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RL177 — Lessons For A Successful Retirement
Manage episode 371698395 series 3197371
Content provided by Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian
Nicholson break down a recent article on what it takes to achieve a
happy and successful retirement. They cover lessons on how to retire better according
to retirees who learned the hard way, as well as ways retirement can lead to loss of
identity.
[00:00] Introduction
[03:09] What Retirees Regret Most About Retirement
[05:55] The Foundations of a Successful Retirement
[08:33] How to Start Planning For Retirement
[09:29] How Retirement Can Lead to Loss of Identity and Self-Worth
[11:05] Why You Need to Test-Drive Your Retirement
[13:02] The Science of Happiness
[16:51] Timing and Transitioning to Retirement
[21:45] Understand That Everyone's Situation is Different
[24:13] Retirement is Longer That You Think
[26:16] When to Start Taking Social Security
[29:20] Parting Thoughts
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
Follow Us At:
Website: https://retirementlifestyleshow.com/
https://www.retirewithroshan.com
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https://www.linkedin.com/in/roshanloungani/
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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant 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.
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