Search for a specific topic:

Episode Show Notes

What History Tells Us About Today’s Economy and Markets

What History Tells Us About Today’s Economy and Markets

On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson break down the latest edition of JP Morgan’s Economic and Market Outlook. They discuss the current economic and investment landscape and how investors can use this information to make concrete investment decisions.

Read More »
Is The 60/40 Portfolio Dead

Is The 60/40 Portfolio Dead?

On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss whether the 60/40 portfolio is dead. They analyze how the traditional framework is catching heat with both equities and bonds down this year and some alternative investment options you can take advantage of.

Read More »
16 Financial Steps to Take before Year End.

16 Financial Steps to Take before Year End

On the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson go through strategies you can implement to refine your year-end financial plan, set goals for next year, and minimize taxes for this year. They discuss the benefits of planning for major life changes, tax loss harvesting, and the new kid in the block Qualified Charitable Distribution.

Read More »
Economy and Market Expectations

Economy & Market Expectations

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson assess the current economic and market landscape and how your investment expectations should evolve. They discuss what a strong dollar means for the economy, Bond interest rate risks, and how the Ukraine conflict is affecting the U.S economy.

Read More »
7 Frequently Asked Client Questions

7 Frequently Asked Client Questions

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson answer the seven most frequently asked client questions. They break down topics such as Structured notes in 2022, the best times to do a Roth conversion, and long-term care insurance planning.

Read More »
retirement plan

Battle of the Financial Plans V

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson are back with the fifth installation of Battle of the Plans. They use their complex financial planning software packages to analyze a hypothetical client situation and formulate a practical retirement plan.

Read More »
Inflation and Market Outlook

Inflation and Market Outlook

On Tuesday, September 13, the Bureau of Labor Statistics released the August 2022 inflation numbers, compared to both July and the year before those numbers were again up, not down. Investors saw the single largest drop in the markets since June 2020. Listen now to learn more about Inflation and Market Outlook.

Read More »
Six Major Life Events And Your Financial Plan

Six Major Life Events And Your Financial Plan

On the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down the six major life events that could impact your financial plan. They talk about the pros and cons of inheriting assets, planning for an expected medical catastrophe, and things you should consider before buying a house.

Read More »

Subscribe

Get episode updates via your email