Retirement Secrets with Patrick McNally header image 1

Retirement Secrets with Patrick McNally

18
Mar 2019

How to Stay Healthy in Retirement

Have you been putting off getting in shape because you haven't had time while you were working?

Well now you're retired..! It's time to live life!

You need to be in shape if you're going to travel and see the world, or even if you just want to stay home and play with the grand kids. The number one cause of bankruptcy in retirement... health care expenses. Patrick has some great ideas to get you up, off the couch and on your way to a healthy lifestyle.

You can also find lots of resources at www.RetirementLifestylesAdvisors.com

Like what you hear? Visit www.RLAPlan.com and watch a free short preview video on how Patrick helps retirees and pre-retirees build income plans.

Don't forget to request your FREE copy of Patrick's pdf report "5 Steps to Preparing for a Successful Retirement" by

CLICKING HERE

If you're ready to see a demonstration of the income planning Patrick does for his clients simply reserve a FREE "DEMO Call" at www.RLAPlan.com

Got Questions?

Schedule a FREE strategy call with Patrick TODAY! Visit www.TalkToPatrick.com

GO CLAIM YOUR FREE COPY OF PATRICK’S NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com

Connect with Patrick online through all of the social media links below:

Facebook: www.facebook.com/RetirementLifestylesAdvisors/

Instagram: www.instagram.com/retirement_lifestyles_advisors/

Twitter: www.twitter.com/thepmcnally

Disclosures

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.

All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.

Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.

Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.

Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.

Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.

11
Mar 2019

How to Avoid a Market Crash Right Before You Retire

Are you 5 years from retiring? How about 2 years or less..? 

What would you do if the market crashed right before you gave notice to your employer..?

In this episode Patrick talks about the difference between an employee mindset and preparing for a retiree mindset. He share with you some tips and strategies on how to get to that finish line... and stay there!

You can also find lots of resources at www.RetirementLifestylesAdvisors.com

Like what you hear? Visit www.RLAPlan.com and watch a free short preview video on how Patrick helps retirees and pre-retirees build income plans.

Don't forget to request your FREE copy of Patrick's pdf report "5 Steps to Preparing for a Successful Retirement" by

CLICKING HERE

If you're ready to see a demonstration of the income planning Patrick does for his clients simply reserve a FREE "DEMO Call" at www.RLAPlan.com

Got Questions?

Schedule a FREE strategy call with Patrick TODAY! Visit www.TalkToPatrick.com

GO CLAIM YOUR FREE COPY OF PATRICK’S NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com

Connect with Patrick online through all of the social media links below:

Facebook: www.facebook.com/RetirementLifestylesAdvisors/

Instagram: www.instagram.com/retirement_lifestyles_advisors/

Twitter: www.twitter.com/thepmcnally

Disclosures

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.

All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.

Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.

Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.

Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.

Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.

4
Mar 2019

It’s Okay to Spend Money in Retirement

Most retirees find themselves afraid to spend money in retirement. Join Patrick as he discusses why, after 20, 30 or even 40 years of saving, people have such a hard time enjoying what they worked so hard for.

Like what you hear? Visit www.RLAPlan.com and watch a free short preview video on how Patrick helps retirees and pre-retirees build income plans.

Don't forget to request your FREE copy of Patrick's pdf report "5 Steps to Preparing for a Successful Retirement" by

CLICKING HERE

Got Questions?

Schedule a FREE strategy call with Patrick TODAY! Visit www.TalkToPatrick.com

GO CLAIM YOUR FREE COPY OF PATRICK’S NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com

Connect with Patrick online through all of the social media links below:

Facebook: www.facebook.com/RetirementLifestylesAdvisors/

Instagram: www.instagram.com/retirement_lifestyles_advisors/

Twitter: www.twitter.com/thepmcnally

You can also find lots of resources at www.RetirementLifestylesAdvisors.com

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.

25
Feb 2019

How to Create Your Own Personal Pension in Retirement

Pensions... we don't hear about them too often anymore. Less than 5% of companies today still offer a traditional corporate pension benefit. While many municipalities and government employees still receive one, most Americans don't.

 

On this episode Patrick will teach you how to create your own "Personal Pension" and a guaranteed income stream in retirement, so you can achieve peace of mind, no matter how the stock markets are performing.

