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Episode Show Notes

2023 Economic Outlook

2023 Economic Outlook

On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss what investors can expect from the U.S. and global economies in 2023. They break down topics like the downside of a prolonged low-interest rate environment, how the 2022 market lows will shape 2023, and what the Fed will do to keep up with inflation.

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Dividend Growth vs High Dividends Now?

Dividend Growth vs High Dividends Now?

On the Retirement Lifestyle Show, Roshan Loungani and Eric Olson break down high yield versus dividend growth investing and which one might be right for you. They discuss what they are, how you can potentially use them in your portfolio, and even ways to get the best of both worlds. Listen now to learn how more about Dividend Growth vs High Dividends Now?

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2022 Episode Year In Review for finance, stock market, investing, and more.

2022 Episode Year In Review

On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson each share their top 3 podcast episodes for 2022. From engrossing interviews, nut companies impacting communities in Africa, to assessments of the investment markets, these episodes tell the story of 2022.

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Fundamental vs Technical Trading, Taxation of Bonds, Market Outlook

Fundamental vs Technical Trading, Taxation of Bonds, Market Outlook

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 Fundamental vs Technical analysis of stocks, the high-yield spread, and what to consider when buying US Treasury Bonds.

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Review my portfolio, Investing portfolio, stock market, sell, buy, invest, investing, hold

Review My Portfolio

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson perform an honest on-air critique of one of the listener’s investment portfolio. They break down what the client did right, the changes he should make, stock market buy or sell, and the major transitions he should consider to safeguard his retirement.

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Active vs Passive Investing

Active vs Passive Investing

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson break down the differences between active and passive investing. They discuss how investors can choose the right strategy for their portfolio, the impact of the Fed’s zero interest rate policies, and performance differences between active and passive investing.

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Tax loss harvesting strategies

Tax Loss Harvesting Strategies

On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson break down the dos and don’ts of tax loss harvesting. They discuss the benefits of tax loss harvesting, times when tax loss harvesting makes sense, and the mechanics of the wash sale rule.

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How to Reduce Taxes on Mutual Funds

How to Reduce Taxes on Mutual Funds

On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson go through how, why, and when mutual funds are taxed. They discuss how mutual fund gains are taxed and how you can improve your total portfolio returns by reducing and even eliminating taxes on your funds.

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On the Retirement Lifestyle Show, Eric Olson and Adrian Nicholson discuss Medicare's open enrollment. They go through the seven commonly asked questions about Medicare enrollment, how to get ready, and ways to avoid the lifetime penalties of late enrollment. Listen now and start Understanding Medicare Open Enrollment.

Understanding Medicare Open Enrollment

On the Retirement Lifestyle Show, Eric Olson and Adrian Nicholson discuss Medicare’s open enrollment. They go through the seven commonly asked questions about Medicare enrollment, how to get ready, and ways to avoid the lifetime penalties of late enrollment.

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