All Episodes
Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson — 267 episodes
RL250 —The Retirement Real Estate Guide: What to Know Before You Sign
RL249 — Building Financial Foundation: 6 Steps to Financial Security
RL248 — 2026 FIFA World Cup: Economic Impact & Investment Opportunities
RL247 — The Future of AI Tokens and Investment Opportunities
RL246 — 2026 Mid-Year Market Outlook: What Investors Need to Know
RL245 —$750 Billion Data Center Boom: Opportunities & Risks
RL244 — Global Stagflation: Protect Your Retirement Now
RL243 — Celebrating Financial Literacy Month!
RL242 — Conference Season: Insights from Value Invest New York
RL241 — Geopolitical Tensions and Market Volatility: What Investors Should Know
RL240 —Navigating the Software Sector Decline
RL239 —Important Money Decisions: Taxes, Investing, and Benefits
RL238 —2026 Market Outlook: Where the Real Opportunities Are
RL237 — 2025 Recap: Retirement Lifestyle Show
RL236 — 10 Things People Value in Retirement
RL235 — End-of-Year Success: Reflect, Adapt & Prepare for 2026 with Financial Strategies
RL234 — East Coast Journey: Exploring Alternative Investments
RL233 — Simple Ways to Build Wealth & Security
RL232 — Top Market Alerts Investors Watch
RL231 — How to Manage Monthly Expenses for a Better Financial Future
RL230 — 2025 Market Outlook: Equities, Bonds, Crypto & What’s Next For Investors
RL229 — Wall Street? White House. Main Street!
RL228 — Law of the Land: Financial Edition
RL227 — Economic Rollercoaster: Smart Moves for Every Cycle
RL226 — The 4 Pieces to Achieving Personal Success
RL225 —How to Find Great Investments in Unpredictable Markets
RL224 — Kickstart Your 2025 Financial Journey
RL223 — How to Overcome Challenges and Achieve Your Goals
RL222 — 2025 Market Outlook: Trends, Strategies, and the Magnificent Seven
RL221 — Financial Psychology: Biases That Impact Your Life
RL220 — Artificial Intelligence: Opportunities, Risks, and Market Trends for 2024
RL219 — Smart Financial Strategies to Close the Year Strong
RL218 — 2024 Presidential Election: Key Investment Insights for Your Portfolio
RL217 — Personalized Financial & Investment Planning: Beyond the Numbers
RL216 — Investing in Turnaround Companies: What You Need to Know
RL215 — Mastering Sell Discipline: Key Strategies for Smarter Investing
RL214 — 5 Quick Tips to Boost Your Lifestyle: Control, Humor, Hobbies, Challenges & Goals
RL213 — Escape the Herd: Key Investing Lessons from Howard Marks
RL212 — Small Company Stocks: Bear vs Bull Case
RL211 — Long-Term Treasuries: Fed Rate Cuts, Risks & Recession Signals
RL210 — Mastering Market Ups and Downs: Investor Tips
RL209 — Are You On Track? 8 Essential Financial Planning Categories
RL208 — Bull Market Stages: Where are we now?
RL207 — 2024 Mid-Year Market Outlook
RL206 — Generative AI: Boom or Bubble?
RL205 — 10 Financial Rules To Know
RL204 — Energy Sector Investment Guide
RL203 — Buffett's Wisdom: Insights from Berkshire Hathaway Annual Meeting
RL202 — The Ultimate Guide to Artificial Intelligence Investing
RL201 — Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2
RL200 — Celebrating 200 Episodes: Our Top 10 Playlist!
RL199 — Peter Lynch's Golden Rules for Investing: Smart Strategies
RL198 — Buffett Wisdom: Investing, Business, Wealth
RL197 — Financial Guide for a Better Tomorrow
RL196 — Small Cap Insights: Key Investment Takeaway
RL195 — How to Supercharge Your Problem-Solving Skills?
RL194 — The Bull and Bear Investment Debate
RL193 — 2023 Key Events and Lessons
RL192 — Market Outlook 2024
RL191 — 10 Practical Steps to Wealth Building Success.
