Patrick McNally
Retirement Lifestyles with Patrick McNally
Patrick McNally wants to teach you how to live the abundant Retirement Lifestyle. Patrick always says, ”In order to create an abundant retirement lifestyle, you need to focus on the 3 core interconnected areas, Health, Wealth and Freedom. If you can keep your health, you’ll keep more of your wealth, and that will allow you to have the freedom to live the retirement you always dreamed about.”Learn the “Secrets” Successful Retirees use to create Peace of Mind in retirement as Patrick walks through how to invest properly at this stage of your life and how to stay healthy and active. Retirement ca...
Author
Patrick McNally
Category
Podcast website
Latest episode
Feb 3, 2026
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
#167: Retiring at 65, Dealing with Social Security and Medicare 03.02.2026 51:40
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 che...
#166: Retiring Soon? How Do You Handle Your 401k? One Wrong Move Can Cost You!! 27.01.2026 51:39
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 che...
#165: The importance of Estate Planning 19.01.2026 51:57
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 che...
#164: 2026 Tax Updates & How to Build a Portfolio Designed for Lifetime Income 12.01.2026 51:26
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 che...
#163 Health, Wealth and Freedom. Starting off right in 2026 07.01.2026 51:08
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 che...
#162: Long Term Care; What is it? Do I need it? How much will it cost? 09.06.2025 51:44
Long Term Care. Will you need it in the future? What are your chances? In this episode you'll learn the percentage chance that you may need care in your own home or in a facility. You need to know the costs and how you can protect your life savings by being wiped out!! Grab a FREE copy of my Long Term Care Planning Guide... Over 20 pages of checklists and tips on preparing for the inevitable. C...
#161: Social Security. When do you start? Social Security changes in the first 6 months of Trumps Administration 03.06.2025 51:05
Social Security. 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 cha...
#160: The problems with the 4% rule and my planning philosophy 27.05.2025 51:20
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 che...
#159: How to Leave a Legacy and talk to your kids and grandkids about money. 19.05.2025 51:28
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 che...
#158 - Social Security, AI Stocks and Tesla 12.05.2025 50:48
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 che...
#157: 4 Phases of Retirement & Life 28.04.2025 50:51
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 che...
#156 My Favorite Portfolio for Clients 21.04.2025 51:32
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 che...
#155. The Masters & Markets 15.04.2025 50:31
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 che...
#154 DOGE, Tariff's & Taxes 24.03.2025 51:11
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 che...
#153 Tariff's, Bumpy Markets & Budgets 18.03.2025 50:40
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 che...
# 152 Taxes and Backdoor Roth Conversions 10.03.2025 51:28
Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www. PatrickMcNally.com Facebook: https://www.facebook.com/RetirementLifestylesAdvisors/ Instagram: @Retirement_Lifestyles_Advisors LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/ Twitter: @The_McNally Questions? Call or Text 530-319-5158 ...
# 151. Taxes 03.03.2025 51:12
Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www. PatrickMcNally.com Facebook: https://www.facebook.com/RetirementLifestylesAdvisors/ Instagram: @Retirement_Lifestyles_Advisors LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/ Twitter: @The_McNally Questions? Call or Text 530-319-5158 ...
#150 Eliminate Taxes on Social Security Benefits? Windfall Elimination Provision Eliminated!! LA Fires and Insurance Issues 21.01.2025 51:16
Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www. PatrickMcNally.com Facebook: https://www.facebook.com/RetirementLifestylesAdvisors/ Instagram: @Retirement_Lifestyles_Advisors LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/ Twitter: @The_McNally Questions? Call or Text 530-319-5158 ...
#149 Happy New Year!!! 09.01.2025 51:53
Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www. PatrickMcNally.com Facebook: https://www.facebook.com/RetirementLifestylesAdvisors/ Instagram: @Retirement_Lifestyles_Advisors LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/ Twitter: @The_McNally Questions? Call or Text 530-319-5158 ...
#148 Caregiving for Loved Ones and End of the Year RMD's; 10 Must Do's 25.11.2024 50:24
In this episode, Patrick discusses how to have a gentle conversation with a loved one when it's time to talk about future caregiving. Is it time to move closer to family that can help? Should you sell your home and use the money to move into a care facility? All of these questions and more arise, and it can be awkward to discuss. It doesn't have to be. Patrick will also talk about end of the year...
#147 3 Steps You Need to Take Before Retiring. 18.11.2024 51:42
In this episode, Patrick discusses 3 planning steps everyone needs to take BEFORE retiring. If you're 2 years or less from retirement, this is the show for you. As you get closer and closer to that big day, there are steps you need to take in order to be prepared. Patrick will talk about planning for retirement income, how to maximize your Social Security benefits and what types of investments to...
#146 End of the Year Tax Planning & What to Know Before You Start Social Security 11.11.2024 54:16
In this episode, Patrick McNally continues with 3 more reasons to visit your tax professional before the end of the year. He will also answer 4 questions everyone needs to consider before starting Social Security Benefits. Social Security is one of the most important decisions you will ever make in retirement. Understanding the different claiming strategies is essential to maximizing your benefits...
#145 The 4 Phases of Retirement and End of the Year Tax Planning 04.11.2024 52:07
In this episode, Patrick McNally discusses the 4 Phases of Retirement. Once you've made it to retirement you can expect to this season of life to last approximatley 22 years. When you break up the time frame, every retiree goes through 4 distinct phases. Learn what they are and how you can navigate them to give yourself peace of mind. It's also that time of the year when taking advantage of any ta...
#144 Elections: Who Does the Market Love More, Democrats or Republicans? 21.10.2024 51:18
In this episode, Patrick McNally discusses how the markets may react depending on whether a Democrat or a Republican President is in office. Have you been wondering what will happen to the market if a certain President gets elected? Are you concerned that you should make some changes right now to your portfolio to protect it? Listen in and be sure to download your FREE copy of historical President...
#143 Tax Plans: Harris vs Trump, Walk to get Fit and Real Estate 05.10.2024 51:14
In this episode, Patrick McNally discusses the differences between the Harris and Trump tax plans, specifically regarding Social Security and Capital Gains taxes. Patrick will also talk about his journey with fitness and how walking can help cut those extra calories. Special Guest Josh Barker from Josh Barker Real Estate will join the show discussing the current state of real estate and a predicti...
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.