Welcome to Retirement Lifestyles with Patrick McNally !! -Here's a breakdown of this weeks show... -How Annuities Provide Income for Retirement. (starting at 6:00) -Planning with Annuities cont'd (starting at 17:50) -The 4 Different Types of Annuities. (starting at 30:02) -Real Estate Update with Daniel Miller. (starting at 42:28) -Wrap up and Action Items! (starting at 49:46) Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNall...
Dec 12, 2022•55 min•Ep. 104
Welcome to Retirement Lifestyles with Patrick McNally !! -Here's a breakdown of this weeks show... -Here's what you'll pay for Medicare in 2023. (starting at 7:08) -Retirees and Bankruptcy (starting at 19:40) -Generating income in retirement to offset healthcare expenses. (starting at 31:27) -Health and Fitness headed into 2023. (starting at 44:12) -Wrap up and Action Items! (starting at 50:01 Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Vi...
Dec 05, 2022•55 min•Ep. 103
Welcome to Retirement Lifestyles with Patrick McNally !! Here's a breakdown of this weeks show... In the Health segment, I discuss considering adding chiropractic care to your lifestyle. It could be a great way to prevent injury, and also help you recover. (starting at 1:45) In the Wealth segment, I think the 4% rule is stupid, and I've got the math to prove it. Don't sell shares in order to rasie income in retirement (starting at 7:00) FREE DOWNLOAD 2022 RECESSION In the Freedom segment, Cooler...
Oct 03, 2022•23 min•Ep. 102
Welcome to Retirement Lifestyles with Patrick McNally !! Here's a breakdown of this weeks show... In the Health segment, I discuss listening to your body and letting it get the rest it needs in order to come back stronger. (starting at 1:38) In the Wealth segment, is it the end of the world? Should I be going to cash, or buying gold? Don't I need to be doing something!!? (starting at 5:30) FREE DOWNLOAD 2022 INFLATION In the Freedom segment, I discuss life insurance as a tax free way to preserve...
Sep 26, 2022•21 min•Ep. 101
Welcome to Retirement Lifestyles with Patrick McNally !! Here's a breakdown of this weeks show... In the Health segment, I’ve got an update on a sleeping product known as the Pillow Cube and how it's been helping me as a side sleeper. (starting at 1:04) In the Wealth segment, continuing with Life Insurance Awareness month, today I'll go through Term insurance and why you should consider it . (starting at 5:00) FREE DOWNLOAD 2022 Life Insurance Worksheet In the Freedom segment, I discuss a great ...
Sep 19, 2022•23 min•Ep. 100
Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the Health segment, I’ve got a few tips on keeping your workouts simple so you can stay consistent! (starting at 1:21) In the Wealth segment, Nov is Life Insurance Awareness month so we’ll kick it off talking about whole life insurance . (starting at 8:30) FREE DOWNLOAD 2022 Life Insurance Worksheet In the Freedom segment, it’s time to get dirty by going off road and doing a little 4X4ing. (starti...
Sep 12, 2022•21 min•Ep. 99
Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the News segment: Medicare benefits are changing inside of the Inflation Reduction Act (starting at 2:19) In the Health segment, a short update on my Whoop Band, and a new pillow that I'll be testing out, specifically designed for side sleepers! (starting at 7:00) In the Wealth segment, the 4% rule is in doubt, says a Wall Street Journal article. (starting at 12:45) In the Freedom segment, it's ti...
Sep 03, 2022•29 min•Ep. 98
Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the News segment: Is inflation going down? 10 common consumer items where prices are falling (starting at 2:35) Get your free budget sheet at www.RLAPlan.com/budget In the Health segment, a follow up to last week when I discussed a new fitness performance "wearable" called Whoop that I just subscribed to. (starting at 10:32) In the Wealth segment, should you consider converting some or all of your...
Aug 22, 2022•31 min•Ep. 97
Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the News segment I discuss the "Inflation Reduction Act of 2022). Is it actually going to reduce inflation? Or just add $Billions to our tax bill? (starting at 1:55) In the Health segment, I discuss a new fitness performance "wearable" called Whoop that I just subscribed to. Check them out HERE at Whoop (starting at 7:50) In the Wealth segment I discuss the importance of Planning BEFORE you retire...
Aug 15, 2022•25 min•Ep. 96
Now that you're retired... is it time to get healthy and fit? On this episode I discuss an article that come from The Week, "5 Expert Tips for Staying Fit in Retirement" written by Sara Lindberg. Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit Retirement101Book.com Now! You can always schedule a free 30 minute call with me to answer any of your financial planning and retirement income questions by visiting TalkToPatrick.com . Dedicated t...
Aug 10, 2022•12 min•Ep. 95
Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the News segment I discuss Social Security and the projected date it's supposed to run out of benefits and only pay out 80% of what is owed. (starting at 4:45) In the Health segment, I discuss "The Importance of Hydration". (starting at 14:53) In the Wealth segment I discuss the importance of an "Emergency Fund". (starting at 22:45) In the Freedom segment, I talk about how to not get "Bored" in re...
Aug 02, 2022•46 min•Ep. 94
I'll start off the show talking about an op-ed highlighting dividend paying stocks and why I believe it's the best way to provide retirement income that can outpace inflation over time. In my Health segment, I discuss "Getting Your Steps In", how walking can help you lose weight and keep you mobile and flexible. In the Wealth segment I discuss the importance of being debt free when you get to retirement. In the Freedom segment, I talk about continuing to date your spouse, even if you've been mar...
