
Advertise on podcast: Retirement Lifestyles with Patrick McNally
Rating
3.7from
This podcast has
100 episodes
Language
EnglishPublisher
Patrick McNallyExplicit
No
Date created
2018/09/11
Latest episode
2026/09/14
Average duration
52 min.
Release period
35 days
Description
If you’re retired or getting close this is the show for you. Here at Retirement Lifestyles it’s all about having the Health, Wealth and Freedom to live your dream retirement. Join me and I’ll teach you the secrets successful retirees use to create an abundant retirement lifestyle.
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Check latest episodes from Retirement Lifestyles with Patrick McNally podcast
#173: Pensions; Is the lump sum a good choice?
2026/09/14
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/thepatrickmcnally
Instagram: @thepatrickmcnally
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#172: Is Social Security a Good Investment? The Mental Side of Retirement
2026/08/24
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/thepatrickmcnally
Instagram: @thepatrickmcnally
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#171: Understanding Diversification and the True Costs of Owning Mutual Funds
2026/08/17
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/thepatrickmcnally
Instagram: @thepatrickmcnally
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#170: Inflation... The Silent Killer
2026/08/11
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/thepatrickmcnally
Instagram: @thepatrickmcnally
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#169: 11 IRA Blunders and How to Avoid Them
2026/08/11
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/thepatrickmcnally
Instagram: @thepatrickmcnally
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#168: How to Say I Love You With Life Insurance
2026/08/11
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/thepatrickmcnally
Instagram: @thepatrickmcnally
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#167: Retiring at 65, Dealing with Social Security and Medicare
2026/02/03
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/thepatrickmcnally
Instagram: @thepatrickmcnally
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#166: Retiring Soon? How Do You Handle Your 401k? One Wrong Move Can Cost You!!
2026/01/27
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/thepatrickmcnally
Instagram: @thepatrickmcnally
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#165: The importance of Estate Planning
2026/01/19
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/thepatrickmcnally
Instagram: @thepatrickmcnally
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#164: 2026 Tax Updates & How to Build a Portfolio Designed for Lifetime Income
2026/01/12
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/thepatrickmcnally
Instagram: @thepatrickmcnally
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#163 Health, Wealth and Freedom. Starting off right in 2026
2026/01/07
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/thepatrickmcnally
Instagram: @thepatrickmcnally
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#162: Long Term Care; What is it? Do I need it? How much will it cost?
2025/06/09
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. CLICK HERE FOR YOUR GUIDE
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/RetirementLifestylesAdvisors/
Instagram: @Retirement_Lifestyles_Advisors
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#161: Social Security. When do you start? Social Security changes in the first 6 months of Trumps Administration
2025/06/03
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 changes with our checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/RetirementLifestylesAdvisors/
Instagram: @Retirement_Lifestyles_Advisors
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#160: The problems with the 4% rule and my planning philosophy
2025/05/27
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/RetirementLifestylesAdvisors/
Instagram: @Retirement_Lifestyles_Advisors
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
#159: How to Leave a Legacy and talk to your kids and grandkids about money.
2025/05/19
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 checklists and reports
✅ Visit us at Retirement Lifestyles Advisors: www.RLAPlan.com
**Questions? Call or Text Questions and Comments to 530-319-5158
Follow me on:
Facebook: https://www.facebook.com/RetirementLifestylesAdvisors/
Instagram: @Retirement_Lifestyles_Advisors
LinkedIn: https://www.linkedin.com/in/theretirementincomeadvisor/
Twitter: @The_McNally
YouTube: https://www.youtube.com/channel/UCNheDpmYRV1-T5l6Apa5h5Q?sub_confirmation=1
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.
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