On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson go through how, why, and when mutual funds are taxed. They discuss how mutual fund gains are taxed and how you can improve your total portfolio returns by reducing and even eliminating taxes on your funds.
On the Retirement Lifestyle Show, Eric Olson and Adrian Nicholson discuss Medicare’s open enrollment. They go through the seven commonly asked questions about Medicare enrollment, how to get ready, and ways to avoid the lifetime penalties of late enrollment.
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.
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.
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.
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.
On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson assess whether it makes sense to invest in Alternative investments in the current economic environment. They also share some key takeaways from the 15th Arete Wealth Management Conference.
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.
