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.
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.
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.
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.
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.
