Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson go through the three major mistakes you should avoid when planning for retirement. They talk about risk versus reward during retirement, why so many retirees are returning to work, and the benefits of proper retirement planning.

[02:40] Introduction

[03:33] Risk Versus Reward During Retirement

[06:49] Understanding the Two Major Types of Investment Risk

[09:15] The Difference Between Individual and Portfolio Volatility

[14:20] Investment Risk During the Accumulation Versus Distribution Phase

[19:10] Why So Many Retirees are Going Back to Work

[22:38] Why You Need to Test Drive Your Retirement

[30:25] Always Have a Plan For Retirement

[34:30] Understand That Your Goals and Lifestyle During Retirement Will Change

[36:55] The Benefits of Proper Retirement Planning

[39:50] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson break down the anatomy of a covered call. They talk about the basics of an options strategy, how to own a covered call, and the right market conditions for investing in covered calls.

[02:52] The Basics of an Options Strategy

[04:39] What is an Option?

[08:55] Put and Call: The Two Main Types of Options

[12:45] Things That Dictate How Options are Priced

[15:30] The Correlation Between Value and Price of an Option

[18:51] What is a Covered Call?

[22:04] How to Own a Covered Call

[28:43] How to Use Covered Calls to protect Your Investment Position

[30:20] Price Movement and Yield Appreciation of a Covered Call

[37:00] The Long-Term Approach to Using Covered Calls

[41:50] The Pros and Cons of Writing a Call During a Down Market

[44:25] Selling Versus Buying Covered Calls: Which is More Profitable

[47:10] The Perfect Market Conditions For Writing Covered Calls

[49:30] Writing Covered Calls: Costs, Price Movements, and Tax Implications

[50:29] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Reginald Smith, a Research Analyst for Eventide. He is primarily responsible for evaluating and monitoring new and existing investment opportunities, focusing on clean energy. They discuss supply chain diversification, how China uses forced labor to make solar panels, and how conscientious investing can help stop China's use of forced labor.

[05:00] Getting to Know Reginald Smith

[10:50] Reggie's Passion For Investing in Human Flourishing

[13:40] Forced Labor in China: A Dark Spot for the Solar Energy Industry

[22:30] The 360 Approach to Investing

[23:20] Government Intervention Against Forced Labor

[26:14] The Three Main Steps in Solar Panel Production

[30:30] Do Sanctions Actually Stop Forced Labor?

[35:40] Key Raw Materials For Solar Panel Production

[38:38] How the Chinese Government Promotes Forced Labor

[41:00] Why You Need to Make Conscientious Purchase Decisions

[46:00] Solar is the New Oil

[48:20] Supply Chain Diversification

[52:00] Enforcing Tariffs and Sanctions to Combat Forced Labor

[55:20] How to Invest in Solar Companies

[01:05:50] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Reginald Smith, a Research Analyst for Eventide. He is primarily responsible for evaluating and monitoring new and existing investment opportunities, focusing on clean energy. They discuss supply chain diversification, how China uses forced labor to make solar panels, and how conscientious investing can help stop China's use of forced labor.

[05:00] Getting to Know Reginald Smith

[10:50] Reggie's Passion For Investing in Human Flourishing

[13:40] Forced Labor in China: A Dark Spot for the Solar Energy Industry

[22:30] The 360 Approach to Investing

[23:20] Government Intervention Against Forced Labor

[26:14] The Three Main Steps in Solar Panel Production

[30:30] Do Sanctions Actually Stop Forced Labor?

[35:40] Key Raw Materials For Solar Panel Production

[38:38] How the Chinese Government Promotes Forced Labor

[41:00] Why You Need to Make Conscientious Purchase Decisions

[46:00] Solar is the New Oil

[48:20] Supply Chain Diversification

[52:00] Enforcing Tariffs and Sanctions to Combat Forced Labor

[55:20] How to Invest in Solar Companies

[01:05:50] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss how the markets have been performing so far in 2022 and why you should bother conducting a mid-year review of your portfolio. They also analyze the short-and long-term factors that could affect the position of an investor's portfolio and what to expect from the economy, the bond market, and global equities in the second half of the year.

[05:26] 2022 Mid-Year Market Review

[10:45] Comparing the Current Economic Environment to 2008 and 1973

[12:57] Are Treasuries Still an Effective Hedge Against Credit Risk?

[16:34] Impact of The Fiscal Stimulus Slowdown

[18:05] Does Slower Economic Growth Forecast a Recession?

[22:13] Is a Recession Unavoidable or We're Already in One?

[26:52] Inflationary Data Points And the Consumer Price Index

[31:40] What to Expect When We Get Inflation Under Control

[37:00] How Investors Should Respond to the Inflationary Environment

[40:30] How to Tactically Position Your Portfolio

[45:35] The Cardinal Rule of Investing: Always Keep Emotions Out of It

[49:35] Advice to Investors Who Want to Go All-In on Tech Stocks

[53:11] What Are Your Investment Beliefs?

