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

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

With Roshan Loungani, Adrian Nicholson, and Erik Olson. The Retirement Lifestyle Show shows how to optimize retirement, investments, taxes, insurance, college funding, building your legacy, and more. You'll learn the strategies and tactics to navigate toward a fuller, higher impact, and more joyful life.

  1. 1 DAY AGO

    RL217 — Personalized Financial & Investment Planning: Beyond the Numbers

    Summary: In this episode of the Retirement Lifestyle Show, hosts Adrian Nicholson and Roshan Loungani discuss the importance of personalized planning in financial management. They emphasize the need to look beyond mere numbers and focus on qualitative factors such as risk tolerance, longevity expectations, personal values, and lifestyle outlook. The conversation highlights how these subjective elements can significantly impact financial planning and decision-making, ultimately leading to a more fulfilling experience. Chapters 00:00 Introduction to Personalized Planning 01:04 The Importance of Qualitative Factors 06:13 Understanding Attitude Towards Risk 12:19 Longevity Expectations in Planning 24:33 Aligning Values with Financial Goals 28:40 Lifestyle Outlook and Adaptability Follow Us At: Website: https://retirementlifestyleshow.com/ 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 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

    38 min

  2. OCT 2

    RL216 — Investing in Turnaround Companies: What You Need to Know

    In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the complexities of turnaround investments. They discuss the risks associated with investing in companies attempting to recover from poor performance, emphasizing the importance of evaluating management effectiveness, market share, and financial health. The conversation highlights key factors to consider when assessing potential turnaround opportunities, including the relevance of products, competitive advantages, and the necessity of a solid investment strategy to manage risks effectively Hashtag# turnaround investments, investment strategies, market share, management evaluation, financial health, business viability, risk management, investment advice, stock market, value traps Chapters 00:00 Introduction to Turnaround Investments 02:05 Understanding Turnarounds: Risks and Opportunities 05:53 Evaluating Management: Key to Successful Turnarounds 10:58 Market Share: A Crucial Factor in Turnaround Potential 12:41 Assessing Business Viability: Competitive Advantage and Relevance 18:09 Financial Health: Analyzing the Balance Sheet 21:10 Management Actions: Progress and Accountability 27:30 Investment Strategy: Managing Risks and Position Sizes Follow Us At: Website: https://retirementlifestyleshow.com/ 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 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

    30 min

  3. SEP 25

    RL215 — Mastering Sell Discipline: Key Strategies for Smarter Investing

    In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the importance of having a sell discipline in investing. They share insights from the recent Arete Wealth Management conference, emphasizing the need for investors to have clear reasons for selling their investments, which can be based on changes in their investment thesis or market conditions. The conversation moves into behavioral finance, emotional decision-making, and the significance of customizing sell strategies to fit individual investor profiles. The hosts provide practical tips for developing a sell discipline that can educate investors about future market volatility and make informed decisions. #sell discipline #investment strategies #behavioral finance #market volatility #investment thesis #emotional investing #opportunity cost #financial planning #stock market #investment decisions Chapters 00:00 Introduction and Conference Insights 03:00 Understanding Sell Discipline 05:56 Thesis and Discipline in Investing 09:54 Evaluating Sell Strategies 12:59 Behavioral Finance and Emotional Investing 16:24 Opportunity Cost and Investment Decisions 20:07 Customizing Your Sell Discipline 23:45 Final Thoughts on Emotional Decision-Making Follow Us At: Website: https://retirementlifestyleshow.com/ 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 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 min

  4. SEP 18

    RL214 — 5 Quick Tips to Boost Your Lifestyle: Control, Humor, Hobbies, Challenges & Goals

    Summary: In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss five practical tips to enhance daily life and improve overall well-being. The conversation covers the importance of controlling what you can control, seeking humor, engaging in hobbies, challenging oneself, and setting goals. Each tip is explored with personal stories and insights, emphasizing their significance in fostering a positive lifestyle. #Lifestyle #Enhancement #Personal development #Happiness tips #Retirement #Self-improvement #Invest #Control #Humor #Hobbies #Challenges #Goals Chapters: 00:00 Introduction to Lifestyle Enhancement Tips 01:05 Controlling the Controllables 02:57 The Power of Humor 05:34 Embracing Hobbies for a Fulfilling Life 09:02 Challenging Yourself for Growth 14:25 Setting Goals for Motivation and Accomplishment Follow Us At: Website: https://retirementlifestyleshow.com/ 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 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