 

Here's a few highlights from the show;

  • The four different types of annuity contracts
  • Why variable annuities are a terrible idea
  • How to supplement your Social Security check
  • Filling your income gaps with a guaranteed monthly check

 

Don't forget to request your FREE copy of Patrick's pdf report "5 Steps to Preparing for a Successful Retirement" by

CLICKING HERE

 

If you're ready to see a demonstration of the income planning Patrick does for his clients simply reserve a FREE "DEMO Call" at www.RLAPlan.com

Got Questions?

Schedule a FREE strategy call with Patrick TODAY! Visit www.TalkToPatrick.com

GO CLAIM YOUR FREE COPY OF PATRICK’S NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com

Connect with Patrick online through all of the social media links below:

Facebook: www.facebook.com/RetirementLifestylesAdvisors/

Instagram: www.instagram.com/retirement_lifestyles_advisors/

Twitter: www.twitter.com/thepmcnally

You can also find lots of resources at www.RetirementLifestylesAdvisors.com

 

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.

18
Feb 2019

How to Earn a Retirement Paycheck, Without Working

Most people are concerned about running out of money in retirement, and loathe the thought of having to return to work.

 

In this episode, Patrick will teach you about an investing technique he uses with his clients to create a Predictable, Consistent, Safe and Increasing retirement paycheck... without having to go back to work.!!

 

Here's a few topics from the show;

  • What's the best investment to use, to create a consistent monthly paycheck from the market?
  • If the market goes down, how does it affect how much income I receive?
  • How can I beat inflation during my retirement?

 

If you're ready to see a demonstration of the income planning Patrick does for his clients simply reserve a FREE "DEMO Call" at

www.RLAPlan.com

 

Don't forget to request your FREE copy of Patrick's pdf report "5 Steps to Preparing for a Successful Retirement" by

CLICKING HERE

 

Got Questions?

Schedule a FREE strategy call with Patrick TODAY! Visit www.TalkToPatrick.com

Or call 530-377-5180

GO CLAIM YOUR FREE COPY OF PATRICK’S NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com

Connect with Patrick online through all of the social media links below:

Facebook: www.facebook.com/RetirementLifestylesAdvisors/

Instagram: www.instagram.com/retirement_lifestyles_advisors/

Twitter: www.twitter.com/thepmcnally

You can also find lots of resources at www.RetirementLifestylesAdvisors.com

 

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.

11
Feb 2019

How to Prepare for a Paycut to Your Social Security Check

What would you do if Social Security told you they were lowering your monthly benefit check by over 20%? 

 

Well that's exactly what they have planned in the near future... so in this episode Patrick will teach you how to prepare for it!

 

Here's a few highlights from the show...

 

  • Social Security tells us right on our statements that they are out of money...
  • In about 15 years they plan on cutting benefits
  • Why planning ahead is the smart thing to do
  • What kind of an affect could it have on your lifestyle?

 

Don't forget to request your FREE copy of Patrick's pdf report "5 Steps to Preparing for a Successful Retirement" by

CLICKING HERE

 

If you have any specific questions or would like to get a free demo of Patrick's Income Planning software, visit www.RLAPlan.com

 

You can also,

Schedule a FREE strategy call with Patrick TODAY! Visit www.TalkToPatrick.com

GO CLAIM YOUR FREE COPY OF PATRICK’S NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com

Connect with Patrick online through all of the social media links below:

Facebook: www.facebook.com/RetirementLifestylesAdvisors/

Instagram: www.instagram.com/retirement_lifestyles_advisors/

Twitter: www.twitter.com/thepmcnally

You can also find lots of resources at www.RetirementLifestylesAdvisors.com

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.

 

4
Feb 2019

How to Avoid Spending Too Much on Your Medicare Supplement Insurance

In this episode Patrick will teach you how to avoid paying too much for your medicare supplement insurance.

 

If you're on medicare now and you're paying premiums for a supplemental insurance or your getting close to turning 65 and are confused with all of the choices, you don't want to miss this episode. Here's a few of the highlights...

 

  • There's a big difference between "Medicare Advantage" plans and "Medicare Supplement" plans
  • The Medicare supplement plans are all standardized from the Federal government
  • The ONLY difference in the plans... is the cost!
  • The California law that can save you thousands per year... and more

 

Do you have questions about your specific medicare insurance plan?