RL190 — Balancing Finances in Life, Career, and Retirement
RL189 — Erik’s Big Announcement
RL188 — The Rulebook for Trading and Investing Success
RL187 — Exploring Oil, Inflation, and the Secrets of Blue Zones
RL186 — Breaking Down the Impact of 'Higher for Longer' Interest Rates
RL185 — 11 Year-End Financial Planning and Investing Tips
RL184 — The Essential Component for Planning Your Retirement Explained
RL183 — 10 Financial Beliefs Debunked
RL182 — Facing the Realities of Retirement Head-On
RL181 — Crucial Investment Takeaways Amid Recent Markets
RL180 — 5 Tools For Your Self Care Toolkit with Jill Daniels Myers of Yodaya Wellness
RL179 — 5 Investing Mega Trends
RL178 — Exploring the Art vs. Science Debate in Investing
RL177 — Lessons For A Successful Retirement
RL176 — 2023 Recession Debate
RL175 — Financial Confidence And Banking Expertise
RL174 — Comparing Commercial Real Estate Sectors and Investment Options in 2023
RL173 — The Power of Few: Exploring the Impact of Narrow Market Rallies
RL172 — Transforming lives and communities through impact investing with David Simms
RL171 — Artificial Intelligence (AI) & The Banking Sector Revisited
RL170 — Inflation Conundrum: Assessing the Economic Landscape
RL169 — Banking Crisis Opportunities: Key Metrics for Smart Decisions
RL168 — The Debt Ceiling Crisis: What You Need to Know
RL167 — Trimming the Budget Fat: 13 Tips for Success
RL166 — Stages of a bear market and where are we now
RL165 — 2023 Market and Economic Update
RL164 — Long Term Care, Psychology of Money, and De-Dollarization
RL163 — Longevity And Retirement Income Planning
RL162 — Exploring the Role of Venture Capital in Impact Investing with Wesley Lyons
RL161 — Silicon Valley Bank Collapse: Lessons Learned and Actionable Steps for Investors
RL160 — Unlocking the Hidden Potential of Reverse Mortgages
RL159 — Bring Your Own Topic: "The Outsiders," ChatGPT, and Smarter Giving
RL158 — 15 money milestones
RL157 — The Art of Long-Term Investing, Part 2: Key Business Factors to Consider
RL156 — The Art of Long-Term Investing: Tips for Identifying Stocks to Hold Forever
RL155 — Factor-Based Investing
RL154 — The Federal Reserve, Interest Rates, and Money Supply with Economist Bryce Gill
RL153 — 10 Ways to Use SECURE Act 2.0 To Your Benefit
RL152 — 2023 Market Outlook
RL151 — 2023 Economic Outlook
RL150 — Dividend Growth vs High Dividends Now?
RL149 — 2022 Episode Year In Review
RL148 — Fundamental vs Technical Trading, Taxation of Bonds, Market Outlook
RL147 — Review My Portfolio
RL146 — Active vs Passive Investing
RL145 — Tax loss harvesting strategies
RL144 — How to Reduce Taxes on Mutual Funds
RL143 — Understanding Medicare Open Enrollment
RL142 — What history tells us about today’s economy and markets
RL141 — Is The 60/40 Portfolio Dead
RL140 — 16 Financial Steps to Take before Year End
RL139 — Economy & Market Expectations
RL138 — Alternative investments—is there an opportunity in private markets
RL137 - 7 Frequently Asked Client Questions
RL136 - Battle of the Financial Plans V
RL135 - Inflation and Market Outlook
RL134 - Six Major Life Events And Your Financial Plan
RL133 - Insights from Where the Money Is by Adam Seessel
RL132 - How to improve investment performance
RL131 - Aging in Place
RL130 - The Crypto Market Update with Jeremey Epstein
RL129 - How to Lower the Cost of Education
RL128 - Retirement Planning: Avoid These Three Mistakes
RL127 - Covered Calls Explained
RL126 - Stopping Forced Labor in the Solar Panel Industry with Reginald Smith
RL125 - 2022 Mid-Year Review and Outlook
RL124 - Six Common Scams Against Seniors
RL123 - Bullish or Bearish
RL122 – Healing from the Past with Jeff Konfara
RL121 - Walking the Way of St. James with Greg Alexander
RL120 - Generosity and Charitable Giving with Jeffrey Wallace
RL119 – 8 Strategies to Take Advantage of Market Declines
RL118 - Stock Market Declines: What Should You Do Now?
RL117 - Special Needs Planning with Ken Piercey, JD
RL116 - Navigating the New IRA Required Minimum Distribution (RMD) Maze
RL115 - The Fed, Mortgage Rates, and Home Price Expectations
RL114 - Best Password Manager
RL113 - Investing when inflation runs hot
RL112 - Saving for retirement may get easier—SECURE Act 2.0?
RL111 - Dealing with difficult times. Inflation, Rate Hikes, War
RL110 - Tax planning: Game Winning Strategies!
RL109 – Fed Effects, Hormesis, and Investment Expectations
RL108 – Are we in a stock, bond, and real estate bubble today?
