Retirement Lifestyles with Patrick McNally
Episodes
#167: Retiring at 65, Dealing with Social Security and Medicare
03 Feb 2026
Contributed by Lukas
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 ste...
#166: Retiring Soon? How Do You Handle Your 401k? One Wrong Move Can Cost You!!
27 Jan 2026
Contributed by Lukas
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 ste...
#165: The importance of Estate Planning
19 Jan 2026
Contributed by Lukas
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 ste...
#164: 2026 Tax Updates & How to Build a Portfolio Designed for Lifetime Income
12 Jan 2026
Contributed by Lukas
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 ste...
#163 Health, Wealth and Freedom. Starting off right in 2026
07 Jan 2026
Contributed by Lukas
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 ste...
#162: Long Term Care; What is it? Do I need it? How much will it cost?
09 Jun 2025
Contributed by Lukas
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 ...
#161: Social Security. When do you start? Social Security changes in the first 6 months of Trumps Administration
03 Jun 2025
Contributed by Lukas
Social Security. Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared...
#160: The problems with the 4% rule and my planning philosophy
27 May 2025
Contributed by Lukas
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 ste...
#159: How to Leave a Legacy and talk to your kids and grandkids about money.
19 May 2025
Contributed by Lukas
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 ste...
#158 - Social Security, AI Stocks and Tesla
12 May 2025
Contributed by Lukas
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 ste...
#157: 4 Phases of Retirement & Life
28 Apr 2025
Contributed by Lukas
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 ste...
#156 My Favorite Portfolio for Clients
21 Apr 2025
Contributed by Lukas
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 ste...
#155. The Masters & Markets
15 Apr 2025
Contributed by Lukas
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 ste...
#154 DOGE, Tariff's & Taxes
24 Mar 2025
Contributed by Lukas
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 ste...
#153 Tariff's, Bumpy Markets & Budgets
18 Mar 2025
Contributed by Lukas
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 ste...
# 152 Taxes and Backdoor Roth Conversions
10 Mar 2025
Contributed by Lukas
Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www.Patric...
# 151. Taxes
03 Mar 2025
Contributed by Lukas
Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www.Patric...
#150 Eliminate Taxes on Social Security Benefits? Windfall Elimination Provision Eliminated!! LA Fires and Insurance Issues
21 Jan 2025
Contributed by Lukas
Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www.Patric...
#149 Happy New Year!!!
09 Jan 2025
Contributed by Lukas
Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www.Patric...
#148 Caregiving for Loved Ones and End of the Year RMD's; 10 Must Do's
25 Nov 2024
Contributed by Lukas
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 mo...
#147 3 Steps You Need to Take Before Retiring.
18 Nov 2024
Contributed by Lukas
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 sho...
#146 End of the Year Tax Planning & What to Know Before You Start Social Security
11 Nov 2024
Contributed by Lukas
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 questi...
#145 The 4 Phases of Retirement and End of the Year Tax Planning
04 Nov 2024
Contributed by Lukas
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...
#144 Elections: Who Does the Market Love More, Democrats or Republicans?
21 Oct 2024
Contributed by Lukas
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 ...
#143 Tax Plans: Harris vs Trump, Walk to get Fit and Real Estate
05 Oct 2024
Contributed by Lukas
In this episode, Patrick McNally discusses the differences between the Harris and Trump tax plans, specifically regarding Social Security and Capital ...
#142 How to stay safe using Public wifi and creating a Healthcare "Preventative" Budget
01 Oct 2024
Contributed by Lukas
In this episode, Patrick McNally discusses how to protect your information over public wifi, and how to create a Healthcare "Preventative" Budget. G...
# 141 Cyber Security & How to Live on a Fixed Income During High Inflation and Crazy Markets
13 Aug 2024
Contributed by Lukas
In this episode, Patrick McNally discusses cybersecurity risks and provides tips for retirees on a fixed income who are worried about the future. He c...
# 140 4 Keys to Generational Planning
06 Aug 2024
Contributed by Lukas
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 ...
