A short clip, 2 of 2 and peek into the episode "Federal Reserve, Interest Rates, & Money Supply with Economist Bryce Gill" 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/RCdU_T_9j_M OR in your favorite podcast app - links below. In the full episode they sit down with Bryce Gill to try and make sense of the Federal Reserve Policy. They analyze the role of the Federal Reserve in slowing down inflation, the true source of inflation, and the growth of the M2 money supply. Full Show Notes: https://retirementlifestyleshow.com/the-federal-reserve-interest-rates-and-money-supply-with-economist-bryce-gill/ Time stamps below can be found by listening to the full episode: https://youtu.be/RCdU_T_9j_M [00:00] Introduction [03:48] Getting to Know Bryce Gill [05:33] Overview of First Trust's Market Outlook for 2023 [07:36] Bryce's Thoughts on How to Tackle Inflation [11:46] The Impact of Consistent Upward Trends in Globalization [14:16] Are Interest Rates the True Source of Inflation? [18:06] The Growth of the M2 Money Supply [22:40] The Reason Behind the Recent Increase In U.S. Money Supply [27:23] What to Expect From a Gradual Decline in Money Supply [31:30] Unemployment Rates and What the Fed Cares About Most [34:30] The Role of Interest Rates in the Economy [37:10] Why Interest Rates Don't Really Mean Anything Anymore [42:27] Why the Price of Money in the Economy Matters [47:00] How Velocity of Money Impacts Economic Growth and Inflation [52:20] Recession 2023: Is a Soft Landing Still Possible? [56:19] The Interaction Between Fiscal Policy and Monetary Policy [01:03:10] The American Economy is Still Worth the Investment [01:05:41] 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 "RL154 — The Federal Reserve, Interest Rates, and Money Supply with Economist Bryce Gill" 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.

A short clip, 1 of 2 and peek into the episode "Federal Reserve, Interest Rates, & Money Supply with Economist Bryce Gill" 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/RCdU_T_9j_M OR in your favorite podcast app - links below. In the full episode they sit down with Bryce Gill to try and make sense of the Federal Reserve Policy. They analyze the role of the Federal Reserve in slowing down inflation, the true source of inflation, and the growth of the M2 money supply. Full Show Notes: https://retirementlifestyleshow.com/the-federal-reserve-interest-rates-and-money-supply-with-economist-bryce-gill/ Time stamps below can be found by listening to the full episode: https://youtu.be/RCdU_T_9j_M [00:00] Introduction [03:48] Getting to Know Bryce Gill [05:33] Overview of First Trust's Market Outlook for 2023 [07:36] Bryce's Thoughts on How to Tackle Inflation [11:46] The Impact of Consistent Upward Trends in Globalization [14:16] Are Interest Rates the True Source of Inflation? [18:06] The Growth of the M2 Money Supply [22:40] The Reason Behind the Recent Increase In U.S. Money Supply [27:23] What to Expect From a Gradual Decline in Money Supply [31:30] Unemployment Rates and What the Fed Cares About Most [34:30] The Role of Interest Rates in the Economy [37:10] Why Interest Rates Don't Really Mean Anything Anymore [42:27] Why the Price of Money in the Economy Matters [47:00] How Velocity of Money Impacts Economic Growth and Inflation [52:20] Recession 2023: Is a Soft Landing Still Possible? [56:19] The Interaction Between Fiscal Policy and Monetary Policy [01:03:10] The American Economy is Still Worth the Investment [01:05:41] 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 "RL154 — The Federal Reserve, Interest Rates, and Money Supply with Economist Bryce Gill" 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.

