Short clip, 3 of 3 and peek into the episode "Economic Rollercoaster: Smart Moves for Every Cycle" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/IoYO7diUaRY OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses the economic cycle, outlining its four stages: trough, expansion, peak, and contraction. He emphasizes the importance of understanding these stages for financial wellbeing and provides practical tips for navigating each phase. The conversation highlights how economic conditions can significantly impact lifestyle and financial decisions, encouraging listeners to prepare and adapt accordingly. Chapters found in full episode: https://youtu.be/IoYO7diUaRY 00:00 Understanding the Economic Cycle 03:51 Navigating the Trough Stage 06:13 Thriving During Expansion 08:37 Recognizing the Peak Phase 11:54 Contraction Cycle 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 "RL227 - Economic Rollercoaster: Smart Moves for Every Cycle" 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.

Short clip, 2 of 3 and peek into the episode "Economic Rollercoaster: Smart Moves for Every Cycle" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/IoYO7diUaRY OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses the economic cycle, outlining its four stages: trough, expansion, peak, and contraction. He emphasizes the importance of understanding these stages for financial wellbeing and provides practical tips for navigating each phase. The conversation highlights how economic conditions can significantly impact lifestyle and financial decisions, encouraging listeners to prepare and adapt accordingly. Chapters found in full episode: https://youtu.be/IoYO7diUaRY 00:00 Understanding the Economic Cycle 03:51 Navigating the Trough Stage 06:13 Thriving During Expansion 08:37 Recognizing the Peak Phase 11:54 Contraction Cycle 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 "RL227 - Economic Rollercoaster: Smart Moves for Every Cycle" 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.

Short clip, 1 of 3 and peek into the episode "Economic Rollercoaster: Smart Moves for Every Cycle" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/IoYO7diUaRY OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses the economic cycle, outlining its four stages: trough, expansion, peak, and contraction. He emphasizes the importance of understanding these stages for financial wellbeing and provides practical tips for navigating each phase. The conversation highlights how economic conditions can significantly impact lifestyle and financial decisions, encouraging listeners to prepare and adapt accordingly. Chapters found in full episode: https://youtu.be/IoYO7diUaRY 00:00 Understanding the Economic Cycle 03:51 Navigating the Trough Stage 06:13 Thriving During Expansion 08:37 Recognizing the Peak Phase 11:54 Contraction Cycle 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 "RL227 - Economic Rollercoaster: Smart Moves for Every Cycle" 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.

In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses the economic cycle, outlining its four stages: trough, expansion, peak, and contraction. He emphasizes the importance of understanding these stages for financial wellbeing and provides practical tips for navigating each phase. The conversation highlights how economic conditions can significantly impact lifestyle and financial decisions, encouraging listeners to prepare and adapt accordingly. Chapters 00:00 Understanding the Economic Cycle 03:51 Navigating the Trough Stage 06:13 Thriving During Expansion 08:37 Recognizing the Peak Phase 11:54 Contraction Cycle 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 "RL227 - Economic Rollercoaster: Smart Moves for Every Cycle" 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.

Short clip, 3 of 3 and peek into the episode "The 4 Pieces to Achieving Personal Success" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/16e_JawPRiQ OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses four key areas essential for achieving personal success: wealth management, networking and relationships, health, and lifestyle. He emphasizes the importance of holistic planning in wealth management to boost financial confidence, the value of quality relationships over quantity, the need for a balanced approach to both physical and mental health, and the significance of creating a fulfilling lifestyle. Each area is interconnected, and neglecting any one of them can hinder overall success and fulfillment in life. Chapters found in full episode: https://youtu.be/16e_JawPRiQ 00:00 Introduction to Personal Success 01:53 Wealth Management: The Foundation of Success 04:14 Networking and Relationships: Building Your Support System 09:59 Health: The Balance of Physical and Mental Well-being 11:46 Lifestyle: Creating a Fulfilling Daily Routine 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 "RL226 – The 4 Pieces to Achieving Personal Success" 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 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.

