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The Retirement Lifestyle Show

The Retirement Lifestyle Show Podcast on Saving for Your Future

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Retirement Planning is more than Investing.

With Roshan Loungani, Adrian Nicholson, and Erik Olson. The Retirement Lifestyle Show shows how to optimize retirement, investments, taxes, insurance, college funding, building your legacy, and more. You’ll learn the strategies and tactics to navigate toward a fuller, higher impact, and more joyful life.

Listen now to The Retirement Lifestyle Show Podcast on saving for your future.

Meet Your Hosts

Roshan Loungani

Schedule a Conversation at

roshan.loungani@aretewealth.com

or Call 202-536-4468

Roshan started his financial career in 1997 as an intern. Today, after joining Arete Wealth Management in 2008, he became the firms first advisor in the position of retirement planning specialist.

Passionate about his work as a retirement advisor, he gets a deep sense of satisfaction knowing he's helping others accomplish goals they've worked a lifetime to achieve.

To schedule a conversation with Roshan EMAIL him at roshan.loungani@aretewealth.com

Full Bio

Erik Olson

Schedule a Conversation at

Erik.Olson@aretewealth.com

or Call 815-940-4652

Erik’s career took a serendipitous turn into the financial industry in 1999. Knowing of Erik’s analytical background while a Ph.D. student at the University of Michigan, the president of Erik’s consulting firm asked him to harness advanced statistical techniques to design, develop, and evaluate high-frequency trading strategies for the exploding equity market.

In 2010, Erik moved to Arete, which offered the opportunity to serve high net worth clients with greater flexibility, better service, and more sophisticated solutions.

To schedule a conversation with Erik EMAIL him at erik.olson@aretewealth.com

Full Bio

Adrian Nicholson

Schedule a Conversation at

Adrian.nicholson@aretewealth.com

or Call 703-915-8905

Adrian graduated from George Mason University with a bachelor’s degree in finance. During his time at University, he established an annual basketball fundraiser to support the Special Olympics.

Today Adrian serves as a Wealth Advisor at Arete Wealth where he strives to help clients reach their financial goals.

Adrian enjoys playing competitive sports and discovering new music in his free time.

To schedule a conversation with Adrian EMAIL him at adrian.nicholson@aretewealth.com

Full Bio
In this discussion, Roshan and Adrian explore Peter Lynch's final rules of investing, focusing on concentration versus diversification, market preparedness, temperament, and fundamental analysis. They highlight the importance of knowing your investment comfort level, observing trends, preparing for market declines, understanding risk tolerance, and focusing on company research, while emphasizing the benefits of equity mutual funds or index funds for less research-inclined investors. Listen now to learn Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2.

Peter Lynch’s Golden Rules for Investing: Smart Strategies Part 2

In this discussion, Roshan and Adrian explore Peter Lynch’s final rules of investing, focusing on concentration versus diversification, market preparedness, temperament, and fundamental analysis. They highlight the importance of knowing your investment comfort level, observing trends, preparing for market declines, understanding risk tolerance, and focusing on company research, while emphasizing the benefits of equity mutual funds or index funds for less research-inclined investors. Listen now to learn Peter Lynch’s Golden Rules for Investing: Smart Strategies Part 2.

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In this milestone 200th episode, Roshan and Adrian review the top episodes of the Retirement Lifestyle Show. They discuss episodes that cover a range of topics, including financial planning, investing, market volatility, retirement lifestyle, and more. The hosts highlight the most valuable takeaways from each episode and provide insights into why these episodes are worth revisiting. They also make honorable mentions and encourage listeners to provide feedback and suggest topics for future episodes. Listen now to hear about how we are Celebrating 200 Episodes: Our Top 10 Playlist!

Celebrating 200 Episodes: Our Top 10 Playlist!

In this milestone 200th episode, Roshan and Adrian review the top episodes of the Retirement Lifestyle Show. They discuss episodes that cover a range of topics, including financial planning, investing, market volatility, retirement lifestyle, and more. The hosts highlight the most valuable takeaways from each episode and provide insights into why these episodes are worth revisiting. They also make honorable mentions and encourage listeners to provide feedback and suggest topics for future episodes.

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Peter Lynch's Golden Rules for Investing: Smart Strategies

Peter Lynch’s Golden Rules for Investing: Smart Strategies

In this engaging episode, Roshan and Adrian embark on an insightful journey through Peter Lynch’s 25 golden rules for investing. They kick o with an enthusiastic discussion about the significance of research and the perils of speculative investing, setting the tone for a deep dive into Lynch’s timeless principles. From emphasizing the need to understand companies and industries to shedding light on the benefits of contrarian strategies, they provide valuable insights for both novice and seasoned investors alike. Wrapping up with a thoughtful reflection on the long-term correlation between company success and stock performance, they underscore the importance of informed decision-making in navigating the complex world of investments. Listen now to learn about Peter Lynch’s Golden Rules for Investing: Smart Strategies.

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In this episode, Roshan Loungani and Adrian Nicholson discuss Warren Buffett's annual letter and the key takeaways from it. They highlight the importance of Munger's advice to Buffett, which led to a shift in his investment strategy. They emphasize the value of focusing on business quality rather than price alone. The hosts also discuss the significance of patience and avoiding permanent loss of capital in investing. They stress the importance of ignoring market pundits and making sound investment decisions. Additionally, they discuss Berkshire Hathaway's strengths and its ability to take advantage of market declines.

RL198 – Buffett Wisdom: Investing, Business, Wealth

In this episode, Roshan Loungani and Adrian Nicholson discuss Warren Buffett’s annual letter and the key takeaways from it. They highlight the importance of Munger’s advice to Buffett, which led to a shift in his investment strategy. They emphasize the value of focusing on business quality rather than price alone. The hosts also discuss the significance of patience and avoiding permanent loss of capital in investing. They stress the importance of ignoring market pundits and making sound investment decisions. Additionally, they discuss Berkshire Hathaway’s strengths and its ability to take advantage of market declines. Listen now to learn all about Buffett Wisdom: Investing, Business, Wealth.

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