It's "Bring Your Own Topic Day" on the Retirement Lifestyle Show. In this episode, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss topics they feel would benefit the audience's investment decisions. They talk about AI use in financial planning, how to make charitable contributions tax-free, and some intriguing insights from William N. Thorndike's Book "The Outsiders."

[00:00] Introduction

[02:05] William Thorndike's Book "The Outsiders"

[05:02] The Main Focus of The Book "The Outsiders"

[09:17] Returning Value to Shareholders and Reasons not to Pay Dividends

[11:41] The Dividend Growth Strategy

[15:28] How to Run a Business in a Tax-Efficient Way

[17:06] When Companies Invest in Secondary Markets

[20:29] How to Determine the Long-term Value of a Company

[25:07] CEOs with a Larger-Than-Life Persona

[27:52] Why Unconventional CEOs Focus on Cash Flow

[32:51] Using ChatGPT and AI to Make Informed Financial Decisions

[35:28] Asking ChatGPT to Inform Your Retirement

[42:40] Will ChatGPT Take Over the Search World?

[45:07] Ways to Use AI in Podcasting

[51:30] Planning For Qualified Charitable Distributions

[55:07] The Problem with Most Financial Planning Software

[58:39] Why Financial Planning is an Art, Not a Science

[59:39] 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.