#139 The 4 Keys to Understanding & Planning for Long Term Care
29 Jul 2024
Contributed by Lukas
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 financ...
#138 How to Have Tough Conversations with the Ones You Love: Guide to Caregiving
03 Jun 2024
Contributed by Lukas
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 ...
#138 What do I do with my 401k when I'm done working?
05 Feb 2024
Contributed by Lukas
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 ...
#137 Medicare Planning & the Top 6 Scams to Avoid in 2024
22 Jan 2024
Contributed by Lukas
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 P...
#136 Planning for Social Security
19 Jan 2024
Contributed by Lukas
Show Title: Planning for Scoial Security Main Topic: What is Social Security? What are the befits and how do you become eligible? Current Market Updat...
#135 Cash Management Month: 4 Ways to Increase Savings
26 Aug 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! August Financial Topic: Cash Management Show Title: 4 Ways to Increase Savings -Here's a break...
#134 Cash Management Month: Cash Flow Traps & How to Avoid Them
19 Aug 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! August Financial Topic: Cash Management Show Title: Cash Flow Traps & How to Avoid Them -H...
#133 Cash Management Month: Building a Liquidity Fund
12 Aug 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! August Financial Topic: Cash Management Show Title: Building a Liquidity Fund -Here's a breakd...
#132 Cash Management Month: How to Assess Your Cash Needs and Plan For Inflation
05 Aug 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! August Financial Topic: Cash Management -Here's a breakdown of this weeks show... -Introductio...
#131 Risk Management Month: The month in review
29 Jul 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! July's Financial Topic: Risk Management, aka Insurance Show Title: The Month in Review -Here's...
#130 Risk Management Month: Do You Love or Hate Annuities? My RLA X-Ray Planning System
22 Jul 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! July's Financial Topic: Risk Management, aka Insurance Show Title: Medicare -Here's a breakdow...
#129 Risk Management Month: Do You Still Need Life Insurance & Why a Dividend Portfolio Works Better
15 Jul 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! July's Financial Topic: Risk Management, aka Insurance Show Title: Medicare -Here's a breakdow...
#128 Risk Management Month: Understanding Medicare & Why the 4% Rule Doesn’t Work
08 Jul 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! July's Financial Topic: Risk Management, aka Insurance Show Title: Medicare -Here's a breakdow...
#127 Risk Management Month: Planning Ahead for Long Term Care & Investing for Income vs Growth
01 Jul 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! July's Financial Topic: Risk Management, aka Insurance Show Title: Long Term Care -Here's a br...
#126 Estate Planning Month: Using Life Insurance in Estate Planning
24 Jun 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! May's Financial Topic: Estate Planning Show Title: Using Life Insurance in Estate Planning -He...
#125 Estate Planning Month: Powers of Attorney and Health Care Directives
17 Jun 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! May's Financial Topic: Estate Planning Show Title: Powers of Attorney and Health Care Directiv...
#124 Estate Planning Month: What is Probate?
10 Jun 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! May's Financial Topic: Estate Planning Show Title: What is Probate? -Here's a breakdown of thi...
#123 Estate Planning Month: What is a Trust & Why Do You Need One?
03 Jun 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! May's Financial Topic: Estate Planning Show Title: What is a Trust & Why Do You Need One? -Her...
#122 Retirement Goals and Values Month: Values and Legacy
27 May 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! May's Financial Topic: Retirement Goals & Values Show Title: Post - Values and Legacy. -Here's...
#121 Retirement Goals and Values Month: Beliefs About Planning
20 May 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! May's Financial Topic: Retirement Goals & Values Show Title: Post - Beliefs About Planning. -H...
#120 Retirement Goals and Values Month: What does money mean to you?
13 May 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! May's Financial Topic: Retirement Goals & Values Show Title: Post - Thoughts on the Meaning of...
#119 Retirement Goals & Values Month; Goals, Government Defaults and 5 Reasons to NOT Fund a Roth
06 May 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! Mays's Financial Topic: Retirement Goals & Values Show Title: Post - Personal and Professional...
