A short clip, 2 of 2 and peek into the episode "Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/7DtS9OcKDbY OR in your favorite podcast app - links below. In the full episode discussion, Roshan and Adrian explore Peter Lynch's final rules of investing, focusing on concentration versus diversification, market preparedness, temperament, and fundamental analysis. They highlight the importance of knowing your investment comfort level, observing trends, preparing for market declines, understanding risk tolerance, and focusing on company research, while emphasizing the benefits of equity mutual funds or index funds for less research-inclined investors. Podcast Website: https://retirementlifestyleshow.com/peter-lynchs-golden-rules-for-investing-smart-strategies-part-2/ For the time stamps below watch the full episode: https://youtu.be/7DtS9OcKDbY Chapters 00:00 Introduction and Recap 07:23 Finding Growth Companies: Be Observant of Trends 15:19 Being Prepared for Market Declines: Mentally and Financially 32:53 The Importance of Time and Long-Term Perspective 43:15 Equity Mutual Funds for Simplicity and Diversification 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 "RL201 - Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2" in Spotify, iTunes, and so on... see links below. 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 "Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/7DtS9OcKDbY OR in your favorite podcast app - links below. In the full episode discussion, Roshan and Adrian explore Peter Lynch's final rules of investing, focusing on concentration versus diversification, market preparedness, temperament, and fundamental analysis. They highlight the importance of knowing your investment comfort level, observing trends, preparing for market declines, understanding risk tolerance, and focusing on company research, while emphasizing the benefits of equity mutual funds or index funds for less research-inclined investors. Podcast Website: https://retirementlifestyleshow.com/peter-lynchs-golden-rules-for-investing-smart-strategies-part-2/ For the time stamps below watch the full episode: https://youtu.be/7DtS9OcKDbY Chapters 00:00 Introduction and Recap 07:23 Finding Growth Companies: Be Observant of Trends 15:19 Being Prepared for Market Declines: Mentally and Financially 32:53 The Importance of Time and Long-Term Perspective 43:15 Equity Mutual Funds for Simplicity and Diversification 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 "RL201 - Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2" in Spotify, iTunes, and so on... see links below. 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.

In this discussion, Roshan and Adrian explore Peter Lynch's final rules of investing, focusing on concentration versus diversification, market preparedness, temperament, and fundamental analysis. They highlight the importance of knowing your investment comfort level, observing trends, preparing for market declines, understanding risk tolerance, and focusing on company research, while emphasizing the benefits of equity mutual funds or index funds for less research-inclined investors. Podcast Website: https://retirementlifestyleshow.com/peter-lynchs-golden-rules-for-investing-smart-strategies-part-2/ Chapters 00:00 Introduction and Recap 07:23 Finding Growth Companies: Be Observant of Trends 15:19 Being Prepared for Market Declines: Mentally and Financially 32:53 The Importance of Time and Long-Term Perspective 43:15 Equity Mutual Funds for Simplicity and Diversification 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 "RL201 - Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2" in Spotify, iTunes, and so on... see links below. 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, 3 of 3 and peek into the episode "Celebrating 200 Episodes: Our Top 10 Playlist!" