Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson

Welcome to a special multi-part series on the economic and market implications under a full sweep of the White House, Senate and House of Representatives by the Democratic Party.  We discuss historical data, market sectors, and specific steps you can adopt for your portfolio to prepare for the upcoming elections in November of 2020.  These are lessons that can help navigate you through t...

Welcome to a special multi-part series on the economic and market implications under a full sweep of the White House, Senate and House of Representatives by the Democratic Party.  We discuss historical data, market sectors, and specific steps you can adopt for your portfolio to prepare for the upcoming elections in November of 2020.  These are lessons that can help navigate you through t...

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 r...

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...

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,...

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...

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 peop...

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://worldhappi...

This we week have Priti Malhotra, Real Estate Consultant, share her expertise.   She discusses how to approach real estate during the pandemic,  supply and demand, sellers market vs. buyers market, the interest rate environment and the important trends you need to know in 2020 and beyond. Priti Malhotra is an experienced Real Estate Consultant with extensive experience in marketing,...

Prioritizing your goals and creating a plan to achieve them can sometimes be complex.  Advisors can create detailed plans and educate you when it comes to important topics in your life to help you obtain peace of mind.  The Science of Happiness discusses an exercise that can make individuals happier and bring change to their daily routine.  High Impact life examines a business that...

Join us to discuss a Erik's financial plan in real time!   This will show you how you can adjust your financial plan and accomplish your goals regardless of what is happening in the market.   The Science of Happiness addresses the question what do you want to accomplish with the rest of your life? High Impact life examines the organization known as Habitat for Humanity and the role...

Welcome to the Retirement Lifestyle Show!  Can the current market rally continue?  We discuss various investment style approaches and analyze the current market trends.  We examine the common patterns market recoveries can form.  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...

We discuss how to turn your vision for retirement into goals.  Creating goals allows the opportunity to take action in achieving your ideal retirement. Detailed planning can help you accomplish your goals to bring you one step closer to your vision.  These are lessons to set you on the path for the retirement of your dreams. Roshan & Erik are here to help and taking on new clients. &...

We discuss how to build a vision for retirement.  We examine a variety of ways you can create and fine-tune your vision to develop the ideal retirement.  These are lessons to set you on the path for the retirement of your dreams.  Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be hap...

The five stages of retirement are: imagination, anticipation, liberation, reorientation, and reconciliation.  We discuss the common trends people face in these stages to help you prepare for retirement.  We examine retirement stories and strategies in order to give an in depth look at these five stages. Roshan & Erik are here to help and taking on new clients.   If you woul...

Staying at home during the quarantine can abruptly change your routine and lifestyle.  There can be both positives and negatives when it comes to staying at home during a lockdown.  We discuss healthy ways of living and strategies you can utilize to navigate through the stay-at-home order.  Roshan & Erik are here to help and taking on new clients.   If you would like t...

Preparedness for any emergency can help minimize the harmful effects that take place. We examine a wide variety of supplies and resources that can beneficial during an emergency.  These are lessons that can navigate you through tough situations that occur in life. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situ...

Retirement is a brand new stage in your life.  Creating a plan for this transition and practicing what retirement will be like for you can help you achieve the retirement of your dreams.  We discuss transitioning into retirement with our guest Dee Cascio who gives us valuable insight on how to transition into the retirement lifestyle of your desires Dee Cascio LPC, LMFT, BCC, author, spe...

Dynamic spending strategies can safeguard your portfolio in different market environment.  We critique the 4% rule and discuss withdrawal scenarios for an in depth look at dynamic spending.  These are lessons to help you maintain your income stream throughout your retirement. Roshan & Erik are here to help and taking on new clients.   If you would like to review your person...

 There are a number of factors on whether you should refinance your mortgage or not.  We discuss interest rate environments, closing cost, mortgage payments and the term of your mortgage. 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 re...

Season 2 - Creating A Financial Plan Savings are important to the financial plan because it helps fund emergency expenses and creates financial security. We discuss the data points for retirement accounts along with highlighting the different tax treatments for each one. We also examine various saving strategies to help you reach your financial goals. In Season 2, we focus on developing your finan...

Season 2 - Creating A Financial Plan Expenses can show you where your money is going. We breakdown the common spending categories in a financial plan.  These are lessons to help you better manage your cash flow and track your expenses! In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process. Roshan & Erik are here to help...

Season 2 - Creating A Financial Plan We discuss the important data points for income in a financial plan.  We examine the impact inflation has on your income over time.  We also explore the components of annuities and different types of distributions.  In Season 2, we focus on developing your financial plan.  Each episode has a step that you need to begin this process. Roshan &...

Welcome to the Retirement Lifestyle Show!  Taking an individual-specific approach to volatility can help you capitalize on market volatility. We examine three life stages that are exposed and impacted by market volatility.  We discuss how to react and seek out opportunity through the ups and downs of the market.   These are lessons that can be helpful in 2020 and beyond. Roshan...

Season 2 - Creating A Financial Plan We discuss the important data points for your financial plan when it comes to debt and various loans.  We examine the question are all liabilities bad for you.  This is a lesson to help you better monitor your liabilities to protect your financial plan In Season 2, we focus on developing your financial plan.  Each episode has a step that you need...