth and Value Stocks [17:04] The Difference Between Price and Value [22:01] The Salad Oil Scandal [26:55] Cigar Butt Investing [33:50] Historical Analysis of Value and Growth Investing [35:58] Nifty Fifty Investing [39:20] Long Term Trends in Value and Growth Stocks [48:30] Dissecting the Hegemonic Framework of Thinking [51:05] The Efficient Market Hypothesis [53:55] Active Versus Passive Investing [01:00:01] Blending Growth and Value Stocks Links and Resources: https://www.amazon.com/Security-Analysis-Principles-Benjamin-Graham/dp/007141228X https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661/ref=sr_1_1?crid=19VLCPT92TRUK&dchild=1&keywords=the+intelligent+investor+by+benjamin+graham&qid=1626080549&s=books&sprefix=The+intelligent+Investor%2Cstripbooks-intl-ship%2C551&sr=1-1 https://www.amazon.com/Margin-Safety-Risk-Averse-Strategies-Thoughtful/dp/0887305105/ref=sr_1_1?dchild=1&keywords=Margin+of+safety&qid=1626080618&s=books&sr=1-1 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 'RL073 - Retirement Lifestyle: Growth vs. Value—Titanic Struggle or False Narrative?' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan 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.

A short clip and peek into the episode Growth vs. Value—Titanic Struggle or False Narrative? on the Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen to the whole episode here on https://youtu.be/bAgvQWmnFqk OR in your favorite podcast app. In the full episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson dissect two distinct styles of investing: growth and value investing. They differentiate the two investing strategies, analyze their historical patterns, and explain which one is more suited to your portfolio. [08:20] Growth Versus Value Investing [14:05] Characteristics of Growth and Value Stocks [17:04] The Difference Between Price and Value [22:01] The Salad Oil Scandal [26:55] Cigar Butt Investing [33:50] Historical Analysis of Value and Growth Investing [35:58] Nifty Fifty Investing [39:20] Long Term Trends in Value and Growth Stocks [48:30] Dissecting the Hegemonic Framework of Thinking [51:05] The Efficient Market Hypothesis [53:55] Active Versus Passive Investing [01:00:01] Blending Growth and Value Stocks Links and Resources: https://www.amazon.com/Security-Analysis-Principles-Benjamin-Graham/dp/007141228X https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661/ref=sr_1_1?crid=19VLCPT92TRUK&dchild=1&keywords=the+intelligent+investor+by+benjamin+graham&qid=1626080549&s=books&sprefix=The+intelligent+Investor%2Cstripbooks-intl-ship%2C551&sr=1-1 https://www.amazon.com/Margin-Safety-Risk-Averse-Strategies-Thoughtful/dp/0887305105/ref=sr_1_1?dchild=1&keywords=Margin+of+safety&qid=1626080618&s=books&sr=1-1 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 'RL073 - Retirement Lifestyle: Growth vs. Value—Titanic Struggle or False Narrative?' 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.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/ #Shorts #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan 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.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson welcome back Jill Myers, an integrative nutrition health coach. Jill's work focuses on highlighting and addressing overlooked health aspects to facilitate people's optimal health and well-being. They talk about healthy habits for a healthy retirement, why healthy living is cheaper long term, and facts about calories during weight loss. Jill can be reached at jill@yodayawellness.com. [03:02] Healthy Habits for a Healthy Retirement [05:45] Health and Wellness Advice for 20-Year-Olds [12:30] What does the CDC say about Obesity? [15:24] Myths and Facts About Calories During Weight Loss [20:10] How to Increase the Number of Calories Burned [23:37] How to Jump-Start Healthy Lifestyle Changes [29:40] Why You Need an Accountability Partner for Healthy Living [33:20] The Link Between Sugar Consumption and Chronic Disease Risk Factors [38:45] Why Eating Healthy is Cheaper Long Term [41:30] Is it Okay to Indulge Once in a While When Dieting? [46:20] The 12 Components of the Cycle of Life [50:05] Warning Signs That You're Unhealthy [52:20] Do You Really Need To Take Vitamin Supplements? [56:20] How to Spot Hidden Sugar in Food [59:38] Why You Should Take Care of Your Body and Health Jill's links and resources: https://www.linkedin.com/in/jilldmyers/ https://yodayawellness.com/ https://www.instagram.com/jilldmyers/?hl=en 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 'RL072 - Retirement Lifestyle: Tips for a Healthy Lifestyle from Integrated Nutrition Health Coach Jill Myers' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan 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.