RL107 – Behavioral Finance Explained: How biases can harm your investing
RL106 – How does war impact the stock market?
RL105 – Modern Monetary Theory with Luigi Zingales and Bethany McLean
RL104 – How To Freeze Your Credit
RL103 – Battle of the Plans – Software Edition
RL102 – NFT: Non-Fungible Tokens Explained
RL101 – From Success to Significance with Sunshine Nut Co. Don Larson
RL100 – Celebrating Episode 100
RL099 – Annuities with DPL's David Lau
RL098 – 2022 Economic and Market Outlook
RL097 – 2021 What A Year Indeed
RL096 – The Future of Crypto, with Jeremy Epstein
RL095 – Will my bonds lose money? 23 Ideas
RL094 – How to reallocate your assets in response to market cycles
RL093 – Can I Retire Now? The Right Spending Plan May Be The Difference
RL092 – Will The Housing Market Crash?
RL091 – Wellness during the Holidays with Jill Daniels Myers
RL090 – Understanding Value Investing
RL089 – Biden's Build Back Better tax and spending proposal
RL088 – How to get ready for Medicare open enrollment
RL087 – What is technical analysis
RL086 – 20 Money moves to make before the end of the year
RL085 - The Stock Market's Most Volatile Months Of The Year
RL084 - What should I do when stock prices drop?
RL083 – How To Be Prepared For The Unexpected
RL082 – How can you protect your personal information online?
RL081 – Beyond Money: How To Build A Happier Retirement
RL080 - Should You Use a Target Date Fund?
RL079 - Why own bonds when rates are low and inflation is high?
RL078 - Best Places To Retire In The World
RL077 - Retirement Lifestyle: How much do Olympic athletes make?
RL076 - Retirement Lifestyle: Million Dollar Portfolio — The Good, The Bad & The Ugly
RL075 - Retirement Lifestyle: Lightning Round: 9 Financial Planning / Investing Questions Answered
RL074 - Retirement Lifestyle: Impact Investing with Dignity Coconuts and Erik D. Olson
RL073 - Retirement Lifestyle: Growth vs. Value—Titanic Struggle or False Narrative?
RL072 - Retirement Lifestyle: Tips for a Healthy Lifestyle from Integrative Nutrition Health Coach Jill Myers
RL071 - Retirement Lifestyle: 9 foundational rules for financial success
RL070 - Retirement Lifestyle: Stock market bubble? - What you need to know.
RL069 - Retirement Lifestyle: The secrets of endowment-style investing revealed
RL068 - Retirement Lifestyle: Impact Investing BAM with Buddy Rathmell
RL067 - Retirement Lifestyle: Biden’s Tax Plan. Winners and Losers.
RL066 - Developing an Investment Philosophy—Examples from Our Journeys, Part 2
RL065 - Developing an Investment Philosophy—Examples from Our Journeys, Part 1
RL064 - Retirement Lifestyle: Tax-Efficient Investing, Part 2. What These 5 Client Cases Show About Tax-Smart Asset Allocation
RL063 - Retirement Lifestyle: Tax-Efficient Investing, Part 1
RL062 - Retirement Lifestyle: 7 Questions to Consider about Inflation and Your Portfolio
RL061 - Retirement Lifestyle: Values-Based Investing with Jason Myhre, Director of Advocacy, Eventide Funds
RL060 - Retirement Lifestyle: Retirement Paycheck Smackdown!
RL059 - Retirement Lifestyle: Financial Finish Lines
RL058 – Retirement Lifestyle: Options 101: Portfolio hedges, or instruments of self-destruction?
RL057 – Retirement Lifestyle: How Smart Investors Use Roth Conversions To Supercharge Tax-Free Wealth
RL056 – Retirement Lifestyle: Investing aligned with your values
RL055 - Retirement Lifestyle Battle of the Plans III, Part 2—Investments
RL054 - Retirement Lifestyle: Battle of the Plans III, Part 1
RL053 - Retirement Lifestyle: Investing, Trading, Speculating
RL052 - Retirement Lifestyle: 10 Cybersecurity Tactics to Wall Off Your Data
RL051 - Retirement Lifestyle: Smart Education Planning For Children and Grandchildren
RL050 - Retirement Lifestyle: Crypto Wall Street: Bitcoin, Blockchain and Crypto
RL049 - Retirement Lifestyle: 12 Points From Biden's American Rescue Plan Explained
RL048 - Retirement Lifestyle: 2021 Economic and Market Outlook
RL047 - Retirement Lifestyle: How To Win The Healthy Living War In 2021 With Jill Myers
RL046 - Retirement Lifestyle: No Holds Barred Look at 2020
RL045 - Retirement Lifestyle: Navigating The Current Seller's Market In Housing
RL044 - Retirement Lifestyle: 8 Dynamic Outlooks On Financial Independence
RL043 - Retirement Lifestyle: 7 Tax Secrets Of Smart Givers
RL042 - Retirement Lifestyle: The Pros And Cons Of Working Longer
RL041 - Retirement Lifestyle: 101 (Almost) Homerun Gift Ideas For Kids
RL040 - Retirement Lifestyle: 5 Savvy Year-End Tax Strategies
RL039 - Retirement Lifestyle: What You Must Know Before Building Your Incapacity Plan With Alfred Lee
RL038 - Retirement Lifestyle: Medicare Open Enrollment - What To Consider?
