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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 03, 2019
Monday Jun 03, 2019
So you've been working for 40 years... saving as much as you can... now you finally reach the end goal.. RETIREMENT!!
But it can be really hard to just simply change your habits from saving to spending. You have to change your mindset from a "Growth Only" to an "Income" mindset.
On this episode I'll teach you how and why to do it!
Enroll in my FREE 3 part video series "The 5 Minute Retirement Plan Makeover" by click here www.5minuteretirementplan.com
You can also find lots of resources at www.RetirementLifestylesAdvisors.com
Like what you hear? Schedule a FREE strategy call with me TODAY! Visit www.TalkToPatrick.com
Don't forget to request your FREE copy of my pdf report "5 Steps to Preparing for a Successful Retirement" by
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.
Monday May 27, 2019
Monday May 27, 2019
Do you know what your investments cost? I mean... REALLY cost?
There's a bunch of hidden fees inside of what you own, and most advisors won't fully disclose what they are. And guess what... the fees get taken out before you even see your account statement!
I'll give you all the details..!
“Most people worry about running out of money in retirement. So I build investment plans that create a Predictable, Consistent and Safe retirement paycheck that can increase every year. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.”
Schedule a FREE Call with me Today and make sure you're on track! Visit www.TalkToPatrick.com
Enroll in my FREE 3 Part Video Series “The 5 Minute Retirement Plan Makeover” CLICK HERE
You can also find lots of resources at www.RetirementLifestylesAdvisors.com
Connect with Patrick 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 20, 2019
Monday May 20, 2019
You have a choice when you want to hire someone to help you manage your investments. But how can you be sure they are working for you... and in your best interests?
Learn the difference between a commissioned salesperson and a fee based advisor. You want to work with someone that provides full transparency and disclosure and is operating as a fiduciary.
“Most people worry about running out of money in retirement. So I build investment plans that create a Predictable, Consistent and Safe retirement paycheck that can increase every year. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.”
Schedule a FREE Call with me Today and make sure you're on track! Visit www.TalkToPatrick.com
Enroll in my FREE 3 Part Video Series “The 5 Minute Retirement Plan Makeover” CLICK HERE
You can also find lots of resources at www.RetirementLifestylesAdvisors.com
Connect with Patrick 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 May 14, 2019
Tuesday May 14, 2019
Do you really know what you own inside of your mutual funds? Most people don't...
Join me as I break down what a mutual fund is, what kind of fees there are inside and whether or not you are actually buying and holding when you own them!
“Most people worry about running out of money in retirement. So I build investment plans that create a Predictable, Consistent and Safe retirement paycheck that can increase every year. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.”
Schedule a FREE Call with me Today and make sure you're on track! Visit www.TalkToPatrick.com
Enroll in my FREE 3 Part Video Series “The 5 Minute Retirement Plan Makeover” CLICK HERE
You can also find lots of resources at www.RetirementLifestylesAdvisors.com
Connect with Patrick 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 06, 2019
Monday May 06, 2019
Do you believe that the Wall Street Pros can consistently predict the stock market?
On this episode I want to reveal "The Wall Street Miss Cleo's". Do you remember Miss Cleo... the all knowing, all seeing psychic.?!
What if I told you Wall Street has it's own set of guru's ready and waiting to give you their predictions..!
I can see it now.... you're..... pressing the play button!
“Most people worry about running out of money in retirement. So I build investment plans that create a Predictable, Consistent and Safe retirement paycheck that can increase every year. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.”
Schedule a FREE Call with me Today and make sure you're on track! Visit www.TalkToPatrick.com
Enroll in my FREE 3 Part Video Series “The 5 Minute Retirement Plan Makeover” CLICK HERE
You can also find lots of resources at www.RetirementLifestylesAdvisors.com
Connect with Patrick 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 29, 2019
Monday Apr 29, 2019
Are you on Medicare? Do you own a Medicare Supplement insurance policy? If so... I'm willing to bet you're over paying for it!
