Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson

Season 2 - Creating A Financial Plan Gathering accurate insurance data in your financial plan can show whether or not your under-insured or over-insured  We breakdown the types of insurance policies and highlight the key data points for your financial plan.  We discuss a number of important components that factor into insurance data such as premium, location, age and lifestyle.  The...

Season 2 - Creating A Financial Plan Financial plans have numerous data points and investments that determine if your on track to meet your financial goals.  We discuss how to incorporate data and investments into a financial plan.  We examine the impact inflation, rate of return, and asset classes have when building a financial plan.    In Season 2, we focus on developing your...

Welcome to the Retirement Lifestyle Show!  We discuss strategies to help you prepare for volatility. We examine market timing, portfolio adjustments, re-balancing and systematic risk to navigate you through the ups and downs of the market.   These are lessons that can be helpful in 2020 and beyond. Roshan & Erik are here to help and taking on new clients.   If you woul...

Welcome to the Retirement Lifestyle Show!  We discuss strategies to help you prepare for volatility. We examine behavioral finance, risk capacity, dynamic spending and historical market events to navigate you through the ups and downs of the market.   These are lessons that can be helpful in 2020 and beyond.   Roshan & Erik are here to help and taking on new clients.  ...

Season 2 - Creating A Financial Plan Now that you developed your vision, we want to help you work toward accomplish it.   A financial has a series of assumptions that you need to make, personal data and some focus.   We help you get this information in order to build your plan. In Season 2, we focus on developing your financial plan.  Each episode has a step that you need...

Season 2 - Creating A Financial Plan The first step in creating your financial plan is developing your vision.   Start with your story to determine your financial DNA, use that information to develop your vision.  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 and t...

1. We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 9: Where to Stash Your Cash for Long-Term Financial Freedom 2. We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they w...

1. We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez Chapter 8: Catching Fire: The Crossover Point. 2. We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. 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 y...

We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 7: For Love or Money: Valuing Your Life Energy - Work and Income We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they wo...

We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 6: The American Dream - on a Shoestring We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. 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...

We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 2: Money Ain’t What It Used to Be – and Never Was. We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. 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 t...

We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 2: Money Ain’t What It Used to Be – and Never Was.    We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they wou...

 We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 3: Where is it All Going.    We discuss whether you need a budget, categorizing expenses, making money real etc. 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.  &nbsp...

We breakdown Your Money or Your Life by Vicki Robin & Joe Dominguez  Chapter 2: Money Ain’t What It Used to Be – and Never Was.    We discuss money, the levels of misunderstanding, your life energy and finding out what makes you happy. Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they wou...

We breakdown Chapter 1 of  The Money Trap: The Old Road Map for Money.   We review topics such as making a living or making a dying, why we are a consumer driven society and the beginning of a new road map for money.  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 sp...