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Retirement Lifestyles with Patrick McNally

by Patrick McNally

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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 can feel like a maze and there’s a million things you need to do to be prepared for it. Investments, Taxes, Medicare, Social Security, Estate planning... The list is exhaustive.Patrick will help guide you through the maze and help you gain clarity. Do you have a question or comment for Patrick? Visit https://www.rlaplan.com/podcastThanks for listening!Schedule a Strategy Call at:http://talkto

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Episodes

  1. #173: Pensions; Is the lump sum a good choice?

    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...

  2. #172: Is Social Security a Good Investment? The Mental Side of Retirement

    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...

  3. #171: Understanding Diversification and the True Costs of Owning Mutual Funds

    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...

  4. #170: Inflation... The Silent Killer

    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...

  5. #169: 11 IRA Blunders and How to Avoid Them

    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...

  6. #168: How to Say I Love You With Life Insurance

    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...

  7. #167: Retiring at 65, Dealing with Social Security and Medicare

    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...

  8. #166: Retiring Soon? How Do You Handle Your 401k? One Wrong Move Can Cost You!!

    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...

  9. #165: The importance of Estate Planning

    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...

  10. #164: 2026 Tax Updates & How to Build a Portfolio Designed for Lifetime Income

    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...

  11. #163 Health, Wealth and Freedom. Starting off right in 2026

    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...

  12. #162: Long Term Care; What is it? Do I need it? How much will it cost?

    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...

  13. #161: Social Security. When do you start? Social Security changes in the first 6 months of Trumps Administration

    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...

  14. #160: The problems with the 4% rule and my planning philosophy

    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...

  15. #159: How to Leave a Legacy and talk to your kids and grandkids about money.

    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...

  16. #158 - Social Security, AI Stocks and Tesla

    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...

  17. #157: 4 Phases of Retirement & Life

    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...

  18. #156 My Favorite Portfolio for Clients

    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...

  19. #155. The Masters & Markets

    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...

  20. #154 DOGE, Tariff's & Taxes

    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...

  21. #153 Tariff's, Bumpy Markets & Budgets

    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...

  22. # 152 Taxes and Backdoor Roth Conversions

    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:...

  23. # 151. Taxes

    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:...

  24. #150 Eliminate Taxes on Social Security Benefits? Windfall Elimination Provision Eliminated!! LA Fires and Insurance Issues

    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:...

  25. #149 Happy New Year!!!

    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:...

  26. #148 Caregiving for Loved Ones and End of the Year RMD's; 10 Must Do's

    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,...

  27. #147 3 Steps You Need to Take Before Retiring.

    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...

  28. #146 End of the Year Tax Planning & What to Know Before You Start Social Security

    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…

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  29. #145 The 4 Phases of Retirement and End of the Year Tax Planning

    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…

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  30. #144 Elections: Who Does the Market Love More, Democrats or Republicans?

    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...

  31. #143 Tax Plans: Harris vs Trump, Walk to get Fit and Real Estate

    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…

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  32. #142 How to stay safe using Public wifi and creating a Healthcare "Preventative" Budget

    In this episode, Patrick McNally discusses how to protect your information over public wifi, and how to create a Healthcare "Preventative" Budget. Grab a FREE copy of my Book (Retirement Planning 101) CLICK HERE Schedule a FREE Discovery Call: HERE's my calendar Facebook:...

  33. # 141 Cyber Security & How to Live on a Fixed Income During High Inflation and Crazy Markets

    In this episode, Patrick McNally discusses cybersecurity risks and provides tips for retirees on a fixed income who are worried about the future. He covers the following key points: - Identifying and avoiding spoofed websites and scams - Considering part-time work or downsizing to manage expenses…

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  34. # 140 4 Keys to Generational Planning

    How do you pass on the wealth you've accumulated over the last 30, 40 or even 50 years? How do you talk to the kids about inheritance? Do you want to leave behind a blessing or a burden to the people you love? Join me as I discuss Generational Planning. Grab a FREE copy of my Book (Retirement...

  35. #139 The 4 Keys to Understanding & Planning for Long Term Care

    When it comes to planning for a safe and secure retirement, long term care (LTC) remains a confusing and unaddressed challenge to many people's financial security. Join me today as I discuss The 4 Keys to Understanding & Planning for Long Term Care. Grab a FREE copy of my Book (Retirement…

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  36. #138 How to Have Tough Conversations with the Ones You Love: Guide to Caregiving

    Do you have any aging parent? Do you feel like they are getting closer to needing some help? Listen and receive some tips on how to to have some of those tough conversations about future health care needs. Grab a FREE copy of my Book (Retirement Planning 101) CLICK HERE Want to chat with me?…

    more

  37. #138 What do I do with my 401k when I'm done working?

