Retirement Lifestyle Show 
with Roshan Loungani and Adrian Nicholson

RL128 - Retirement Planning: Avoid These Three Mistakes


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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.

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Website: https://retirementlifestyleshow.com/

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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/

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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.

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Retirement Lifestyle Show 
with Roshan Loungani and Adrian NicholsonBy Roshan Loungani and Adrian

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