[58:50] Mid-year Crypto Analysis

[01:03:10] Benefits of Having Guidance and Following a Strict Financial Plan

[01:05:50] How to Rebalance Your Portfolio

[01:07:35] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Today the Retirement Lifestyle Show focuses on financial abuse of older people , including scams by con artists representing themselves as everything from government representatives to tech support, home energy auditors, distressed grandchildren, and even new romantic interests.

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Today on the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson decode whether the current market environment is bullish or bearish. They talk about structured notes, the yield curve, the prospect of an imminent recession, and how to invest depending on whether the markets move up, down, or sideways.

[03:32] Introduction

[07:15] Macroeconomic Factors and the Current Investing Environment

[09:50] Are We In a Recessionary Environment?

[15:15] The Yield Curve: A Recessionary Signal?

[17:00] The Relationship Between a Bond's Price and Yield to Maturity

[22:45] Market Declines and Future Projections

[26:38] Length of Market Recovery and Making Investment Decisions

[29:20] Policy Responses and Inflation Fighting Tools

[34:30] Growth Versus Value Stocks in the Current Market Environment

[42:20] Ideas About Allocations

[49:43] Opportunities in the Current Market Environment

[50:54] Structured Notes and How They Work

[55:50] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Jeff Konfara, a Licensed Professional Counselor serving the entire State of Michigan via telehealth services. Jeff provides counseling services to individuals, couples, and families and has been doing so for over 15 years. They talk about why people seek counseling, what to look for in a counselor, and the tell-tale signs you might need therapy.

[02:17] Getting to Know Jeff Konfara

[04:54] Why Do People Seek Counseling?

[08:21] The Reason Why More People Went Into Therapy Post Covid

[10:07] Why You Need to Let Go of Past Hurt and Embrace Healing

[14:22] Tell-Tale Signs You Might Need Counseling Help

[17:00] Qualities to Look For When Choosing a Counselor

[20:25] Jeff's Interactions with Marriage-related Relationship Issues

[22:47] What to Expect on Your First Meeting with a Counselor

[26:37] How to Prevent Healed Trauma From Coming Back

[29:12] The Wellness Wheel and Why It's Important

[33:42] Everyday Activities To Help Protect Your Mental Health

[35:20] The Eight Components of the Wellness Wheel

[36:14] The Rising Rates of Loneliness Post Covid

[39:15] Is Technology Making Us Lonely?

[43:36] How Jeff Got Into Counselling

[46:05] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson welcome Greg Alexander, a retired chemical engineer who recently tackled the El Camino de Santiago pilgrimage. They discuss the benefits of going on the pilgrimage, how to prepare for it, and the best times to tackle the voyage when there’s less traffic.

[10:41] Getting to Know Greg Alexander

[03:30] Why Greg Wanted to Go on the Camino de Santiago

[10:45] Trekking 260Km Through the Portuguese Route

[11:30] Planning for The Pilgrimage

[14:58] Greg’s Most Memorable Moments on the Voyage

[19:29] How to Get Certified After Tackling the El Camino

[23:55] Seasonality of the Trekk and the Number of People That Take on the Voyage

[28:20] What To Do A Couple of Weeks Before Leaving for the Journey

[32:20] How to Physically Prepare For the Journey

[37:05] Emotionally Prepare for the Tough Journey

[43:03] What to Do When You Feel Like Quitting Midway

[48:13] Key Takeaways From Greg’s Journey

[52:10] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Jeff Wallace, the Vice President and Relationship Manager for National Christian Foundation, a non-profit organization that assists donors in donating to charitable causes. They talk about the benefits of charitable giving, how donor-advised funds operate, and how generosity can lead to real happiness in life.

[01:50] Getting to Know Jeff Wallace

[05:50] Living an Impact-Led Life

[07:40] The Relationship Between Generosity and Happiness

[10:19] How to Be More Intentional with Your Generosity

[16:45] What is a Charitable Checking Account?

[18:39] Jeff's Background and How Generosity Has Impacted His Life

[24:35] The Benefits of Raising a Family that Understands Charitable Giving

[31:20] Building Generous Communities

[34:10] How Charitable Giving Positively Impacts Your Taxes

[36:39] Donor-advised Funds and How They Operate

[39:51] Why You Never Want to Donate Cash to a Charity

[45:45] Why Real Estate Is Such a Powerful Charitable Gift

[50:04] Pros and Cons of Setting Up a Private Foundation

[55:41] Key Differences Between a Charity and a Business

[01:05:40] When to Start Investing in a Donor Advised Fund

[01:10:09] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.