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/5nxrJc_OBhc OR in your favorite podcast app - links below. In the full episode this milestone 200th episode, Roshan and Adrian review the top episodes of the Retirement Lifestyle Show. They discuss episodes that cover a range of topics, including financial planning, investing, market volatility, retirement lifestyle, and more. The hosts highlight the most valuable takeaways from each episode and provide insights into why these episodes are worth revisiting. They also make honorable mentions and encourage listeners to provide feedback and suggest topics for future episodes. Full Episode Notes: https://retirementlifestyleshow.com/celebrating-200-episodes-our-top-10-playlist/ For the time stamps below watch the full episode: https://youtu.be/5nxrJc_OBhc 00:00 Introduction and Milestone Celebration 01:42 Recap of Previous Seasons 02:12 Transition to Retirement Lifestyle Show 03:26 Financial Guide for a Better Tomorrow 04:45 10 Practical Steps for Wealth Building Success 05:57 Bear Market Stages 06:50 The Art of Long-Term Investing 08:54 Lessons for a Successful Retirement 09:56 Market Volatility 11:56 Roth Conversion 19:49 Honorable Mentions: Battle of the Plans 22:05 Honorable Mentions: Insights from Where the Money Is 23:59 Honorable Mentions: How to Improve Investment Performance 25:10 Honorable Mentions: Lessons for a Successful Retirement 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 "RL200 - Celebrating 200 Episodes: Our Top 10 Playlist!" in Spotify, iTunes, and so on... see links below. 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 3 and peek into the episode "Celebrating 200 Episodes: Our Top 10 Playlist!" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/5nxrJc_OBhc OR in your favorite podcast app - links below. In the full episode this milestone 200th episode, Roshan and Adrian review the top episodes of the Retirement Lifestyle Show. They discuss episodes that cover a range of topics, including financial planning, investing, market volatility, retirement lifestyle, and more. The hosts highlight the most valuable takeaways from each episode and provide insights into why these episodes are worth revisiting. They also make honorable mentions and encourage listeners to provide feedback and suggest topics for future episodes. Full Episode Notes: https://retirementlifestyleshow.com/celebrating-200-episodes-our-top-10-playlist/ For the time stamps below watch the full episode: https://youtu.be/5nxrJc_OBhc 00:00 Introduction and Milestone Celebration 01:42 Recap of Previous Seasons 02:12 Transition to Retirement Lifestyle Show 03:26 Financial Guide for a Better Tomorrow 04:45 10 Practical Steps for Wealth Building Success 05:57 Bear Market Stages 06:50 The Art of Long-Term Investing 08:54 Lessons for a Successful Retirement 09:56 Market Volatility 11:56 Roth Conversion 19:49 Honorable Mentions: Battle of the Plans 22:05 Honorable Mentions: Insights from Where the Money Is 23:59 Honorable Mentions: How to Improve Investment Performance 25:10 Honorable Mentions: Lessons for a Successful Retirement 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 "RL200 - Celebrating 200 Episodes: Our Top 10 Playlist!" in Spotify, iTunes, and so on... see links below. 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 3 and peek into the episode "Celebrating 200 Episodes: Our Top 10 Playlist!" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/5nxrJc_OBhc OR in your favorite podcast app - links below. In the full episode this milestone 200th episode, Roshan and Adrian review the top episodes of the Retirement Lifestyle Show. They discuss episodes that cover a range of topics, including financial planning, investing, market volatility, retirement lifestyle, and more. The hosts highlight the most valuable takeaways from each episode and provide insights into why these episodes are worth revisiting. They also make honorable mentions and encourage listeners to provide feedback and suggest topics for future episodes. Full Episode Notes: https://retirementlifestyleshow.com/celebrating-200-episodes-our-top-10-playlist/ For the time stamps below watch the full episode: https://youtu.be/5nxrJc_OBhc 00:00 Introduction and Milestone Celebration 01:42 Recap of Previous Seasons 02:12 Transition to Retirement Lifestyle Show 03:26 Financial Guide for a Better Tomorrow 04:45 10 Practical Steps for Wealth Building Success 05:57 Bear Market Stages 06:50 The Art of Long-Term Investing 08:54 Lessons for a Successful Retirement 09:56 Market Volatility 11:56 Roth Conversion 19:49 Honorable Mentions: Battle of the Plans 22:05 Honorable Mentions: Insights from Where the Money Is 23:59 Honorable Mentions: How to Improve Investment Performance 25:10 Honorable Mentions: Lessons for a Successful Retirement 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 "RL200 - Celebrating 200 Episodes: Our Top 10 Playlist!" in Spotify, iTunes, and so on... see links below. 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.