On the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson sit down with Bryce Gill to try and make sense of the Federal Reserve Policy. They analyze the role of the Federal Reserve in slowing down inflation, the true source of inflation, and the growth of the M2 money supply. Full Show Notes: https://retirementlifestyleshow.com/the-federal-reserve-interest-rates-and-money-supply-with-economist-bryce-gill/ [00:00] Introduction [03:48] Getting to Know Bryce Gill [05:33] Overview of First Trust's Market Outlook for 2023 [07:36] Bryce's Thoughts on How to Tackle Inflation [11:46] The Impact of Consistent Upward Trends in Globalization [14:16] Are Interest Rates the True Source of Inflation? [18:06] The Growth of the M2 Money Supply [22:40] The Reason Behind the Recent Increase In U.S. Money Supply [27:23] What to Expect From a Gradual Decline in Money Supply [31:30] Unemployment Rates and What the Fed Cares About Most [34:30] The Role of Interest Rates in the Economy [37:10] Why Interest Rates Don't Really Mean Anything Anymore [42:27] Why the Price of Money in the Economy Matters [47:00] How Velocity of Money Impacts Economic Growth and Inflation [52:20] Recession 2023: Is a Soft Landing Still Possible? [56:19] The Interaction Between Fiscal Policy and Monetary Policy [01:03:10] The American Economy is Still Worth the Investment [01:05:41] 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 "RL154 — The Federal Reserve, Interest Rates, and Money Supply with Economist Bryce Gill" 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.

A short clip, 2 of 2 and peek into the episode "10 Ways to Use SECURE Act 2.0 To Your Benefit" 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/6owULjAEvTU OR in your favorite podcast app - links below. In the full episode they discuss 10 ways to use SECURE Act 2.0 to your benefit. They cover topics like the latest RMD distribution rules, exciting changes in the new 529 plans, and the best tool for funding charitable giving. Full Show Notes: https://retirementlifestyleshow.com/10-ways-to-use-secure-act-2-0-to-your-benefit/ Time stamps below can be found by listening to the full episode: https://youtu.be/6owULjAEvTU [02:58] Biden Signs SECURE Act 2.0 Into Law [04:42] What the SECURE Act 2.0 Means for Retirement Plans [07:19] RMD Age Pushed to Age 73 Starting in 2023 [09:35] What to Expect from the New RMD Distribution Rules [11:50] How the SECURE Act 2.0 Makes 529 Plans More Valuable [13:06] How to Use and Get the Most Out of 529 Plans [15:35] Exciting New Changes Coming To 529 Plans [19:01] Advantages of Seeking Professional Financial Advice [21:04] Understanding Employer-sponsored Retirement Accounts [25:35] SECURE 2.0 Act and Student Loan Matching [27:20] Retirement Planning Penalties to Avoid [29:25] The Best Tool for Funding Charitable Giving [32:02] The Retirement Savings Lost & Found Department [34:47] 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 "RL153 — 10 Ways to Use SECURE Act 2.0 To Your Benefit" 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 #short 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 "10 Ways to Use SECURE Act 2.0 To Your Benefit" 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/6owULjAEvTU OR in your favorite podcast app - links below. In the full episode they discuss 10 ways to use SECURE Act 2.0 to your benefit. They cover topics like the latest RMD distribution rules, exciting changes in the new 529 plans, and the best tool for funding charitable giving. Full Show Notes: https://retirementlifestyleshow.com/10-ways-to-use-secure-act-2-0-to-your-benefit/ Time stamps below can be found by listening to the full episode: https://youtu.be/6owULjAEvTU [02:58] Biden Signs SECURE Act 2.0 Into Law [04:42] What the SECURE Act 2.0 Means for Retirement Plans [07:19] RMD Age Pushed to Age 73 Starting in 2023 [09:35] What to Expect from the New RMD Distribution Rules [11:50] How the SECURE Act 2.0 Makes 529 Plans More Valuable [13:06] How to Use and Get the Most Out of 529 Plans [15:35] Exciting New Changes Coming To 529 Plans [19:01] Advantages of Seeking Professional Financial Advice [21:04] Understanding Employer-sponsored Retirement Accounts [25:35] SECURE 2.0 Act and Student Loan Matching [27:20] Retirement Planning Penalties to Avoid [29:25] The Best Tool for Funding Charitable Giving [32:02] The Retirement Savings Lost & Found Department [34:47] 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 "RL153 — 10 Ways to Use SECURE Act 2.0 To Your Benefit" 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 #short 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.

