On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss 10 ways to use SECURE Act 2.0 to your benefit. They cover topics like the latest RMD distribution rules, exciting changes in the new 529 plans, and the best tool for funding charitable giving.
Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss what investors can expect from the U.S. and global markets in 2023. They break down topics like the market outlook for 2023, the presidential election cycle theory, and the available opportunities in emerging markets.
On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss what investors can expect from the U.S. and global economies in 2023. They break down topics like the downside of a prolonged low-interest rate environment, how the 2022 market lows will shape 2023, and what the Fed will do to keep up with inflation.
On the Retirement Lifestyle Show, Roshan Loungani and Eric Olson break down high yield versus dividend growth investing and which one might be right for you. They discuss what they are, how you can potentially use them in your portfolio, and even ways to get the best of both worlds. Listen now to learn how more about Dividend Growth vs High Dividends Now?
On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson each share their top 3 podcast episodes for 2022. From engrossing interviews, nut companies impacting communities in Africa, to assessments of the investment markets, these episodes tell the story of 2022.
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 Fundamental vs Technical analysis of stocks, the high-yield spread, and what to consider when buying US Treasury Bonds.
On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson perform an honest on-air critique of one of the listener’s investment portfolio. They break down what the client did right, the changes he should make, stock market buy or sell, and the major transitions he should consider to safeguard his retirement.
On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson break down the differences between active and passive investing. They discuss how investors can choose the right strategy for their portfolio, the impact of the Fed’s zero interest rate policies, and performance differences between active and passive investing.
On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson break down the dos and don’ts of tax loss harvesting. They discuss the benefits of tax loss harvesting, times when tax loss harvesting makes sense, and the mechanics of the wash sale rule.
