The 3 Worlds of Investing

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Retirement Lifestyles with Patrick McNally

Business


Let's preview today's show... Being in financial services for over 20 years now, I've found that most people worry about having enough income in retirement. So I build mathematically correct retirement income plans that can provide a paycheck that's predictable, consistent, safe and can even increase every year, no matter what the market does. Ultimately giving you peace of mind and the freedom to enjoy your dream retirement. The title of the show today is "The 3 Worlds of Investing". This past week I had a number of interesting conversations with people who are considering working with us at Retirement Lifestyles Advisors. A question that seemed to come up in every single call was a version of "what should I be investing in when I'm retired?" Some asked whether or not they should be in annuities, or 100% in the stock market. One guy made the comment that with everything going on right now, maybe he should just cash out and put his life savings in the bank. So I thought it would be a good idea to re-visit what I call the 3 worlds of investing. We'll discuss the different areas that you should consider once you get to retirement, and how to recognize the true agenda of insurance agents and stock brokers. Want to make sure your retirement plan is on track?  1) Learn how to build a retirement program designed to give you a predictable, consistent and safe income for life. Watch my FREE Training Video at www.RetirementFilm.com   2) Order a FREE Copy of my book "Retirement Planning 101" visit www.Retirement101Book.com   3) Schedule a FREE Consultation phone call with me TODAY..! CLICK HERE or visit   www.TalkToPatrick.com   You can also find lots of resources at www.RLAPlan.com Connect with me online through all of the social media links below: Facebook: www.facebook.com/RetirementLifestylesAdvisors/ Instagram: www.instagram.com/retirement_lifestyles_advisors/ Twitter: www.twitter.com/thepmcnally   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.