Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!

Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!

Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!

Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!

Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!

Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!

Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!

Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!

Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!

Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!

Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!

Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call today at 630-864-6711. In the meantime, tune into The Alpha Wealth Hour every Sunday at 7 a.m., right here on WGN Radio!

This week on The Alpha Wealth Hour, with 2026 drawing closer, Tom breaks down the key end-of-year steps you should take before the calendar flips. Plus, hear how one former NFL player learned firsthand just how critical — and sneaky — taxes can be. Don’t let them catch you off guard! As always, Tom discusses his five pillars and invites you to throw everything in a box and come on in!

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will be in touch with you.

This week, Tom reminds us that the year is winding down, and it’s time to make some key decisions about our retirement plans before 2026 arrives. He also shares 10 signs you may be mentally ready to retire, but are you financially prepared? Plus, we break down the difference between having income in retirement and relying on savings or investments.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will be in touch with you.

This week, Tom shares the most effective action for you to take during unpredictable market conditions. He also reminds us that no two plans are the same, and complete planning is unique to you. And finally, hear some ideas on 401(k)s and Social Security that can help any retirement portfolio.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will be in touch with you.

On this week’s episode, Tom talks about deferred payment strategies, similar to what Shohei Ohtani did with the Dodgers. He also discusses tax planning versus tax preparation and ways to de-risk your portfolio. Furthermore, he shows how retirement plans can keep pace with evolving technology.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will be in touch with you.

This week on The Alpha Wealth Hour, Tom helps us simplify the retirement planning process. What does the cost-of-living adjustment (COLA) mean for your Social Security? And if you still have a pension, is the lump sum the right move for you?

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will be in touch with you.

On this edition of The Alpha Wealth Hour, Tom addresses year-round taxes, distinguishing planning from preparation. He also explores a prominent view on Social Security and whether he agrees that you have to be wealthy to retire.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will be in touch with you.

This weekend on The Alpha Wealth Hour, Tom knows that retirement planning can be spooky! But don’t let the clutter of Halloween decorations or outdated strategies mess with your retirement portfolio. Discover how to refine your plan, tune out the noise, and save money in or near retirement!

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will be in touch with you.

On this week’s episode, Tom realizes the end of the year is around the corner and will be here before we know it. With Halloween and the holidays approaching, how can we prevent procrastinating before the clock runs out in 2025? Additionally, Social Security has been all over the news, so what is noise and what is prudent for our retirement plans?

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will be in touch with you.

This week, Tom discusses the fast-approaching Halloween, the year-end, and what that timing means for your investment portfolio. He also emphasizes that Roth conversions aren’t always slam dunks and definitely not a DIY task. Plus, he touches on the importance of Social Security, especially if you’re married.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will be in touch with you.

On this week’s episode of The Alpha Wealth Hour, it’s all about taxes. They are not merely an April chore to be filed away for the rest of the year. Tom assists you with forward tax planning, innovative thinking, and more when dealing with Uncle Sam. He also touches on lost 401(k)s, Roth conversions, and Social Security claiming strategies.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will be in touch with you.

Tom points out this week that the year is nearing its close, urging us to consider retirement steps ahead of 2026. A strong groundwork is essential for any construction, especially your retirement plan. After you’ve laid the foundation for your financial “structure,” Tom will help you with its ongoing portfolio management.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will be in touch with you.

This week on The Alpha Wealth Hour, Tom talks about all things retirement planning, emphasizing the importance of discussing taxes year-round, having those important conversations with aging parents or children, understanding Social Security news for your portfolio, and much more. Listen in for all of this, plus an upcoming event!

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will be in touch with you.

On this week’s show, Tom explains that even if it’s too early for holiday decorations, that doesn’t mean it’s too early for retirement planning and end of the year prepping. He also shares what to make of the ups and downs in the market and how that can affect portfolios. Finally, learn how to handle the latest news on Social Security and what, if any, changes should be made to your plans.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

This week on The Alpha Wealth Hour, the Fed is meeting to discuss rate cuts in September, and Tom shares what this could mean for your portfolio. Social Security recently celebrated a birthday, but how many more birthdays will it have, and what impact will this have on your retirement? And even if you’re a Parrot Head, you don’t want your loved ones to end up in an estate fight like Jimmy Buffett’s family is right now.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

This week on The Alpha Wealth Hour, Tom helps you earn your license to spend after years of saving. Additionally, you may be able to do Roth conversions earlier than you thought possible. Finally, find out why they’re calling it the Rocky Balboa market, and what it means for you. Can your plan roll with the punches?

