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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 14, 2021
Monday Jun 14, 2021
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most retirees worry about running out of their life savings because they are no longer getting a paycheck.
So I specialize in managing their investments to provide an income that is predictable, consistent, safe and can even increase every year, no matter what the market does.
Ultimately giving them the peace of mind they desire throughout retirement.
The title of the show today is "Should You Invest in Crypto currency in Retirement?"
Over the past few months I've been getting a lot of questions about investing in gold... which is
nothing new honestly, because whenever there is inflation or market correction concerns, gold is usually the topic of interest.
But lately I've been getting more and more questions about crypto currencies, like Bitcoin for example. So we're going to discuss, at a high level, what crypto currency is and whether or not it makes sense to use it as part of your retirement income planning.
Later on in the show we'll resume talking about beiing "Social Security ready, a fact sheet for ages 49-60".
Questions about your planning?
-Schedule a call with me TODAY..!
Visit www.TalkToPatrick.com
Want a FREE copy of my book "Retirement Planning 101"? (just cover shipping)
CLICK HERE or visit Retirement101Book.com
You can also find lots of resources at www.RLAPlan.com
Connect with me online through all of the social media links below:
Facebook: www.facebook.com/RetirementLifestylesAdvisors/
Instagram: www.instagram.com/retirement_lifestyles_advisors/
Disclosures
Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.
Monday Jun 14, 2021
Monday Jun 14, 2021
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most retirees worry about running out of their life savings because they are no longer getting a paycheck.
So I specialize in managing their investments to provide an income that is predictable, consistent, safe and can even increase every year, no matter what the market does.
Ultimately giving them the peace of mind they desire throughout retirement.
The title of the show today is "Who's on Your Team?"
If you've ever listened to this show then you know I manage investments, but when it comes to full retirement planning, you need to have more than just an investment guy on your team, so I'm going to break down each of the players you need, and why each of their jobs is critical to your financial planning success.
Later on in the show we'll have a health tip and then I'm going to discuss something that you're not hearing about in the news... the upcoming 20% cut to your social security check.
Questions about your planning?
-Schedule a call with me TODAY..!
Visit www.TalkToPatrick.com
Want a FREE copy of my book "Retirement Planning 101"? (just cover shipping)
CLICK HERE or visit Retirement101Book.com
You can also find lots of resources at www.RLAPlan.com
Connect with me online through all of the social media links below:
Facebook: www.facebook.com/RetirementLifestylesAdvisors/
Instagram: www.instagram.com/retirement_lifestyles_advisors/
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 Jun 01, 2021
Tuesday Jun 01, 2021
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most retirees worry about running out of their life savings because they are no longer getting a paycheck.
So I specialize in managing their investments to provide an income that is predictable, consistent, safe and can even increase every year, no matter what the market does.
Ultimately giving them the peace of mind they desire throughout retirement.
The title of the show today is "The Top 5 Planning Areas of Retirement"
When it comes to preparing for retirement and thinking about doing some "financial planning", a lot of times people wonder what the heck "financial planning" even means.
I've been told by many people that they often feel like their financial life is scattered into a bunch of separate pieces floating around in the air... well today I wanted to help you bring some of those pieces together by listing out the top 5 areas that you need to focus on.
In the second half we'll have a few sponsor highlights, a market update and then wrap up Disability Insurance Awareness month by discussing Four Myths of Disability Insurance.
Questions about your planning?
-Schedule a call with me TODAY..!
Visit www.TalkToPatrick.com
You can also find lots of resources at www.RLAPlan.com
Connect with me online through all of the social media links below:
Facebook: www.facebook.com/RetirementLifestylesAdvisors/
Instagram: www.instagram.com/retirement_lifestyles_advisors/
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 18, 2021
Tuesday May 18, 2021
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most retirees worry about running out of their life savings because they are no longer getting a paycheck.