#118 Retirement Planning Month: Post - Retirement Planning; What to do now that your retired.
29 Apr 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! April's Financial Topic: Retirement Planning Show Title: Post - Retirement Planning; What to d...
#117 Retirement Planning Month: What to do when SS cuts your check by 20% in 11 years
22 Apr 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! April's Financial Topic: Retirement Planning Show Title: What to do when SS cuts your check by...
#116 Retirement Planning Month: How to rollover your IRA without the IRS taking 50% of it!
15 Apr 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! April's Financial Topic: Retirement Planning Show Title: How to Rollover Your IRA Without the ...
#115 Retirement Planning Month: Retirement Mindsets
08 Apr 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! April's Financial Topic: Retirement Planning Show Title: Retirement Mindsets -Here's a breakdo...
#114 Retirement Planning Month: Pre-Retirement Planning
07 Apr 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! April's Financial Topic: Retirement Planning Show Title: Pre-Retirement Planning -Here's a bre...
#113 Investment Concepts Month - How to Build a Bullet Proof Investment Plan
25 Mar 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! February's Financial Topic: Investment Concepts Show Title: How to Build a Bullet Proof Invest...
#112 Investment Concepts Month - Investing For Retirement vs Investing In Retirement
18 Mar 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! February's Financial Topic: Investment Concepts Show Title: The Different Types of Investments...
#111 Investment Concepts Month - The Different Types of Investments
11 Mar 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! February's Financial Topic: Investment Concepts Show Title: The Different Types of Investments...
#110 Investment Concepts Month - 3 Rules for Successful Investing
06 Mar 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! February's Financial Topic: Investment Concepts Show Title: 3 Rules For Successful Investing -...
# 109 Cash Management Month - 4 Ways to Increase Savings
25 Feb 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! February's Financial Topic: Cash Management Show Title: 4 Ways to Increase Savings -Here's a b...
#108 Cash Management Month - Cash Flow Traps & How to Avoid Them
18 Feb 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! February's Financial Topic: Cash Management Show Title: Cash Flow Traps & How to Avoid Them -H...
#107 Cash Management Month: Building a Liquidity Fund
11 Feb 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! February's Financial Topic: Cash Management Show Title: Building a Liquidity Fund -Here's a br...
#106 Cash Management month of February! Assessing Your Cash Position
04 Feb 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! February's Financial Topic: Cash Management -Here's a breakdown of this weeks show... -Introdu...
#105 Do You Need Life Insurance in Retirement?
28 Jan 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) -Do You Need Life ...
#104 How to Plan for Long Term Care so you don’t go bankrupt in Retirement!
21 Jan 2023
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) -Planning for Long...
#103 How to Add Annuities to Your Financial Plan
12 Dec 2022
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! -Here's a breakdown of this weeks show... -How Annuities Provide Income for Retirement. (start...
#102 Heading into the end of the year and planning for 2023
05 Dec 2022
Contributed by Lukas
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. (start...
#101 Getting adjusted, Stupid 4 percent rules and it’s time to get outside
03 Oct 2022
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the Health segment, I discuss considering adding c...
#100 My Body’s Talking, It May Be The End of The World, and Tax Free Cash
26 Sep 2022
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the Health segment, I discuss listening to your bo...
#99 Side Sleepin, Term Insurance and Not Waiting Until it’s Too Late!
19 Sep 2022
Contributed by Lukas
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 slee...
#98 Keeping it Simple, Life Insurance and Getting Dirty!
12 Sep 2022
Contributed by Lukas
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 keepi...
#97 Inflation Reduction Act, Pillows, Dumb Investment Strategies and Going to the Movies
03 Sep 2022
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the News segment: Medicare benefits are changing i...
#96 Chicken Costs Dropping, Whoop Whoop, Roth Conversions & Hooking Up Online!!
22 Aug 2022
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the News segment: Is inflation going down? 10 comm...