In this milestone 200th episode, Roshan and Adrian review the top episodes of the Retirement Lifestyle Show. They discuss episodes that cover a range of topics, including financial planning, investing, market volatility, retirement lifestyle, and more. The hosts highlight the most valuable takeaways from each episode and provide insights into why these episodes are worth revisiting. They also make honorable mentions and encourage listeners to provide feedback and suggest topics for future episodes. Podcast Website: https://retirementlifestyleshow.com/peter-lynchs-golden-rules-for-investing-smart-strategies/ 00:00 Introduction and Milestone Celebration 01:42 Recap of Previous Seasons 02:12 Transition to Retirement Lifestyle Show 03:26 Financial Guide for a Better Tomorrow 04:45 10 Practical Steps for Wealth Building Success 05:57 Bear Market Stages 06:50 The Art of Long-Term Investing 08:54 Lessons for a Successful Retirement 09:56 Market Volatility 11:56 Roth Conversion 19:49 Honorable Mentions: Battle of the Plans 22:05 Honorable Mentions: Insights from Where the Money Is 23:59 Honorable Mentions: How to Improve Investment Performance 25:10 Honorable Mentions: Lessons for a Successful Retirement 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 "RL200 - Celebrating 200 Episodes: Our Top 10 Playlist!" in Spotify, iTunes, and so on... see links below. 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, 3 of 3 and peek into the episode "Peter Lynch's Golden Rules for Investing: Smart Strategies" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/GAjpTZ1-52k OR in your favorite podcast app - links below. In the full episode - this engaging episode, Roshan and Adrian embark on an insightful journey through Peter Lynch's 25 golden rules for investing. They kick o with an enthusiastic discussion about the significance of research and the perils of speculative investing, setting the tone for a deep dive into Lynch's timeless principles. From emphasizing the need to understand companies and industries to shedding light on the benefits of contrarian strategies, they provide valuable insights for both novice and seasoned investors alike. Wrapping up with a thoughtful reflection on the long-term correlation between company success and stock performance, they underscore the importance of informed decision-making in navigating the complex world of investments. Full Episode Notes: https://retirementlifestyleshow.com/peter-lynchs-golden-rules-for-investing-smart-strategies/ For the time stamps below watch the full episode: https://youtu.be/GAjpTZ1-52k Chapters 00:00 Introduction and Excitement about Peter Lynch's 25 Golden Rules 02:01 Investing is Fun and Exciting, but Dangerous if You Don't Do Any Work 06:12 Your Investor's Edge is Not Something You Get from Wall Street Experts 11:13 Ignoring the Herd Can Help Amateur Investors Beat the Market 13:44 Behind Every Stock is a Company, Find Out What It's Doing 21:42 Know What You Own and Why You Own It 24:39 Long Shots Almost Always Miss the Mark 25:04 Long Shots and Risk-Reward 26:40 Owning Stocks and Position Sizing 27:22 Diversification and Concentration 28:21 Finding Attractive Companies 29:47 Understanding Company Finances 33:47 Investing in Troubled Industries 44:36 Waiting for Small Companies to Turn Profitable 48:57 Avoiding Hot Stocks and Industries 51:29 Investing in Troubled Industries 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 "RL199 – Peter Lynch's Golden Rules for Investing: Smart Strategies" in Spotify, iTunes, and so on... see links below. 