So I specialize in managing their investments to provide an income that is predictable, consistent, safe and can even increase every year, no matter what the market does.
Ultimately giving them the peace of mind they desire throughout retirement.
The title of the show today is "Should I Change My Investments Because of Future Inflation?"
Lately the stock market has been doing incredibly well... we had a few bumps this week, but that's pretty normal.
However, more and more I'm hearing concerns over inflation. People are asking, should I be pulling my savings out of the stock market, and putting it into safer investments, like fixed income or cash?
After all... I can't lose money in those investments right? Well, that depends. It depends on what your definition of "losing money" means.
So we're going to talk about inflation and some of the different ways you can battle it in the future.
Questions about your planning?
-Schedule a call with me TODAY..!
Visit www.TalkToPatrick.com
You can also find lots of resources at www.RLAPlan.com
Connect with me online through all of the social media links below:
Facebook: www.facebook.com/RetirementLifestylesAdvisors/
Instagram: www.instagram.com/retirement_lifestyles_advisors/
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 11, 2021
Tuesday May 11, 2021
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they worry about running out. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
The title of the show today "The Market is at all time highs, should I be making changes?".
Lately the stock market has been doing incredibly well... you would think that people would be happy and celebrating. My account has never been higher! Woo Hoo!
But in actuality, a lot of people are worried and fearful. When's the next crash coming? This can't keep going... we've printed too much money! I swear the market can make us feel like we're on an emotional rollercoaster!!
If you've been feeling these ups and downs lately this show is for you... I want to give you some ideas and strategies to consider to help remove some of these emotions, so that you can focus on the important things.. like having fun in retirement.
Want to make sure your retirement plan is on track?
NEW REPORT JUST OUT... Get your FREE copy
CLICK the following link
"5 Ways to Increase Your Income in Retirement"
-Learn how to build a retirement program designed to give you a predictable, consistent and safe income for life.
Watch my FREE Training Video at www.RetirementFilm.com
-Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit www.TalkToPatrick.com
You can also find lots of resources at www.RLAPlan.com
Connect with me online through all of the social media links below:
Facebook: www.facebook.com/RetirementLifestylesAdvisors/
Instagram: www.instagram.com/retirement_lifestyles_advisors/
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 26, 2021
Monday Apr 26, 2021
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they worry about running out. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
The title of the show today "Is Your Pension Really Safe?".
When you hear the word "Guarantee"... what do you think of? Isn't that word supposed to give you a sense of Peace of Mind? Usually the words "Guarantee" and "Pension" go hand in hand.
Many employees today have access to a traditional employer pension plan that is designed to pay them a guaranteed paycheck for the rest of their lives.
What if you found out that your pension wasn't insured if the company ever went out of business..?
Putting the bulk of your retirement income in jeopardy. Would that concern you?
In the first half the show we're going to discuss the best ways to protect your pension benefits in retirement.
In the second half we'll have a few health tips, a market update and then the 31st Annual Retirement Confidence Survey by the EBRI.
Want to make sure your retirement plan is on track?
NEW REPORT JUST OUT... Get your FREE copy
CLICK the following link
"5 Ways to Increase Your Income in Retirement"
-Learn how to build a retirement program designed to give you a predictable, consistent and safe income for life.
Watch my FREE Training Video at www.RetirementFilm.com
-Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit www.TalkToPatrick.com
You can also find lots of resources at www.RLAPlan.com
Connect with me online through all of the social media links below:
Facebook: www.facebook.com/RetirementLifestylesAdvisors/
Instagram: www.instagram.com/retirement_lifestyles_advisors/
Disclosures
Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.
Tuesday Apr 20, 2021
Tuesday Apr 20, 2021
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they worry about running out. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
The title of the show today "Realistic Expectations in Retirement".
Over the course of a 20 year career in financial services I've spoken to a-lot of people. And I've gotten the full spectrum of emotions when it comes to retirement. Can we afford it? What am I going to do once I'm retired? Will I get bored? What if the market crashes, will I have to go back to work? Can I?
