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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 Jan 28, 2023
Saturday Jan 28, 2023
Welcome to Retirement Lifestyles with Patrick McNally!!
-Here's a breakdown of this weeks show...
-Introduction. (starting at 0:54)
-Do You Need Life Insurance in Retirement? (starting at 08:15)
-Mail Bag. (starting at 29:10)
-Roth-O-Mania. (starting at 39:44)
-Wrap up and Action Items! (starting at 51:58)
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.
Saturday Jan 21, 2023
Saturday Jan 21, 2023
Welcome to Retirement Lifestyles with Patrick McNally!!
-Here's a breakdown of this weeks show...
-Introduction. (starting at 0:54)
-Planning for Long Term Care (starting at 08:09)
-Mail Bag. (starting at 29:11)
-SECURE 2.0 and your IRA's. (starting at 40:40)
-Wrap up and Action Items! (starting at 51:58)
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 Dec 12, 2022
Monday Dec 12, 2022
Welcome to Retirement Lifestyles with Patrick McNally!!
-Here's a breakdown of this weeks show...
-How Annuities Provide Income for Retirement. (starting at 6:00)
-Planning with Annuities cont'd (starting at 17:50)
-The 4 Different Types of Annuities. (starting at 30:02)
-Real Estate Update with Daniel Miller. (starting at 42:28)
-Wrap up and Action Items! (starting at 49:46)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
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 Dec 05, 2022
Monday Dec 05, 2022
Welcome to Retirement Lifestyles with Patrick McNally!!
-Here's a breakdown of this weeks show...
-Here's what you'll pay for Medicare in 2023. (starting at 7:08)
-Retirees and Bankruptcy (starting at 19:40)
-Generating income in retirement to offset healthcare expenses. (starting at 31:27)
-Health and Fitness headed into 2023. (starting at 44:12)
-Wrap up and Action Items! (starting at 50:01
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
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 Oct 03, 2022
Monday Oct 03, 2022
Welcome to Retirement Lifestyles with Patrick McNally!!
Here's a breakdown of this weeks show...
In the Health segment, I discuss considering adding chiropractic care to your lifestyle. It could be a great way to prevent injury, and also help you recover. (starting at 1:45)
In the Wealth segment, I think the 4% rule is stupid, and I've got the math to prove it. Don't sell shares in order to rasie income in retirement (starting at 7:00)
In the Freedom segment, Cooler weather menas no more excuses to get outside. The mornings are beautiful heading into fall, go enjoy them! (starting at 16:10)
Action Items. Things you can implement right now! (starting at 19:05)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
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 Sep 26, 2022
Monday Sep 26, 2022
Welcome to Retirement Lifestyles with Patrick McNally!!
Here's a breakdown of this weeks show...
In the Health segment, I discuss listening to your body and letting it get the rest it needs in order to come back stronger. (starting at 1:38)
In the Wealth segment, is it the end of the world? Should I be going to cash, or buying gold? Don't I need to be doing something!!? (starting at 5:30)
In the Freedom segment, I discuss life insurance as a tax free way to preserve FREEDOM for your loved ones. (starting at 11:20)
Action Items. Things you can implement right now! (starting at 18:01)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
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 Sep 19, 2022
Monday Sep 19, 2022
Welcome to Retirement Lifestyles with Patrick McNally!!
Here's a breakdown of this weeks show...
In the Health segment, I’ve got an update on a sleeping product known as the Pillow Cube and how it's been helping me as a side sleeper. (starting at 1:04)
In the Wealth segment, continuing with Life Insurance Awareness month, today I'll go through Term insurance and why you should consider it . (starting at 5:00)
FREE DOWNLOAD 2022 Life Insurance Worksheet
In the Freedom segment, I discuss a great post in a "Retirement" Group on FaceBook that I came across about not waiting to enjoy life and be free in retirement. (starting at 13:40)
Action Items. Things you can implement right now! (starting at 20:15)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!
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 Sep 12, 2022
Monday Sep 12, 2022
Welcome to Retirement Lifestyles with Patrick McNally!!
Here's a breakdown of this weeks show...
In the Health segment, I’ve got a few tips on keeping your workouts simple so you can stay consistent! (starting at 1:21)
In the Wealth segment, Nov is Life Insurance Awareness month so we’ll kick it off talking about whole life insurance . (starting at 8:30) FREE DOWNLOAD 2022 Life Insurance Worksheet
In the Freedom segment, it’s time to get dirty by going off road and doing a little 4X4ing. (starting at 14:31)
Action Items. Things you can implement right now! (starting at 18:13)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit Retirement101Book.com Now!
You can always schedule a free 30 minute call with me to answer any of your financial planning and retirement income questions by visiting TalkToPatrick.com.
Dedicated to Your Retirement Lifestyle,
Patrick McNally
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 Sep 03, 2022
Saturday Sep 03, 2022
Welcome to Retirement Lifestyles with Patrick McNally!!
Here's a breakdown of this weeks show...
In the News segment: Medicare benefits are changing inside of the Inflation Reduction Act (starting at 2:19)
In the Health segment, a short update on my Whoop Band, and a new pillow that I'll be testing out, specifically designed for side sleepers! (starting at 7:00)
In the Wealth segment, the 4% rule is in doubt, says a Wall Street Journal article. (starting at 12:45)
In the Freedom segment, it's time to go see good movie... and a subscription service might make it easier. (starting at 21:40)
Action Items. Things you can implement right now! (starting at 25:35)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit Retirement101Book.com Now!
You can always schedule a free 30 minute call with me to answer any of your financial planning and retirement income questions by visiting TalkToPatrick.com.
Dedicated to Your Retirement Lifestyle,
Patrick McNally
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 Aug 22, 2022
Monday Aug 22, 2022
Welcome to Retirement Lifestyles with Patrick McNally!!
Here's a breakdown of this weeks show...
In the News segment: Is inflation going down? 10 common consumer items where prices are falling (starting at 2:35) Get your free budget sheet at www.RLAPlan.com/budget
In the Health segment, a follow up to last week when I discussed a new fitness performance "wearable" called Whoop that I just subscribed to. (starting at 10:32)
In the Wealth segment, should you consider converting some or all of your IRA's to Roth IRA's..? Do's and Don'ts. (starting at 14:12)
In the Freedom segment, I talk about LOVE. Specifically online dating for retirees!! (starting at 21:45)
Action Items. Things you can implement right now! (starting at 28:10)
Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit Retirement101Book.com Now!
You can always schedule a free 30 minute call with me to answer any of your financial planning and retirement income questions by visiting TalkToPatrick.com.
Dedicated to Your Retirement Lifestyle,
Patrick McNally
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.