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Retirement Lifestyles with Patrick McNallyAuthor: Patrick McNally
If youre retired or getting close this is the show for you. Here at Retirement Lifestyles its all about having the Health, Wealth and Freedom to live your dream retirement. Join me and Ill teach you the secrets successful retirees use to create an abundant retirement lifestyle. Language: en Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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#156 My Favorite Portfolio for Clients
Episode 158
Monday, 21 April, 2025
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle for FREE: CLICK HERE Receive daily email tips and strategies to take your retirement planning to the next level. Stay up to date with current Social Security, Medicare and Tax law changes with our checklists and reports ✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com **Questions? Call or Text Questions and Comments to 530-319-5158 Facebook: https://www.facebook.com/RetirementLifestylesAdvisors/ Instagram: @Retirement_Lifestyles_Advisors LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/ Twitter: @The_McNally 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.
