The Top 5 Planning Areas of Retirement


Manage episode 293913559 series 2442995
על ידי Patrick McNally התגלה על ידי Player FM והקהילה שלנו - זכויות היוצרים שמורות למפרסם, לא ל-Player FM, והשמע מוזרם ישירות מהשרתים שלכם. הירשמו כדי לעקוב אחר עדכונים ב-Player FM, או הדביקו את כתובת העדכונים באפליקציות פודקאסט אחרות.

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 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 the heck "financial planning" even means.

I've been told by many people that they often 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.

In the second half we'll have a few sponsor highlights, a market update and then wrap up Disability Insurance Awareness month by discussing Four Myths of Disability Insurance.

Questions about your planning?

-Schedule a call with me TODAY..!


You can also find lots of resources at

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




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.

78 פרקים