Retirement Lifestyles with Patrick McNally

Retirement Lifestyles with Patrick McNally

By Patrick McNallyBusinessEducationInvesting
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Retirement Lifestyles with Patrick McNally episodes

  • How to Navigate the 3 Phases of Investing

    Let's preview today's show...

    Being in financial services for almost 20 years now, I've found that most people worry about their money in retirement. So I build investment plans that help reduce taxes and can provide a retirement paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.

    The title of the show today is "How to Navigate the 3 Phases of Investing".

    When it comes to planning your retirement, income is the number one thing to think about, so how do you generate enough income from your investments to pay for the lifestyle that you want? Do you have a plan to follow that will get you to your goals? We'll talk about how income with a guarantee may be a good fit for you..

    Later on we'll have our weekly fitness tip from Sun Oaks, and a market update from Ric. As always we got a loaded show for you... Enjoy!

    Want to make sure your retirement plan is on track? 

    1) Learn About My "Retirement Income Acceleration System" 

    Watch the FREE Webinar at www.RetirementFilm.com

     

    2) Order the Retirement Survival Kit..!

    visit www.RLAKit.com

     

    3) Schedule a FREE Consultation phone call with me TODAY..!

    CLICK HERE or visit

     

    www.TalkToPatrick.com

     

    You can also find lots of resources at www.RLAPlan.com

     Connect with me online through all of the social media links below:

    Facebook: www.facebook.com/RetirementLifestylesAdvisors/

    Instagram: www.instagram.com/retirement_lifestyles_advisors/

    Twitter: www.twitter.com/thepmcnally

     

    Disclosures

    Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.

    All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.

    Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.

    Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

    The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.

    Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.

    Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.

    51 min
  • How to Prepare Your Investments For the Next Market Crash

    Let's preview today's show...

    Being in financial services for almost 20 years now, I've found that most people worry about their money in retirement. So I build investment plans that help reduce taxes and can provide a retirement paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.

    The title of the show today is "How to Prepare Your Investments For the Next Market Crash".

    When it comes to planning your retirement, income is the number one thing to think about, so how do you generate enough income from your investments to pay for the lifestyle that you want? Do you have a plan to follow that will get you to your goals? We'll talk about how income with a guarantee may be a good fit for you..

    Later on we'll have our weekly fitness tip from Sun Oaks, and a market update from Ric. As always we got a loaded show for you... Enjoy!

    Want to make sure your retirement plan is on track? 

    1) Learn About My "Retirement Income Acceleration System" 

    Watch the FREE Webinar at www.RetirementFilm.com

     

    2) Order the Retirement Survival Kit..!

    visit www.RLAKit.com

     

    3) Schedule a FREE Consultation phone call with me TODAY..!

    CLICK HERE or visit

     

    www.TalkToPatrick.com

     

    You can also find lots of resources at www.RLAPlan.com

     Connect with me online through all of the social media links below:

    Facebook: www.facebook.com/RetirementLifestylesAdvisors/

    Instagram: www.instagram.com/retirement_lifestyles_advisors/

    Twitter: www.twitter.com/thepmcnally

     

    Disclosures

    Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.

    All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.

    Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.

    Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

    The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.

    Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.

    Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.

    51 min
  • The 10 Step Program For Retirement Success

    Let's preview today's show...

    Being in financial services for almost 20 years now, I've found that most people worry about their money in retirement. So I build investment plans that help reduce taxes and can provide a retirement paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.

    The title of the show today is "The 10 Step Program For Retirement Success".

    When it comes to planning your retirement, income is the number one thing to think about, so how do you generate enough income from your investments to pay for the lifestyle that you want? Do you have a plan to follow that will get you to your goals? We'll talk about how income with a guarantee may be a good fit for you..

    Later on we'll have our weekly fitness tip from Sun Oaks, and a market update from Ric. As always we got a loaded show for you... Enjoy!

    Want to make sure your retirement plan is on track? 

    ORDER YOUR FREE RETIREMENT SURVIVAL KIT NOW..!

    visit www.RLAKit.com

     

    Schedule a FREE Consultation phone call with me TODAY..!

    CLICK HERE or visit

     

    www.TalkToPatrick.com

     

    You can also find lots of resources at www.RLAPlan.com

     Connect with me online through all of the social media links below:

    Facebook: www.facebook.com/RetirementLifestylesAdvisors/

    Instagram: www.instagram.com/retirement_lifestyles_advisors/

    Twitter: www.twitter.com/thepmcnally

     

    Disclosures

    Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.

