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RL163 — Longevity and Retirement Income Planning

In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down a recent Andrew Welsch article titled: “Why Your Retirement Plan Should Include Ice Cream.” They discuss the factors you must consider during retirement planning to guarantee a long and fulfilling retirement. Listen now to learn all about Longevity and Retirement Income Planning.

[00:00] Introduction]

[01:13] Why Your Retirement Plan Should Include Ice Cream 

[04:50] The Benefits of Auditing Your Retirement Plan

[08:28] The 3 Phases You Need to Consider During Retirement Planning

[13:43] How Technology is Shaping People’s Retirement 

[17:37] How Inclusion Can Impact Your Retirement Plans

[18:33] Do You Need to Lower Your Retirement Withdrawals?

[20:20] The Two Types of Retirees 

[23:23] Why You Need Flexibility in Your Retirement Plan

[27:31] Tax-Efficient Withdrawals

[31:26] How to Extend Your Money in Retirement 

[36:04] Parting Thoughts 

To read the Full Show Notes scroll down or click here.

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

Listen now to learn all about Longevity and Retirement Income Planning.

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Longevity and Retirement Income Planning

Full Show Notes:

Why Your Retirement Plan Should Include Ice Cream

What immediately comes to mind when you think about retirement? Trips to Europe? Beaches? Cruises? We all have different preferences when it comes to retirement. But we can all agree that we want it to be sweet and enjoyable – almost like eating ice cream. And it might sound silly, but asking yourself how you’ll go out for ice cream in old age can shed light on many aspects of planning a happy retirement. At the base of it all, you need freedom, mobility, and some money. So your goal is to maintain a high quality of life throughout retirement. And this can sometimes stretch long into extreme old age. So as you think about where you want to live in retirement, do an audit to determine if the place ticks all the boxes of everything you’d like to experience. Many retirees make the mistake of living in areas with limited options of travel and leisure. 

Links and Resources:

Why Your Retirement Plan Should Include Ice Cream

RLS EP 131 – Aging in Place

Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.

Thank you for listening.

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