    22 min

  5. SEP 11

    RL213 — Escape the Herd: Key Investing Lessons from Howard Marks

    Summary: In this episode, Roshan Loungani and Adrian Nicholson delve into key insights from Howard Marks' book, The Most Important Thing. They explore essential investing concepts like valuation, risk, and diversification. They recommend understanding the true value of your investments, managing risks eƯectively, and maintaining a diversified portfolio. The discussion also highlights the importance of recognizing market cycles, managing emotions, and focusing on individual opportunities rather than market predictions. Chapters 00:00 Introduction and Overview 02:10 Understanding Valuation and Risks in Investing 08:22 The Importance of Managing Risk and Mitigating Losses 13:02 Diversification 21:29 Reliable Gains and Avoiding Aggressive Investing 22:15 The Margin of Error and Risk-Adjusted Return 23:33 The Importance of Risk Control and Margin for Error 25:13 Navigating Market Cycles 26:24 The Role of Psychology and Technical Factors 28:55 The Dangers of Following the Herd 29:21 Focus on Individual Opportunities 31:18 The Value of Defensive Investing Follow Us At: Website: https://retirementlifestyleshow.com/ 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 #retirement #investing 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

  6. SEP 4

    RL212 — Small Company Stocks: Bear vs Bull Case

    In this episode, Roshan and Adrian discuss the bear and bull cases for small cap stocks. The bear case highlights the underperformance of small caps compared to large caps, the investments made by big companies in areas like AI and electric vehicles, and the impact of a low interest rate environment. On the other hand, the bull case emphasizes the valuation advantage of small caps, the potential for rate cuts to boost earnings, and the economic gains from reshoring and infrastructure investments. The hosts also discuss the importance of long-term investing, diversification, and conducting thorough research before making investment decisions. Chapters 00:00 Introduction and Overview 01:05 The Bear Case for Small Cap Stocks 04:10 The Bull Case for Small Cap Stocks 08:08 Valuation and Rate Cuts: Opportunities for Small Caps 11:54 The Impact of Investments and Interest Rates on Small Caps 18:53 Long-Term Investing and Diversification in Small Caps 25:17 The Importance of Research and Professional Advice in Small Cap Investing 28:44 Conclusion Follow Us At: Website: https://retirementlifestyleshow.com/ 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 #retirement #investing 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.

    30 min

  7. AUG 28

    RL211 — Long-Term Treasuries: Fed Rate Cuts, Risks & Recession Signals

    In this episode, Roshan and Adrian discuss the performance of long-term treasury bonds. They explore the factors that have led to the underperformance of long-term treasuries compared to large-cap stocks. They also discuss the correlation between stocks and bonds and the impact of the Federal Reserve's rate cuts on the bond market. The conversation delves into the potential opportunities and risks associated with long-term treasuries and corporate bonds. They also touch on the importance of duration in fixed income investments and the potential impact of a weakening economy on treasuries. The episode concludes with a discussion on recession indicators and the importance of doing thorough research. Keywords: long-term treasuries, small-cap stocks, performance, correlation, Federal Reserve, rate cuts, opportunities, risks, duration, fixed income, weakening economy, recession indicators, research, financial advisor Chapters 00:00 Introduction and Overview 01:39 The Performance of Long-Term Treasuries 03:14 The Correlation Between Stocks and Bonds 05:17 The Impact of Federal Reserve Rate Cuts 08:55 Opportunities and Risks in Long-Term Treasuries and Corporate Bonds 09:13 The Importance of Duration in Fixed Income Investments 13:25 Recession Indicators and the Unique Circumstances of the Current Economy 18:57 The Importance of Research and Consulting with a Financial Advisor 29:35 Conclusion

    31 min

  8. AUG 21

    RL210 — Mastering Market Ups and Downs: Investor Tips

    In this episode, Roshan and Adrian discuss the recent market volatility and how investors can react to it. They analyze the causes of the volatility, including the surprise rate hike in Japan and the increase in the US unemployment rate. They also explore the potential risk of a recession and how it can impact the market. The hosts provide several strategies for managing volatility, such as reviewing risk tolerance, rebalancing portfolios, and considering buying opportunities. They emphasize the importance of taking a long-term perspective and focusing on individual goals. 00:00 Introduction and Summer Recap 03:36 Causes of Volatility: US Unemployment Rate 08:26 Assessing the Risk of a Recession 14:07 Strategies for Managing Volatility 16:34 Rebalancing Portfolios and Taking Advantage of Buying Opportunities 19:36 Reviewing and Adjusting Portfolio Holdings 23:30 Taking a Long-Term Perspective and Focusing on Goals Follow Us At: Website: https://retirementlifestyleshow.com/ 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 #retirement #investing 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.

    26 min
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4.9
out of 5
9 Ratings

About

With Roshan Loungani, Adrian Nicholson, and Erik Olson. The Retirement Lifestyle Show shows how to optimize retirement, investments, taxes, insurance, college funding, building your legacy, and more. You'll learn the strategies and tactics to navigate toward a fuller, higher impact, and more joyful life.

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