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.

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.

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.

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.

On the Retirement Lifestyle Show, Roshan Loungani and Erik Olson break down Adam Seessel’s book Where the Money Is: Value Investing in the Digital Age. They discuss the book’s value investing framework, how it can be implemented by the average investor, and why investing in Tech might be the way to go for value investors.

On the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson discuss the benefits of being a disciplined investor. They break down the consequences of lacking investment discipline, the value of staying invested, and why you need to remove emotions from all your investment decisions.

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about Aging in Place and its place in retirement. They go through the pros and cons of aging in place, technological advances in the space, and how to plan for your later years well in advance.

Today on the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson talk to Jeremy Epstein, President of the Crypto Explorers Association and co-founder of the Crypto Explorers. Jeremy shares his take on the current crypto environment, why crypto investing is not for everyone, and the risk versus potential opportunities in cryptocurrencies right now.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson go through easy-to-implement strategies to lower the cost of college. They talk about the current cost of attending college, how to pay for college without breaking the bank, and whether the price of attending an elite school is really worth it.