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

On this week’s episode of The Alpha Wealth Hour, Tom talks about all things retirement and retirement planning. What do the market trends look like for retirees, and can we expect a rollback? An alarming number of retirees or those close to retirement are not working with an advisor. Tom tells us what those people are missing out on and the benefits of having an advisor you can turn to.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

This week, Tom takes us through all things retirement planning, including getting through blind spots in our plan, and the most dreaded of all…taxes. Learn the difference between tax planning and tax preparation, as well as AI advancements in technology, plus the pros and cons of a roboadvisor and why it’s still important to meet with a human like Tom.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

This week on The Alpha Wealth Hour, Tom addresses the One Big Beautiful Bill and what it means for retirees and those close to retirement. How can this affect your portfolio and how does it tie into Tom’s favorite topic: taxes? And the Fed is meeting soon, what can we expect and how will it take its toll on your retirement plan?

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

This week on The Alpha Wealth Hour, Tom reminds us not to let Uncle Sam surprise you like he did to an NFL player. Plus, don’t leave money on the table during Jaws’ 50^th anniversary, is it time for you to get a bigger financial boat? And he mentions the Fudge Factor.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

On The Alpha Wealth Hour this week, Tom helps to “Washington-proof” your portfolio as best he can, a.k.a. tax free or as close to it as you can be. He also acknowledges this as the MVP of retirement planning and helps with tax loss harvesting and forward tax planning. Never met with Tom before? He tells you what an initial meeting looks like, so throw everything in a box and head on in!

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

This week on The Alpha Wealth Hour, Tom reminds us that even with the recent upturn in the market, it’s not about timing the market, it’s about time in the market. He also reiterates how his domino effect can play a part in any portfolio and helps to avoid tax traps and time bombs. If you’re self employed or even a small business owner, what can you do to make sure you’re set up for retirement?

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

On this week’s episode, Tom helps us weatherproof our portfolios with all the market volatility out there and reminds us to avoid emotional decisions when it comes to planning. Plus, we have all gone into Target for one item and come out $200 later, but how do we avoid doing that in our retirement portfolios? Tom also offers his retirement road map and assists in making sure the IRS isn’t a bigger partner in your portfolio than it needs to be.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

On The Alpha Wealth Hour this week, Tom wants to help you “Washington-proof” your investments to avoid the tax time bomb by tax planning as opposed to tax preparation. He also helps to attack the million-dollar question surrounding Social Security and to create an income floor. Later on, Tom says that whether or not there is a recession isn’t as important as if you have an income plan working for you.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

This week on The Alpha Wealth Hour, Tom reminds us that time waits for no one and that we should act today regarding our retirement plan. Plus, he shares the alarming number of Americans who are more afraid of running out of money in retirement than they are of dying, and what you can do to make sure you aren’t one of them!

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

This week, Tom continues to address the noise in the market (as well as the media) and asks, what is your advisor saying to you about it? What is Warren Buffett saying about it? Plus, what to do with Social Security, when to do it, and when Tom talks about a complete retirement plan that means no taxes, so let him help you get that tax free roadmap.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

This week on The Alpha Wealth Hour, Tom advises against “painting by numbers” when it comes to retirement planning and portfolios because one size certainly doesn’t fit all. We have all heard of the recent market volatility, but Tom tells us not to panic and what we can do to fight through the noise.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

It’s Kentucky Derby weekend and Tom knows there are important things to look at in your retirement planning, especially when you are on the home stretch. Is there a sweet spot and timing for Roth conversions? Do you have blind spots in your retirement plan? If Social Security is reduced, what do you have supplementing it? Tom answers all these questions and more!

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

On this episode of The Alpha Wealth Hour, Tom preaches retirement portfolio organization and how important it is to get everything under one roof. He also discusses the 2800 rules in the Social Security handbook but thankfully doesn’t go through each one! And finally, avoid those “financial thermostat fights” with your partner and make sure you’re on the same page.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

This week on The Alpha Wealth Hour, Tom looks at the changes and challenges that come with Social Security and how it should be simple but often isn’t. Even though April 15^th has come and gone, it’s never a bad time for forward tax planning, including Roth conversions. Finally, he dives into estate planning and life insurance, because Tom knows if you don’t make decisions for your family, someone else will.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

In this episode of The Alpha Wealth Hour, Tom addresses the recent craziness of the market and gives a different spin on the volatility. He also reminds you that it’s never a bad time to update and rebalance to minimize taxes in your portfolio. Plus, the dangerous decade, definitions of the word income, and is there a magic number you need to get to in retirement?

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

This week on The Alpha Wealth Hour, Tom addresses Social Security and the bump next month. Plus, the missing piece to your retirement puzzle could be quite simple, as well as preparing for market volatility and any more messes that might be coming.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

This week, Tom reminds us to avoid procrastination when it comes to retirement planning and addresses reaching a “magic” number in retirement. As we head into warmer weather, it’s not a bad time to eliminate clutter in your retirement portfolio with some spring cleaning. With tax day only a couple weeks away, Tom helps us look out for IRS traps and rules that can throw wrenches into forward tax planning.

If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will contact you.

