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#98 Keeping it Simple, Life Insurance and Getting Dirty!
Manage episode 340930733 series 2442995
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. (starting at 14:31)
Action Items. Things you can implement right now! (starting at 18:13)
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 to Your Retirement Lifestyle,
Patrick McNally
530-377-5180
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.
104 حلقات
Manage episode 340930733 series 2442995
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. (starting at 14:31)
Action Items. Things you can implement right now! (starting at 18:13)
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 to Your Retirement Lifestyle,
Patrick McNally
530-377-5180
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.
104 حلقات
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