Short clip, 2 of 3 and peek into the episode "The 4 Pieces to Achieving Personal Success" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/16e_JawPRiQ OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses four key areas essential for achieving personal success: wealth management, networking and relationships, health, and lifestyle. He emphasizes the importance of holistic planning in wealth management to boost financial confidence, the value of quality relationships over quantity, the need for a balanced approach to both physical and mental health, and the significance of creating a fulfilling lifestyle. Each area is interconnected, and neglecting any one of them can hinder overall success and fulfillment in life. Chapters found in full episode: https://youtu.be/16e_JawPRiQ 00:00 Introduction to Personal Success 01:53 Wealth Management: The Foundation of Success 04:14 Networking and Relationships: Building Your Support System 09:59 Health: The Balance of Physical and Mental Well-being 11:46 Lifestyle: Creating a Fulfilling Daily Routine 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 "RL226 – The 4 Pieces to Achieving Personal Success" 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 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.

Short clip, 1 of 3 and peek into the episode "The 4 Pieces to Achieving Personal Success" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/16e_JawPRiQ OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses four key areas essential for achieving personal success: wealth management, networking and relationships, health, and lifestyle. He emphasizes the importance of holistic planning in wealth management to boost financial confidence, the value of quality relationships over quantity, the need for a balanced approach to both physical and mental health, and the significance of creating a fulfilling lifestyle. Each area is interconnected, and neglecting any one of them can hinder overall success and fulfillment in life. Chapters found in full episode: https://youtu.be/16e_JawPRiQ 00:00 Introduction to Personal Success 01:53 Wealth Management: The Foundation of Success 04:14 Networking and Relationships: Building Your Support System 09:59 Health: The Balance of Physical and Mental Well-being 11:46 Lifestyle: Creating a Fulfilling Daily Routine 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 "RL226 – The 4 Pieces to Achieving Personal Success" 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 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.

In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses four key areas essential for achieving personal success: wealth management, networking and relationships, health, and lifestyle. He emphasizes the importance of holistic planning in wealth management to boost financial confidence, the value of quality relationships over quantity, the need for a balanced approach to both physical and mental health, and the significance of creating a fulfilling lifestyle. Each area is interconnected, and neglecting any one of them can hinder overall success and fulfillment in life. 00:00 Introduction to Personal Success 01:53 Wealth Management: The Foundation of Success 04:14 Networking and Relationships: Building Your Support System 09:59 Health: The Balance of Physical and Mental Well-being 11:46 Lifestyle: Creating a Fulfilling Daily Routine 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 "RL226 – The 4 Pieces to Achieving Personal Success" 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 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.

