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Kandungan disediakan oleh Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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RL159 — Bring Your Own Topic: "The Outsiders," ChatGPT, and Smarter Giving

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Manage episode 357428611 series 3197371
Kandungan disediakan oleh Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

It's "Bring Your Own Topic Day" on the Retirement Lifestyle Show. In this episode, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss topics they feel would benefit the audience's investment decisions. They talk about AI use in financial planning, how to make charitable contributions tax-free, and some intriguing insights from William N. Thorndike's Book "The Outsiders."

[00:00] Introduction

[02:05] William Thorndike's Book "The Outsiders"

[05:02] The Main Focus of The Book "The Outsiders"

[09:17] Returning Value to Shareholders and Reasons not to Pay Dividends

[11:41] The Dividend Growth Strategy

[15:28] How to Run a Business in a Tax-Efficient Way

[17:06] When Companies Invest in Secondary Markets

[20:29] How to Determine the Long-term Value of a Company

[25:07] CEOs with a Larger-Than-Life Persona

[27:52] Why Unconventional CEOs Focus on Cash Flow

[32:51] Using ChatGPT and AI to Make Informed Financial Decisions

[35:28] Asking ChatGPT to Inform Your Retirement

[42:40] Will ChatGPT Take Over the Search World?

[45:07] Ways to Use AI in Podcasting

[51:30] Planning For Qualified Charitable Distributions

[55:07] The Problem with Most Financial Planning Software

[58:39] Why Financial Planning is an Art, Not a Science

[59:39] 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

https://youtu.be/hKVzI87v0tA

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/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing

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.

  continue reading

220 episod

Artwork
iconKongsi
 
Manage episode 357428611 series 3197371
Kandungan disediakan oleh Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

It's "Bring Your Own Topic Day" on the Retirement Lifestyle Show. In this episode, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss topics they feel would benefit the audience's investment decisions. They talk about AI use in financial planning, how to make charitable contributions tax-free, and some intriguing insights from William N. Thorndike's Book "The Outsiders."

[00:00] Introduction

[02:05] William Thorndike's Book "The Outsiders"

[05:02] The Main Focus of The Book "The Outsiders"

[09:17] Returning Value to Shareholders and Reasons not to Pay Dividends

[11:41] The Dividend Growth Strategy

[15:28] How to Run a Business in a Tax-Efficient Way

[17:06] When Companies Invest in Secondary Markets

[20:29] How to Determine the Long-term Value of a Company

[25:07] CEOs with a Larger-Than-Life Persona

[27:52] Why Unconventional CEOs Focus on Cash Flow

[32:51] Using ChatGPT and AI to Make Informed Financial Decisions

[35:28] Asking ChatGPT to Inform Your Retirement

[42:40] Will ChatGPT Take Over the Search World?

[45:07] Ways to Use AI in Podcasting

[51:30] Planning For Qualified Charitable Distributions

[55:07] The Problem with Most Financial Planning Software

[58:39] Why Financial Planning is an Art, Not a Science

[59:39] 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

https://youtu.be/hKVzI87v0tA

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/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing

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.

  continue reading

220 episod

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