Retirement Lifestyle Show 
with Roshan Loungani, Erik Olson & Adrian Nicholson

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

By Roshan A Loungani
Retirement Planning is more than Investing. The Retirement Lifestyle Show discusses various changes in retirement, estate planning, long term care planning, insurance planning, tax planning, the science of happiness and more. We explore the Behavioral, Psychological and Social Changes to navigate listeners to their ideal retirement. The predecessor podcast was called Financial Independence.

In Season 2, we help you design and build your own financial plan.

In Season 1, we review Your Money Or Your Life by Vicki Robin, Joe Dominguez, and Mr. Money Mustac
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RL007 - Retirement Lifestyle: Emergency Readiness

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

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RL018 - Retirement Lifestyle: Are You Ready To Retire?
There are a lot of important categories and topics people should consider before they retire.  What's your personal life mission?  Are you financially ready? Do you have a plan, from a health perspective? How long are you going to continue to work for your employer or business?  How will you spend your time in retirement?  We discuss these questions and more to help you prepare to make a decision on when to retire! Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
52:38
July 8, 2020
RL017 - Retirement Lifestyle: Should I Invest Now?
Welcome to the Retirement Lifestyle Show!  Determining when and how to invest your hard earned dollars in order to get your money working for you can be complex.  We discuss two investing strategies called dollar cost averaging and a lump-sum amount. We analyze historic market data from 1927 to present time.  High Impact life discusses organizations and opportunities that allow people to volunteer to teach languages to a diverse group of people. These are lessons that can be helpful in 2020 and beyond! Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ https://personal.vanguard.com/pdf/ISGDCA.pdf https://awealthofcommonsense.com/2018/05/the-lump-sum-vs-dollar-cost-averaging-decision/ https://ofdollarsanddata.com/dollar-cost-averaging-vs-lump-sum/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
48:18
July 1, 2020
RL016 - Retirement Lifestyle: Seven Retirement Questions
Welcome to the Retirement Lifestyle Show!  We discuss seven common retirement questions people currently have. The Science of Happiness takes a look at the World Happiness Report for 2020 to see what country ranks the highest. Lastly, we answer some questions our listeners have in our new segment called Ask The Experts. Following are links to some of the items we discussed: https://worldhappiness.report/ed/2020/#read https://www.thrillist.com/travel/nation/why-scandinavians-are-happiest-people-in-the-world Erik’s Life Expectancy Assessment https://www.heifer.org/ Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
1:01:05
June 24, 2020
RL015 - Retirement Lifestyle: Real Estate Lifestyle Decisions
This we week have Priti Malhotra, Real Estate Consultant, share her expertise.   She discusses how to approach real estate during the pandemic,  supply and demand, sellers market vs. buyers market, the interest rate environment and the important trends you need to know in 2020 and beyond. Priti Malhotra is an experienced Real Estate Consultant with extensive experience in marketing, home staging, contract negotiation and investment properties.  Priti Malhotra can be reached at Priti@lounganirealestategroup.com  or at  703-628-4212. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com  or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://pritimalhotra.kw.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/ https://www.lifeandworktransitions.com/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
49:34
June 17, 2020
RL014 - Retirement Lifestyle: Peace of Mind
Prioritizing your goals and creating a plan to achieve them can sometimes be complex.  Advisors can create detailed plans and educate you when it comes to important topics in your life to help you obtain peace of mind.  The Science of Happiness discusses an exercise that can make individuals happier and bring change to their daily routine.  High Impact life examines a business that supports its community by providing a place to live for homeless people. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com  or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan Music by: audionautix.com All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
42:47
June 10, 2020
RL013 - Retirement Lifestyle: Erik's Financial Plan?
Join us to discuss a Erik's financial plan in real time!   This will show you how you can adjust your financial plan and accomplish your goals regardless of what is happening in the market.   The Science of Happiness addresses the question what do you want to accomplish with the rest of your life? High Impact life examines the organization known as Habitat for Humanity and the role it plays in communities.  We discuss these topics and more. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com  or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan https://personal.vanguard.com/pdf/ISGDCA.pdf https://awealthofcommonsense.com/2018/05/the-lump-sum-vs-dollar-cost-averaging-decision/ https://ofdollarsanddata.com/dollar-cost-averaging-vs-lump-sum/ Music by: audionautix.com All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
49:42
June 3, 2020
RL012 - Retirement Lifestyle: Is This Recovery Real?
Welcome to the Retirement Lifestyle Show!  Can the current market rally continue?  We discuss various investment style approaches and analyze the current market trends.  We examine the common patterns market recoveries can form.  These are lessons that can be helpful in 2020 and beyond. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com  or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan Music by: audionautix.com All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
59:38
May 27, 2020
RL011 - Retirement Lifestyle: Turn Your Vision Into Goals
We discuss how to turn your vision for retirement into goals.  Creating goals allows the opportunity to take action in achieving your ideal retirement. Detailed planning can help you accomplish your goals to bring you one step closer to your vision.  These are lessons to set you on the path for the retirement of your dreams. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com  or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
51:40
May 20, 2020
RL010 - Retirement Lifestyle: Building Your Vision For Retirement