Short clip, 3 of 3 and peek into the episode "How to Find Great Investments in Unpredictable Markets" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/uWBY6c7_1hw OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show hosts Roshan Loungani and Adrian Nicholson discuss the complexities of market predictions and their relevance to investment strategies. They emphasize the importance of focusing on solid business fundamentals and valuation metrics rather than getting caught up in market forecasts. The conversation covers how to evaluate stocks effectively and the criteria to consider when making investment decisions, ultimately guiding listeners toward a more informed and strategic approach to investing. Chapters in full episode: https://youtu.be/uWBY6c7_1hw 00:00 Introduction to Market Predictions 05:04 The Value of Predictions in Investing 12:42 Criteria for Evaluating Stocks 24:54 Final Thoughts on Investment Strategies 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 "RL226 – How to Find Great Investments in Unpredictable Markets" 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, 2 of 3 and peek into the episode "How to Find Great Investments in Unpredictable Markets" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/uWBY6c7_1hw OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show hosts Roshan Loungani and Adrian Nicholson discuss the complexities of market predictions and their relevance to investment strategies. They emphasize the importance of focusing on solid business fundamentals and valuation metrics rather than getting caught up in market forecasts. The conversation covers how to evaluate stocks effectively and the criteria to consider when making investment decisions, ultimately guiding listeners toward a more informed and strategic approach to investing. Chapters in full episode: https://youtu.be/uWBY6c7_1hw 00:00 Introduction to Market Predictions 05:04 The Value of Predictions in Investing 12:42 Criteria for Evaluating Stocks 24:54 Final Thoughts on Investment Strategies 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 "RL226 – How to Find Great Investments in Unpredictable Markets" 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 3 and peek into the episode "How to Find Great Investments in Unpredictable Markets" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/uWBY6c7_1hw OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show hosts Roshan Loungani and Adrian Nicholson discuss the complexities of market predictions and their relevance to investment strategies. They emphasize the importance of focusing on solid business fundamentals and valuation metrics rather than getting caught up in market forecasts. The conversation covers how to evaluate stocks effectively and the criteria to consider when making investment decisions, ultimately guiding listeners toward a more informed and strategic approach to investing. Chapters in full episode: https://youtu.be/uWBY6c7_1hw 00:00 Introduction to Market Predictions 05:04 The Value of Predictions in Investing 12:42 Criteria for Evaluating Stocks 24:54 Final Thoughts on Investment Strategies 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 "RL226 – How to Find Great Investments in Unpredictable Markets" 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 hosts Roshan Loungani and Adrian Nicholson discuss the complexities of market predictions and their relevance to investment strategies. They emphasize the importance of focusing on solid business fundamentals and valuation metrics rather than getting caught up in market forecasts. The conversation covers how to evaluate stocks effectively and the criteria to consider when making investment decisions, ultimately guiding listeners toward a more informed and strategic approach to investing. Chapters 00:00 Introduction to Market Predictions 05:04 The Value of Predictions in Investing 12:42 Criteria for Evaluating Stocks 24:54 Final Thoughts on Investment Strategies 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 "RL226 – How to Find Great Investments in Unpredictable Markets" 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.

Short clip, 3 of 3 and peek into the episode "Kickstart Your 2025 Financial Journey" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/uOZkdG9WQ0w OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian  Nicholson discuss the importance of starting the new year with a clear focus on financial goals and strategies. They introduce the 'Starting Five for 2025', which includes simplifying tasks, celebrating daily wins, reviewing goals, automating financial processes, and revisiting investment allocations.  The conversation emphasizes the need for reflection and planning as listeners embark on their financial journeys in the new year. Chapters found in full episode: https://youtu.be/uOZkdG9WQ0w 00:00 Welcome Back and New Beginnings   02:25 Exploring the Retirement Lifestyle Show Website   07:30 The Starting Five for 2025   08:15 Simplify for Success   11:45 Daily Wins for Momentum   13:08 Reviewing Goals for Success   15:45 Automate Your Financial Tasks 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 "RL224 – Kickstart Your 2025 Financial Journey" 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.

Short clip, 2 of 3 and peek into the episode "Kickstart Your 2025 Financial Journey" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/uOZkdG9WQ0w OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian  Nicholson discuss the importance of starting the new year with a clear focus on financial goals and strategies. They introduce the 'Starting Five for 2025', which includes simplifying tasks, celebrating daily wins, reviewing goals, automating financial processes, and revisiting investment allocations.  The conversation emphasizes the need for reflection and planning as listeners embark on their financial journeys in the new year. Chapters found in full episode: https://youtu.be/uOZkdG9WQ0w 00:00 Welcome Back and New Beginnings   02:25 Exploring the Retirement Lifestyle Show Website   07:30 The Starting Five for 2025   08:15 Simplify for Success   11:45 Daily Wins for Momentum   13:08 Reviewing Goals for Success   15:45 Automate Your Financial Tasks 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 "RL224 – Kickstart Your 2025 Financial Journey" 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.