#95 Government spending, sports tracking and preparing ahead of time for retirement
15 Aug 2022
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the News segment I discuss the "Inflation Reductio...
#94 5 Expert Tips For Staying Fit in Retirement
10 Aug 2022
Contributed by Lukas
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 Stay...
#93 Social Security, Hydration and how to not get bored in retirement
02 Aug 2022
Contributed by Lukas
Welcome to Retirement Lifestyles with Patrick McNally!! Here's a breakdown of this weeks show... In the News segment I discuss Social Security and the...
#92 Steppin it up, debt free & dating your spouse
25 Jul 2022
Contributed by Lukas
I'll start off the show talking about an op-ed highlighting dividend paying stocks and why I believe it's the best way to provide retirement income th...
#91 Where’s the Best Place to Stash Your Cash?
20 Jul 2022
Contributed by Lukas
I'm kickin off the show talking about a few recent articles that give some ideas about where you can invest extra cash during this period of high infl...
#90 Russia Invades
01 Mar 2022
Contributed by Lukas
Well... he did it. Putin invaded Ukraine. The next morning the market took a nose dive and then... wait, what's this?? It ended the day positive?!! ...
#89 I Feel Like I’m Taking Crazy Pills
15 Feb 2022
Contributed by Lukas
Do you ever feel like News Headlines contradict themselves from one day to the next? It's because they DO..!! One day everything is fine and the nex...
The Number One Cause of Bankruptcy in Retirement and How to Avoid It..!!
08 Feb 2022
Contributed by Lukas
Retirement planning isn't just about the investments... you need to plan for all kinds of risks to your assets over time. Health care related expenses...
What Issues Should I Consider During a Recession or a Market Correction?
02 Feb 2022
Contributed by Lukas
Lately I've been getting a bunch of calls from people concerned about market crashes, recessions and inflation. All valid concerns for sure. So I de...
The Markets Are Going Down... Is It The End of The World?
25 Jan 2022
Contributed by Lukas
The markets haven't been playing nicely since January 1st. In fact some people believe that this may be the time for a big correction which can cause ...
Welcome to the Retirement Lifestyles Podcast
18 Jan 2022
Contributed by Lukas
Here is a short trailer for the Retirement Lifestyles Podcast! Just a quick preview of what you can expect from listening to my show!
Inflation: Should you change your investements?
18 Jan 2022
Contributed by Lukas
Inflation just reached it's highest point in over 40 years! Many people are concerned if they should be making changes to their investments or not. ...
Big Issues with Social Security
11 Aug 2021
Contributed by Lukas
Welcome to this week's show... Being in financial services for over 20 years now, I've found that most people worry. They've worked hard their entire ...
Inflation and Market Crashes
05 Aug 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people worry. They've worked hard their entire l...
Are Roth IRA's a Good Idea
26 Jul 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people worry. They've worked hard their entire l...
How to Avoid Tax Scams During a Pandemic
20 Jul 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people worry. They've worked hard their entire l...
How to Control Your Emotions and Ignore the Media for Investment Success
12 Jul 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most retirees worry about running out of their life s...
Should You Invest in Crypto currency in Retirement
14 Jun 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most retirees worry about running out of their life s...
Who's on Your Team
14 Jun 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most retirees worry about running out of their life s...
The Top 5 Planning Areas of Retirement
01 Jun 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most retirees worry about running out of their life s...
Should I Change My Investments Because of Future Inflation?
18 May 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most retirees worry about running out of their life s...
The Market is at all time highs, should I be making changes?
11 May 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they w...
Is Your Pension Really Safe?
26 Apr 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they w...
Realistic Expectations in Retirement
20 Apr 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they w...
The 3 Worlds of Investing
13 Apr 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they w...
How to Avoid Being the Victim of a Ponzi Scheme
31 Mar 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they w...
The Market's at all time highs... Should I Wait to Invest?
23 Mar 2021
Contributed by Lukas
Let's preview today's show... Being in financial services for over 20 years now, I've found that most people want more income in retirement, or they w...