We discuss how to build a vision for retirement.  We examine a variety of ways you can create and fine-tune your vision to develop the ideal retirement.  These are lessons to set you on the path for the retirement of your dreams.  Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com  or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
39:15
May 14, 2020
RL009 - Retirement Lifestyle: The Five Stages of Retirement
The five stages of retirement are: imagination, anticipation, liberation, reorientation, and reconciliation.  We discuss the common trends people face in these stages to help you prepare for retirement.  We examine retirement stories and strategies in order to give an in depth look at these five stages. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com  or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
33:17
May 7, 2020
RL008 - Retirement Lifestyle: Staying Healthy During The Lockdown
Staying at home during the quarantine can abruptly change your routine and lifestyle.  There can be both positives and negatives when it comes to staying at home during a lockdown.  We discuss healthy ways of living and strategies you can utilize to navigate through the stay-at-home order.  Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com  or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
57:39
May 4, 2020
RL007 - Retirement Lifestyle: Emergency Readiness
Preparedness for any emergency can help minimize the harmful effects that take place. We examine a wide variety of supplies and resources that can beneficial during an emergency.  These are lessons that can navigate you through tough situations that occur in life. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com  or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. PDF Download: https://www.retirewithroshan.com/downloads Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ https://www.ready.gov/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
44:14
April 27, 2020
RL006 - Retirement Lifestyle: Transition Into Retirement with Dee Cascio
Retirement is a brand new stage in your life.  Creating a plan for this transition and practicing what retirement will be like for you can help you achieve the retirement of your dreams.  We discuss transitioning into retirement with our guest Dee Cascio who gives us valuable insight on how to transition into the retirement lifestyle of your desires Dee Cascio LPC, LMFT, BCC, author, speaker, Licensed Psychotherapist, Certified Life Coach, Retirement Lifestyle/ReCareer Coach, and Life and Work Transitions Strategies Coach.  Dee Cascio can be reached at Dee@lifeandworktransitions.com or at  703-435-2273.  Books By Dee Cascio: "Where Will You Retire?" & "Ready To Retire?". Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com  or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Resources: https://www.retirewithroshan.com/downloads https://www.lifeandworktransitions.com/ready-retire/ https://www.lifeandworktransitions.com/where-will-you-retire/ https://wmbridges.com/about/what-is-transition/ https://www.retirementoptions.com/retirement-life/why-the-assessment/ https://www.amazon.com/Creating-Successful-Retirement-Finding-Purpose/dp/0764804979 https://www.amazon.com/Naked-Retirement-Living-Healthy-Connected-ebook/dp/B003XRE62U https://www.amazon.com/Your-Retirement-Quest-Creating-Fulfilling/dp/0981726984 https://www.amazon.com/Unretirement-Bommers-Changing-Think-Community/dp/1632863235 https://www.amazon.com/Way-Transition-Embracing-Difficult-Moments/dp/073820529X Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ https://www.lifeandworktransitions.com/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
1:04:57
April 22, 2020
RL005 - Retirement Lifestyle: Dynamic Spending
Dynamic spending strategies can safeguard your portfolio in different market environment.  We critique the 4% rule and discuss withdrawal scenarios for an in depth look at dynamic spending.  These are lessons to help you maintain your income stream throughout your retirement. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com  or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
1:15:49
April 15, 2020
RL004 - Retirement Lifestyle: Should I Refinance My Mortgage?
 There are a number of factors on whether you should refinance your mortgage or not.  We discuss interest rate environments, closing cost, mortgage payments and the term of your mortgage. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
1:01:49
April 8, 2020
FI208: Savings
Season 2 - Creating A Financial Plan Savings are important to the financial plan because it helps fund emergency expenses and creates financial security. We discuss the data points for retirement accounts along with highlighting the different tax treatments for each one. We also examine various saving strategies to help you reach your financial goals. In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: 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/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
48:29
April 8, 2020
FI207: Expenses
Season 2 - Creating A Financial Plan Expenses can show you where your money is going. We breakdown the common spending categories in a financial plan.  These are lessons to help you better manage your cash flow and track your expenses! In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: 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/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
1:29:56
April 6, 2020
FI206: Income
Season 2 - Creating A Financial Plan We discuss the important data points for income in a financial plan.  We examine the impact inflation has on your income over time.  We also explore the components of annuities and different types of distributions.  In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
1:15:30
April 6, 2020
RL003 - Retirement Lifestyle: Market Volatility Part 3
Welcome to the Retirement Lifestyle Show!  Taking an individual-specific approach to volatility can help you capitalize on market volatility. We examine three life stages that are exposed and impacted by market volatility.  We discuss how to react and seek out opportunity through the ups and downs of the market.   These are lessons that can be helpful in 2020 and beyond. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
1:20:52
April 1, 2020
FI205: Debt - Mortgages, Consumer Loans, Credit Cards, Student Debt
Season 2 - Creating A Financial Plan We discuss the important data points for your financial plan when it comes to debt and various loans.  We examine the question are all liabilities bad for you.  This is a lesson to help you better monitor your liabilities to protect your financial plan In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com/ https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