Jul 25, 2022•56 min•Ep. 93
I'm kickin off the show talking about a few recent articles that give some ideas about where you can invest extra cash during this period of high inflation. Then I'll get into why the 4% rule for withdrawing retirement income is a bad idea, and what kind of portfolio is best to truly outpace inflation over the long haul. Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit Retirement101Book.com Now! You can always schedule a free 30 minute ca...
Jul 20, 2022•52 min•Ep. 92
Well... he did it. Putin invaded Ukraine. The next morning the market took a nose dive and then... wait, what's this?? It ended the day positive?!! Am I really seeing this? Once again my crystal ball let me down. I wish Miss Cleo was still around to help me. On the show I'm going to walk you through my thoughts on predicting the markets and whether or not you should be making emotional changes to your portfolio. Check it out! Get your FREE copy of my book "Retirement Planning 101". A gift for be...
Mar 01, 2022•14 min•Ep. 91
Do you ever feel like News Headlines contradict themselves from one day to the next? It's because they DO..!! One day everything is fine and the next day the end of the world is near! On this episode I give you 3 tips to keep your sanity when it comes to Financial News Headlines. If you have worries about your portfolio, or want a second opinion on your strategy, I'm here to help. Simply schedule a call by visiting www.TalkToPatrick.com Dedicated to Your Retirement Lifestyle, Patrick McNally www...
Feb 15, 2022•13 min•Ep. 90
Retirement planning isn't just about the investments... you need to plan for all kinds of risks to your assets over time. Health care related expenses are the largest risk to your life savings. Join me as I walk through how you can protect what took you 30 or 40 years of sacrifice to build. I've also got a new 2022 checklist titled " 2022-What Issues Should I Consider When Purchasing Long Term Care Insurance? " . By the way you can get your own copy HERE . I'd suggest downloading it because ther...
Feb 08, 2022•19 min•Ep. 89
Lately I've been getting a bunch of calls from people concerned about market crashes, recessions and inflation. All valid concerns for sure. So I decided to take a few points from my 2022 checklist titled " What Issues Should I Consider During a Recession or a Market Correction? " How's that for timing..! By the way you can get your own copy HERE . I'd suggest downloading it because there's a bunch more tips that I don't have time to go into on the show. So grab your free copy HERE. If you have ...
Feb 02, 2022•17 min•Ep. 88
The markets haven't been playing nicely since January 1st. In fact some people believe that this may be the time for a big correction which can cause panic and fear, which usually leads to bad decisions. In this episode I dive into; - Market volatility. - Crystal balls and market timing. - Bad headlines always sell the best! How the media thrives on chaos. If you have worries about your portfolio, or want a second opinion on your strategy, I'm here to help. Simply schedule a call by visiting www...
Jan 25, 2022•12 min•Ep. 87
Here is a short trailer for the Retirement Lifestyles Podcast! Just a quick preview of what you can expect from listening to my show!
Jan 18, 2022•1 min
Inflation just reached it's highest point in over 40 years! Many people are concerned if they should be making changes to their investments or not. In this episode I dive into; -The cause of high inflation - Should you be making adjustments to your investments - What kind of changes should you make If you have worries about current inflation and want to talk to someone we're here to help. Simply schedule a call by visiting www.TalkToPatrick.com Dedicated to Your Retirement Lifestyle, Patrick McN...
Jan 18, 2022•13 min•Ep. 85
Welcome to this week's show... Being in financial services for over 20 years now, I've found that most people worry. They've worked hard their entire life and now retirement has been thrust upon them. And while they think they're doing okay, they just aren't sure. There's so much to know and by their own admission, they don't know what they don't know, and that causes the worry. Worry that paralyzes you into doing nothing. So if that sounds like you, you're listening to the right show. I special...
Aug 11, 2021•50 min•Ep. 84
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people worry. They've worked hard their entire life and now retirement has been thrust upon them. And while they think they're doing okay, they just aren't sure. There's so much to know and by their own admission, they don't know what they don't know, and that causes the worry. Worry that paralyzes you into doing nothing. So if that sounds like you, you're listening to the right show. I speciali...
Aug 05, 2021•51 min•Ep. 83
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people worry. They've worked hard their entire life and now retirement has been thrust upon them. And while they think they're doing okay, they just aren't sure. There's so much to know and by their own admission, they don't know what they don't know, and that causes the worry. Worry that paralyzes you into doing nothing. So if that sounds like you, you're listening to the right show. I speciali...
Jul 26, 2021•51 min•Ep. 82
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people worry. They've worked hard their entire life and now retirement has been thrust upon them. And while they think they're doing okay, they just aren't sure. There's so much to know and by their own admission, they don't know what they don't know, and that causes the worry. Worry that paralyzes you into doing nothing. So if that sounds like you, you're listening to the right show. I speciali...
Jul 20, 2021•51 min•Ep. 81
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 "How to Control Yo...
Jul 12, 2021•51 min•Ep. 80
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...
Jun 14, 2021•51 min•Ep. 79
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 Tea...
Jun 14, 2021•51 min•Ep. 78
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 Plannin...
Jun 01, 2021•51 min•Ep. 77
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 M...
May 18, 2021•51 min•Ep. 76
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 tim...
May 11, 2021•51 min•Ep. 75