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 3 and peek into the episode "Peter Lynch's Golden Rules for Investing: Smart Strategies" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/GAjpTZ1-52k OR in your favorite podcast app - links below. In the full episode - this engaging episode, Roshan and Adrian embark on an insightful journey through Peter Lynch's 25 golden rules for investing. They kick o with an enthusiastic discussion about the significance of research and the perils of speculative investing, setting the tone for a deep dive into Lynch's timeless principles. From emphasizing the need to understand companies and industries to shedding light on the benefits of contrarian strategies, they provide valuable insights for both novice and seasoned investors alike. Wrapping up with a thoughtful reflection on the long-term correlation between company success and stock performance, they underscore the importance of informed decision-making in navigating the complex world of investments. Full Episode Notes: https://retirementlifestyleshow.com/peter-lynchs-golden-rules-for-investing-smart-strategies/ For the time stamps below watch the full episode: https://youtu.be/GAjpTZ1-52k Chapters 00:00 Introduction and Excitement about Peter Lynch's 25 Golden Rules 02:01 Investing is Fun and Exciting, but Dangerous if You Don't Do Any Work 06:12 Your Investor's Edge is Not Something You Get from Wall Street Experts 11:13 Ignoring the Herd Can Help Amateur Investors Beat the Market 13:44 Behind Every Stock is a Company, Find Out What It's Doing 21:42 Know What You Own and Why You Own It 24:39 Long Shots Almost Always Miss the Mark 25:04 Long Shots and Risk-Reward 26:40 Owning Stocks and Position Sizing 27:22 Diversification and Concentration 28:21 Finding Attractive Companies 29:47 Understanding Company Finances 33:47 Investing in Troubled Industries 44:36 Waiting for Small Companies to Turn Profitable 48:57 Avoiding Hot Stocks and Industries 51:29 Investing in Troubled Industries 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 "RL199 – Peter Lynch's Golden Rules for Investing: Smart Strategies" in Spotify, iTunes, and so on... see links below. 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 3 and peek into the episode "Peter Lynch's Golden Rules for Investing: Smart Strategies" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/GAjpTZ1-52k OR in your favorite podcast app - links below. In the full episode - this engaging episode, Roshan and Adrian embark on an insightful journey through Peter Lynch's 25 golden rules for investing. They kick o with an enthusiastic discussion about the significance of research and the perils of speculative investing, setting the tone for a deep dive into Lynch's timeless principles. From emphasizing the need to understand companies and industries to shedding light on the benefits of contrarian strategies, they provide valuable insights for both novice and seasoned investors alike. Wrapping up with a thoughtful reflection on the long-term correlation between company success and stock performance, they underscore the importance of informed decision-making in navigating the complex world of investments. Full Episode Notes: https://retirementlifestyleshow.com/peter-lynchs-golden-rules-for-investing-smart-strategies/ For the time stamps below watch the full episode: https://youtu.be/GAjpTZ1-52k Chapters 00:00 Introduction and Excitement about Peter Lynch's 25 Golden Rules 02:01 Investing is Fun and Exciting, but Dangerous if You Don't Do Any Work 06:12 Your Investor's Edge is Not Something You Get from Wall Street Experts 11:13 Ignoring the Herd Can Help Amateur Investors Beat the Market 13:44 Behind Every Stock is a Company, Find Out What It's Doing 21:42 Know What You Own and Why You Own It 24:39 Long Shots Almost Always Miss the Mark 25:04 Long Shots and Risk-Reward 26:40 Owning Stocks and Position Sizing 27:22 Diversification and Concentration 28:21 Finding Attractive Companies 29:47 Understanding Company Finances 33:47 Investing in Troubled Industries 44:36 Waiting for Small Companies to Turn Profitable 48:57 Avoiding Hot Stocks and Industries 51:29 Investing in Troubled Industries 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 "RL199 – Peter Lynch's Golden Rules for Investing: Smart Strategies" in Spotify, iTunes, and so on... see links below. 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.

