Welcome to Retirement Lifestyles with Patrick McNally !! August Financial Topic: Cash Management Show Title: Building a Liquidity Fund -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) -Building a Liquidity Fund (starting at 07:20) -Mail Bag. (starting at 28:15) -IRA Tips: Should you name your trust as beneficiary?. (starting at 38:45) -Wrap up and Action Items! (starting at 49:01) FREE BUDGET SHEET HERE Get your FREE copy of my book "Retirement Planning 101". A gift fo...
Aug 12, 2023•55 min•Ep. 134
Welcome to Retirement Lifestyles with Patrick McNally !! August Financial Topic: Cash Management -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) -How to Assess Your Cash Needs and Plan For Inflation (starting at 08:07) -Mail Bag. (starting at 29:15) -A Little Known 401k Plan Option That Could Be a Game Changer. (starting at 39:45) -Wrap up and Action Items! (starting at 50:03) FREE BUDGET SHEET HERE Get your FREE copy of my book "Retirement Planning 101". A gift for b...
Aug 05, 2023•55 min•Ep. 133
Welcome to Retirement Lifestyles with Patrick McNally !! July's Financial Topic: Risk Management, aka Insurance Show Title: The Month in Review -Here's a breakdown of this weeks show... -Introduction. (starting at 0:52) - Review of LTC, Medicare, Life & Annuities (starting at 06:23) - My RLA X-Ray Planning System. (starting at 28:51) - Wrap up and Action Items! (starting at 49:53) Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit Patri...
Jul 29, 2023•55 min•Ep. 132
Welcome to Retirement Lifestyles with Patrick McNally !! July's Financial Topic: Risk Management, aka Insurance Show Title: Medicare -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Annuities.. a Love Hate Relationship (starting at 06:15) - My RLA X-Ray Planning System. (starting at 28:40) - Wrap up and Action Items! (starting at 49:43) Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!...
Jul 22, 2023•55 min•Ep. 131
Welcome to Retirement Lifestyles with Patrick McNally !! July's Financial Topic: Risk Management, aka Insurance Show Title: Medicare -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Do You Still Need Life Insurance? (starting at 06:15) - Why a Dividend Portfolio is Better. (starting at 28:40) - Wrap up and Action Items! (starting at 49:43) Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Tod...
Jul 15, 2023•55 min•Ep. 130
Welcome to Retirement Lifestyles with Patrick McNally !! July's Financial Topic: Risk Management, aka Insurance Show Title: Medicare -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Understanding Medicare (starting at 06:15) - Why the 4% Rule Doesn't Work. (starting at 28:40) - Wrap up and Action Items! (starting at 49:43) Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today! Schedule a FR...
Jul 08, 2023•55 min•Ep. 129
Welcome to Retirement Lifestyles with Patrick McNally !! July's Financial Topic: Risk Management, aka Insurance Show Title: Long Term Care -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Planning with Long Term Care Insurance (starting at 06:15) - Investing for Income vs Growth . (starting at 28:40) - Wrap up and Action Items! (starting at 49:43) Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally...
Jul 01, 2023•55 min•Ep. 128
Welcome to Retirement Lifestyles with Patrick McNally !! May's Financial Topic: Estate Planning Show Title: Using Life Insurance in Estate Planning -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Using Life Insurance in Estate Planning (starting at 06:27) - Mailbag: Transfers and Pension problems. (starting at 28:55) - IRA FAQ: What makes you different? - Wrap up and Action Items! (starting at 49:52) Get your FREE copy of my book "Retirement Planning 101". A gift fo...
Jun 24, 2023•55 min•Ep. 127
Welcome to Retirement Lifestyles with Patrick McNally !! May's Financial Topic: Estate Planning Show Title: Powers of Attorney and Health Care Directives -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Powers of Attorney and Health Care Directives. (starting at 06:27) - Mailbag: What are the chances that we will need LTC? (starting at 28:55) - IRA FAQ: Conversion as a gift to your beneficiaries. - Wrap up and Action Items! (starting at 49:52) Get your FREE copy of m...
Jun 17, 2023•55 min•Ep. 126
Welcome to Retirement Lifestyles with Patrick McNally !! May's Financial Topic: Estate Planning Show Title: What is Probate? -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - What is Probate? (starting at 06:27) - Mailbag: Helping Senior Parents with Technology. (starting at 28:55) - IRA FAQ: RMD Questions. - Wrap up and Action Items! (starting at 49:52) Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickM...
Jun 10, 2023•55 min•Ep. 125
Welcome to Retirement Lifestyles with Patrick McNally !! May's Financial Topic: Estate Planning Show Title: What is a Trust & Why Do You Need One? -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - What is a Trust & Why Do You Need One? (starting at 06:27) - Mailbag: Affordable Health Insurance Before Medicare? (starting at 28:55) - A Better Understanding of the One-Per Year Rollover Rule. - Wrap up and Action Items! (starting at 49:52) Get your FREE copy of my...
