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 at https://www.whoop.com/ (starting at 7:50)
In the Wealth segment I discuss the importance of Planning BEFORE you retire. (starting at 11:40) For a copy of my Retirement Ready Checklist email me at firstname.lastname@example.org
In the Freedom segment, I talk about trying out a new restaurant. I think it’s fun to try new places and I encourage our clients to as well (starting at 19:25)
Action Items. (starting at 22:13)
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Dedicated to Your Retirement Lifestyle,
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.
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