In this engaging episode, Roshan and Adrian embark on an insightful journey through Peter Lynch's 25 golden rules for investing. They kick o with an enthusiastic discussion about the significance of research and the perils of speculative investing, setting the tone for a deep dive into Lynch's timeless principles. From emphasizing the need to understand companies and industries to shedding light on the benefits of contrarian strategies, they provide valuable insights for both novice and seasoned investors alike. Wrapping up with a thoughtful reflection on the long-term correlation between company success and stock performance, they underscore the importance of informed decision-making in navigating the complex world of investments. Full Episode Notes: https://retirementlifestyleshow.com/peter-lynchs-golden-rules-for-investing-smart-strategies/ Chapters 00:00 Introduction and Excitement about Peter Lynch's 25 Golden Rules 02:01 Investing is Fun and Exciting, but Dangerous if You Don't Do Any Work 06:12 Your Investor's Edge is Not Something You Get from Wall Street Experts 11:13 Ignoring the Herd Can Help Amateur Investors Beat the Market 13:44 Behind Every Stock is a Company, Find Out What It's Doing 21:42 Know What You Own and Why You Own It 24:39 Long Shots Almost Always Miss the Mark 25:04 Long Shots and Risk-Reward 26:40 Owning Stocks and Position Sizing 27:22 Diversification and Concentration 28:21 Finding Attractive Companies 29:47 Understanding Company Finances 33:47 Investing in Troubled Industries 44:36 Waiting for Small Companies to Turn Profitable 48:57 Avoiding Hot Stocks and Industries 51:29 Investing in Troubled Industries 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 "RL199 – Peter Lynch's Golden Rules for Investing: Smart Strategies" in Spotify, iTunes, and so on... see links below. 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 "Buffett Wisdom: Investing, Business, Wealth" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/-WqgP-cURmY OR in your favorite podcast app - links below. In the full episode, Roshan and Adrian discuss Warren Buffett's annual letter and the key takeaways from it. They highlight the importance of Munger's advice to Buffett, which led to a shift in his investment strategy. They emphasize the value of focusing on business quality rather than price alone. The hosts also discuss the significance of patience and avoiding permanent loss of capital in investing. They stress the importance of ignoring market pundits and making sound investment decisions. Additionally, they discuss Berkshire Hathaway's strengths and its ability to take advantage of market declines. Takeaways • Focus on business quality rather than price alone. • Be patient and avoid permanent loss of capital. • Ignore market pundits and avoid speculation. • Minimize risk and optimize returns. More Episode Notes: https://retirementlifestyleshow.com/buffett-wisdom-investing-business-wealth/ For the time stamps below watch the full episode: https://youtu.be/-WqgP-cURmY Chapters 00:00 Introduction 01:09 Buffett's Annual Letter and Munger's Advice 04:57 Patience and Avoiding Permanent Loss of Capital 07:48 Looking for Strong Businesses 08:35 Avoiding Permanent Loss of Capital 09:45 Never Risk a Permanent Loss of Capital 10:29 Ignoring the Pundits 12:25 Long-Term Focus and Avoiding Market Speculation 15:11 Finding Good Businesses and Holding Onto Them 25:16 Berkshire Hathaway's Strengths and Resilience 29:54 Taking Advantage of Market Declines 31:24 Avoiding Feverish Activity and Serious Mistakes 36:14 Minimizing Risk and Optimizing Returns 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 "RL198 - Buffett Wisdom: Investing, Business, Wealth" in Spotify, iTunes, and so on... see links below. 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 "Buffett Wisdom: Investing, Business, Wealth" on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/-WqgP-cURmY OR in your favorite podcast app - links below. In the full episode, Roshan and Adrian discuss Warren Buffett's annual letter and the key takeaways from it. They highlight the importance of Munger's advice to Buffett, which led to a shift in his investment strategy. They emphasize the value of focusing on business quality rather than price alone. The hosts also discuss the significance of patience and avoiding permanent loss of capital in investing. They stress the importance of ignoring market pundits and making sound investment decisions. Additionally, they discuss Berkshire Hathaway's strengths and its ability to take advantage of market declines. Takeaways • Focus on business quality rather than price alone. • Be patient and avoid permanent loss of capital. • Ignore market pundits and avoid speculation. • Minimize risk and optimize returns. More Episode Notes: https://retirementlifestyleshow.com/buffett-wisdom-investing-business-wealth/ For the time stamps below watch the full episode: https://youtu.be/-WqgP-cURmY Chapters 00:00 Introduction 01:09 Buffett's Annual Letter and Munger's Advice 04:57 Patience and Avoiding Permanent Loss of Capital 07:48 Looking for Strong Businesses 08:35 Avoiding Permanent Loss of Capital 09:45 Never Risk a Permanent Loss of Capital 10:29 Ignoring the Pundits 12:25 Long-Term Focus and Avoiding Market Speculation 15:11 Finding Good Businesses and Holding Onto Them 25:16 Berkshire Hathaway's Strengths and Resilience 29:54 Taking Advantage of Market Declines 31:24 Avoiding Feverish Activity and Serious Mistakes 36:14 Minimizing Risk and Optimizing Returns 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 "RL198 - Buffett Wisdom: Investing, Business, Wealth" in Spotify, iTunes, and so on... see links below. 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.

