38 episodes

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

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

    • How To
    • 5.0, 3 Ratings

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

    RL021 - Retirement Lifestyle: Financially Savvy Kids

    RL021 - Retirement Lifestyle: Financially Savvy Kids

    Financial habits can be passed down to younger generations through a variety of different ways.  We discuss commonly used methods to teach kids how to be smart when it comes to their finances.  These are lessons to help you prepare your kids or grandkids to be financially savy adults one day.

    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 min
    RL020 - Retirement Lifestyle: Social Security

    RL020 - Retirement Lifestyle: Social Security

    Social Security is a federal insurance program that provides economic security for millions of Americans.  Determining at what age to take social security is circumstantial.  We discuss what you should consider before taking social security.

    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 min
    RL019 - Retirement Lifestyle: Estate Planning with Alfred Lee

    RL019 - Retirement Lifestyle: Estate Planning with Alfred Lee

    Wills, trusts and other estate planning documents can protect and preserve assets for individuals and businesses.  A properly structured estate plan can shield against unforeseen liabilities such as a lawsuit  We discuss the importance of estate planning with Alfred Lee.

    Alfred Lee obtained his law degree from the University of Notre Dame and is currently an Estate Attorney for Pluymert, MacDonald, Hargrove & Lee, Ltd.  Al concentrates his practice in the areas of estate planning, administration and asset protection/bankruptcy  Alfred can be reached at alee@lawpmh.com

    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.lawpmh.com/attorney-profiles/alfred-s-lee/

    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 hr 5 min
    RL018 - Retirement Lifestyle: Are You Ready To Retire?

    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 min
    RL017 - Retirement Lifestyle: Should I Invest Now?

    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 min
    RL016 - Retirement Lifestyle: Seven Retirement Questions

    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 hr 1 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

misssavasana ,

Lots of great info

Practicle and very pertinent information for everyone, even for the youth. It is never too soon or too late to think about how to save money, live your best life and plan your future. That is the message these 3 gentlemen deliver in a very understandable way through conversations and even making eachother accountable for their methods - as they bounce ideas and theories off of each other. Thanks to all 3 of you for doing this.

Noncholant ,

Excellent series!!

With all of the volatility in today’s market, I really appreciate the advice and information provided by this podcast. Keep up the good work!

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