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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 Feb 03, 2020
Monday Feb 03, 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 Use Annuities in Retirement Income Planning".
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!
Later on we'll have our weekly fitness tip from Sun Oaks, a current market update with Ric and then we'll discuss an article with some new research showing the power of financial advice. As always we gotta 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
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 Jan 27, 2020
Monday Jan 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 Rollover Your 401k, Before You Retire From Your Job".
If you're 5 years or less from retiring and worried that the next market crash may be around the corner and you don't want to watch your 401k lose 50% and become a 201k like it did in 2008, there may be a great option that allows you to move your account away from your job, and into your complete control. We'll tell you who it's appropriate for and how to do it.
Later on we'll have our weekly fitness tip from Sun Oaks, a current market update with Ric and then we'll discuss some changes to your Social Security and Medicare benefits.. 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
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.
Wednesday Jan 08, 2020
Wednesday Jan 08, 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 2020... Are You Ready?".
It's a brand new decade and the market is at all time highs. Are you thinking about retiring soon? Say 5 years or less? In the first half of the show I want to give you my top 3 planning tips to kick off the new year.
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
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 Dec 10, 2019
Tuesday Dec 10, 2019
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 a 50% Tax Penalty On Your Retirement Accounts".
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
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 Nov 26, 2019
Tuesday Nov 26, 2019
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
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 Nov 18, 2019
Monday Nov 18, 2019
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
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 Nov 04, 2019
Monday Nov 04, 2019
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
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 Oct 28, 2019
Monday Oct 28, 2019
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
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 Oct 21, 2019
Monday Oct 21, 2019
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
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 Oct 14, 2019
Monday Oct 14, 2019
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
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/
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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.