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Episode Show Notes

Covered Calls Explained

Covered Calls Explained

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson break down the anatomy of a covered call. They talk about the basics of an options strategy, how to own a covered call, and the right market conditions for investing in covered calls.

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Forced Labor in the Solar Panel Industry with Reginald Smith

Stopping Forced Labor in the Solar Panel Industry with Reginald Smith

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Reginald Smith, a Research Analyst for Eventide. He is primarily responsible for evaluating and monitoring new and existing investment opportunities, focusing on clean energy. They discuss supply chain diversification, how China uses forced labor to make solar panels, and how conscientious investing can help stop China’s use of forced labor. Listen now to learn more about Stopping Forced Labor in the Solar Panel Industry with Reginald Smith.

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2022 Mid-Year Review and Outlook

2022 Mid-Year Review and Outlook

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss how the markets have been performing so far in 2022 and why you should bother conducting a mid-year review of your portfolio. They also analyze the short-and long-term factors that could affect the position of an investor’s portfolio and what to expect from the economy, the bond market, and global equities in the second half of the year.

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Six Common Scams against Seniors and Elderly

Six Common Scams Against Seniors

Today the Retirement Lifestyle Show focuses on financial abuse of older people , including scams by con artists representing themselves as everything from government representatives to tech support, home energy auditors, distressed grandchildren, and even new romantic interests.

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bull market or bear market

Bullish or Bearish?

On the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson decode whether the current market environment is bullish or bearish. They talk about structured notes, the yield curve, the prospect of an imminent recession, and how to invest depending on whether the markets move up, down, or sideways.

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Healing from the Past with Jeff Konfara

Healing from the Past with Jeff Konfara

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Jeff Konfara, a Licensed Professional Counselor serving the entire State of Michigan via telehealth services. Jeff provides counseling services to individuals, couples, and families and has been doing so for over 15 years. They talk about why people seek counseling, what to look for in a counselor, and the tell-tale signs you might need therapy.

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el camino de santiago

Walking the Way of St. James with Greg Alexander

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson welcome Greg Alexander, a retired chemical engineer who recently tackled the El Camino de Santiago pilgrimage. They discuss the benefits of going on the pilgrimage, how to prepare for it, and the best times to tackle the voyage when there’s less traffic.

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Generosity and Charitable Giving with Jeffrey Wallace

Generosity and Charitable Giving with Jeffrey Wallace

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Jeff Wallace, the Vice President and Relationship Manager for National Christian Foundation, a non-profit organization that assists donors in donating to charitable causes. They talk about the benefits of charitable giving, how donor-advised funds operate, and how generosity can lead to real happiness in life.

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invest stock market decline

8 Strategies to Take Advantage of Market Declines

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the investment opportunities available during a down market. They discuss shorting a stock during market lows, the best times to rebalance your portfolio, and wealth transfers during a recession.

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