So in the first half of the show I want to discuss some ways you can prepare yourself not only financially, but mentally as well, so you can have the best chance of living the retirement lifestyle you deserve.
In the second half we'll have a few fitness tips, a market update, and then talk about "7 Reasons Why You Should Create a My Social Security Account".
Want to make sure your retirement plan is on track?
NEW REPORT JUST OUT... Get your FREE copy
CLICK the following link
"5 Ways to Increase Your Income in Retirement"
-Learn how to build a retirement program designed to give you a predictable, consistent and safe income for life.
Watch my FREE Training Video at www.RetirementFilm.com
-Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit www.TalkToPatrick.com
You can also find lots of resources at www.RLAPlan.com
Connect with me online through all of the social media links below:
Facebook: www.facebook.com/RetirementLifestylesAdvisors/
Instagram: www.instagram.com/retirement_lifestyles_advisors/
Disclosures
Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.
Tuesday Apr 13, 2021
Tuesday Apr 13, 2021
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they worry about running out. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
The title of the show today "The 3 Worlds of Investing".
No matter where you are in your investing journey, already retired, getting close, or just starting off... most people get overwhelmed with the unending choices of investments available today.
In fact some even get so nervous, they decide not to choose at all...Well that's easy to understand because with so many different options to choose from it can be difficult to make sure that you're making the right decision.
But all of the options can be simply categorized into 3 different areas, or worlds as I like to call them. So today I'm going to share with you what the 3 worlds of investing are, and what goes into each of them.
Want to make sure your retirement plan is on track?
NEW REPORT JUST OUT... Get your FREE copy
CLICK the following link
"5 Ways to Increase Your Income in Retirement"
-Learn how to build a retirement program designed to give you a predictable, consistent and safe income for life.
Watch my FREE Training Video at www.RetirementFilm.com
-Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit www.TalkToPatrick.com
You can also find lots of resources at www.RLAPlan.com
Connect with me online through all of the social media links below:
Facebook: www.facebook.com/RetirementLifestylesAdvisors/
Instagram: www.instagram.com/retirement_lifestyles_advisors/
Disclosures
Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.
Wednesday Mar 31, 2021
Wednesday Mar 31, 2021
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they worry about running out. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
The title of the show today "How to Avoid Being the Victim of a Ponzi Scheme".
One of the number one concerns for a lot of investors is... can I really trust this advisor sitting in front of me? I don't even know you, yet I'm about to hand over my life savings to you. FREAKY!
Yet, most people never bring it up in a meeting. You have to! this is your life savings we're talking about!
We're going to discuss a few articles off of the SEC's website about recent schemes that have been uncovered and then give you some tips on how to interview an advisor and how to spot some of the red flags so you can protect yourself.
Want to make sure your retirement plan is on track?
NEW REPORT JUST OUT... Get your FREE copy
CLICK the following link
"5 Ways to Increase Your Income in Retirement"
-Learn how to build a retirement program designed to give you a predictable, consistent and safe income for life.
Watch my FREE Training Video at www.RetirementFilm.com
-Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit www.TalkToPatrick.com
You can also find lots of resources at www.RLAPlan.com
Connect with me online through all of the social media links below:
Facebook: www.facebook.com/RetirementLifestylesAdvisors/
Instagram: www.instagram.com/retirement_lifestyles_advisors/
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 Mar 23, 2021
Tuesday Mar 23, 2021
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they worry about running out. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
The title of the show today "The Market's at all time highs... Should I Wait to Invest?".
This is a question I've been getting a lot lately, and it's a very valid one.
Lot's of people are wondering if this market will keep on going or is a crash right around the corner?
It seems like the money just keeps getting printed with no end in sight, and I'm sure you've seen the scary commercials touting the merits of gold and silver.
So we're going to talk about how to look at the market based on your goals.
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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.
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