A short clip and peek into the episode on Tips for a Healthy Lifestyle from Integrated Nutrition Health Coach Jill Myers on the Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen to the whole episode here on https://youtu.be/wDE-jun66o4 OR in your favorite podcast app. In the full episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson welcome back Jill Myers, an integrative nutrition health coach. Jill's work focuses on highlighting and addressing overlooked health aspects to facilitate people's optimal health and well-being. They talk about healthy habits for a healthy retirement, why healthy living is cheaper long term, and facts about calories during weight loss. Jill can be reached at jill@yodayawellness.com. [03:02] Healthy Habits for a Healthy Retirement [05:45] Health and Wellness Advice for 20-Year-Olds [12:30] What does the CDC say about Obesity? [15:24] Myths and Facts About Calories During Weight Loss [20:10] How to Increase the Number of Calories Burned [23:37] How to Jump-Start Healthy Lifestyle Changes [29:40] Why You Need an Accountability Partner for Healthy Living [33:20] The Link Between Sugar Consumption and Chronic Disease Risk Factors [38:45] Why Eating Healthy is Cheaper Long Term [41:30] Is it Okay to Indulge Once in a While When Dieting? [46:20] The 12 Components of the Cycle of Life [50:05] Warning Signs That You're Unhealthy [52:20] Do You Really Need To Take Vitamin Supplements? [56:20] How to Spot Hidden Sugar in Food [59:38] Why You Should Take Care of Your Body and Health Jill's links and resources: https://www.linkedin.com/in/jilldmyers/ https://yodayawellness.com/ https://www.instagram.com/jilldmyers/?hl=en 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 'RL072 - Retirement Lifestyle: Tips for a Healthy Lifestyle from Integrated Nutrition Health Coach Jill Myers' 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.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/ #Short #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan 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. #Shorts

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson get back to the basics of personal finance. They each share three proven fundamental principles and other practical tips that can impact your financial situation for the better. Personal Finance Principles: These tried and tested tips can improve your financial situation and help you have a happier and healthier relationship with money. [06:03] Monitor Cash Inflow and Outflow [09:03] Save 20% of Your Earnings [15:35] The Four Uses of Money [21:09] Create Short and Long Term Goals [26:23] Avoid Credit Card Debt [27:59] Have a Good Philosophy about Money [37:52] Use Technology in Your Finances [43:24] Learn to Invest Early [47:50] Improve Your Financial Situation from “Struggling” to “Surplus” [52:38] Summary of Tips 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 'RL071 - Retirement Lifestyle: 9 foundational rules for financial success' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan 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.

A short clip and peek into the episode on 9 foundational rules for financial success on the Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen to the whole episode here on https://youtu.be/oUwNMyeGM9U OR in your favorite podcast app. In the full episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson get back to the basics of personal finance. They each share three proven fundamental principles and other practical tips that can impact your financial situation for the better. Personal Finance Principles: These tried and tested tips can improve your financial situation and help you have a happier and healthier relationship with money. [06:03] Monitor Cash Inflow and Outflow [09:03] Save 20% of Your Earnings [15:35] The Four Uses of Money [21:09] Create Short and Long Term Goals [26:23] Avoid Credit Card Debt [27:59] Have a Good Philosophy about Money [37:52] Use Technology in Your Finances [43:24] Learn to Invest Early [47:50] Improve Your Financial Situation from “Struggling” to “Surplus” [52:38] Summary of Tips 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 'RL071 - Retirement Lifestyle: 9 foundational rules for financial success' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan # 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.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson dissect Ray Dalio's stock market bubble article. They analyze the low-interest-rate environment, the retail investor's role in the stock market, and the difference between risk tolerance and risk capacity. [05:49] Ray Dalio's Stock Market Bubble [11:43] Emerging Tech Stocks and the Stock Market Bubble [17:31] The Effects of Interest Rate Policies on Stock Market Bubbles [20:22] Valuation Models to Measure Bubble Level of Stock Prices [24:40] The Low-Interest Rate Environment [33:53] Understanding the Difference Between Risk Tolerance and Risk Capacity [34:47] Dissecting Recent Market Pullbacks [45:47] How to Capitalize on Market Bubbles [48:10] Are we in a Stock Market Bubble? [53:42] The Ever-rising Influence of Retail Investors in the Stock Market 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 'RL070 - Retirement Lifestyle: Stock market bubble? - What you need to know.' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan 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.