In this episode, Roshan and Adrian discuss Warren Buffett's annual letter and the key takeaways from it. They highlight the importance of Munger's advice to Buffett, which led to a shift in his investment strategy. They emphasize the value of focusing on business quality rather than price alone. The hosts also discuss the significance of patience and avoiding permanent loss of capital in investing. They stress the importance of ignoring market pundits and making sound investment decisions. Additionally, they discuss Berkshire Hathaway's strengths and its ability to take advantage of market declines. Takeaways • Focus on business quality rather than price alone. • Be patient and avoid permanent loss of capital. • Ignore market pundits and avoid speculation. • Minimize risk and optimize returns. More Episode Notes: https://retirementlifestyleshow.com/buffett-wisdom-investing-business-wealth/ Chapters 00:00 Introduction 01:09 Buffett's Annual Letter and Munger's Advice 04:57 Patience and Avoiding Permanent Loss of Capital 07:48 Looking for Strong Businesses 08:35 Avoiding Permanent Loss of Capital 09:45 Never Risk a Permanent Loss of Capital 10:29 Ignoring the Pundits 12:25 Long-Term Focus and Avoiding Market Speculation 15:11 Finding Good Businesses and Holding Onto Them 25:16 Berkshire Hathaway's Strengths and Resilience 29:54 Taking Advantage of Market Declines 31:24 Avoiding Feverish Activity and Serious Mistakes 36:14 Minimizing Risk and Optimizing Returns 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 "RL198 - Buffett Wisdom: Investing, Business, Wealth" in Spotify, iTunes, and so on... see links below. 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 "Financial Guide for a Better Tomorrow on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/kK7jx0KyYeo OR in your favorite podcast app - links below. In the full episode, Roshan and Adrian discuss the foundational steps to take when planning for your financial future. They cover topics such as saving in a 401k to the match, building cash and paying off consumer debt, insurance needs, home down payment, education savings, and retirement savings. They emphasize the importance of setting goals, managing cash flow, and being tax-efficient in your investments. By following these steps, you can build a solid financial foundation and achieve your long-term goals. Takeaways • Save in your 401k to the match to take advantage of the 100% return on your money. • Build cash and pay off consumer debt simultaneously to avoid slipping into a debt cycle. • Assess your insurance needs, including disability, life, and long-term care insurance, to protect yourself and your goals. • Prioritize your goals, such as a home down payment, education savings, and retirement savings, based on your individual situation. • Review and adjust your financial plan annually, considering changes in goals, cash flow, and investment performance. Full Episode notes: https://retirementlifestyleshow.com/financial-guide-for-a-better-tomorrow/ For the time stamps below watch the full episode: https://youtu.be/kK7jx0KyYeo Chapters 00:00 Introduction 01:27 Building a Financial Foundation 04:19 Saving in a 401k to the Match 14:28 Building Cash and Paying off Consumer Debt 19:19 Insurance Needs 23:45 Home Down Payment 25:20 Education Savings 30:16 Retirement Savings 35:34 Conclusion 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 "RL197 - Financial Guide for a Better Tomorrow" in Spotify, iTunes, and so on... see links below. 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 "Financial Guide for a Better Tomorrow on The Retirement Lifestyle Show. You will want to listen/watch the whole episode here: https://youtu.be/kK7jx0KyYeo OR in your favorite podcast app - links below. In the full episode, Roshan and Adrian discuss the foundational steps to take when planning for your financial future. They cover topics such as saving in a 401k to the match, building cash and paying off consumer debt, insurance needs, home down payment, education savings, and retirement savings. They emphasize the importance of setting goals, managing cash flow, and being tax-efficient in your investments. By following these steps, you can build a solid financial foundation and achieve your long-term goals. Takeaways • Save in your 401k to the match to take advantage of the 100% return on your money. • Build cash and pay off consumer debt simultaneously to avoid slipping into a debt cycle. • Assess your insurance needs, including disability, life, and long-term care insurance, to protect yourself and your goals. • Prioritize your goals, such as a home down payment, education savings, and retirement savings, based on your individual situation. • Review and adjust your financial plan annually, considering changes in goals, cash flow, and investment performance. Full Episode notes: https://retirementlifestyleshow.com/financial-guide-for-a-better-tomorrow/ For the time stamps below watch the full episode: https://youtu.be/kK7jx0KyYeo Chapters 00:00 Introduction 01:27 Building a Financial Foundation 04:19 Saving in a 401k to the Match 14:28 Building Cash and Paying off Consumer Debt 19:19 Insurance Needs 23:45 Home Down Payment 25:20 Education Savings 30:16 Retirement Savings 35:34 Conclusion 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 "RL197 - Financial Guide for a Better Tomorrow" in Spotify, iTunes, and so on... see links below. 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.