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss 10 ways to use SECURE Act 2.0 to your benefit. They cover topics like the latest RMD distribution rules, exciting changes in the new 529 plans, and the best tool for funding charitable giving. Full Show Notes: https://retirementlifestyleshow.com/10-ways-to-use-secure-act-2-0-to-your-benefit/ [02:58] Biden Signs SECURE Act 2.0 Into Law [04:42] What the SECURE Act 2.0 Means for Retirement Plans [07:19] RMD Age Pushed to Age 73 Starting in 2023 [09:35] What to Expect from the New RMD Distribution Rules [11:50] How the SECURE Act 2.0 Makes 529 Plans More Valuable [13:06] How to Use and Get the Most Out of 529 Plans [15:35] Exciting New Changes Coming To 529 Plans [19:01] Advantages of Seeking Professional Financial Advice [21:04] Understanding Employer-sponsored Retirement Accounts [25:35] SECURE 2.0 Act and Student Loan Matching [27:20] Retirement Planning Penalties to Avoid [29:25] The Best Tool for Funding Charitable Giving [32:02] The Retirement Savings Lost & Found Department [34:47] 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 "RL153 — 10 Ways to Use SECURE Act 2.0 To Your Benefit" 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.

A short clip, 2 of 2 and peek into the episode "2023 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/_q9azryfa6M OR in your favorite podcast app - links below. In the full episode they discuss what investors can expect from the U.S. and global markets in 2023. They break down topics like the market outlook for 2023, the presidential election cycle theory, and the available opportunities in emerging markets. Full Show Notes: https://retirementlifestyleshow.com/2023-market-outlook/ Time stamps below can be found by listening to the full episode: https://youtu.be/_q9azryfa6M [00:00] Introduction [01:53] Market Outlook and Expectations For 2023 [04:53] Performance of the S&P 500 The Year Before an Election [08:10] The Presidential Election Cycle Theory [12:56] Remaining Uncertainty in 2023 [15:21] To What Extent are Things Priced In? [18:16] Opportunities to Look Out For in Emerging Markets [20:28] Factors Working in Favor of Emerging Markets [24:18] Thoughts on Short-Term Government Bonds [30:05] Bond Markets and Future Rates [33:36] The Best Markets to Weather a Recession According to Blackrock [35:02] How to Approach Mortgage-Backed Securities [37:10] Undervalued Stocks and What to Expect [44:10] 12 of the Best Income Investments For the New Year [45:55] Municipal Bonds and Foreign Dividend Paying Stocks [47:17] 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 "RL152 — 2023 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.

A short clip, 1 of 2 and peek into the episode "2023 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/_q9azryfa6M OR in your favorite podcast app - links below. In the full episode they discuss what investors can expect from the U.S. and global markets in 2023. They break down topics like the market outlook for 2023, the presidential election cycle theory, and the available opportunities in emerging markets. Full Show Notes: https://retirementlifestyleshow.com/2023-market-outlook/ Time stamps below can be found by listening to the full episode: https://youtu.be/_q9azryfa6M [00:00] Introduction [01:53] Market Outlook and Expectations For 2023 [04:53] Performance of the S&P 500 The Year Before an Election [08:10] The Presidential Election Cycle Theory [12:56] Remaining Uncertainty in 2023 [15:21] To What Extent are Things Priced In? [18:16] Opportunities to Look Out For in Emerging Markets [20:28] Factors Working in Favor of Emerging Markets [24:18] Thoughts on Short-Term Government Bonds [30:05] Bond Markets and Future Rates [33:36] The Best Markets to Weather a Recession According to Blackrock [35:02] How to Approach Mortgage-Backed Securities [37:10] Undervalued Stocks and What to Expect [44:10] 12 of the Best Income Investments For the New Year [45:55] Municipal Bonds and Foreign Dividend Paying Stocks [47:17] 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 "RL152 — 2023 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.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss what investors can expect from the U.S. and global markets in 2023. They break down topics like the market outlook for 2023, the presidential election cycle theory, and the available opportunities in emerging markets. Full Show Notes: https://retirementlifestyleshow.com/2023-market-outlook/ [00:00] Introduction [01:53] Market Outlook and Expectations For 2023 [04:53] Performance of the S&P 500 The Year Before an Election [08:10] The Presidential Election Cycle Theory [12:56] Remaining Uncertainty in 2023 [15:21] To What Extent are Things Priced In? [18:16] Opportunities to Look Out For in Emerging Markets [20:28] Factors Working in Favor of Emerging Markets [24:18] Thoughts on Short-Term Government Bonds [30:05] Bond Markets and Future Rates [33:36] The Best Markets to Weather a Recession According to Blackrock [35:02] How to Approach Mortgage-Backed Securities [37:10] Undervalued Stocks and What to Expect [44:10] 12 of the Best Income Investments For the New Year [45:55] Municipal Bonds and Foreign Dividend Paying Stocks [47:17] 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 "RL152 — 2023 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.