RL037 - Retirement Lifestyle: We React To 6 Early Retirement Lies
RL036 - Retirement Lifestyle: Happy Hour or Hangover? How This Election May Affect Your Portfolio
RL035 - Retirement Lifestyle: Battle of the Plans 2 part 2
RL034 - Retirement Lifestyle: Battle of the Plans 2 part 1
RL033 - Retirement Lifestyle: Jim Stanard Journey From Insurance Executive to Musician
RL032 - Retirement Lifestyle: Divorce Mediation with Robin Graine
RL031 - Retirement Lifestyle: How To Be A Smart Car Buyer
RL030 - Retirement Lifestyle: 6 Tips To Invest In Retirement
RL029 - Retirement Lifestyle: Battle of the Plans 1
RL028 - Retirement Lifestyle: Choosing Your Investing Building Blocks (2 0f 2)
RL027 - Retirement Lifestyle: Opportunistic Approaches For The Election
RL026 - Retirement Lifestyle: Defensive Strategies Before The Election
RL025 - Retirement Lifestyle: Choosing Your Investing Building Blocks (1 of 2)
RL024 - Retirement Lifestyle: Portfolio Adjustments Before The Election
RL023 - Retirement Lifestyle: Market and Economic Implications of A Democratic Sweep (part 2 of 2)
RL022 - Retirement Lifestyle: Market and Economic Implications of A Democratic Sweep (part 1 of 2)
RL021 - Retirement Lifestyle: Financially Savvy Kids
RL020 - Retirement Lifestyle: Social Security
RL019 - Retirement Lifestyle: Estate Planning with Alfred Lee
RL018 - Retirement Lifestyle: Are You Ready To Retire?
RL017 - Retirement Lifestyle: Should I Invest Now?
RL016 - Retirement Lifestyle: Seven Retirement Questions
RL015 - Retirement Lifestyle: Real Estate Lifestyle Decisions
RL014 - Retirement Lifestyle: Peace of Mind
RL013 - Retirement Lifestyle: Erik's Financial Plan?
RL012 - Retirement Lifestyle: Is This Recovery Real?
RL011 - Retirement Lifestyle: Turn Your Vision Into Goals
RL010 - Retirement Lifestyle: Building Your Vision For Retirement
RL009 - Retirement Lifestyle: The Five Stages of Retirement
RL008 - Retirement Lifestyle: Staying Healthy During The Lockdown
RL007 - Retirement Lifestyle: Emergency Readiness
RL006 - Retirement Lifestyle: Transition Into Retirement with Dee Cascio
RL005 - Retirement Lifestyle: Dynamic Spending
RL004 - Retirement Lifestyle: Should I Refinance My Mortgage?
FI208: Savings
FI207: Expenses
FI206: Income
RL003 - Retirement Lifestyle: Market Volatility Part 3
FI205: Debt - Mortgages, Consumer Loans, Credit Cards, Student Debt
FI204: Insurance
FI203: Inputting Financial Data
RL002 - Retirement Lifestyle: Market Volatility Part 2
RL001 - Retirement Lifestyle: Market Volatility
FI202: Assumptions Used In Your Plan
FI201: Develop Your Vision
FI009 – Your Money or Your Life Chapter 9 Review
FI008 – Your Money or Your Life Chapter 8 Review
FI007 - Your Money or Your Life Chapter 7 Review
FI006 - Your Money or Your Life Chapter 6 Review
FI005 – Your Money or Your Life Chapter 5 Review
FI004 – Your Money or Your Life Chapter 4 Review
FI003 - Your Money or Your Life - Chapter 3 Review
FI002 - Your Money or Your Life - Chapter 2 Review
FI001 - Your Money or Your Life - Chapter 1 Review