RLS Episode Show Notes

In this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson welcome Wesley Lyons to the podcast. Wes is a Co-Founder and General Partner of two faith-based private equity funds: WayMaker Real Estate, a Christ-centered multi-family real estate investment fund, and Eagle Venture Fund, investing in early-stage companies solving tough problems like modern-day slavery and healthcare for the poor through software and financial technology. Wes has a background in wealth management and founded FaithBasedInvesting.co, a platform to help investors connect with advisors who specialize in faith-based investing. Listen now to hear about about Exploring the Role of Venture Capital in Impact Investing with Wesley Lyons.

In this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss the recent Silicon Valley Bank collapse. They break down why the bank failed, the factors that led to its collapse, and whether your money is safe at Silicon Valley Bank.

In this episode of the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson break down reverse mortgages and their use in retirement planning. They discuss the different types of reverse mortgages, ways to extend the life of your portfolio, and the mechanics of an efficient reverse mortgage.

It’s “Bring Your Own Topic Day” on the Retirement Lifestyle Show. In this episode, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss topics they feel would benefit the audience’s investment decisions. They talk about AI use in financial planning, how to make charitable contributions tax-free, and some intriguing insights from William N. Thorndike’s Book “The Outsiders.”

On the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down a recent Washington Post article that categorised common questions people have according to age. They cover retirement and financial planning topics including credit scores, when to get a credit card, when to pay off your mortgage, and ways savers can learn to spend during retirement.

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson continue their discussion on the art of long-term investing – part 2. They break down the key features you must consider in a business before investing in it.

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson go through tips on researching stocks you can hold for the indefinite future. They break down Roshan’s approach for researching, screening, and picking stocks for long-term investments and the amount of time it takes to identify such stocks.

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson break down Factor investing and why it’s such an effective investment strategy. They cover topics like the basics of Factor investing, the diverse approaches to multi-factor investing, and smart investing approaches to help you beat the market and maximize returns.

On the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson sit down with Bryce Gill to try and make sense of the Federal Reserve Policy. They analyze the role of the Federal Reserve in slowing down inflation, the true source of inflation, and the growth of the M2 money supply.