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Episode Show Notes

Growth vs. Value—Titanic Struggle or False Narrative?

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson dissect two distinct styles of investing: growth and value investing. They differentiate the two investing strategies, analyze their historical patterns, and explain which one is more suited to your portfolio.

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Tips for a Healthy Lifestyle from Integrated Nutrition Health Coach Jill Myers

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson welcome back Jill Myers, an integrative nutrition health coach. Jill’s work focuses on highlighting and addressing overlooked health aspects to facilitate people’s optimal health and well-being. They talk about healthy habits for a healthy retirement, why healthy living is cheaper long term, and facts about calories during weight loss.

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9 Foundational Rules for Financial Success

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson get back to the basics of personal finance. They each share three proven fundamental principles and other practical tips that can impact your financial situation for the better. Personal Finance Principles: These tried and tested tips can improve your financial situation and help you have a happier and healthier relationship with money.

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Stock market bubble? – What you need to know.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson dissect Ray Dalio’s stock market bubble article. They analyze the low-interest-rate environment, the retail investor’s role in the stock market, and the difference between risk tolerance and risk capacity.

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The secrets of endowment-style investing revealed

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the return potential and diversifying power of alternative investing. They explain the role alternative investing can play in a portfolio, the illiquid nature of these types of investments, and the risks versus rewards of endowment-style investing.

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Impact Investing BAM with Buddy Rathmell

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson and Adrian Nicholson talk to Buddy Rathmell who is a coach and trainer for the Business as Mission (BAM) movement. Currently, he is in the process of launching BAM School with the goal of developing impactful disciple-leaders in business. He is also the host of the BAM School Podcast. Buddy shares the stories of successful BAM businesses and the opportunities, risks, and potential returns of investing in BAM companies.

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Biden’s Tax Plan. Winners and Losers.

On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the second phase of President Joe Biden’s Build Back Better agenda: The American Jobs plan. They analyze how the project affects your investment portfolio, impacts on long-term capital gains, and propose tax strategies to lower your taxable income.

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Developing an Investment Philosophy—Examples from Our Journeys, Part 2

On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson present part two of the backstory behind their investment philosophies. They share how their expectations evolved after the 2008 financial collapse, the development of their investment strategies, and explain the cyclically adjusted price too earnings ratio.

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