218 episodes

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.

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

    • Business
    • 4.9 • 9 Ratings

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.

    RL201 — Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2

    RL201 — Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2

    In this discussion, Roshan and Adrian explore Peter Lynch's final rules of investing, focusing on concentration versus diversification, market preparedness, temperament, and fundamental analysis. They highlight the importance of knowing your investment comfort level, observing trends, preparing for market declines, understanding risk tolerance, and focusing on company research, while emphasizing the benefits of equity mutual funds or index funds for less research-inclined investors.

    Chapters

    00:00 Introduction and Recap

    07:23 Finding Growth Companies: Be Observant of Trends

    15:19 Being Prepared for Market Declines: Mentally and
    Financially

    32:53 The Importance of Time and Long-Term Perspective

    43:15 Equity Mutual Funds for Simplicity and Diversification

    Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
    Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652.

    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 professionals.

    • 53 min
    RL200 — Celebrating 200 Episodes: Our Top 10 Playlist!

    RL200 — Celebrating 200 Episodes: Our Top 10 Playlist!

    In this milestone 200th episode, Roshan and Adrian review the top episodes of the Retirement Lifestyle Show. They discuss episodes that cover a range of topics, including financial planning, investing, market volatility, retirement lifestyle, and more. The hosts highlight the most valuable takeaways from each episode and provide insights into why these episodes are worth revisiting. They also make honorable mentions and encourage listeners to provide feedback and suggest topics for future episodes.

    Chapters

    00:00 Introduction and Milestone Celebration

    01:42 Recap of Previous Seasons

    02:12 Transition to Retirement Lifestyle Show

    03:26 Financial Guide for a Better Tomorrow

    04:45 10 Practical Steps for Wealth Building Success

    05:57 Bear Market Stages

    06:50 The Art of Long-Term Investing

    08:54 Lessons for a Successful Retirement

    09:56 Market Volatility

    11:56 Roth Conversion

    19:49 Honorable Mentions: Battle of the Plans

    22:05 Honorable Mentions: Insights from Where the Money Is

    23:59 Honorable Mentions: How to Improve Investment
    Performance

    25:10 Honorable Mentions: Lessons for a Successful
    Retirement

    27:02 Honorable Mentions: Roth Conversion

    Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
    Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652.

    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 professionals.

    • 43 min
    RL199 — Peter Lynch's Golden Rules for Investing: Smart Strategies

    RL199 — Peter Lynch's Golden Rules for Investing: Smart Strategies

    In this episode, Roshan and Adrian explore Peter Lynch's 25 golden rules for investing, starting with a discussion on research and speculative investing pitfalls. They delve into Lynch's timeless principles, highlighting the importance of understanding companies and industries, and contrarian strategies. They offer valuable insights for investors of all levels, concluding with a reflection on the correlation between company success and stock performance, emphasizing informed decision-making in the investment world.

    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:

    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

    Chapters
    00:00 Introduction and Excitement about Peter Lynch's 25 Golden Rules
    02:01 Investing is Fun and Exciting, but Dangerous if You Don't Do Any Work
    06:12 Your Investor's Edge is Not Something You Get from Wall Street Experts
    11:13 Ignoring the Herd Can Help Amateur Investors Beat the Market
    13:44 Behind Every Stock is a Company, Find Out What It's Doing
    21:42 Know What You Own and Why You Own It
    24:39 Long Shots Almost Always Miss the Mark
    25:04 Long Shots and Risk-Reward
    26:40 Owning Stocks and Position Sizing
    27:22 Diversification and Concentration
    28:21 Finding Attractive Companies
    29:47 Understanding Company Finances
    33:47 Investing in Troubled Industries
    44:36 Waiting for Small Companies to Turn Profitable
    48:57 Avoiding Hot Stocks and Industries
    51:29 Investing in Troubled Industries

    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 professionals.