Short clip, 1 of 3 and peek into the episode "Kickstart Your 2025 Financial Journey" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/uOZkdG9WQ0w OR in your favorite podcast app - links below. In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian  Nicholson discuss the importance of starting the new year with a clear focus on financial goals and strategies. They introduce the 'Starting Five for 2025', which includes simplifying tasks, celebrating daily wins, reviewing goals, automating financial processes, and revisiting investment allocations.  The conversation emphasizes the need for reflection and planning as listeners embark on their financial journeys in the new year. Chapters found in full episode: https://youtu.be/uOZkdG9WQ0w 00:00 Welcome Back and New Beginnings   02:25 Exploring the Retirement Lifestyle Show Website   07:30 The Starting Five for 2025   08:15 Simplify for Success   11:45 Daily Wins for Momentum   13:08 Reviewing Goals for Success   15:45 Automate Your Financial Tasks 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 "RL224 – Kickstart Your 2025 Financial Journey" 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.

In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian  Nicholson discuss the importance of starting the new year with a clear focus on financial goals and strategies. They introduce the 'Starting Five for 2025', which includes simplifying tasks, celebrating daily wins, reviewing goals, automating financial processes, and revisiting investment allocations.  The conversation emphasizes the need for reflection and planning as listeners embark on their financial journeys in the new year. Chapters  00:00 Welcome Back and New Beginnings   02:25 Exploring the Retirement Lifestyle Show Website   07:30 The Starting Five for 2025   08:15 Simplify for Success   11:45 Daily Wins for Momentum   13:08 Reviewing Goals for Success   15:45 Automate Your Financial Tasks 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 "RL224 – Kickstart Your 2025 Financial Journey" 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.

Short clip, 3 of 3 and peek into the episode "How to Overcome Challenges and Achieve Your Goals" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/Huo0RH3TJYA OR in your favorite podcast app - links below. In the full episode of the Retirement Lifestyle Show, Adrian Nicholson shares his personal journey of preparing for and passing the CFP® certification examination. He discusses the challenges he faced, the strategies he employed, and the valuable lessons he learned throughout the process. From choosing the right online courses to managing his study schedule, Adrian emphasizes the importance of commitment, a positive mindset, and effective preparation. He also shares key takeaways that can help listeners tackle their own challenges and pursue their goals. Chapters found in the full episode: https://youtu.be/Huo0RH3TJYA 00:00 Introduction to the Journey 01:12 Deciding to Pursue the goal 03:15 Choosing the Right Online Course 05:52 Navigating the Coursework 09:21 Preparing for the Exam 12:20 Study Strategies and Time Management 15:08 The Importance of Practice Exams 19:13 Key Takeaways and Lessons Learned 23:49 The Day of the Exam 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 "RL223 – How to Overcome Challenges and Achieve Your Goals" 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.

Short clip, 2 of 3 and peek into the episode "How to Overcome Challenges and Achieve Your Goals" on the Retirement Lifestyle Show. You will want to listen/watch the full episode here: https://youtu.be/Huo0RH3TJYA OR in your favorite podcast app - links below. In the full episode of the Retirement Lifestyle Show, Adrian Nicholson shares his personal journey of preparing for and passing the CFP® certification examination. He discusses the challenges he faced, the strategies he employed, and the valuable lessons he learned throughout the process. From choosing the right online courses to managing his study schedule, Adrian emphasizes the importance of commitment, a positive mindset, and effective preparation. He also shares key takeaways that can help listeners tackle their own challenges and pursue their goals. Chapters found in the full episode: https://youtu.be/Huo0RH3TJYA 00:00 Introduction to the Journey 01:12 Deciding to Pursue the goal 03:15 Choosing the Right Online Course 05:52 Navigating the Coursework 09:21 Preparing for the Exam 12:20 Study Strategies and Time Management 15:08 The Importance of Practice Exams 19:13 Key Takeaways and Lessons Learned 23:49 The Day of the Exam 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 "RL223 – How to Overcome Challenges and Achieve Your Goals" 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.