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.

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.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss the backstory behind their investment philosophies. They tackle modern portfolio theory, data-driven investing, and determining your investment personality.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson continue their discussion on tax allocation by focusing on 5 client cases. They analyze proper asset allocation strategies, delaying social security, and the factor of life expectancy when planning for retirement.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson address one of the least understood yet important principles of outsmarting the tax code– tax allocation. They analyze the different tax brackets, the concept of asset allocation, and the tax-efficient investment strategy.

On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson focus on one of the most talked-about financial topics right now: inflation. They analyze whether the Feds can control it, its effect on the average investor, and the role of price expectation in inflation.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson and Adrian Nicholson talk to Jason Myhre, managing partner and director of advocacy at Eventide about values-based investing: the misconceptions around it and practical strategies you can apply.

The Retirement Lifestyle Show discusses a hypothetical client’s retirement plans. They debate on when the client should take social security, which portions of her wealth she should draw from first and analyze the taxable portions of her portfolio.

Today on the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson talk about financial finish lines and how to set them. They tackle the question of “how much is enough?” from economic, social, and cultural points of view.