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

[00:00] Introduction

[01:16] Introducing Today's Client Portfolio

[04:26] What's in This Client's Portfolio

[06:55] The Risk of Being forced to Sell in a Down Market

[09:34] Investment Risk is Never Stagnant

[13:45] Large-Cap vs Small-Cap Stocks in This Client's Portfolio

[16:40] How to Effectively Hedge Your Portfolio

[19:41] Tools to Use When Assessing a Person's Portfolio

[23:19] How to Invest in the Profitability or Quality Factor

[25:00] What is a Covered Call and How Does it Work?

[27:20] Taxation Issues You Must Consider When Investing

[30:10] General Review of This Client's Portfolio

[31:48] Why It's Evident That the Client Has a Lot of Confidence in Himself

[33:10] 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.

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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.