Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about Roth conversions and Tax rates. They discuss withdrawal and Roth conversion strategies, how to intelligently grow your tax-free assets, and how tax rates can affect your retirement plans.

This episode of the Retirement Lifestyle Show focuses on sustainable investing. What is sustainable investing? How can you incorporate it into your portfolio? These are among the topics and more that we discuss to see how investing along with your values can fit into your financial future.

Roshan Loungani, Erik Olson, and Adrian Nicholson are back with the second installment of Battle of the Plans III, Part 2. They continue the discussion to see the different investment tactics a hypothetical couple can implement in their plan. In Part I, the hosts discussed optimal withdrawal strategies, the couple’s spending levels, and how they can manage the risk of long-term care. In this episode, Roshan and Erik examine the couple’s investment portfolio. They debate how best to balance managing volatility and seeking growth and how much cash the couple should hold in reserve. They also present the potential tax benefits of variable and fixed annuities, the tax implications of Roth IRA conversions, and how the couple can optimally allocate their portfolio across taxable, tax-deferred, and tax-free accounts.

On this episode of the Retirement Lifestyle Show, Erik Olson, and Adrian Nicholson present the third installment of Battle The Plans, which covers planning for retirement, risk tolerance, and the ideal social security withdrawal strategy. They take a look at a couples hypothetical financial situation to determine if they are on track for retirement.

On this episode of the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson talk about the distinction between investing, trading, and speculating, each strategy holding the potential to make your money work for you in the financial market. They discuss the time and risk elements of each and the overall results you can expect from each option. They also talk about ways to implement the strategies and help you understand the differences to prevent you from misapplying the selection and management principles of one strategy to another. These are lessons to help you in 2021 and beyond!

On this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson talk about cybersecurity and data protection. They discuss why it’s essential to be safe online, tactics used by scammers to steal your information, and how to protect yourself from potential attacks. The good news is, there are simple steps that you can incorporate into the online space that will protect you from potential threats, and we’re here to guide you throughout the process.

Retirement Planning is more than Investing. The Retirement Lifestyle Show discusses various changes in retirement, estate planning, long term care planning, insurance planning, tax planning, the science of happiness and more. We explore the Behavioral, Psychological and Social Changes to navigate listeners to their ideal retirement. The predecessor podcast was called Financial Independence.

On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about Blockchain, Cryptocurrencies, and how to incorporate them into your portfolio. They also dissect how heavily shorted retail stocks have been taking the market by storm lately, with individual investors clashing with big institutional investors.

On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about President Biden’s proposed stimulus plan to help battle the virus and alleviate the economic toll it has taken. They also analyze the potential benefits, drawbacks, and feasibility of some of these proposed plans and how it affects you.