Retire with Roshan

Short clip and peek into the episode "10 Things People Value in Retirement" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/vDdF5nMA1Eg OR in your favorite podcast app - links below. In this final episode of Retirement Lifestyle Show for 2025, host Adrian Nicholson reflects on the memorable moments of the year, including personal milestones, market insights, and key takeaways for listeners. He shares personal memories from 2025, including various events, and emphasizes the importance of financial planning and adaptability in the face of market volatility. The episode concludes with a look ahead to 2026 and the promise of more engaging content. Chapters in full episode: https://youtu.be/vDdF5nMA1Eg 00:00 Year in Review: Reflecting on 2025 02:54 Personal Milestones: Achievements and Celebrations 07:37 Market Insights: Navigating Economic Volatility 09:26 Key Takeaways: Lessons from the Year 12:36 Looking Ahead: Preparing for 2026 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 "RL237 – 2025 Recap: Retirement Lifestyle Show" 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/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 and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani serves 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.

In this final episode of Retirement Lifestyle Show for 2025, host Adrian Nicholson reflects on the memorable moments of the year, including personal milestones, market insights, and key takeaways for listeners. He shares personal memories from 2025, including various events, and emphasizes the importance of financial planning and adaptability in the face of market volatility. The episode concludes with a look ahead to 2026 and the promise of more engaging content. Chapters 00:00 Year in Review: Reflecting on 2025 02:54 Personal Milestones: Achievements and Celebrations 07:37 Market Insights: Navigating Economic Volatility 09:26 Key Takeaways: Lessons from the Year 12:36 Looking Ahead: Preparing for 2026 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 "RL237 – 2025 Recap: Retirement Lifestyle Show" 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/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 and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani serves 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.

Short clip, 2 of 2 and peek into the episode "10 Things People Value in Retirement" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/x3icgL2X8Ac OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses the ten key values that people prioritize in retirement. He emphasizes the importance of good health, strong relationships, nutritious food, a structured routine, community involvement, respect, physical activity, comfort, financial security, and independence. Each of these elements contributes to a fulfilling, meaningful retirement experience, enabling individuals to enjoy their later years with purpose and satisfaction. Chapters in full episode: https://youtu.be/x3icgL2X8Ac 00:00 The Importance of Meaningful Retirement 02:21 Building Strong Relationships 06:01 Health and Wellness in Retirement 07:27 Financial Security and Independence 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 "RL236 – 10 Things People Value in Retirement" 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/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 and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani serves 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.

Short clip, 1 of 2 and peek into the episode "10 Things People Value in Retirement" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/x3icgL2X8Ac OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses the ten key values that people prioritize in retirement. He emphasizes the importance of good health, strong relationships, nutritious food, a structured routine, community involvement, respect, physical activity, comfort, financial security, and independence. Each of these elements contributes to a fulfilling, meaningful retirement experience, enabling individuals to enjoy their later years with purpose and satisfaction. Chapters in full episode: https://youtu.be/x3icgL2X8Ac 00:00 The Importance of Meaningful Retirement 02:21 Building Strong Relationships 06:01 Health and Wellness in Retirement 07:27 Financial Security and Independence 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 "RL236 – 10 Things People Value in Retirement" 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/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 and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani serves 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.

In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses the ten key values that people prioritize in retirement. He emphasizes the importance of good health, strong relationships, nutritious food, a structured routine, community involvement, respect, physical activity, comfort, financial security, and independence. Each of these elements contributes to a fulfilling, meaningful retirement experience, enabling individuals to enjoy their later years with purpose and satisfaction. Chapters 00:00 The Importance of Meaningful Retirement 02:21 Building Strong Relationships 06:01 Health and Wellness in Retirement 07:27 Financial Security and Independence 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 "RL236 – 10 Things People Value in Retirement" 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/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 and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani serves 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.

Short clip, 3 of 3 and peek into the episode "End-of-Year Success: Reflect, Adapt, & Prepare for 2026 with Financial Strategies" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/LqFw1yHl4vw OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses essential strategies for reflecting on the past year and preparing for the upcoming one. He emphasizes the importance of evaluating personal goals, embracing change, and adapting to life's inevitable shifts. The conversation also covers financial strategies, including portfolio management, tax planning, and the significance of maintaining an emergency fund. Listeners are encouraged to take proactive steps to ensure a successful transition into the new year. Chapters 00:00 Reflect and Reset: Preparing for the New Year 03:21 Embracing Change: Adapting to Life's Shifts 05:42 End of Year Financial Strategies: Tax Planning and Portfolio Management 09:55 Final Preparations: Updating Documents and Emergency Funds 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 "RL235 – End-of-Year Success: Reflect, Adapt, & Prepare for 2026 with Financial Strategies" 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/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 and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani serves 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.