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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
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 "How to Rollover Your Retirement Account... Without Screwing it Up".
So here's a question for you, are you getting close to retiring, and unsure or nervous about what to do with your 401k or other type of retirement account?
Or are you looking at joining a new company and aren't sure how to move over your current plan?
These are very common questions that we get, so we're going to tell you exactly what your choices are, and how to avoid any big mistakes, like triggering major taxes!
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 09, 2021
Tuesday Mar 09, 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 Replace Your Paycheck in Retirement, While Sitting on the Beach".
When it comes to planning for retirement you've heard me say, it's all about the income...
You don't want to retire worried about paying your bills each month, or wondering if you'll have to stop taking withdrawals from the accounts if the market crashes.
Everyone I talk to says they want to sit back, relax and enjoy what they worked for, sacrificing and saving for the last 30-40 years.
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 Feb 16, 2021
Tuesday Feb 16, 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 "Your Retirement Is... Your Retirement".
I'm apart of a few different retirement specific groups on Facebook. One of them is called Retired, or Thinking retirement? The comments and questions are usually pretty good, but sometimes I just scratch my head and wonder, what?
There's comments and questions on everything from social security to travel, and what I find interesting is a recurring question that seems to come up, "How much savings should I have to be able to retire on?" or some slight variation of that. Sometimes I feel like a broken record when I post comments like, "It depends on your personal lifestyle.."
So I thought we would talk a little about that and give you 4 tips on how you can plan a retirement that's right... FOR YOU.
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 Oct 19, 2020
Monday Oct 19, 2020
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 "Countdown to the election, should you be making changes to your investments".
Over the past few months I've been having discussions with a number of people, including current clients, that are concerned about how the stock market is going to react with the upcoming election.
Is it going to crash? Is it going to surge? What happens if Biden gets in? Or if Trump stays in office?
With everything going on in the country right now it's no surprise that many people are feeling concerned.
Heck, I'm even feeling concerned, but not necessarily about the stock market, I don't think you should be either.
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/
Twitter: www.twitter.com/thepmcnally
Disclosures
Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.
Monday Oct 05, 2020
Monday Oct 05, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
The title of the show today "The Perfect Retirement Income Plan".
When it comes to preparing for retirement the number one thing you need to plan for is income.
It comes right down to this question, where is your paycheck going to come from when you're no longer getting one?
I ask this question to many people and get blank stares. That's because most people have never really sat down and thought about it.
So on this episode I'm going to discuss some of the different phases of investing throughout your life, and then I'll take you through what I call the 3 worlds of investing to give you an idea of the different ways to set up your portfolio to provide an increasing income in retirement that you won't outlive.
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/
Twitter: www.twitter.com/thepmcnally
Disclosures
Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.
Tuesday Sep 29, 2020
Tuesday Sep 29, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
The title of the show today "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 "financial planning" even means.
I've been told by many people that they 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.
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/
Twitter: www.twitter.com/thepmcnally
Disclosures
Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.
Monday Sep 21, 2020
Monday Sep 21, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
The title of the show today "Medicare 101".
We're going to teach you from a high level, some of the ins and outs of medicare parts A & B... and C and D..!
Medicare can be really confusing, what pays for what, what are these "gaps" I keep hearing about, can I keep my doctor? These are some of the questions we get when we do planning for our clients and prospective ones and it's been awhile since we talked about on the show.
We'll also talk about medicare supplement insurance, what to look for, how to choose the right plan, and most importantly, how to avoid paying too much for your coverage!
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/
Twitter: www.twitter.com/thepmcnally
Disclosures
Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.
Wednesday Aug 12, 2020
Wednesday Aug 12, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
The title of the show today "How Will the Election Effect the Stock Market?".
Over the past few months I've been having discussions with a number of people, including current clients, that are concerned about how the stock market is going to react with the upcoming election in November.
Is it going to crash? Is it going to surge? What happens if Biden gets in? Or Trump stays in office?
With everything going on in the country right now it's no surprise that many people are feeling concerned.
But as it pertains to your investments, and the stock market in general, should you be?
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/
Twitter: www.twitter.com/thepmcnally
Disclosures
Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.
Monday Jul 20, 2020
Monday Jul 20, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
The title of the show today is "More Ways to Increase Income in Retirement".
This is basically a continuation of ideas from my new report that I just wrote called 5 ways to increase income in retirement.
If you missed last week, the title of that show was "How to Add $22,500 per year of Income to Your Retirement". It's available to listen to the replay at rlaplan.com under the media tab.
But today I want to discuss 2 more of the ways to increase income in retirement, so you're not going to miss this.
Want to make sure your retirement plan is on track?
NEW REPORT JUST OUT... Get your free copy
"5 Ways to Increase Your Income in Retirement"
1) 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
2) Order a FREE Copy of my book "Retirement Planning 101"
visit www.Retirement101Book.com
3) Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit
You can also find lots of resources at www.RLAPlan.com
Connect with me online through all of the social media links below:
Facebook: www.facebook.com/RetirementLifestylesAdvisors/
Instagram: www.instagram.com/retirement_lifestyles_advisors/
Twitter: www.twitter.com/thepmcnally
Disclosures
Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.
Monday Jul 13, 2020
Monday Jul 13, 2020
Let's preview today's show...
Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement.
The title of the show today is "How to Add $22,500 per year of Income to Your Retirement".
Did I get your attention?
Let me say that again, I'm going to teach you how to add an additional $22,500 of income each and every year starting now. What would do with that kind of extra income? Spend it? Travel? A new car? Maybe you would invest it...
Whatever the case may be, most people aren't going to turn down additional income, no matter what the amount is. I'm going to tell you how to do it.
Want to make sure your retirement plan is on track?
1) 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
2) Order a FREE Copy of my book "Retirement Planning 101"
visit www.Retirement101Book.com
3) Schedule a FREE Consultation phone call with me TODAY..!
CLICK HERE or visit
You can also find lots of resources at www.RLAPlan.com
Connect with me online through all of the social media links below:
Facebook: www.facebook.com/RetirementLifestylesAdvisors/
Instagram: www.instagram.com/retirement_lifestyles_advisors/
Twitter: www.twitter.com/thepmcnally
Disclosures
Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.
All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.
Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.
Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.
Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.