A short clip, 2 of 2 and peek into the episode "2023 Economic 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/WxxJXc9WgE8 OR in your favorite podcast app - links below. In the full episode they discuss what investors can expect from the U.S. and global economies in 2023. They break down topics like the downside of a prolonged low-interest rate environment, how the 2022 market lows will shape 2023, and what the Fed will do to keep up with inflation. Full Show Notes: https://retirementlifestyleshow.com/2023-economic-outlook/ Time stamps below can be found by listening to the full episode: https://youtu.be/WxxJXc9WgE8 [00:00] Introduction [02:21] 2022 Year in Review and 2023 Market Outlook [04:01] Forecasting 2023's Inflation Rate [07:08] Will 2023 Be a Fed-Driven Market? [08:48] 2022: A Tale of Two Halves [11:30] Inflation and the Labor Market [14:45] 2022 Was The Worst Performing Economy in 40 Years [17:28] Gen Z and Millennials Have Never Seen a 'Normal' Recession Before [19:30] Indexed Approach to Investing [21:40] What to Expect From a High-Interest Rate Economy [24:04] Why Investors Will Favor Value and Quality Investing in 2023 [24:48] How Duration Affects Stocks and Bonds [27:33] Will the Federal Reserve Pivot in 2023? [33:10] Why Zero Percent Interest Rates Forever is Not a Good Thing [37:10] The Global Outlook For the Economy [39:57] How China's Foreign and Domestic Policies are Impacting Global Supply Chain [42:15] Russia's War with Ukraine: What to Expect in 2023 [45:35] 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 "RL151 — 2023 Economic 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.

A short clip, 1 of 2 and peek into the episode "2023 Economic 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/WxxJXc9WgE8 OR in your favorite podcast app - links below. In the full episode they discuss what investors can expect from the U.S. and global economies in 2023. They break down topics like the downside of a prolonged low-interest rate environment, how the 2022 market lows will shape 2023, and what the Fed will do to keep up with inflation. Full Show Notes: https://retirementlifestyleshow.com/2023-economic-outlook/ Time stamps below can be found by listening to the full episode: https://youtu.be/WxxJXc9WgE8 [00:00] Introduction [02:21] 2022 Year in Review and 2023 Market Outlook [04:01] Forecasting 2023's Inflation Rate [07:08] Will 2023 Be a Fed-Driven Market? [08:48] 2022: A Tale of Two Halves [11:30] Inflation and the Labor Market [14:45] 2022 Was The Worst Performing Economy in 40 Years [17:28] Gen Z and Millennials Have Never Seen a 'Normal' Recession Before [19:30] Indexed Approach to Investing [21:40] What to Expect From a High-Interest Rate Economy [24:04] Why Investors Will Favor Value and Quality Investing in 2023 [24:48] How Duration Affects Stocks and Bonds [27:33] Will the Federal Reserve Pivot in 2023? [33:10] Why Zero Percent Interest Rates Forever is Not a Good Thing [37:10] The Global Outlook For the Economy [39:57] How China's Foreign and Domestic Policies are Impacting Global Supply Chain [42:15] Russia's War with Ukraine: What to Expect in 2023 [45:35] 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 "RL151 — 2023 Economic 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.