On this episode I want teach you How to Potentially Save Thousands of Dollars Per Year on your insurance rates... without changing plans!
What would do with an additional $1,000... $2,000 or more? Travel? See the Grand-kids more? Or breathe a little easier come bill time...?
“Most people worry about running out of money in retirement. So I build investment plans that create a Predictable, Consistent and Safe retirement paycheck that can increase every year. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.”
Schedule a FREE Call with me Today and make sure you're on track! Visit www.TalkToPatrick.com
Enroll in my FREE 3 Part Video Series “The 5 Minute Retirement Plan Makeover” CLICK HERE
You can also find lots of resources at www.RetirementLifestylesAdvisors.com
Connect with Patrick 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 22, 2019
Monday Apr 22, 2019
Annuity.... That could be a bad word depending on what you've heard about them.
True, annuities can be confusing and many people have been burned by jerky salespeople. However, that doesn't mean all annuities are bad... it just depends on what they are used for. When structured appropriately they can provide a source of guaranteed income, much like a pension.
On this episode I'll be focusing on one of the main four types of annuities... the "Equity Index Annuity".
“Most people worry about running out of money in retirement. So I build investment plans that create a Predictable, Consistent and Safe retirement paycheck that can increase every year. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.”
Schedule a FREE Call with me Today and make sure you're on track! Visit www.TalkToPatrick.com
You can also find lots of resources at www.RetirementLifestylesAdvisors.com
Connect with Patrick 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 15, 2019
Monday Apr 15, 2019
Question for ya... do you celebrate your half birthday?
The IRS does! It's called a "Required Minimum Distribution" aka the RMD.
If you don't pay attention to the rules, you could be in for a rude awakening come tax time. Join me as I discuss the 2nd Worst Tax Penalty in the World.
“Most people worry about running out of money in retirement. So I build investment plans that create a Predictable, Consistent and Safe retirement paycheck that can increase every year. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.”
Schedule a FREE Call with me Today and make sure you're on track! Visit www.TalkToPatrick.com
You can also find lots of resources at www.RetirementLifestylesAdvisors.com
Connect with Patrick 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 08, 2019
Monday Apr 08, 2019
Attention First Responders..!!
If you have a 457 or a 401k you will want to tune in and take notes. Patrick will show you how to avoid an additional 10% early withdrawal penalty on your retirement accounts if you need to pull money out early when you retire.
Learn the do's and don'ts of rolling over your retirement account to an IRA... HINT, you may not want to right away!
Sign up for Patrick's FREE video series called "The 5 Minute Retirement Plan Makeover"
You can also find lots of resources at www.RetirementLifestylesAdvisors.com
Like what you hear? Visit www.RLAPlan.com and watch a free short preview video on how Patrick helps retirees and pre-retirees build income plans.
Got Questions?
Schedule a FREE strategy call with Patrick TODAY! Visit www.TalkToPatrick.com
GO CLAIM YOUR FREE COPY OF PATRICK’S NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com
Connect with Patrick 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 Mar 25, 2019
Monday Mar 25, 2019
Want to be debt free heading into retirement? Of course, who doesn't?
But be careful where you choose to pull the money from... You could be in for a big tax surprise!
You can also find lots of resources at www.RetirementLifestylesAdvisors.com
Like what you hear? Visit www.RLAPlan.com and watch a free short preview video on how Patrick helps retirees and pre-retirees build income plans.
Don't forget to request your FREE copy of Patrick's pdf report "5 Steps to Preparing for a Successful Retirement" by
If you're ready to see a demonstration of the income planning Patrick does for his clients simply reserve a FREE "DEMO Call" at www.RLAPlan.com
Got Questions?
Schedule a FREE strategy call with Patrick TODAY! Visit www.TalkToPatrick.com
GO CLAIM YOUR FREE COPY OF PATRICK’S NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com
Connect with Patrick 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.