    All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.

    Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.

    Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

    The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.

    Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.

    Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.

    51 min
  • How to Avoid Getting Ripped Off By a Medicare Supplement Agent

    Let's preview today's show...

    Being in financial services for almost 20 years now, I've found that most people worry about their money in retirement. So I build investment plans that help reduce taxes and can provide a retirement paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.

    The title of the show today is "How to Avoid Getting Ripped Off By a Medicare Supplement Agent".

    When it comes to planning your retirement, income is the number one thing to think about, so how do you generate enough income from your investments to pay for the lifestyle that you want? Do you have a plan to follow that will get you to your goals? We'll talk about how income with a guarantee may be a good fit for you..

    Later on we'll have our weekly fitness tip from Sun Oaks, a market update from Ric, and then we'll talk about a specific type of retirement plan known as a SEP. As always we got a loaded show for you... Enjoy!

    Want to make sure your retirement plan is on track? 

    CLAIM YOUR FREE RETIREMENT SURVIVAL KIT

    visit www.RLAKit.com

     

    Schedule a FREE Consultation phone call with me TODAY..!

    CLICK HERE or visit

     

    www.TalkToPatrick.com

     

    You can also find lots of resources at www.RLAPlan.com

     Connect with me online through all of the social media links below:

    Facebook: www.facebook.com/RetirementLifestylesAdvisors/

    Instagram: www.instagram.com/retirement_lifestyles_advisors/

    Twitter: www.twitter.com/thepmcnally

     

    Disclosures

    Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.

    All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.

    Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.

    Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

    The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.

    Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.

    Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.

    51 min
  • How to Never Run Out of Income in Retirement

    Let's preview today's show...

    Being in financial services for almost 20 years now, I've found that most people worry about their money in retirement. So I build investment plans that help reduce taxes and can provide a retirement paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.

    The title of the show today is "How to Never Run Out of Income in Retirement".

    When it comes to planning your retirement, income is the number one thing to think about, so how do you generate enough income from your investments to pay for the lifestyle that you want? Do you have a plan to follow that will get you to your goals? We'll talk about how income with a guarantee may be a good fit for you..

    Later on we'll have our weekly fitness tip from Sun Oaks, a market update from Ric, and then we'll continue our a discussion on long term care and the best way to fund it. As always we got a loaded show for you... Enjoy!

    Want to make sure your retirement plan is on track? 

    CLAIM YOUR FREE RETIREMENT SURVIVAL KIT

    visit www.RLAKit.com

     

    Schedule a FREE Consultation phone call with me TODAY..!

    CLICK HERE or visit

     

    www.TalkToPatrick.com

     

    You can also find lots of resources at www.RLAPlan.com

     Connect with me online through all of the social media links below:

    Facebook: www.facebook.com/RetirementLifestylesAdvisors/

    Instagram: www.instagram.com/retirement_lifestyles_advisors/

    Twitter: www.twitter.com/thepmcnally

     

    Disclosures

    Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.

    All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.

    Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.

    Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

    The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.

    Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.

    Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.

    51 min
  • How to Avoid the 6 Common Fears in Retirement
    Let's preview today's show...
    Being in financial services for almost 20 years now, I've found that most people worry about their money in retirement. So I build investment plans that help reduce taxes and can provide a retirement paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
    The title of the show today is "How to Avoid the 6 Common Fears in Retirement".
    When it comes to planning your retirement, income is the number one thing to think about, so how do you generate enough income from your investments to pay for the lifestyle that you want? Do you have a plan to follow that will get you to your goals? We'll talk about how income with a guarantee may be a good fit for you..
    Later on we'll have our weekly fitness tip from Sun Oaks, a market update from Ric, and then we'll continue our discussion about life insurance in retirement from last week.
    Want to make sure your retirement plan is on track? 
    CLAIM YOUR FREE RETIREMENT SURVIVAL KIT
    visit www.RLAKit.com
     
    Schedule a FREE Consultation phone call with me TODAY..!
    CLICK HERE or visit
     
    www.TalkToPatrick.com
     
    You can also find lots of resources at www.RLAPlan.com
     Connect with me online through all of the social media links below:
    Facebook: www.facebook.com/RetirementLifestylesAdvisors/
    Instagram: www.instagram.com/retirement_lifestyles_advisors/
    Twitter: www.twitter.com/thepmcnally
     