A short clip and peek into the episode on Stock market bubble? - What you need to know on the Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen to the whole episode here on https://youtu.be/u0eyZ0OpNHI OR in your favorite podcast app. In the full episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson dissect Ray Dalio's stock market bubble article. They analyze the low-interest-rate environment, the retail investor's role in the stock market, and the difference between risk tolerance and risk capacity. [05:49] Ray Dalio's Stock Market Bubble [11:43] Emerging Tech Stocks and the Stock Market Bubble [17:31] The Effects of Interest Rate Policies on Stock Market Bubbles [20:22] Valuation Models to Measure Bubble Level of Stock Prices [24:40] The Low-Interest Rate Environment [33:53] Understanding the Difference Between Risk Tolerance and Risk Capacity [34:47] Dissecting Recent Market Pullbacks [45:47] How to Capitalize on Market Bubbles [48:10] Are we in a Stock Market Bubble? [53:42] The Ever-rising Influence of Retail Investors in the Stock Market 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 'RL070 - Retirement Lifestyle: Stock market bubble? - What you need to know.' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #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. #Shorts

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the return potential and diversifying power of alternative investing. They explain the role alternative investing can play in a portfolio, the illiquid nature of these types of investments, and the risks versus rewards of endowment-style investing. [07:41] What are Alternative Investments? [15:17] Dissecting Non-Fungible Tokens [18:08] Real Estate as an Alternative Asset Class [25:20] Alternative Investment Options During a Pandemic [30:50] The Illiquid Nature of Alternative Investments [40:50] Assessing the Value of Alternative Investment Options [42:35] Market Environments and Opportunities in Endowment-Style Investing [45:20] Cryptocurrencies as Alternative Asset Classes [52:20] Why you need to Manage Your Expectations in Alternative Investing [59:53] Where to Find Alternative Investment Opportunities. - Listen to the Exit Scam Podcast: https://www.exitscam.show/ and check out the ADISA website: https://www.adisa.org/ 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 'RL069 - Retirement Lifestyle: The secrets of endowment-style investing revealed' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan 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.

A short clip and peek into the episde on The secrets of endowment-style investing revealed on the Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen to the whole episode here on https://youtu.be/6zY9tOhoLY8 OR in your favorite podcast app. In the full episode on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the return potential and diversifying power of alternative investing. They explain the role alternative investing can play in a portfolio, the illiquid nature of these types of investments, and the risks versus rewards of endowment-style investing. [07:41] What are Alternative Investments? [15:17] Dissecting Non-Fungible Tokens [18:08] Real Estate as an Alternative Asset Class [25:20] Alternative Investment Options During a Pandemic [30:50] The Illiquid Nature of Alternative Investments [40:50] Assessing the Value of Alternative Investment Options [42:35] Market Environments and Opportunities in Endowment-Style Investing [45:20] Cryptocurrencies as Alternative Asset Classes [52:20] Why you need to Manage Your Expectations in Alternative Investing [59:53] Where to Find Alternative Investment Opportunities. 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 'RL069 - Retirement Lifestyle: The secrets of endowment-style investing revealed' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan 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. #Shorts

In this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Buddy Rathmell who is a coach and trainer for the Business as Mission (BAM) movement. Currently, he is in the process of launching BAM School with the goal of developing impactful disciple-leaders in business. He is also the host of the BAM School Podcast. Buddy shares the stories of successful BAM businesses and the opportunities, risks, and potential returns of investing in BAM companies. [03:55] Introducing Buddy Rathmell [07:03] Business as Mission Movement [10:28] How Buddy Got Involved with BAM [13:01] Impact Investing and its Four P’s [18:10] BAM Investors and Involved Groups [21:10] Businesses as Tools for Positive Change [25:27] Unique Investment Risks to BAM Investing [30:23] Where to find BAM Investment Opportunities [33:19] About BAM School [37:18] Returns from BAM Investing [42:11] BAM Opportunities for Entrepreneurs and Business Builders [48:05] Find Purpose by Getting Involved [50:09] What are Other Ways to Make an Impact? [57:04] Stop Slavery: Fighting against Human Trafficking 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 'RL068 - Retirement Lifestyle: Impact Investing BAM with Buddy Rathmell' 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.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/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting 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.