Retirement Lifestyles with Patrick McNally

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...

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 3...

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...

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) - Spotlig...

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 FDI...

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!...

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 27:5...

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 Acti...

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. (starti...

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....

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...

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! (star...

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! (startin...

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 t...

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 th...

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...

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   G...

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...

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 DO...

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 . (star...

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...

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...

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 subscri...

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 W...

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...