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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
Saturday Apr 29, 2023
Saturday Apr 29, 2023
Welcome to Retirement Lifestyles with Patrick McNally!!
April's Financial Topic: Retirement Planning
Show Title: Post - Retirement Planning; What to do now that your retired.
-Here's a breakdown of this weeks show...
-Introduction. (starting at 0:54)
- Post - Retirement Planning; What to do now that your retired. (starting at 06:15)
- Mailbag: Pros and Cons of using an Advisor. (starting at 28:45)
- IRA FAQ's: When can I take money out of a Roth?
- Wrap up and Action Items! (starting at 49:30)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
Schedule a FREE Strategy Call with me TalkToPatrick.com.
Dedicated to Your Retirement Lifestyle,
530-377-5180
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.
Saturday Apr 22, 2023
Saturday Apr 22, 2023
Welcome to Retirement Lifestyles with Patrick McNally!!
April's Financial Topic: Retirement Planning
Show Title: What to do when SS cuts your check by 20% in 11 years!
-Here's a breakdown of this weeks show...
-Introduction. (starting at 0:54)
- What to do when SS cuts your check by 20% in 11 years! (starting at 06:15)
- Mailbag: Handling boredom in retirement and 3 stages of life. (starting at 31:10)
- IRA FAQ's: Some RMD rules for inherited IRA's
- Wrap up and Action Items! (starting at 50:00)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
Schedule a FREE Strategy Call with me TalkToPatrick.com.
Dedicated to Your Retirement Lifestyle,
530-377-5180
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.
Saturday Apr 15, 2023
Saturday Apr 15, 2023
Welcome to Retirement Lifestyles with Patrick McNally!!
April's Financial Topic: Retirement Planning
Show Title: How to Rollover Your IRA Without the IRS Taking 50% of it!
-Here's a breakdown of this weeks show...
-Introduction. (starting at 0:54)
- How to rollover your IRA without the IRS taking 50% of it! (starting at 06:15)
- Mailbag: What's Your Favorite Power Food & Reflecting on Retirement (starting at 28:50)
- IRA FAQ's: Some RMD rules for inherited IRA's
- Wrap up and Action Items! (starting at 49:35)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
Schedule a FREE Strategy Call with me TalkToPatrick.com.
Dedicated to Your Retirement Lifestyle,
530-377-5180
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.
Saturday Apr 08, 2023
Saturday Apr 08, 2023
Welcome to Retirement Lifestyles with Patrick McNally!!
April's Financial Topic: Retirement Planning
Show Title: Retirement Mindsets
-Here's a breakdown of this weeks show...
-Introduction. (starting at 0:54)
- Retirement Mindsets: How to handle the emotional rollercoaster of retiring (starting at 06:15)
- Mailbag: 8 months into retirement & Finding the right advisor (starting at 29:05)
- Spotlight- Strong City Strength and Conditioning (Starting at 41:18)
- Wrap up and Action Items! (starting at 49:45)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
Schedule a FREE Strategy Call with me TalkToPatrick.com.
Dedicated to Your Retirement Lifestyle,
530-377-5180
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 Apr 07, 2023
Friday Apr 07, 2023
Welcome to Retirement Lifestyles with Patrick McNally!!
April's Financial Topic: Retirement Planning
Show Title: Pre-Retirement Planning
-Here's a breakdown of this weeks show...
-Introduction. (starting at 0:54)
- Pre-Retirement-What to do before the big day! (starting at 06:28)
- Mailbag: Home Warranties & Traveling First Class (starting at 28:56)
- IRA FAQ's: 5 Facts you need to know about FDIC
- Wrap up and Action Items! (starting at 49:53)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
Schedule a FREE Strategy Call with me TalkToPatrick.com.
Dedicated to Your Retirement Lifestyle,
530-377-5180
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.
Saturday Mar 25, 2023
Saturday Mar 25, 2023
Welcome to Retirement Lifestyles with Patrick McNally!!
February's Financial Topic: Investment Concepts
Show Title: How to Build a Bullet Proof Investment Plan in Retirement
-Here's a breakdown of this weeks show...
-Introduction. (starting at 0:54)
- March Month in Review (starting at 06:28)
-How to Build a Bullet Proof Investment Plan in Retirement (starting at 28:56)
-Wrap up and Action Items! (starting at 49:53)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
Schedule a FREE Strategy Call with me TalkToPatrick.com.
Dedicated to Your Retirement Lifestyle,
530-377-5180
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.
Saturday Mar 18, 2023
Saturday Mar 18, 2023
Welcome to Retirement Lifestyles with Patrick McNally!!
February's Financial Topic: Investment Concepts
Show Title: The Different Types of Investments
-Here's a breakdown of this weeks show...
-Introduction. (starting at 0:54)
- Investing For Retirement vs Investing In Retirement (starting at 06:30)
-Mailbag - Getting cold feet heading in retirement, and Phasing into retirement. (starting at 27:58)
-Cont'd from last week; The differences between mutual funds and ETF's
-Wrap up and Action Items! (starting at 48:48)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
Schedule a FREE Strategy Call with me TalkToPatrick.com.
Dedicated to Your Retirement Lifestyle,
530-377-5180
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.
Saturday Mar 11, 2023
Saturday Mar 11, 2023
Welcome to Retirement Lifestyles with Patrick McNally!!
February's Financial Topic: Investment Concepts
Show Title: The Different Types of Investments
-Here's a breakdown of this weeks show...
-Introduction. (starting at 0:54)
- The Different Types of Investments (starting at 06:30)
-Mailbag - Are Your Beneficiaries Up to Date? (starting at 28:47)
-IRA FAQ's. (starting at 43:00)
-Wrap up and Action Items! (starting at 48:58)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
Schedule a FREE Strategy Call with me TalkToPatrick.com.
Dedicated to Your Retirement Lifestyle,
530-377-5180
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 06, 2023
Monday Mar 06, 2023
Welcome to Retirement Lifestyles with Patrick McNally!!
February's Financial Topic: Investment Concepts
Show Title: 3 Rules For Successful Investing
-Here's a breakdown of this weeks show...
-Introduction. (starting at 0:54)
-3 Rules For Successful Investing (starting at 07:30)
- 3 Rules continued (starting at 17:55)
-Mailbag - Asking For Help in Retirement (starting at 28:25)
-IRA FAQ's. (starting at 39:00)
-Wrap up and Action Items! (starting at 50:15)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
Schedule a FREE Strategy Call with me TalkToPatrick.com.
Dedicated to Your Retirement Lifestyle,
530-377-5180
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.
Saturday Feb 25, 2023
Saturday Feb 25, 2023
Welcome to Retirement Lifestyles with Patrick McNally!!
February's Financial Topic: Cash Management
Show Title: 4 Ways to Increase Savings
-Here's a breakdown of this weeks show...
-Introduction. (starting at 0:54)
-4 Ways to Increase Savings (starting at 07:48)
-4 Ways continued (starting at 18:14)
-Mailbag - Retirement Expectations vs Reality (starting at 28:47)
-Front Loading Your Retirement. (starting at 41:20)
-Wrap up and Action Items! (starting at 50:14)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
Schedule a FREE Strategy Call with me TalkToPatrick.com.
Dedicated to Your Retirement Lifestyle,
530-377-5180
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.