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.

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!

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.

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!

A power of attorney is an important cornerstone of incapacity planning. This legal document can enable someone to provide healthcare or financial decisions on your behalf and much more. A well organized estate plan that is up-to-date can elevate the emotional stress that unexpected emergencies bring. We discuss this and more with our guest Alfred Lee.

There are a number of factors to consider before making your Medicare open enrollment decision. People have the option to choose from a wide variety of Medicare health plans. Deciding what plan works the best for you and your budget is crucial. We discuss the different types of Medicare plans and there cost structures to help see what your options are. Medicare Open enrollment provides Medicare users a choice to reevaluate their coverage.

The decision to retire early contains a mix of self-discovery and opportunity. We discuss the 6 biggest lies about early retirement in order to shine a new light on common misconceptions. In the science of happiness we discuss how one act of kindness can create a ripple effect.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson and Adrian Nicholson talk about the upcoming election and the implications for the markets and economy. They discuss the possible and likely effects of the election process itself and the tax implications that may accompany a new administration. Today’s episode is the last in a series of election-focused shows.

We evaluate a person’s hypothetical financial situation and discuss the importance of asset allocation/tax diversification. We take a look at three important tax categories that play significant role in this persons financial plan. We also discuss different investing methodologies and Roth conversion that help create a pool of tax free wealth.