91 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 Loungani, Erik Olson & Adrian Nicholson

    • Education
    • 5.0 • 5 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

    RL074 - Retirement Lifestyle: Impact Investing with Dignity Coconuts and Erik D. Olson

    RL074 - Retirement Lifestyle: Impact Investing with Dignity Coconuts and Erik D. Olson

    Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Erik Olson in the fourth installment of the value investing series. Erik is the president of Dignity Coconuts, a social enterprise that seeks to affirm dignity by ending poverty and slavery in the Philippines. They talk about modern-day slavery, the challenges of launching businesses in third-world countries, and the current state of socially responsible investing.

    [07:58] Fighting Sex Trafficking Through Coconut Oil

    [10:44] Creating Income-Generating Activities to Combat Trafficking

    [12:31] Coconut Oil Benefits, Nutrition, and Popular Uses

    [14:15] Erik's Journey into the Nonprofit World

    [20:02] Challenges Facing Socially Responsible Investing in the Philippines

    [28:53] Why it's Important to Know Where Products are Manufactured

    [31:20] Business Success and Authentic Social Impact

    [38:02] How Erik and his Team Successfully Built and Scaled their Business

    [42:35] The Current State of Impact Investing

    [46:40] Risks and Costs of Impact Investing

    [52:30] Benefits of Using Coconut-Based Lip Balms

    [54:50] Investment and Relationship Opportunities in Dignity Coconuts

    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. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

    Follow Us At:

    https://www.retirewithroshan.com

    https://youtu.be/hKVzI87v0tA

    https://twitter.com/RoshanLoungani

    https://www.linkedin.com/in/roshanloungani/

    https://www.facebook.com/retirewithroshan/

    https://www.linkedin.com/in/financialerik/

    https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

    #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

    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
    RL073 - Retirement Lifestyle: Growth vs. Value—Titanic Struggle or False Narrative?

    RL073 - Retirement Lifestyle: Growth vs. Value—Titanic Struggle or False Narrative?

    Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson dissect two distinct styles of investing: growth and value investing. They differentiate the two investing strategies, analyze their historical patterns, and explain which one is more suited to your portfolio.

    [08:20] Growth Versus Value Investing

    [14:05] Characteristics of Growth and Value Stocks

    [17:04] The Difference Between Price and Value

    [22:01] The Salad Oil Scandal

    [26:55] Cigar Butt Investing

    [33:50] Historical Analysis of Value and Growth Investing

    [35:58] Nifty Fifty Investing

    [39:20] Long Term Trends in Value and Growth Stocks

    [48:30] Dissecting the Hegemonic Framework of Thinking

    [51:05] The Efficient Market Hypothesis

    [53:55] Active Versus Passive Investing

    [01:00:01] Blending Growth and Value Stocks

    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. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

    Follow Us At:

    https://www.retirewithroshan.com

    https://youtu.be/hKVzI87v0tA

    https://twitter.com/RoshanLoungani

    https://www.linkedin.com/in/roshanloungani/

    https://www.facebook.com/retirewithroshan/

    https://www.linkedin.com/in/financialerik/

    https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

    #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

    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 7 min
    RL072 - Retirement Lifestyle: Tips for a Healthy Lifestyle from Integrative Nutrition Health Coach Jill Myers

    RL072 - Retirement Lifestyle: Tips for a Healthy Lifestyle from Integrative Nutrition Health Coach Jill Myers

    Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson welcome back Jill Myers, an Integrative Nutrition Health Coach. Jill's work focuses on highlighting and addressing overlooked health aspects to facilitate people's optimal health and well-being. They talk about healthy habits for a healthy retirement, why healthy living is cheaper long term, and facts about calories during weight loss.   Jill can be reached at jill@yodayawellness.com.

    [03:02] Healthy Habits for a Healthy Retirement

    [05:45] Health and Wellness Advice for 20-Year-Olds

    [12:30] What does the CDC say about Obesity?

    [15:24] Myths and Facts About Calories During Weight Loss

    [20:10] How to Increase the Number of Calories Burned

    [23:37] How to Jump-Start Healthy Lifestyle Changes

    [29:40] Why You Need an Accountability Partner for Healthy Living

    [33:20] The Link Between Sugar Consumption and Chronic Disease Risk Factors

    [38:45] Why Eating Healthy is Cheaper Long Term

    [41:30] Is it Okay to Indulge Once in a While When Dieting?

    [46:20] The 12 Components of the Cycle of Life

    [50:05] Warning Signs That You're Unhealthy

    [52:20] Do You Really Need To Take Vitamin Supplements?

