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Episode Show Notes

2021 Economic and Market Outlook

On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the 2021 outlook on the market and the economy. They analyze the possible outcomes post-pandemic and explain why emerging markets are becoming popular among investors. They also discuss how consumers will affect the 2021 economy and look at the changes and opportunities present in the current market. Past performance is not indicative of future results.

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How To Win The Healthy Living War In 2021 With Jill Myers

Today on the Retirement Lifestyle Show, Roshan Loungani and Erik Olson talk to Jill Myers, an integrative nutrition health coach. Jill’s work focuses on highlighting and addressing the aspects of our health that are often overlooked to facilitate the optimal health and wellbeing of her clients. Roshan and Erik talk to Jill about living a happy and healthy life, addressing behavioral factors that impede your physical health goals and how coaching can remove those impediments.

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No Holds Barred Look at 2020

On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson review the highs and lows of the year. They discuss the different trends that made it to the headlines, the most searched terms, and effects of the pandemic on our social and financial wellbeing. The pandemic might have affected your normal way of living, but a new year is just around the corner.

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Navigating The Current Seller’s Market In Housing

On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson and Adrian Nicholson talk about the real estate market. They discuss whether it’s a buyer’s vs. seller’s market as well as important data points and what you can do about it. Your home purchase is one of the biggest decisions you will ever make so planning it well and considering all the financial and personal factors can help you achieve a higher net worth and greater wealth along your way. Additionally, if you are looking at real estate as an investor, Roshan, Erik and Adrian provide valuable information to help you decide what to consider when buying or not.

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8 Dynamic Outlooks On Financial Independence

On this episode of the Retirement Lifestyle Show we discuss the varying opinions of retirement. We ask 8 people what the definition of retirement means to them and learn an interesting fact! The concept of Financial Independence is also brought into the conversation to challenge the traditional concept of retirement. Listen in to gain insight on the current trends of retirement.

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7 Tax Secrets Of Smart Givers

On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about charitable giving and how to get the best out of your philanthropic efforts. They discuss the different strategies that can help you receive the total tax benefits from your charitable giving. As a parting shot, they highlight the more significant benefits that come with charitable giving.

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The Pros And Cons Of Working Longer

Nicholson talk about timing your retirement. They weigh financial factors, social needs and personal goals and how they may impact when you choose to retire. These are lessons to help you in 2020 and beyond!

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101 (Almost) Homerun Gift Ideas For Kids

On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about gift ideas and gift planning for Christmas. They discuss presents for different age groups: children, teenagers, and adults. During the high impact life segment, they mention organizations and causes that you can give back to this holiday season.

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5 Savvy Year-End Tax Strategies

Gearing up for the end of 2020 we discuss year-end tax strategies. Managing the tax side of your financial life can help you save additional funds for retirement. Tax-loss harvesting, Roth conversion, and charitable giving are tax strategies we analyze in this episode of the Retirement Lifestyle Show!

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