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.

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.

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.

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.

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.

On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson break down the latest edition of JP Morgan’s Economic and Market Outlook. They discuss the current economic and investment landscape and how investors can use this information to make concrete investment decisions.

On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss whether the 60/40 portfolio is dead. They analyze how the traditional framework is catching heat with both equities and bonds down this year and some alternative investment options you can take advantage of.

On the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson go through strategies you can implement to refine your year-end financial plan, set goals for next year, and minimize taxes for this year. They discuss the benefits of planning for major life changes, tax loss harvesting, and the new kid in the block Qualified Charitable Distribution.

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson assess the current economic and market landscape and how your investment expectations should evolve. They discuss what a strong dollar means for the economy, Bond interest rate risks, and how the Ukraine conflict is affecting the U.S economy.