    • 55 min
    RL198 — Buffett Wisdom: Investing, Business, Wealth

    RL198 — Buffett Wisdom: Investing, Business, Wealth

    In this episode, Roshan Loungani and Adrian Nicholson discuss Warren Buffett's annual letter and the key takeaways from it. They
    highlight the importance of Munger's advice to Buffett, which led to a shift in this investment strategy. They emphasize the value of focusing on business quality rather than price alone. The hosts also discuss the significance of patience and avoiding permanent loss of capital in investing. They stress the importance of ignoring market pundits and making sound investment decisions. Additionally, they discuss Berkshire Hathaway's strengths and its ability to take advantage of market declines.



    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:

    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

    Takeaways

    Focus on business quality rather than price alone.

    Be patient and avoid permanent loss of capital.

    Ignore market pundits and avoid speculation.

    Minimize risk and optimize returns.

    Chapters

    00:00 Introduction

    01:09 Buffett's Annual Letter and Munger's Advice

    04:57 Patience and Avoiding Permanent Loss of Capital

    07:48 Looking for Strong Businesses

    08:35 Avoiding Permanent Loss of Capital

    09:45 Never Risk a Permanent Loss of Capital

    10:29 Ignoring the Pundits

    12:25 Long-Term Focus and Avoiding Market Speculation

    15:11 Finding Good Businesses and Holding Onto Them

    25:16 Berkshire Hathaway's Strengths and Resilience

    29:54 Taking Advantage of Market Declines

    31:24 Avoiding Feverish Activity and Serious Mistakes

    36:14 Minimizing Risk and Optimizing Returns

    39:31 Conclusion

     


    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 professionals

    • 41 min
    RL197 — Financial Guide for a Better Tomorrow

    RL197 — Financial Guide for a Better Tomorrow

    In this episode, Roshan and Adrian discuss the foundational steps to take when planning for your financial future. They cover topics such as saving in a 401k to the match, building cash and paying off consumer debt, insurance needs, home down payment, education savings, and retirement savings. They emphasize the importance of setting goals, managing cash flow, and being tax-efficient in your investments. By following these steps, you can build a solid financial foundation and achieve your long-term goals.

    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:

    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

    Chapters

    00:00 Introduction

    01:27 Building a Financial Foundation

    04:19 Saving in a 401k to the Match

    14:28 Building Cash and Paying off Consumer Debt

    19:19 Insurance Needs

    23:45 Home Down Payment

    25:20 Education Savings

    30:16 Retirement Savings

    35:34 Conclusion


    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 professionals

    • 37 min
    RL196 — Small Cap Insights: Key Investment Takeaway

    RL196 — Small Cap Insights: Key Investment Takeaway

    In this episode, Roshan and Adrian discuss the potential
    opportunities and challenges of investing in small cap stocks. They start by reviewing the performance of small caps in 2023 and the factors that have contributed to their underperformance. They then explore the potential catalysts that could drive small cap stocks in the upcoming year, such as interest rate cuts and favorable valuations. The hosts also discuss the risks and challenges associated with investing in small caps, including volatility and the need for thorough research. They provide insights on how to evaluate small cap stocks and different ways to implement small cap investments, such as individual stocks, mutual funds, or ETFs. The episode concludes with a reminder to do thorough research and seek professional advice before making investment decisions.

    Chapters

    00:00 Introduction and Topic Overview

    01:55 Performance of Small Cap Stocks in 2023

    04:04 Factors Affecting Small Cap Performance

    05:22 Opportunities for Small Cap Stocks

    08:28 Considerations for Investing in Small Cap Stocks

    09:24 Valuation and Catalysts for Small Cap Stocks

    11:33 Potential Risks and Challenges

    12:26 Expert Opinions on Small Cap Stocks

    15:54 Key Metrics for Evaluating Small Cap Stocks

    20:15 Implementing Small Cap Investments

    21:58 Conclusion and Actionable Insights

    26:48 Closing Remarks

    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:

    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

Customer Reviews

4.9 out of 5
9 Ratings

9 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.

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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