1:25:13
March 30, 2020
FI204: Insurance
Season 2 - Creating A Financial Plan Gathering accurate insurance data in your financial plan can show whether or not your under-insured or over-insured  We breakdown the types of insurance policies and highlight the key data points for your financial plan.  We discuss a number of important components that factor into insurance data such as premium, location, age and lifestyle.  These are lessons that can reduce the complexity of insurance! In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: 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/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
57:47
March 26, 2020
FI203: Inputting Financial Data
Season 2 - Creating A Financial Plan Financial plans have numerous data points and investments that determine if your on track to meet your financial goals.  We discuss how to incorporate data and investments into a financial plan.  We examine the impact inflation, rate of return, and asset classes have when building a financial plan.    In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: 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/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
52:40
March 26, 2020
RL002 - Retirement Lifestyle: Market Volatility Part 2
Welcome to the Retirement Lifestyle Show!  We discuss strategies to help you prepare for volatility. We examine market timing, portfolio adjustments, re-balancing and systematic risk to navigate you through the ups and downs of the market.   These are lessons that can be helpful in 2020 and beyond. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
49:01
March 26, 2020
RL001 - Retirement Lifestyle: Market Volatility
Welcome to the Retirement Lifestyle Show!  We discuss strategies to help you prepare for volatility. We examine behavioral finance, risk capacity, dynamic spending and historical market events to navigate you through the ups and downs of the market.   These are lessons that can be helpful in 2020 and beyond.   Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
1:11:33
March 20, 2020
FI202: Assumptions Used In Your Plan
Season 2 - Creating A Financial Plan Now that you developed your vision, we want to help you work toward accomplish it.   A financial has a series of assumptions that you need to make, personal data and some focus.   We help you get this information in order to build your plan. In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: 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/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
55:52
March 5, 2020
FI201: Develop Your Vision
Season 2 - Creating A Financial Plan The first step in creating your financial plan is developing your vision.   Start with your story to determine your financial DNA, use that information to develop your vision.  In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process.   Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: 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/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
41:05
March 5, 2020
FI009 – Your Money or Your Life Chapter 9 Review
1. We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 9: Where to Stash Your Cash for Long-Term Financial Freedom 2. We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. 3. Follow Us At: 4. https://twitter.com/RoshanLoungani 5. https://www.linkedin.com/in/roshanloungani/ 6. https://www.facebook.com/retirewithroshan/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
40:51
September 25, 2019
FI008 – Your Money or Your Life Chapter 8 Review
1. We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez Chapter 8: Catching Fire: The Crossover Point. 2. We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. 3. Follow Us At: 4. https://twitter.com/RoshanLoungani 5. https://www.linkedin.com/in/roshanloungani/ 6. https://www.facebook.com/retirewithroshan/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
36:43
September 19, 2019
FI007 - Your Money or Your Life Chapter 7 Review
We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 7: For Love or Money: Valuing Your Life Energy - Work and Income We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
31:16
September 11, 2019
FI006 - Your Money or Your Life Chapter 6 Review
We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 6: The American Dream - on a Shoestring We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
40:07
September 5, 2019
FI005 – Your Money or Your Life Chapter 5 Review
We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 2: Money Ain’t What It Used to Be – and Never Was. We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
37:07
August 28, 2019
FI004 – Your Money or Your Life Chapter 4 Review
We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 2: Money Ain’t What It Used to Be – and Never Was.    We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://twitter.com/RoshanLoungani  https://www.linkedin.com/in/roshanloungani/  https://www.facebook.com/retirewithroshan/  #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
35:28
August 21, 2019
FI003 - Your Money or Your Life - Chapter 3 Review
 We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 3: Where is it All Going.    We discuss whether you need a budget, categorizing expenses, making money real etc. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://twitter.com/RoshanLoungani  https://www.linkedin.com/in/roshanloungani/  https://www.facebook.com/retirewithroshan/  #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
31:09
July 24, 2019
FI002 - Your Money or Your Life - Chapter 2 Review
We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 2: Money Ain’t What It Used to Be – and Never Was.    We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At: https://twitter.com/RoshanLoungani  https://www.linkedin.com/in/roshanloungani/  https://www.facebook.com/retirewithroshan/  #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
31:41
July 18, 2019
FI001 - Your Money or Your Life - Chapter 1 Review
We breakdown Chapter 1 of  The Money Trap: The Old Road Map for Money.   We review topics such as making a living or making a dying, why we are a consumer driven society and the beginning of a new road map for money.  Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Follow Us At:  https://twitter.com/RoshanLoungani   https://www.linkedin.com/in/roshanloungani/   https://www.facebook.com/retirewithroshan/  #financialindependencepodcast #fire #podcast #FI #Retire #retirewithroshan All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
35:15
June 26, 2019