Search for a specific topic:

Episode Show Notes

2023 Market and Economic Update

2023 Market and Economic Update

In this episode of the Retirement Lifestyle Show, Eric Olson, Roshan Loungani and Adrian Nicholson go through recent updates in employment numbers, inflation, and interest rates. They discuss what to expect from the current investment landscape and how investors can use this information to make concrete investment decisions.

Read More »
It's "Bring Your Own Topic Day" on the Retirement Lifestyle Show. In this episode, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss topics they feel would benefit the audience's investment decisions. They talk about the benefits of having long-term care insurance, the de-dollarization of global trade, and the psychology behind people's money mindsets.

Long Term Care, Psychology of Money, and De-Dollarization

It’s “Bring Your Own Topic Day” on the Retirement Lifestyle Show. In this episode, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss topics they feel would benefit the audience’s investment decisions. They talk about the benefits of having long-term care insurance, the de-dollarization of global trade, and the psychology behind people’s money mindsets.

Read More »
Longevity and Retirement Income Planning

Longevity and Retirement Income Planning

In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down a recent Andrew Welsch article titled: “Why Your Retirement Plan Should Include Ice Cream.” They discuss the factors you must consider during retirement planning to guarantee a long and fulfilling retirement.

Read More »
Exploring the Role of Venture Capital in Impact Investing with Wesley Lyons

Exploring the Role of Venture Capital in Impact Investing with Wesley Lyons

In this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson welcome Wesley Lyons to the podcast. Wes is a Co-Founder and General Partner of two faith-based private equity funds: WayMaker Real Estate, a Christ-centered multi-family real estate investment fund, and Eagle Venture Fund, investing in early-stage companies solving tough problems like modern-day slavery and healthcare for the poor through software and financial technology. Wes has a background in wealth management and founded FaithBasedInvesting.co, a platform to help investors connect with advisors who specialize in faith-based investing. Listen now to hear about about Exploring the Role of Venture Capital in Impact Investing with Wesley Lyons.

Read More »
Unlocking the Hidden Potential of Reverse Mortgages

Unlocking the Hidden Potential of Reverse Mortgages

In this episode of the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson break down reverse mortgages and their use in retirement planning. They discuss the different types of reverse mortgages, ways to extend the life of your portfolio, and the mechanics of an efficient reverse mortgage.

Read More »
Bring Your Own Topic: "The Outsiders," ChatGPT, and Smarter Giving

Bring Your Own Topic: “The Outsiders,” ChatGPT, and Smarter Giving

It’s “Bring Your Own Topic Day” on the Retirement Lifestyle Show. In this episode, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss topics they feel would benefit the audience’s investment decisions. They talk about AI use in financial planning, how to make charitable contributions tax-free, and some intriguing insights from William N. Thorndike’s Book “The Outsiders.”

Read More »
15 Money Milestones

15 Money Milestones

On the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down a recent Washington Post article that categorised common questions people have according to age. They cover retirement and financial planning topics including credit scores, when to get a credit card, when to pay off your mortgage, and ways savers can learn to spend during retirement.

Read More »

Subscribe

Get episode updates via your email