On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss what investors can expect from the U.S. and global economies in 2023. They break down topics like the downside of a prolonged low-interest rate environment, how the 2022 market lows will shape 2023, and what the Fed will do to keep up with inflation. Full Show Notes: https://retirementlifestyleshow.com/2023-economic-outlook/ [00:00] Introduction [02:21] 2022 Year in Review and 2023 Market Outlook [04:01] Forecasting 2023's Inflation Rate [07:08] Will 2023 Be a Fed-Driven Market? [08:48] 2022: A Tale of Two Halves [11:30] Inflation and the Labor Market [14:45] 2022 Was The Worst Performing Economy in 40 Years [17:28] Gen Z and Millennials Have Never Seen a 'Normal' Recession Before [19:30] Indexed Approach to Investing [21:40] What to Expect From a High-Interest Rate Economy [24:04] Why Investors Will Favor Value and Quality Investing in 2023 [24:48] How Duration Affects Stocks and Bonds [27:33] Will the Federal Reserve Pivot in 2023? [33:10] Why Zero Percent Interest Rates Forever is Not a Good Thing [37:10] The Global Outlook For the Economy [39:57] How China's Foreign and Domestic Policies are Impacting Global Supply Chain [42:15] Russia's War with Ukraine: What to Expect in 2023 [45:35] 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 "RL151 — 2023 Economic 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.

A short clip, 1 of 2 and peek into the episode "Dividend Growth vs High Dividends Now?" 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/30wYk4LaWJk OR in your favorite podcast app - links below. In the full episode they break down high yield versus dividend growth investing and which one might be right for you. They discuss what they are, how you can potentially use them in your portfolio, and even ways to get the best of both worlds. Full Show Notes: https://retirementlifestyleshow.com/dividend-growth-vs-high-dividends-now/ Time stamps below can be found by listening to the full episode: https://youtu.be/30wYk4LaWJk [00:00] Introduction [02:57] Dividend Growth Versus High-Yield Dividend Investing [04:58] When to Choose High Dividend Growth Investing [06:24] Common Criticisms of High-yield Dividend Investing [09:16] Payoffs From High-yield Investments [12:42] Performance Comparison From the Two Investment Strategies [16:22] The Role of Time and Timing When Investing [19:00] Companies Doing More Stock Buybacks Than Dividend Payoffs [22:30] What is Shareholder Yield? [24:15] Understanding the Enterprise Value of a Business [27:05] Eric and Roshan’s Debate: Yield or Growth - Which Is Right for You? [34:58] Why Being a Forced Seller is the Ultimate Worst Thing For Investors [37:00] The Big Question: Income Versus Growth in a Portfolio [43:30] The Pros and Cons of the Two Strategies For a Retiree [48:02] Tips for Individual Investors [50:32] 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 "RL150 — Dividend Growth vs High Dividends Now?" 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.

A short clip, 2 of 2 and peek into the episode "Dividend Growth vs High Dividends Now?" 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/30wYk4LaWJk OR in your favorite podcast app - links below. In the full episode they break down high yield versus dividend growth investing and which one might be right for you. They discuss what they are, how you can potentially use them in your portfolio, and even ways to get the best of both worlds. Full Show Notes: https://retirementlifestyleshow.com/dividend-growth-vs-high-dividends-now/ Time stamps below can be found by listening to the full episode: https://youtu.be/30wYk4LaWJk [00:00] Introduction [02:57] Dividend Growth Versus High-Yield Dividend Investing [04:58] When to Choose High Dividend Growth Investing [06:24] Common Criticisms of High-yield Dividend Investing [09:16] Payoffs From High-yield Investments [12:42] Performance Comparison From the Two Investment Strategies [16:22] The Role of Time and Timing When Investing [19:00] Companies Doing More Stock Buybacks Than Dividend Payoffs [22:30] What is Shareholder Yield? [24:15] Understanding the Enterprise Value of a Business [27:05] Eric and Roshan’s Debate: Yield or Growth - Which Is Right for You? [34:58] Why Being a Forced Seller is the Ultimate Worst Thing For Investors [37:00] The Big Question: Income Versus Growth in a Portfolio [43:30] The Pros and Cons of the Two Strategies For a Retiree [48:02] Tips for Individual Investors [50:32] 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 "RL150 — Dividend Growth vs High Dividends Now?" 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.