Jun 03, 2023•55 min•Ep. 124
Welcome to Retirement Lifestyles with Patrick McNally !! May's Financial Topic: Retirement Goals & Values Show Title: Post - Values and Legacy. -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - What kind of legacy do you want to leave for your heirs? (starting at 06:27) - Mailbag: Listener Question Regarding Income Planning (starting at 28:55) - Another reason for a spousal rollover. - Wrap up and Action Items! (starting at 49:52) Get your FREE copy of my book "Re...
May 27, 2023•55 min•Ep. 123
Welcome to Retirement Lifestyles with Patrick McNally !! May's Financial Topic: Retirement Goals & Values Show Title: Post - Beliefs About Planning. -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Do you think that planning ahead will make any difference? (starting at 06:27) - Mailbag: Retirement becoming complacent? (starting at 28:55) - RMD’s at Death, Conversion Q’s. - Wrap up and Action Items! (starting at 49:52) Get your FREE copy of my book "Retirement Pla...
May 20, 2023•55 min•Ep. 122
Welcome to Retirement Lifestyles with Patrick McNally !! May's Financial Topic: Retirement Goals & Values Show Title: Post - Thoughts on the Meaning of Money. -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - What does money actually mean to you? (starting at 06:28) - Mailbag: Saying Goodbye to Your Home. (starting at 28:56) - IRA FAQ's: ROTH IRA VS. ROTH 401(K). - Wrap up and Action Items! (starting at 49:52) Get your FREE copy of my book "Retirement Planning 101...
May 13, 2023•55 min•Ep. 121
Welcome to Retirement Lifestyles with Patrick McNally !! Mays's Financial Topic: Retirement Goals & Values Show Title: Post - Personal and Professional Goals. -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - 7 Steps to Achieve Your Retirement Goals. (starting at 06:25) - Mailbag: Government Defualts. (starting at 28:55) - IRA FAQ's: 5 Reasons to Not Fund a Roth. - Wrap up and Action Items! (starting at 49:53) Get your FREE copy of my book "Retirement Planning 101...
May 06, 2023•55 min•Ep. 120
Welcome to Retirement Lifestyles with Patrick McNally !! April's Financial Topic: Retirement Planning Show Title: Post - Retirement Planning; What to do now that your retired. -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Post - Retirement Planning; What to do now that your retired. (starting at 06:15) - Mailbag: Pros and Cons of using an Advisor. (starting at 28:45) - IRA FAQ's: When can I take money out of a Roth? - Wrap up and Action Items! (starting at 49:30) ...
Apr 29, 2023•55 min•Ep. 119
Welcome to Retirement Lifestyles with Patrick McNally !! April's Financial Topic: Retirement Planning Show Title: What to do when SS cuts your check by 20% in 11 years! -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - What to do when SS cuts your check by 20% in 11 years! (starting at 06:15) - Mailbag: Handling boredom in retirement and 3 stages of life. (starting at 31:10) - IRA FAQ's: Some RMD rules for inherited IRA's - Wrap up and Action Items! (starting at 50:00...
Apr 22, 2023•55 min•Ep. 118
Welcome to Retirement Lifestyles with Patrick McNally !! April's Financial Topic: Retirement Planning Show Title: How to Rollover Your IRA Without the IRS Taking 50% of it! -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - How to rollover your IRA without the IRS taking 50% of it! (starting at 06:15) - Mailbag: What's Your Favorite Power Food & Reflecting on Retirement (starting at 28:50) - IRA FAQ's: Some RMD rules for inherited IRA's - Wrap up and Action Items! ...
Apr 15, 2023•55 min•Ep. 117
Welcome to Retirement Lifestyles with Patrick McNally !! April's Financial Topic: Retirement Planning Show Title: Retirement Mindsets -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Retirement Mindsets: How to handle the emotional rollercoaster of retiring (starting at 06:15) - Mailbag: 8 months into retirement & Finding the right advisor (starting at 29:05) - Spotlight- Strong City Strength and Conditioning (Starting at 41:18) - Wrap up and Action Items! (start...
Apr 08, 2023•55 min•Ep. 116
Welcome to Retirement Lifestyles with Patrick McNally !! April's Financial Topic: Retirement Planning Show Title: Pre-Retirement Planning -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Pre-Retirement-What to do before the big day! (starting at 06:28) - Mailbag: Home Warranties & Traveling First Class (starting at 28:56) - IRA FAQ's: 5 Facts you need to know about FDIC - Wrap up and Action Items! (starting at 49:53) Get your FREE copy of my book "Retirement Plan...
