64 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 • 4 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

    RL047 - Retirement Lifestyle: How To Win The Healthy Living War In 2021 With Jill Myers

    RL047 - Retirement Lifestyle: How To Win The Healthy Living War In 2021 With Jill Myers

    Today on the Retirement Lifestyle Show, Roshan Loungani and Erik Olson talk to Jill Myers, an integrative nutrition health coach. Jill’s work focuses on highlighting and addressing the aspects of our health that are often overlooked to facilitate the optimal health and wellbeing of her clients. Roshan and Erik talk to Jill about living a happy and healthy life, addressing behavioral factors that impede your physical health goals and how coaching can remove those impediments.

    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. 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.

    • 1 hr 2 min
    RL046 - Retirement Lifestyle: No Holds Barred Look at 2020

    RL046 - Retirement Lifestyle: No Holds Barred Look at 2020

    On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson review the highs and lows of the year. They discuss the different trends that made it to the headlines, the most searched terms, and effects of the pandemic on our social and financial wellbeing. The pandemic might have affected your normal way of living, but a new year is just around the corner.

    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://www.youtube.com/channel/UC0ZZPM3xk6onXNpb1ceAkCg

    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. 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.

    • 48 min
    RL045 - Retirement Lifestyle: Navigating The Current Seller's Market In Housing

    RL045 - Retirement Lifestyle: Navigating The Current Seller's Market In Housing

    On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson and Adrian Nicholson talk about the real estate market. They discuss whether it's a buyer’s vs. seller’s market as well as important data points and what you can do about it. Your home purchase is one of the biggest decisions you will ever make so planning it well and considering all the financial and personal factors can help you achieve a higher net worth and greater wealth along your way. Additionally, if you are looking at real estate as an investor, Roshan, Erik and Adrian provide valuable information to help you decide what to consider when buying or not.

    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. 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.

    • 48 min
    RL044 - Retirement Lifestyle: 8 Dynamic Outlooks On Financial Independence

    RL044 - Retirement Lifestyle: 8 Dynamic Outlooks On Financial Independence

    On this episode of the Retirement Lifestyle Show we discuss the varying opinions of retirement. We ask 8 people what the definition of retirement means to them and learn an interesting fact!  The concept of Financial Independence is also brought into the conversation to challenge the traditional concept of retirement. Listen in to gain insight on the current trends of retirement.

    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. 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.

    • 43 min
    RL043 - Retirement Lifestyle: 7 Tax Secrets Of Smart Givers

    RL043 - Retirement Lifestyle: 7 Tax Secrets Of Smart Givers

    On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about charitable giving and how to get the best out of your philanthropic efforts. They discuss the different strategies that can help you receive the total tax benefits from your charitable giving. As a parting shot, they highlight the more significant benefits that come with charitable giving.

    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. 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.

    • 1 hr 4 min
    RL042 - Retirement Lifestyle: The Pros And Cons Of Working Longer

    RL042 - Retirement Lifestyle: The Pros And Cons Of Working Longer

    Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson and Adrian Nicholson talk about timing your retirement.  They weigh financial factors, social needs and personal goals and how they may impact when you choose to retire.  These are lessons to help you in 2020 and beyond!

    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://www.youtube.com/channel/UC0ZZPM3xk6onXNpb1ceAkCg/videos

    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. 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.

    • 49 min

Customer Reviews

5.0 out of 5
4 Ratings

4 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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