On the Retirement Lifestyle Show, Roshan Loungani and Eric Olson break down high yield versus dividend growth investing and which one might be right for you. They discuss what they are, how you can potentially use them in your portfolio, and even ways to get the best of both worlds. Full Show Notes: https://retirementlifestyleshow.com/dividend-growth-vs-high-dividends-now/ [00:00] Introduction [02:57] Dividend Growth Versus High-Yield Dividend Investing [04:58] When to Choose High Dividend Growth Investing [06:24] Common Criticisms of High-yield Dividend Investing [09:16] Payoffs From High-yield Investments [12:42] Performance Comparison From the Two Investment Strategies [16:22] The Role of Time and Timing When Investing [19:00] Companies Doing More Stock Buybacks Than Dividend Payoffs [22:30] What is Shareholder Yield? [24:15] Understanding the Enterprise Value of a Business [27:05] Eric and Roshan’s Debate: Yield or Growth - Which Is Right for You? [34:58] Why Being a Forced Seller is the Ultimate Worst Thing For Investors [37:00] The Big Question: Income Versus Growth in a Portfolio [43:30] The Pros and Cons of the Two Strategies For a Retiree [48:02] Tips for Individual Investors [50:32] 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 "RL150 — Dividend Growth vs High Dividends Now?" 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.

A short clip, 2 of 2 and peek into the episode "2022 Episode Year in Review" 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/x4lOlvXsT3k OR in your favorite podcast app - links below. In the full episode they each share their top 3 podcast episodes for 2022. From engrossing interviews, nut companies impacting communities in Africa, to assessments of the investment markets, these episodes tell the story of 2022. Time stamps below can be found by listening to the full episode: https://youtu.be/x4lOlvXsT3k For show notes and resources: https://retirementlifestyleshow.com/2022-episode-year-in-review/ YouTube Playlist link to easily find and watch all 9 of the mentioned episodes: https://youtube.com/playlist?list=PLCdvuULPRNvbgiGUsvj9iTQ4B9ZKtYNfw [00:00] Introduction [03:07] Episode 126: Stopping Forced Labor in the Solar Panel Industry with Reginald Smith https://youtu.be/epUpKVAGuTM [05:20] Episode 123: Bullish or Bearish? https://youtu.be/d6oFQ1lfPE8 [08:23] Episode 127: Covered Calls Explained https://youtu.be/VV0teQzZk8U [09:35] Episode 101: From Success to Significance with Sunshine Nut Company’s Donald Larson https://youtu.be/cT0xR11Plhs [12:06] The Inspiring Story of Sunshine Nuts [13:30] Episode 105: Modern Monetary Theory with Luigi Zingales and Bethany McLean https://youtu.be/cdFXGJJfaaY [14:51] The Most Popular Episode of 2022 [17:09] Episode 119: 8 Strategies to Take Advantage of Market Declines https://youtu.be/9KXXSYZP6Ys [20:11] Episode 106: How Does War Impact the Stock Market? https://youtu.be/Aew1tTsksCs [23:56] Energy Markets and the U.S. Selling Oil from the Strategic Petroleum Reserve [25:49] Episode 142: What History Tells Us about Today’s Economy and Markets https://youtu.be/6fYWVKFjM2w [29:46] Episode 132: How to Improve Investment Performance https://youtu.be/vyZsJCbI8Wc [31:00] 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 "RL149 — 2022 Episode Year In Review" 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.