Apr 07, 2023•55 min•Ep. 115
Welcome to Retirement Lifestyles with Patrick McNally !! February's Financial Topic: Investment Concepts Show Title: How to Build a Bullet Proof Investment Plan in Retirement -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - March Month in Review (starting at 06:28) -How to Build a Bullet Proof Investment Plan in Retirement (starting at 28:56) -Wrap up and Action Items! (starting at 49:53) Get your FREE copy of my book "Retirement Planning 101". A gift for being a lis...
Mar 25, 2023•55 min•Ep. 114
Welcome to Retirement Lifestyles with Patrick McNally !! February's Financial Topic: Investment Concepts Show Title: The Different Types of Investments -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Investing For Retirement vs Investing In Retirement (starting at 06:30) -Mailbag - Getting cold feet heading in retirement, and Phasing into retirement. (starting at 27:58) -Cont'd from last week; The differences between mutual funds and ETF's -Wrap up and Action Items!...
Mar 18, 2023•55 min•Ep. 113
Welcome to Retirement Lifestyles with Patrick McNally !! February's Financial Topic: Investment Concepts Show Title: The Different Types of Investments -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - The Different Types of Investments (starting at 06:30) -Mailbag - Are Your Beneficiaries Up to Date? (starting at 28:47) -IRA FAQ's. (starting at 43:00) -Wrap up and Action Items! (starting at 48:58) Get your FREE copy of my book "Retirement Planning 101". A gift for be...
Mar 11, 2023•55 min•Ep. 112
Welcome to Retirement Lifestyles with Patrick McNally !! February's Financial Topic: Investment Concepts Show Title: 3 Rules For Successful Investing -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) -3 Rules For Successful Investing (starting at 07:30) - 3 Rules continued (starting at 17:55) -Mailbag - Asking For Help in Retirement (starting at 28:25) -IRA FAQ's. (starting at 39:00) -Wrap up and Action Items! (starting at 50:15) Get your FREE copy of my book "Retiremen...
Mar 06, 2023•55 min•Ep. 111
Welcome to Retirement Lifestyles with Patrick McNally !! February's Financial Topic: Cash Management Show Title: 4 Ways to Increase Savings -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) -4 Ways to Increase Savings (starting at 07:48) -4 Ways continued (starting at 18:14) -Mailbag - Retirement Expectations vs Reality (starting at 28:47) -Front Loading Your Retirement. (starting at 41:20) -Wrap up and Action Items! (starting at 50:14) Get your FREE copy of my book "Re...
Feb 25, 2023•54 min•Ep. 110
Welcome to Retirement Lifestyles with Patrick McNally !! February's Financial Topic: Cash Management Show Title: Cash Flow Traps & How to Avoid Them -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) -Major Trap - Credit Card Debt (starting at 07:17) -3 Other Traps (starting at 17:43) -Interview: Dr. Todd Royce, Chiropractic First. (starting at 28:18) -Pension Problems (40:15) -Wrap up and Action Items! (starting at 49:55) Get your FREE copy of my book "Retirement Pl...
Feb 18, 2023•55 min•Ep. 109
Welcome to Retirement Lifestyles with Patrick McNally !! February's Financial Topic: Cash Management Show Title: Building a Liquidity Fund -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) -Building a Liquidity Fund (starting at 07:20) -Mail Bag. (starting at 28:15) -IRA Tips: Should you name your trust as beneficiary?. (starting at 38:45) -Wrap up and Action Items! (starting at 49:01) Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener ...
Feb 11, 2023•55 min•Ep. 108
Welcome to Retirement Lifestyles with Patrick McNally !! February's Financial Topic: Cash Management -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) -How to Assess Your Cash Needs and Plan For Inflation (starting at 08:07) -Mail Bag. (starting at 29:15) -A Little Known 401k Plan Option That Could Be a Game Changer. (starting at 39:45) -Wrap up and Action Items! (starting at 50:03) Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of ...
Feb 04, 2023•55 min•Ep. 107
Welcome to Retirement Lifestyles with Patrick McNally !! -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) -Do You Need Life Insurance in Retirement? (starting at 08:15) -Mail Bag. (starting at 29:10) -Roth-O-Mania. (starting at 39:44) -Wrap up and Action Items! (starting at 51:58) Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today! Schedule a FREE Strategy Call with me TalkToPatrick.com . ...
Jan 28, 2023•55 min•Ep. 106
Welcome to Retirement Lifestyles with Patrick McNally !! -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) -Planning for Long Term Care (starting at 08:09) -Mail Bag. (starting at 29:11) -SECURE 2.0 and your IRA's. (starting at 40:40) -Wrap up and Action Items! (starting at 51:58) Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today! Schedule a FREE Strategy Call with me TalkToPatrick.com . D...
Jan 21, 2023•55 min•Ep. 105
