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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

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.

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Financial Psychology: Biases That Impact Your Life

Financial Psychology: Biases That Impact Your Life

In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson delve into the realm of financial psychology, exploring how various psychological concepts influence retirement planning and investing. They discuss the status quo bias, heuristics, analysis paralysis, mental accounting, the endowment effect, herd behavior, and narrative fallacy, providing insights and examples to help listeners understand the impact of these biases on their financial decisions. The conversation emphasizes the importance of self-awareness in managing finances and making informed investment choices. Listen now to learn more about the Financial Psychology: Biases That Impact Your Life.

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In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the current state of artificial intelligence (AI) and its implications for investors. They explore the rapid growth of AI, the potential for investment opportunities, and the risks associated with this emerging technology. The conversation delves into the impact of AI on productivity and employment, the importance of understanding the AI value chain, and the need for vigilance in research and investment strategies. The hosts also compare the current AI landscape to past market bubbles and provide insights into future projections for AI companies. Listen now to lear all about Artificial Intelligence: Opportunities, Risks, and Market Trends for 2024.

Artificial Intelligence: Opportunities, Risks, and Market Trends for 2024

In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the current state of artificial intelligence (AI) and its implications for investors. They explore the rapid growth of AI, the potential for investment opportunities, and the risks associated with this emerging technology. The conversation delves into the impact of AI on productivity and employment, the importance of understanding the AI value chain, and the need for vigilance in research and investment strategies. The hosts also compare the current AI landscape to past market bubbles and provide insights into future projections for AI companies. Listen now to lear all about Artificial Intelligence: Opportunities, Risks, and Market Trends for 2024.

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