 

Schedule a FREE strategy call with Patrick TODAY! Visit www.TalkToPatrick.com

GO CLAIM YOUR FREE COPY OF PATRICK’S NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com

Connect with Patrick online through all of the social media links below:

Facebook: www.facebook.com/RetirementLifestylesAdvisors/

Instagram: www.instagram.com/retirement_lifestyles_advisors/

Twitter: www.twitter.com/thepmcnally

You can also find lots of resources at www.RetirementLifestylesAdvisors.com

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.

28
Jan 2019

How Much Risk Do I Take With My Investments..?

In today's episode Patrick discusses risk... specifically how much you should be taking with your investments.

 

When you ask people to define risk, you're going to get different answers from everyone. Learning to understand the different types of risk inherent in any investment from cash to stocks, you'll be better equipped to set up your investment accounts to pay you a paycheck in retirement that you'll never outlive.

 

Most people today who are retired or getting close, worry about running out of money in retirement. Patrick will teach you how to get a retirement paycheck that is predictable, safe and increases over time, ultimately giving you peace of mind and allowing you to enjoy a stress free retirement.

 

Here's a few highlights from the show:

  • Learn what your "Time Horizon" is and how to set up your investments accordingly.
  • How much should you have in the market, or in the bank?
  • The longer you can leave the money alone, the riskier the investments you can use.

Are you ready to build a lifetime retirement paycheck that you can depend on? 

 

Schedule a FREE strategy call with Patrick TODAY! Visit www.TalkToPatrick.com

GO CLAIM YOUR FREE COPY OF PATRICK’S NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com

Connect with Patrick online through all of the social media links below:

Facebook: www.facebook.com/RetirementLifestylesAdvisors/

Instagram: www.instagram.com/retirement_lifestyles_advisors/

Twitter: www.twitter.com/thepmcnally

You can also find lots of resources at www.RetirementLifestylesAdvisors.com

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.

 

21
Jan 2019

How to Rollover Your Retirement Account Without Blowing it Up..!

In today's episode Patrick will talk to you about how to complete a retirement plan "rollover" correctly.

 

If you're retiring soon and you have a 401k or some other type of employee retirement plan, you don't want to miss this show. The IRS is very UN-forgiving when it comes to tax mistakes... so grab your notepad and make sure you don't make any!

 

Here's a couple of highlights from the show:

  • There are Thousands$$$ of differences between a "rollover" and a "direct rollover"
  • Who to contact for your rollover paperwork
  • Set up your new custodian first before you complete the rollover

 

FREE DOWNLOAD RESOURCE: CLICK HERE for a copy of "3 Ways to Rollover Your Retirement Plan Without Being Taxed"

 

Schedule a FREE strategy call with Patrick TODAY! Visit www.TalkToPatrick.com

GO CLAIM YOUR FREE COPY OF PATRICK’S NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com

Connect with Patrick online through all of the social media links below:

Facebook: www.facebook.com/RetirementLifestylesAdvisors/

Instagram: www.instagram.com/retirement_lifestyles_advisors/

Twitter: www.twitter.com/thepmcnally

You can also find lots of resources at www.RetirementLifestylesAdvisors.com

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.

14
Jan 2019

How to Pick the Right Financial Advisor

On today's episode Patrick will talk about the 3 different types of financial advisors and how to pick the best one to work with.

 

It can be really confusing and even intimidating to find the right financial advisor. And even if you think you found one... how do you know they are working in your best interest?

 

Patrick will break down the 3 different ways that advisors are compensated so you can know if you're working with someone who is unbiased or is just looking for the next sale.

 

Here's a couple of key points from the show:

  • Understand the difference between fee-based, fee-only and commissioned advisors
  • Work with a fiduciary (someone who puts your best interest before their own)
  • Don't be afraid to ask lot's of questions
  • Know ALL of the fees that are inside of your accounts... not just the advisors fee

 

FREE CHECKLIST DOWNLOAD; Grab your copy of "Questions to Ask Your Financial Advisor" by CLICKING HERE.

 

Schedule a FREE strategy call with Patrick TODAY! Visit www.TalkToPatrick.com

GO CLAIM YOUR FREE COPY OF PATRICK’S NEW BOOK "Retirement Planning 101" visit www.Retirement101Book.com

Connect with Patrick online through all of the social media links below:

Facebook: www.facebook.com/RetirementLifestylesAdvisors/

Instagram: www.instagram.com/retirement_lifestyles_advisors/

Twitter: www.twitter.com/thepmcnally

You can also find lots of resources at www.RetirementLifestylesAdvisors.com

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.