In this episode, Roshan and Adrian discuss the foundational steps to take when planning for your financial future. They cover topics such as saving in a 401k to the match, building cash and paying off consumer debt, insurance needs, home down payment, education savings, and retirement savings. They emphasize the importance of setting goals, managing cash flow, and being tax-efficient in your investments. By following these steps, you can build a solid financial foundation and achieve your long-term goals. Takeaways • Save in your 401k to the match to take advantage of the 100% return on your money. • Build cash and pay off consumer debt simultaneously to avoid slipping into a debt cycle. • Assess your insurance needs, including disability, life, and long-term care insurance, to protect yourself and your goals. • Prioritize your goals, such as a home down payment, education savings, and retirement savings, based on your individual situation. • Review and adjust your financial plan annually, considering changes in goals, cash flow, and investment performance. Full Episode notes: https://retirementlifestyleshow.com/financial-guide-for-a-better-tomorrow/ Chapters 00:00 Introduction 01:27 Building a Financial Foundation 04:19 Saving in a 401k to the Match 14:28 Building Cash and Paying off Consumer Debt 19:19 Insurance Needs 23:45 Home Down Payment 25:20 Education Savings 30:16 Retirement Savings 35:34 Conclusion 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 "RL197 - Financial Guide for a Better Tomorrow" in Spotify, iTunes, and so on... see links below. 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 "Small Cap Insights: Key Investment Takeaway" 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/dzLsJDS2sY8 OR in your favorite podcast app - links below. In the full episode, Roshan and Adrian discuss the potential opportunities and challenges of investing in small cap stocks. They start by reviewing the performance of small caps in 2023 and the factors that have contributed to their underperformance. They then explore the potential catalysts that could drive small cap stocks in the upcoming year, such as interest rate cuts and favorable valuations. The hosts also discuss the risks and challenges associated with investing in small caps, including volatility and the need for thorough research. They provide insights on how to evaluate small cap stocks and different ways to implement small cap investments, such as individual stocks, mutual funds, or ETFs. The episode concludes with a reminder to do thorough research and seek professional advice before making investment decisions. Full show notes: https://retirementlifestyleshow.com/small-cap-insights-key-investment-takeaway/ Time stamps below can be found by listening to the full episode: https://youtu.be/dzLsJDS2sY8 Chapters 00:00 Introduction and Topic Overview 01:55 Performance of Small Cap Stocks in 2023 04:04 Factors Affecting Small Cap Performance 05:22 Opportunities for Small Cap Stocks 08:28 Considerations for Investing in Small Cap Stocks 09:24 Valuation and Catalysts for Small Cap Stocks 11:33 Potential Risks and Challenges 12:26 Expert Opinions on Small Cap Stocks 15:54 Key Metrics for Evaluating Small Cap Stocks 20:15 Implementing Small Cap Investments 21:58 Conclusion and Actionable Insights 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 "RL196 - Small Cap Insights: Key Investment Takeaway" in Spotify, iTunes, and so on... see links below. 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.