    Disclosures
    Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
    All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
    Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
    Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
    The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
    Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
    Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular
    51 min
  • How to Use Annuities in Retirement
    Let's preview today's show...
    Being in financial services for almost 20 years now, I've found that most people worry about their money in retirement. So I build investment plans that help reduce taxes and can provide a retirement paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
    The title of the show today is "How to Use Annuities in Retirement Income Planning".
    When it comes to planning your retirement, income is the number one thing to think about, so how do you generate enough income from your investments to pay for the lifestyle that you want? Do you have a plan to follow that will get you to your goals? We'll talk about how income with a guarantee may be a good fit for you..
    Later on we'll have our weekly fitness tip from Sun Oaks, a market update from Ric, and then we'll continue our discussion about life insurance in retirement from last week.
    Want to make sure your retirement plan is on track? 
    CLAIM YOUR FREE RETIREMENT SURVIVAL KIT
    visit www.RLAKit.com
     
    Schedule a FREE Consultation phone call with me TODAY..!
    CLICK HERE or visit
     
    www.TalkToPatrick.com
     
    You can also find lots of resources at www.RLAPlan.com
     Connect with me online through all of the social media links below:
    Facebook: www.facebook.com/RetirementLifestylesAdvisors/
    Instagram: www.instagram.com/retirement_lifestyles_advisors/
    Twitter: www.twitter.com/thepmcnally
     
    Disclosures
    Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
    All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
    Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
    Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
    The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
    Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
    Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a parti
    51 min
  • Does Your Retirement Plan Need an X-Ray?
    Let's preview todays show...
    You know being in financial services for almost 20 years now, I've found that most people worry about their money in retirement. So I build investment plans that help reduce taxes and can provide a retirement paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
    The title of the show today is "Does Your Retirement Plan Need an X-Ray?".
    When it comes to planning for retirement, your income is the number one thing to think about, so how do you generate enough income from your investments to pay for the lifestyle that you want? Do you have a plan to follow that will get you to your goals? Thats the question for today. Later on we'll have our weekly fitness tip from Sun Oaks, a market update from Ric, and then we'll have a discussion about life insurance in honor of life insurance awareness month. 
     
    Want to make sure your retirement plan is on track? 
    GO CLAIM YOUR FREE RETIREMENT SURVIVAL KIT
    visit www.RLAKit.com
     
    Schedule a FREE Consultation phone call with me TODAY..!
    CLICK HERE or visit
     
    www.TalkToPatrick.com
     
    You can also find lots of resources at www.RLAPlan.com
     Connect with me online through all of the social media links below:
    Facebook: www.facebook.com/RetirementLifestylesAdvisors/
    Instagram: www.instagram.com/retirement_lifestyles_advisors/
    Twitter: www.twitter.com/thepmcnally
     
    Disclosures
    Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
    All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
    Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
    Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
    The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
    Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
    Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or abi
    51 min
  • Do You Need Life Insurance in Retirement
    Today's show deals with a question I get all the time... do I need life insurance now that I'm retired?
     
    I'm going to give you 3 reasons to consider why you should have life insurance in retirement...
     
    Want to make sure your retirement plan is on track? 
     
    Schedule a FREE Consultation phone call with me TODAY..!
    CLICK HERE or visit
     
    www.TalkToPatrick.com
     
    You can also find lots of resources at www.RetirementLifestylesAdvisors.com
     
    GO CLAIM YOUR FREE COPY OF MY NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com
     
    Connect with me online through all of the social media links below:
    Facebook: www.facebook.com/RetirementLifestylesAdvisors/
    Instagram: www.instagram.com/retirement_lifestyles_advisors/
    Twitter: www.twitter.com/thepmcnally
     
    Disclosures
    Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
    All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
    Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
    Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
    The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
    Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
    Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.
    16 min
  • Post-Retirement Checklist

    Can't get enough of my checklists..!!

     

    Well here you go... this episode will help you if you've just recently retired or have been retired for awhile.

     

    Enjoy.

     

    Want to make sure your retirement plan is on track? 

     

    Schedule a FREE Consultation phone call with me TODAY..!

    CLICK HERE or visit

     

    www.TalkToPatrick.com

     

    You can also find lots of resources at www.RetirementLifestylesAdvisors.com

     

    GO CLAIM YOUR FREE COPY OF MY NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com

     

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    Disclosures

    Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.

    All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.

    Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.

    Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

    The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.

    Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.

    Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.

    22 min

About Retirement Lifestyles with Patrick McNally

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