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The Retirement Lifestyle Show

The Retirement Lifestyle Show Podcast on Saving for Your Future

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Retirement Planning is more than Investing.

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.

Listen now to The Retirement Lifestyle Show Podcast on saving for your future.

Meet Your Hosts

Roshan Loungani

Schedule a Conversation at

roshan.loungani@aretewealth.com

or Call 202-536-4468

Roshan started his financial career in 1997 as an intern. Today, after joining Arete Wealth Management in 2008, he became the firms first advisor in the position of retirement planning specialist.

Passionate about his work as a retirement advisor, he gets a deep sense of satisfaction knowing he's helping others accomplish goals they've worked a lifetime to achieve.

To schedule a conversation with Roshan EMAIL him at roshan.loungani@aretewealth.com

Full Bio

Erik Olson

Schedule a Conversation at

Erik.Olson@aretewealth.com

or Call 815-940-4652

Erik’s career took a serendipitous turn into the financial industry in 1999. Knowing of Erik’s analytical background while a Ph.D. student at the University of Michigan, the president of Erik’s consulting firm asked him to harness advanced statistical techniques to design, develop, and evaluate high-frequency trading strategies for the exploding equity market.

In 2010, Erik moved to Arete, which offered the opportunity to serve high net worth clients with greater flexibility, better service, and more sophisticated solutions.

To schedule a conversation with Erik EMAIL him at erik.olson@aretewealth.com

Full Bio

Adrian Nicholson

Schedule a Conversation at

Adrian.nicholson@aretewealth.com

or Call 703-915-8905

Adrian graduated from George Mason University with a bachelor’s degree in finance. During his time at University, he established an annual basketball fundraiser to support the Special Olympics.

Today Adrian serves as a Wealth Advisor at Arete Wealth where he strives to help clients reach their financial goals.

Adrian enjoys playing competitive sports and discovering new music in his free time.

To schedule a conversation with Adrian EMAIL him at adrian.nicholson@aretewealth.com

Full Bio
In this episode of the Retirement Lifestyle Show hosts Roshan Loungani and Adrian Nicholson discuss the complexities of market predictions and their relevance to investment strategies. They emphasize the importance of focusing on solid business fundamentals and valuation metrics rather than getting caught up in market forecasts. The conversation covers how to evaluate stocks effectively and the criteria to consider when making investment decisions, ultimately guiding listeners toward a more informed and strategic approach to investing. Listen now to learn about How to Find Great Investments in Unpredictable Markets.

How to Find Great Investments in Unpredictable Markets

In this episode of the Retirement Lifestyle Show hosts Roshan Loungani and Adrian Nicholson discuss the complexities of market predictions and their relevance to investment strategies. They emphasize the importance of focusing on solid business fundamentals and valuation metrics rather than getting caught up in market forecasts. The conversation covers how to evaluate stocks effectively and the criteria to consider when making investment decisions, ultimately guiding listeners toward a more informed and strategic approach to investing. Listen now to learn about How to Find Great Investments in Unpredictable Markets.

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In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the importance of starting the new year with a clear focus on financial goals and strategies. They introduce the 'Starting Five for 2025', which includes simplifying tasks, celebrating daily wins, reviewing goals, automating financial processes, and revisiting investment allocations. The conversation emphasizes the need for reflection and planning as listeners embark on their financial journeys in the new year. Listen now to Kickstart Your 2025 Financial Journey.

Kickstart Your 2025 Financial Journey

In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the importance of starting the new year with a clear focus on financial goals and strategies. They introduce the ‘Starting Five for 2025’, which includes simplifying tasks, celebrating daily wins, reviewing goals, automating financial processes, and revisiting investment allocations. The conversation emphasizes the need for reflection and planning as listeners embark on their financial journeys in the new year. Listen now to Kickstart Your 2025 Financial Journey.

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How to Overcome Challenges and Achieve Your Goals.

How to Overcome Challenges and Achieve Your Goals

In this episode of the Retirement Lifestyle Show, Adrian Nicholson shares his personal journey of preparing for and passing the CFP® certification examination. He discusses the challenges he faced, the strategies he employed, and the valuable lessons he learned throughout the process. From choosing the right online courses to managing his study schedule, Adrian emphasizes the importance of commitment, a positive mindset, and effective preparation. He also shares key takeaways that can help listeners tackle their own challenges and pursue their goals. Listen now and learn How to Overcome Challenges and Achieve Your Goals.

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In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson talk about the 2025 investment outlook, discussing the post-pandemic economic landscape, market dynamics, and the significance of the Magnificent Seven stocks. They explore the impact of geopolitical risks on investments and emphasize the importance of rebalancing portfolios to align with financial goals. The conversation highlights key trends and strategies for investors to be more informed when navigating the evolving market environment effectively. Listen now to learn about the 2025 Market Outlook: Trends, Strategies, and the 'Magnificent Seven.

2025 Market Outlook: Trends, Strategies, and the ‘Magnificent Seven

In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson talk about the 2025 investment outlook, discussing the post-pandemic economic landscape, market dynamics, and the significance of the Magnificent Seven stocks. They explore the impact of geopolitical risks on investments and emphasize the importance of rebalancing portfolios to align with financial goals. The conversation highlights key trends and strategies for investors to be more informed when navigating the evolving market environment effectively. Listen now to learn about the 2025 Market Outlook: Trends, Strategies, and the ‘Magnificent Seven.

Read More »