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Retire with Roshan

A BLOG ABOUT RETIREMENT PLANNING

Now On YouTube!

We have a good selection of videos now on YouTube. It is a great way to see our hosts, Roshan, Adrian, and Erik, and feel like you are right there, in the room with them as they share their knowledge, tips, and opinions. And for your convinience they are posted below! Thanks for listening.

2025 Market Outlook: Equities, Bonds, Crypto & What’s Next For Investors | Retirement Lifestyle Show

2025 Market Outlook: Equities, Bonds, Crypto & What’s Next For Investors | Retirement Lifestyle Show

Short clip, 2 of 6 and peek into the episode "2025 Market Outlook: Equities, Bonds, Crypto & What’s Next For Investors" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/kG4A6d0i5Ko OR in your favorite podcast app - links below. In this episode, Roshan Loungani and Adrian Nicholson discuss the mid-year market outlook, focusing on equity markets, the shift towards international investing, the impact of artificial intelligence, and the implications of tariffs on market volatility. They also explore fixed income strategies in the current interest rate environment, emphasizing the importance of understanding the bond market's influence on equities. In this conversation, Adrian Nicholson and Roshan Loungani discuss the current state of the financial markets, focusing on the implications of the recent US debt downgrade, interest rate predictions, and the performance of various asset classes including bonds, currencies, commodities, and cryptocurrencies. They emphasize the importance of diversification in investment portfolios and the need for investors to stay informed about market trends and economic indicators as they navigate the second half of the year. Official Podcast Website: https://retirementlifestyleshow.com/2025-market-outlook-equities-bonds-crypto-whats-next-for-investors/ Chapters in the full episode: https://youtu.be/kG4A6d0i5Ko 00:00 Welcome Back and Mid-Year Reflections 01:36 Mid-Year Market Outlook: Equity Markets Analysis 05:02 Domestic vs. International Investing: A Shift in Focus 09:10 Artificial Intelligence: The Driving Force in Markets 13:23 Market Volatility and Tariffs: What to Expect 20:56 Exploring Fixed Income: Bonds and Interest Rates 25:01 Market Reactions to US Debt Downgrades 32:33 Interest Rates and Economic Predictions 36:23 The Three C's: Currency, Commodities, and Crypto Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL230 – 2025 Market Outlook: Equities, Bonds, Crypto & What’s Next For Investors" in Spotify, iTunes, and so on... see links below. Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
2025 Market Outlook: Equities, Bonds, Crypto & What’s Next For Investors | Retirement Lifestyle Show

2025 Market Outlook: Equities, Bonds, Crypto & What’s Next For Investors | Retirement Lifestyle Show

Short clip, 1 of 6 and peek into the episode "2025 Market Outlook: Equities, Bonds, Crypto & What’s Next For Investors" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/kG4A6d0i5Ko OR in your favorite podcast app - links below. In this episode, Roshan Loungani and Adrian Nicholson discuss the mid-year market outlook, focusing on equity markets, the shift towards international investing, the impact of artificial intelligence, and the implications of tariffs on market volatility. They also explore fixed income strategies in the current interest rate environment, emphasizing the importance of understanding the bond market's influence on equities. In this conversation, Adrian Nicholson and Roshan Loungani discuss the current state of the financial markets, focusing on the implications of the recent US debt downgrade, interest rate predictions, and the performance of various asset classes including bonds, currencies, commodities, and cryptocurrencies. They emphasize the importance of diversification in investment portfolios and the need for investors to stay informed about market trends and economic indicators as they navigate the second half of the year. Official Podcast Website: https://retirementlifestyleshow.com/2025-market-outlook-equities-bonds-crypto-whats-next-for-investors/ Chapters in the full episode: https://youtu.be/kG4A6d0i5Ko 00:00 Welcome Back and Mid-Year Reflections 01:36 Mid-Year Market Outlook: Equity Markets Analysis 05:02 Domestic vs. International Investing: A Shift in Focus 09:10 Artificial Intelligence: The Driving Force in Markets 13:23 Market Volatility and Tariffs: What to Expect 20:56 Exploring Fixed Income: Bonds and Interest Rates 25:01 Market Reactions to US Debt Downgrades 32:33 Interest Rates and Economic Predictions 36:23 The Three C's: Currency, Commodities, and Crypto Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL230 – 2025 Market Outlook: Equities, Bonds, Crypto & What’s Next For Investors" in Spotify, iTunes, and so on... see links below. Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
2025 Market Outlook: Equities, Bonds, Crypto & What’s Next For Investors | Retirement Lifestyle Show