    [56:20] How to Spot Hidden Sugar in Food

    [59:38] Why You Should Take Care of Your Body and Health

    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. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

    Follow Us At:

    https://www.retirewithroshan.com

    https://youtu.be/hKVzI87v0tA

    https://twitter.com/RoshanLoungani

    https://www.linkedin.com/in/roshanloungani/

    https://www.facebook.com/retirewithroshan/

    https://www.linkedin.com/in/financialerik/

    https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

    #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

    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 4 min
    RL071 - Retirement Lifestyle: 9 foundational rules for financial success

    RL071 - Retirement Lifestyle: 9 foundational rules for financial success

    Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson get back to the basics of personal finance. They each share three proven fundamental principles and other practical tips that can impact your financial situation for the better. Personal Finance Principles: These tried and tested tips can improve your financial situation and help you have a happier and healthier relationship with money

    [06:03] Monitor Cash Inflow and Outflow
    [09:03] Save 20% of Your Earnings
    [15:35] The Four Uses of Money
    [21:09] Create Short and Long Term Goals
    [26:23] Avoid Credit Card Debt
    [27:59] Have a Good Philosophy about Money
    [37:52] Use Technology in Your Finances
    [43:24] Learn to Invest Early
    [47:50] Improve Your Financial Situation from “Struggling” to “Surplus”
    [52:38] Summary of Tips

    Roshan 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. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

    Follow Us At:

    https://www.retirewithroshan.com

    https://youtu.be/hKVzI87v0tA

    https://twitter.com/RoshanLoungani

    https://www.linkedin.com/in/roshanloungani/

    https://www.facebook.com/retirewithroshan/

    https://www.linkedin.com/in/financialerik/

    https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

    #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

    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.

    • 58 min
    RL070 - Retirement Lifestyle: Stock market bubble? - What you need to know.

    RL070 - Retirement Lifestyle: Stock market bubble? - What you need to know.

    Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson dissect Ray Dalio's stock market bubble article. They analyze the low-interest-rate environment, the retail investor's role in the stock market, and the difference between risk tolerance and risk capacity.

    [05:49] Ray Dalio's Stock Market Bubble

    [11:43] Emerging Tech Stocks and the Stock Market Bubble

    [17:31] The Effects of Interest Rate Policies on Stock Market Bubbles

    [20:22] Valuation Models to Measure Bubble Level of Stock Prices

    [24:40] The Low-Interest Rate Environment

    [33:53] Understanding the Difference Between Risk Tolerance and Risk Capacity

    [34:47] Dissecting Recent Market Pullbacks

    [45:47] How to Capitalize on Market Bubbles

    [48:10] Are we in a Stock Market Bubble?

    [53:42] The Ever-rising Influence of Retail Investors in the Stock Market

    Roshan 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. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

    Follow Us At:

    https://www.retirewithroshan.com

    https://youtu.be/hKVzI87v0tA

    https://twitter.com/RoshanLoungani

    https://www.linkedin.com/in/roshanloungani/

    https://www.facebook.com/retirewithroshan/

    https://www.linkedin.com/in/financialerik/

    https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

    #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

    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 2 min
    RL069 - Retirement Lifestyle: The secrets of endowment-style investing revealed

    RL069 - Retirement Lifestyle: The secrets of endowment-style investing revealed

    Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the return potential and diversifying power of alternative investing. They explain the role alternative investing can play in a portfolio, the illiquid nature of these types of investments, and the risks versus rewards of endowment-style investing.

    [07:41] What are Alternative Investments?

    [15:17] Dissecting Non-Fungible Tokens

    [18:08] Real Estate as an Alternative Asset Class

    [25:20] Alternative Investment Options During a Pandemic

    [30:50] The Illiquid Nature of Alternative Investments

    [40:50] Assessing the Value of Alternative Investment Options

    [42:35] Market Environments and Opportunities in Endowment-Style Investing

    [45:20] Cryptocurrencies as Alternative Asset Classes

    [52:20] Why you need to Manage Your Expectations in Alternative Investing

    [59:53] Where to Find Alternative Investment Opportunities.

    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. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

    Follow Us At:

    https://www.retirewithroshan.com

    https://youtu.be/hKVzI87v0tA

    https://twitter.com/RoshanLoungani

    https://www.linkedin.com/in/roshanloungani/

    https://www.facebook.com/retirewithroshan/

    https://www.linkedin.com/in/financialerik/

    https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

    #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

    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 7 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

Shwanee-D ,

Solid Advise

Solid advise delivered in an easy to listen to style. Good for long drives and long jogs through the neighborhood.

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!

Top Podcasts In Education