A short clip, 1 of 2 and peek into the episode "2022 Episode Year in Review" 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/x4lOlvXsT3k OR in your favorite podcast app - links below. In the full episode they each share their top 3 podcast episodes for 2022. From engrossing interviews, nut companies impacting communities in Africa, to assessments of the investment markets, these episodes tell the story of 2022. Time stamps below can be found by listening to the full episode: https://youtu.be/x4lOlvXsT3k For show notes and resources: https://retirementlifestyleshow.com/2022-episode-year-in-review/ YouTube Playlist link to easily find and watch all 9 of the mentioned episodes: https://youtube.com/playlist?list=PLCdvuULPRNvbgiGUsvj9iTQ4B9ZKtYNfw [00:00] Introduction [03:07] Episode 126: Stopping Forced Labor in the Solar Panel Industry with Reginald Smith https://youtu.be/epUpKVAGuTM [05:20] Episode 123: Bullish or Bearish? https://youtu.be/d6oFQ1lfPE8 [08:23] Episode 127: Covered Calls Explained https://youtu.be/VV0teQzZk8U [09:35] Episode 101: From Success to Significance with Sunshine Nut Company’s Donald Larson https://youtu.be/cT0xR11Plhs [12:06] The Inspiring Story of Sunshine Nuts [13:30] Episode 105: Modern Monetary Theory with Luigi Zingales and Bethany McLean https://youtu.be/cdFXGJJfaaY [14:51] The Most Popular Episode of 2022 [17:09] Episode 119: 8 Strategies to Take Advantage of Market Declines https://youtu.be/9KXXSYZP6Ys [20:11] Episode 106: How Does War Impact the Stock Market? https://youtu.be/Aew1tTsksCs [23:56] Energy Markets and the U.S. Selling Oil from the Strategic Petroleum Reserve [25:49] Episode 142: What History Tells Us about Today’s Economy and Markets https://youtu.be/6fYWVKFjM2w [29:46] Episode 132: How to Improve Investment Performance https://youtu.be/vyZsJCbI8Wc [31:00] 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 "RL149 — 2022 Episode Year In Review" 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.

On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson each share their top 3 podcast episodes for 2022. From engrossing interviews, nut companies impacting communities in Africa, to assessments of the investment markets, these episodes tell the story of 2022. For show notes and resources: https://retirementlifestyleshow.com/2022-episode-year-in-review/ [00:00] Introduction [03:07] Episode 126: Stopping Forced Labor in the Solar Panel Industry with Reginald Smith https://youtu.be/epUpKVAGuTM [05:20] Episode 123: Bullish or Bearish? https://youtu.be/d6oFQ1lfPE8 [08:23] Episode 127: Covered Calls Explained https://youtu.be/VV0teQzZk8U [09:35] Episode 101: From Success to Significance with Sunshine Nut Company’s Donald Larson https://youtu.be/cT0xR11Plhs [12:06] The Inspiring Story of Sunshine Nuts [13:30] Episode 105: Modern Monetary Theory with Luigi Zingales and Bethany McLean https://youtu.be/cdFXGJJfaaY [14:51] The Most Popular Episode of 2022 [17:09] Episode 119: 8 Strategies to Take Advantage of Market Declines https://youtu.be/9KXXSYZP6Ys [20:11] Episode 106: How Does War Impact the Stock Market? https://youtu.be/Aew1tTsksCs [23:56] Energy Markets and the U.S. Selling Oil from the Strategic Petroleum Reserve [25:49] Episode 142: What History Tells Us about Today’s Economy and Markets https://youtu.be/6fYWVKFjM2w [29:46] Episode 132: How to Improve Investment Performance https://youtu.be/vyZsJCbI8Wc [31:00] Parting thoughts YouTube playlist to easily find and watch all 9 episodes: https://youtube.com/playlist?list=PLCdvuULPRNvbgiGUsvj9iTQ4B9ZKtYNfw 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 "RL149 — 2022 Episode Year In Review" 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.