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If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
Episodes
Monday Jun 29, 2020
Monday Jun 29, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a 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 "Your Pension May Not Be As Safe As You Think It Is".
When you hear the word "Guarantee"... doesn't it give you a sense of Peace of Mind? Usually the words "Guarantee" and "Pension" go hand in hand.
Many employees today have access to a traditional employer pension plan that is designed to pay them a guaranteed paycheck for the rest of their lives. What if you found out that your pension wasn't insured if the company ever went out of business..? Putting the bulk of your retirement income in jeopardy.
Would that concern you? Today we're going to spotlight one of the largest employers in Northern California... and right here in Redding. Do you work for them..?
Want to make sure your retirement plan is on track?
1) Learn how to build a retirement program designed to give you a predictable, consistent and safe income for life.
Watch my FREE Training Video at www.RetirementFilm.com
2) Order a FREE Copy of my book "Retirement Planning 101"
visit www.Retirement101Book.com
3) Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit
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.
Monday Jun 29, 2020
Monday Jun 29, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a 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 "Retirement Planning During Turbulent Times".
2020 is shaping up to be a year for the record books... A global pandemic, racial tensions and then we're going to top it off with an election! Yes indeed this is quite a year.
I talk with people all week long and one of the questions I get the most is, should I be in the market right now? Or I hear the statement, I feel like I just need to wait until the market starts to go back up before I make any changes. Most of the time we can find the real root of where these feelings are coming from.. not having a plan.
Today I want to share with you 3 steps you can take to give you the confidence you need & the peace of mind you're looking for during these uncertain times.
Want to make sure your retirement plan is on track?
1) Learn how to build a retirement program designed to give you a predictable, consistent and safe income for life.
Watch my FREE Training Video at www.RetirementFilm.com
2) Order a FREE Copy of my book "Retirement Planning 101"
visit www.Retirement101Book.com
3) Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit
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.
Friday Jun 26, 2020
Friday Jun 26, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a 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 3 Worlds of Investing".
This past week I had a number of interesting conversations with people who are considering working with us at Retirement Lifestyles Advisors. A question that seemed to come up in every single call was a version of "what should I be investing in when I'm retired?"
Some asked whether or not they should be in annuities, or 100% in the stock market. One guy made the comment that with everything going on right now, maybe he should just cash out and put his life savings in the bank.
So I thought it would be a good idea to re-visit what I call the 3 worlds of investing. We'll discuss the different areas that you should consider once you get to retirement, and how to recognize the true agenda of insurance agents and stock brokers.
Want to make sure your retirement plan is on track?
1) Learn how to build a retirement program designed to give you a predictable, consistent and safe income for life.
Watch my FREE Training Video at www.RetirementFilm.com
2) Order a FREE Copy of my book "Retirement Planning 101"
visit www.Retirement101Book.com
3) Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit
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.
Friday Jun 26, 2020
Friday Jun 26, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a 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 Sick On The Stock Market Roller Coaster".
In the past 3 months the stock has dropped 36%, and then risen 21%, dropped 7% rose 13% dropped 7% rose 18% and then in one day this past week it dropped almost 7%. Seriously I can't tell if I'm at 6 Flags Magic mountain or invested in the stock market?
On top of that, we've had a global pandemic, race riots, abolishing the police department and murder hornets!! I'm about to lose it for crying out loud.
Maybe some of you are feeling the same. There's nothing we can do about pandemics, riots or murder hornets, but we can teach you how to have peace of mind when it comes to your retirement income, and that's what we'll discuss today.
Want to make sure your retirement plan is on track?
1) Learn how to build a retirement program designed to give you a predictable, consistent and safe income for life.
Watch my FREE Training Video at www.RetirementFilm.com
2) Order a FREE Copy of my book "Retirement Planning 101"
visit www.Retirement101Book.com
3) Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit
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.
Monday May 11, 2020
Monday May 11, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a 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 Medicare Maze".
