RL198 — Buffett Wisdom: Investing, Business, Wealth
Retirement Lifestyle Show with Roshan Loungani
by Roshan Loungani, Erik Olson & Adrian Nicholson
1w ago
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 this 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 adv ..read more
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RL197 — Financial Guide for a Better Tomorrow
Retirement Lifestyle Show with Roshan Loungani
by Roshan Loungani, Erik Olson & Adrian Nicholson
3w ago
In this episode, Roshan and Adrian discuss the foundational steps to take when planning for your financial future. They cover topics such as saving in a 401k to the match, building cash and paying off consumer debt, insurance needs, home down payment, education savings, and retirement savings. They emphasize the importance of setting goals, managing cash flow, and being tax-efficient in your investments. By following these steps, you can build a solid financial foundation and achieve your long-term goals. Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik c ..read more
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RL196 — Small Cap Insights: Key Investment Takeaway
Retirement Lifestyle Show with Roshan Loungani
by Roshan Loungani, Erik Olson & Adrian Nicholson
1M ago
In this episode, Roshan and Adrian discuss the potential opportunities and challenges of investing in small cap stocks. They start by reviewing the performance of small caps in 2023 and the factors that have contributed to their underperformance. They then explore the potential catalysts that could drive small cap stocks in the upcoming year, such as interest rate cuts and favorable valuations. The hosts also discuss the risks and challenges associated with investing in small caps, including volatility and the need for thorough research. They provide insights on how to evaluate small cap stock ..read more
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RL195 — How to Supercharge Your Problem-Solving Skills?
Retirement Lifestyle Show with Roshan Loungani
by Roshan Loungani, Erik Olson & Adrian Nicholson
1M ago
In this episode, Roshan and Adrian explore critical thinking's significance in personal and professional spheres, defining it as the ability to analyze information for informed decisions. They delve into enhancing critical thinking through continuous learning, exposure to diverse perspectives, and address the impact of technology, emphasizing the importance of intentional thinking in a stimulus-filled world. Chapters: 00:00 Introduction and Discussion Topic 02:53 Definition of Critical Thinking 04:04 Importance of Critical Thinking in Personal and Professional Life 05:34 Ways to Improve Critic ..read more
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RL194 — The Bull and Bear Investment Debate
Retirement Lifestyle Show with Roshan Loungani
by Roshan Loungani, Erik Olson & Adrian Nicholson
2M ago
In this episode, the hosts discuss the bull and bear case for the markets in 2024. The bull case includes factors such as potential rate cuts, momentum from the previous year, and continued growth in the tech and consumer discretionary sectors. On the other hand, the bear case highlights concerns about back-to-back big years, uncertainty surrounding elections, and potential inflationary risks. 00:00 Introduction and Holiday Season 01:50 Topic: Bull and Bear Case for the Markets 02:43 Bull Case: Rate Cuts and Momentum 04:28 Bear Case: Back-to-Back Big Years 07:05 Bull Case: Continued Momentum i ..read more
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RL193 — 2023 Key Events and Lessons
Retirement Lifestyle Show with Roshan Loungani
by Roshan Loungani, Erik Olson & Adrian Nicholson
2M ago
In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson discuss the key events and investment lessons from 2023. They talk about the themes that shaped the investment landscape in 2023, why volatility is an investor’s best friend, and what the stock market taught us in 2023.  [00:00] Introduction [01:36] The Benefits of Becoming a Disciplined Investor [03:16] How Inflation and Rates Set the Tone For 2023 [05:25] Failing Banks and the Available Opportunities [06:52] Why 2023 Was a Big Year for AI [09:52] Things That Helped Us Avoid a Recession in 2023 [10:23 ..read more
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RL192 — Market Outlook 2024
Retirement Lifestyle Show with Roshan Loungani
by Roshan Loungani, Erik Olson & Adrian Nicholson
3M ago
In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson discuss the market outlook for 2024. They talk about the opportunities you should look out for in 2024, the benefits of balancing risk with optimism when investing, and whether the S&P 500 is overvalued on a price-to-earnings basis. [00:00] Introduction [01:09] The Benefits of Balancing Risk with Optimism [02:34] Thoughts on Inflation Risk [04:54] Shelter Inflation and the Available Opportunities [07:20] Equities in Large Public Companies [09:11] What Does Margin Expansion Mean? [11:55] Why Cash Rates Lo ..read more
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RL191 — 10 Practical Steps to Wealth Building Success.
Retirement Lifestyle Show with Roshan Loungani
by Roshan Loungani, Erik Olson & Adrian Nicholson
3M ago
In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson go through the 10 seeds of wealth building. They cover the benefits of being frugal, ways to beat inflation, and how to get the most out of compound interest. [00:00] Introduction [02:53] Think Wealth [06:47] Why You Need to Start Being Frugal [08:10] Rich People Stay Rich By Living Like the are Broke [10:57] Wealth is Built on Profit-Ability [15:23] Get Out of Debt [20:35] The Difference Between Good and Bad Debt [23:28] Don't Just Save, Save Urgently [27:25] Consistently Track Your Net Worth [29:26] How to ..read more
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RL190 — Balancing Finances in Life, Career, and Retirement
Retirement Lifestyle Show with Roshan Loungani
by Roshan Loungani, Erik Olson & Adrian Nicholson
4M ago
In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson go through the key investing tips for the different stages of life. They cover ways to balance finances in all stages of life, how to get the most out of your peak earning years, and what to do to guarantee a comfortable retirement.  [00:00] Introduction [01:35] Key Investing Tips For Different Stages of Life [03:18] How to Invest When You Start Making Money [06:42] Why You Should Invest In Yourself [10:13] How to Build a Strong Investing Foundation [12:05] Getting the Most Out of Your Peak Earning Year ..read more
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RL189 — Erik’s Big Announcement
Retirement Lifestyle Show with Roshan Loungani
by Roshan Loungani, Erik Olson & Adrian Nicholson
4M ago
In this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson review their podcasting journey together. They share the highs and lows of building the Retirement Lifestyle Show, as well as some big news from Erik and what to expect from the podcast in the future. Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www ..read more
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