    Grab a FREE copy of my Book (Retirement Planning 101) CLICK HERE I always get asked " After I quit my job, what should I do with my 401k?" Today I'll give you the 6 choices that you have to take control of your savings and make sure you continue to grow it, or to start taking distributions from…

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  38. #137 Medicare Planning & the Top 6 Scams to Avoid in 2024

    Show Title: Medicare Planning Main Topic: What is Social Security? What are the befits and how do you become eligible? Current Market Update and Key Planning Dates News Event of the Week: Medicare won'y pay for these weight loss drugs The Top 6 Scams to Avoid in 2024 FREE 2024 Medicare Quick...

  39. #136 Planning for Social Security

    Show Title: Planning for Scoial Security Main Topic: What is Social Security? What are the befits and how do you become eligible? Current Market Update and Key Planning Dates News Event of the Week: SEC approves a spot Bitcoin ETF!! What is crypto currency? Is it right for you? Schedule a FREE...

  40. #135 Cash Management Month: 4 Ways to Increase Savings

    Welcome to Retirement Lifestyles with Patrick McNally!! August 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)...

  41. #134 Cash Management Month: Cash Flow Traps & How to Avoid Them

    Welcome to Retirement Lifestyles with Patrick McNally!! August 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…

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  42. #133 Cash Management Month: Building a Liquidity Fund

    Welcome to Retirement Lifestyles with Patrick McNally!! August 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…

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  43. #132 Cash Management Month: How to Assess Your Cash Needs and Plan For Inflation

    Welcome to Retirement Lifestyles with Patrick McNally!! August 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...

  44. #131 Risk Management Month: The month in review

    Welcome to Retirement Lifestyles with Patrick McNally!! July's Financial Topic: Risk Management, aka Insurance Show Title: The Month in Review -Here's a breakdown of this weeks show... -Introduction. (starting at 0:52) - Review of LTC, Medicare, Life & Annuities (starting at 06:23) - My RLA X-Ray...

  45. #130 Risk Management Month: Do You Love or Hate Annuities? My RLA X-Ray Planning System

    Welcome to Retirement Lifestyles with Patrick McNally!! July's Financial Topic: Risk Management, aka Insurance Show Title: Medicare -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Annuities.. a Love Hate Relationship (starting at 06:15) - My RLA X-Ray Planning…

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  46. #129 Risk Management Month: Do You Still Need Life Insurance & Why a Dividend Portfolio Works Better

    Welcome to Retirement Lifestyles with Patrick McNally!! July's Financial Topic: Risk Management, aka Insurance Show Title: Medicare -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Do You Still Need Life Insurance? (starting at 06:15) - Why a Dividend Portfolio is...

  47. #128 Risk Management Month: Understanding Medicare & Why the 4% Rule Doesn’t Work

    Welcome to Retirement Lifestyles with Patrick McNally!! July's Financial Topic: Risk Management, aka Insurance Show Title: Medicare -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Understanding Medicare (starting at 06:15) - Why the 4% Rule Doesn't Work. (starting at...

  48. #127 Risk Management Month: Planning Ahead for Long Term Care & Investing for Income vs Growth

    Welcome to Retirement Lifestyles with Patrick McNally!! July's Financial Topic: Risk Management, aka Insurance Show Title: Long Term Care -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Planning with Long Term Care Insurance (starting at 06:15) - Investing for Income...

  49. #126 Estate Planning Month: Using Life Insurance in Estate Planning

    Welcome to Retirement Lifestyles with Patrick McNally!! May's Financial Topic: Estate Planning Show Title: Using Life Insurance in Estate Planning -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Using Life Insurance in Estate Planning (starting at 06:27) - Mailbag:...

  50. #125 Estate Planning Month: Powers of Attorney and Health Care Directives

    Welcome to Retirement Lifestyles with Patrick McNally!! May's Financial Topic: Estate Planning Show Title: Powers of Attorney and Health Care Directives -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Powers of Attorney and Health Care Directives. (starting at 06:27)…

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View all 100 episodes →

About this show

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 can feel like a maze and there’s a million things you need to do to be prepared for it. Investments, Taxes, Medicare, Social Security, Estate planning... The list is exhaustive.Patrick will help guide you through the maze and help you gain clarity. Do you have a question or comment for Patrick? Visit https://www.rlaplan.com/podcastThanks for listening!Schedule a Strategy Call at:http://talkto

Hosted by

Patrick McNally

Frequently asked questions

How many episodes does Retirement Lifestyles with Patrick McNally have?

Retirement Lifestyles with Patrick McNally has 100 episodes on PodParley. The most recent episode was published on September 14, 2026.

What is Retirement Lifestyles with Patrick McNally about?

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,...

How often does Retirement Lifestyles with Patrick McNally release new episodes?

Retirement Lifestyles with Patrick McNally publishes every two weeks, based on its 100 episodes since May 2021.

Who hosts Retirement Lifestyles with Patrick McNally?

Retirement Lifestyles with Patrick McNally is created and hosted by Patrick McNally.
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