Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson

We evaluate a person's hypothetical financial situation and discuss how they can pass the maximum amount of their wealth to charity.  In this case the question is not sufficiency its about efficiency since the person has built up a large amount of assets.  There are a number of considerations and approaches we analyze in order to help this person achieve their end goal.  

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

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

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

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

Jim Stanard has transitioned from a successful career in the business world to a creative musical artist. Jim Stanard's second album Color Outside The Lines once again showcases the Florida/Colorado-based troubadour's distinctive song craft, vivid storytelling and unmistakably authentic voice - the same qualities that made listeners and critics take notice of his acclaimed 2018 debut Bucket List. We discuss life transitions, financial independence, music and much more with Jim Stanard 

Jim Stanard will release his sophomore album, Color Outside The Lines, on October 16th

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected]or 815-940-4652.

Resources:

https://www.amazon.com/dp/B08H6M8RGK/ref=tsm_1_tp_tc

https://www.jimstanardmusic.com/

https://www.youtube.com/channel/UC8r7SShpVrThRb_LkDi3IAQ 

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com/

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

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.

During a divorce, you and your spouse are faced with a lot of tough decisions. On top of that divorce can be extremely costly both emotionally & relationally. Divorce mediation provides an alternative to litigation that can fit your financial needs. We discuss the financial aspects of divorce mediation with Robin Graine.

Robin Graine is a highly-rated divorce mediator with 17+ years experience in family law, custody, child support, alimony, property settlement agreements | VA Supreme Court Certified Divorce Mediator | Certified Divorce Financial Analyst. Robin can be reach at: [email protected] Fairfax: 571-220-1998 Tysons: 571-758-7444 Alexandria: 571-655-1719 Richmond: 571-655-7477

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.   Roshan can be reached at [email protected]  or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.

Resources:

https://www.grainemediation.com/

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com/

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

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.

Buying a car is one of the biggest purchases people make today.  Researching the different attributes that come with a car and deciding whether to get a new vs used car is a good starting point.  Then comes the next big question how are you going to pay for it?  We discuss helpful tips on the decision making process and financing options when it comes to buying a car.  These are lessons to help you become a smart car buyers in 2020 and beyond!   

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

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://www.youtube.com/channel/UC0ZZPM3xk6onXNpb1ceAkCg

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

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

In this episode, we will share 6 tips to help you invest in your retirement.  These are tips to help you become more informed when it comes to making financial decisions in retirement. 

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

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

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

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.

In this episode we evaluate a person's hypothetical financial situation and discuss our approach.  We begin by analyzing the person's financial constraints and suitability.  Then we challenge each-others strategies and ideas to determine the best course of action for this person.  

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

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

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

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.

Continuing on with choosing your investing building blocks here is part 2 of our discussion.  The main focus here are exchange traded funds and decision making about which building blocks to incorporate into your portfolio.  We also analyze mutual funds, open ended mutual funds and closed end funds.  These are strategies and tools that can make portfolios well rounded in any market environemtn.

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

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

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

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.

Here is the final episode in our political election series where we discuss strategies to capitalize on gains in the event of a market decline.  We review these topics and more to help you be more proactive when it comes to your portfolio during times of political uncertainty!

Roshan can be reached at r[email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

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

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.

Continuing on with election related topics we discuss defensive strategies that can protect your portfolio. We take a look at the pros and cons of tactical and passive investing along with risk-adjusted returns.  Remember there are always ways to express your opinion in the markets.  We discuss these topics and more to help you prepare your portfolio through times of political uncertainty!

Roshan can be reached at r[email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

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

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.

Understanding the composition of your portfolio is important when it comes to retirement.  In part 1 of 2 we dig into stocks and bonds as they relate to portfolio construction.  We also discuss tools that aggregate stocks and bonds into packages that investors can use alternatively.  These are lessons that will help you in 2020 and beyond.

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

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

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

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.