2025 Market Outlook: Equities, Bonds, Crypto & What’s Next For Investors | Retirement Lifestyle Show

In this episode, Roshan Loungani and Adrian Nicholson discuss the mid-year market outlook, focusing on equity markets, the shift towards international investing, the impact of artificial intelligence, and the implications of tariffs on market volatility. They also explore fixed income strategies in the current interest rate environment, emphasizing the importance of understanding the bond market's influence on equities. In this conversation, Adrian Nicholson and Roshan Loungani discuss the current state of the financial markets, focusing on the implications of the recent US debt downgrade, interest rate predictions, and the performance of various asset classes including bonds, currencies, commodities, and cryptocurrencies. They emphasize the importance of diversification in investment portfolios and the need for investors to stay informed about market trends and economic indicators as they navigate the second half of the year. Official Podcast Website: https://retirementlifestyleshow.com/2025-market-outlook-equities-bonds-crypto-whats-next-for-investors/ Chapters 00:00 Welcome Back and Mid-Year Reflections 01:36 Mid-Year Market Outlook: Equity Markets Analysis 05:02 Domestic vs. International Investing: A Shift in Focus 09:10 Artificial Intelligence: The Driving Force in Markets 13:23 Market Volatility and Tariffs: What to Expect 20:56 Exploring Fixed Income: Bonds and Interest Rates 25:01 Market Reactions to US Debt Downgrades 32:33 Interest Rates and Economic Predictions 36:23 The Three C's: Currency, Commodities, and Crypto Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL230 – 2025 Market Outlook: Equities, Bonds, Crypto & What’s Next For Investors" in Spotify, iTunes, and so on... see links below. Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Wall Street? White House. Main Street! | Retirement Lifestyle Show

Wall Street? White House. Main Street! | Retirement Lifestyle Show

Short clip, 4 of 4 and peek into the episode "Wall Street? White House. Main Street!" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/7A0Xm34xskY OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses the interconnectedness of Wall Street, the White House, and Main Street, emphasizing the importance of understanding economic signals and policies. He explores Wall Street's focus on market expectations, the White House's influence on economic policies such as tariffs and interest rates, and the implications for everyday life on Main Street, including consumer spending and recession risks. The episode highlights the need for individuals to stay informed and proactive in their financial planning. 00:00 Connecting Wall Street, White House, and Main Street 05:56 The Role of the White House in Economic Policy 10:28 Main Street: The Impact on Everyday Life Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL229 – Wall Street? White House. Main Street!" in Spotify, iTunes, and so on... see links below. Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Wall Street? White House. Main Street! | Retirement Lifestyle Show

Wall Street? White House. Main Street! | Retirement Lifestyle Show

Short clip, 3 of 4 and peek into the episode "Wall Street? White House. Main Street!" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/7A0Xm34xskY OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses the interconnectedness of Wall Street, the White House, and Main Street, emphasizing the importance of understanding economic signals and policies. He explores Wall Street's focus on market expectations, the White House's influence on economic policies such as tariffs and interest rates, and the implications for everyday life on Main Street, including consumer spending and recession risks. The episode highlights the need for individuals to stay informed and proactive in their financial planning. 00:00 Connecting Wall Street, White House, and Main Street 05:56 The Role of the White House in Economic Policy 10:28 Main Street: The Impact on Everyday Life Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL229 – Wall Street? White House. Main Street!" in Spotify, iTunes, and so on... see links below. Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
Wall Street? White House. Main Street! | Retirement Lifestyle Show

Wall Street? White House. Main Street! | Retirement Lifestyle Show

Short clip, 2 of 4 and peek into the episode "Wall Street? White House. Main Street!" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/7A0Xm34xskY OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses the interconnectedness of Wall Street, the White House, and Main Street, emphasizing the importance of understanding economic signals and policies. He explores Wall Street's focus on market expectations, the White House's influence on economic policies such as tariffs and interest rates, and the implications for everyday life on Main Street, including consumer spending and recession risks. The episode highlights the need for individuals to stay informed and proactive in their financial planning. 00:00 Connecting Wall Street, White House, and Main Street 05:56 The Role of the White House in Economic Policy 10:28 Main Street: The Impact on Everyday Life Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL229 – Wall Street? White House. Main Street!" in Spotify, iTunes, and so on... see links below. Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.
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Arete Wealth Advisors LLC and Arete Insurance Agency LLC are affiliates of Arete Wealth Management, LLC. Advisory services offered through Arete Wealth Advisors, an SEC registered investment advisor. Securities offered through Arete Wealth Management, LLC, member FINRA, SIPC and NFA.

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© 2018 by Roshan Loungani, CRPC®.  Vienna, Virginia

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