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.
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.
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.
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.
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.
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.
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.
On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the 2022 market decline and possible responses. They break down how the markets typically respond to historical declines, the role of inflation in market volatility, and how to handle volatility in retirement.
Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Kenneth Piercey, a Trust attorney specializing in proper estate planning, estate tax elimination, asset protection, special needs planning, probate, and Medicaid. They talk about special needs planning, the benefits of setting up a third-party special needs trust, and how to avoid the scary possibility of guardianship.