Medicare and Medicare supplement insurance can be one of the most confusing parts of planning in retirement. Did you know that the number one cause of bankruptcy in retirement is... healthcare expenses!! You need to understand how parts A, B, C and D work, as well as what type of supplemental coverage is right for you.
I'll also share a little known California law that could save you thousands per year on insurance premiums.
Later on we'll discuss what very well may be your most valuable asset, here's a hint, it's not your house or your portfolio.
Want to make sure your retirement plan is on track?
1) Learn how to build a retirement program designed to give you a predictable, consistent and safe income for life.
Watch my FREE Training Video at www.RetirementFilm.com
2) Order a FREE Copy of my book "Retirement Planning 101"
visit www.Retirement101Book.com
3) Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit
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.
Monday May 04, 2020
Monday May 04, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a 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 "Why Mutual Funds Are Terrible For Creating Retirement Income".
Today I felt like I wanted to just lay it out on the table for you. I wanted to explain why I believe using mutual funds to provide income in retirement is a recipe for disaster. I want to tell you exactly how I build portfolios for my clients and exactly what investments I use. It's all about the income in retirement, and today I'm going to spill the beans on how I do it .
Want to make sure your retirement plan is on track?
1) Learn how to build a retirement program designed to give you a predictable, consistent and safe income for life.
Watch my FREE Training Video at www.RetirementFilm.com
2) Order a FREE Copy of my book "Retirement Planning 101"
visit www.Retirement101Book.com
3) Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit
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.
Monday Apr 27, 2020
Monday Apr 27, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a 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 Investment Scams".
It always seems like the trolls come out whenever the stock market has a decline or there's some major news happening.That's because they know that if they can either scare you enough, or appeal to the greedy side, they may have a chance at talking you out of some or even all of your life savings. So today we're going to talk about how to avoid some of the most common investment scams. We'll give you plenty of examples and then tell you what red flags to look for so you can protect yourself and your loved ones..
Want to make sure your retirement plan is on track?
1) Learn how to build a retirement program designed to give you a predictable, consistent and safe income for life.
Watch my FREE Training Video at www.RetirementFilm.com
2) Order a FREE Copy of my book "Retirement Planning 101"
visit www.Retirement101Book.com
3) Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit
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.
Monday Apr 20, 2020
Monday Apr 20, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a 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 "Is An Annuity Right For You".
When the market is not cooperating, and we see a lot more volatility than normal, there's always going to be unscrupulous individuals that look for ways to take advantage of people. Fear of loss is usually when we see this happen the most. So today we're going to talk about a specific investment vehicle... annuities, that often times get abused during market downturns all in the name of safety. We're going to talk about the pros and cons, what they are, what they're for, and if they fit within your long term planning strategy.
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 a FREE Copy of my book "Retirement Planning 101"
visit www.Retirement101Book.com
3) Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit
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.
Tuesday Apr 14, 2020
Tuesday Apr 14, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a 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 Remove Emotion From Your Investment Decisions".
In a little over a month we've experienced market volatility that we haven't felt for over 10 years. It came in fast and has left many people in a panic and feeling like they have to do something, but aren't sure what. It seems like the news is changing by the minute and when you mix all of the panic, fear and uncertainty together, a feeling of paralysis sets in. You may ask yourself... How will this impact my retirement? If you were thinking about retiring in a few months, can you still? If you're already retired, what will this do to my income? Is this the right time to invest, or should I be in cash? We're going to talk about how to manage your emotions to be successful.
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 a FREE Copy of my book "Retirement Planning 101"
visit www.Retirement101Book.com
3) Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit
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.
Thursday Mar 05, 2020
Thursday Mar 05, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a 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 "Is Your Portfolio Vaccinated Against The Corona Virus?".
If you're 5 years or less from retiring and worried that the next market crash may be around the corner and you want to feel confident that your income will be there when you need it most... an annuity may be a great option for setting up a guaranteed income stream that you will never outlive. We're going to discuss the different types and tell you which ones to consider, and which ones to avoid!
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
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/
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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.