This week, Tom tells you how a surprising source can teach you about budgeting… the tooth fairy. Speaking of surprises, Tom also helps us detect fees and other things that might pop up when retirement planning. He also teaches us about the Social Security bridge strategy, and of course, with the tournament starting this weekend, it’s only fitting to dive into tax brackets!

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will contact you.

Tom and new co-host, Kevin McAlpin, broke it down this week starting with Warren Buffet mentioning that he’s sitting on a pile of cash, what should you do if you’re in the same boat? They also remind us of the difference between tax preparation and tax planning with Tax Day only a month away. And how many clients does Tom see who delay retirement past 70 and what are some options if you go that route?

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will contact you.

This week, Tom continues to hammer home that tax season is inching closer and what you can still do before the tax man comes calling. Plus, he intertwines his five pillars along with the latest from the market and how to withstand the volatility that comes with it. Later, Tom dives into questions from clients that could relate to your retirement portfolio, as well as upcoming classes and ways to connect with him personally.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will contact you.

This week on The Alpha Wealth Hour, Tom addresses the market and making sure you know what you own in your portfolio. He can take a look under the hood and cut through some of the noise that comes with the market. Tom also dives into rebalancing, health savings accounts, tariffs, tax season and Paul Blart?

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will contact you.

This week, Tom focuses on all aspects of his Five Pillars, and whether the market might be due for a correction. Several statistics pop up including only 18% of retirees have a retirement plan and find out what 68% have not done at all. Plus, what did Tom do this week that can relate to your retirement plan?

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will contact you.

On this week’s show, Tom discusses how and why 401(k)s are reaching their tipping point, and wants to make sure you’re not just preparing your taxes, but instead, planning for your taxes. As it is tax season, he dives into tax diversification and the journey to tax free. And, are they really getting rid of the penny? What can that mean for your portfolio?

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This weekend Tom is the bearer of bad news: it is tax season again. Tax day is only a couple of months away and Tom tells us everything we need to think about as we get closer to April 15th and his goal to get us to tax-free in our retirement. He also mentions the “unique window” coming up and avoiding the IRS being a bigger partner in your retirement plan.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

On this weekend’s show, Tom talks all about the “Dangerous Decade” and what that means for you and your retirement plan. As always, he mentions his 5 Pillars and offers upcoming classes to meet with Tom in person. He also makes sure we know the difference between assets and income and helps us to start the journey to tax free.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week, Tom addresses two dreaded words that everyone needs to be aware of: tax season. What do you need to be on the lookout for when it comes to taxes and your retirement plan? Tom also talks about Rothification of retirement portfolios and how to decipher noise in the market. Plus, he also touches on estate planning and how to keep the government’s grubby hands off your money.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

On this week’s episode, Tom jumps right into the new year and what that means for you and your retirement plan. As we move into 2025, he makes sure that you know the changes to Social Security in the new year. Plus, life expectancy has ticked up as we move the calendar forward, what does that mean for your plan and for estate planning?

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

Tom Fortino’s theme of this show and for 2025 is to GET ORGANIZED. He tells us exactly how to do that in our retirement plans to get 2025 started off right! He also lists the changes to Social Security that will take effect this year, and he reminds us to understand what we own. Tom offers ways to contact him and resources to help with all of this and more.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

On this week’s episode of The Alpha Wealth Hour, Tom Fortino reminds us the rules on Roth conversions and how to get rid of your unwanted partner: the government! Plus, 401(k) rules are changing going into 2025 and what you need to know, along with making sure you know what is in your portfolio in terms of investments and the market. And when Tom says, “Different by design,” what does he mean by that?

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week, Tom Fortino focuses on Roth conversions and reminds us we can take any amount, at anytime, at any age. Plus, with the new year around the corner, tax planning is key and April will be here before we know it. Tom also tells us that the holidays are a great time to talk about estate and legacy planning with loved ones. All of this and more!

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

In this week’s episode of The Alpha Wealth Hour, Tom Fortino focuses on Roth conversions and reminds us that we can take any amount at any time or age. Plus with the new year around the corner, tax planning is key and April will be here before we know it. Tom also tells us that the holidays are a great time to discuss estate and legacy planning with loved ones.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week on The Alpha Wealth Hour, Tom Fortino reminds us the rules on Roth conversions and how to get rid of your unwanted partner: the government! Plus, 401(k) rules are changing going into 2025 and what you need to know, along with making sure you know what is in your portfolio in terms of investments and the market. And when Tom says, “Different by design,” what does he mean by that?

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week, Tom Fortino dives into key components of financial planning, starting with the market after the election and why how much time you spend in the market is important, not necessarily timing the market. He also looks into why Warren Buffet is hoarding cash, how many more folks will live to be 100 soon, and gold and bitcoin as parts of your portfolio.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

On this week’s show, Tom Fortino addresses the fact that there are Americans who fear retirement more than dying! And as we move into the holidays, he drives home what you need to do before the year ends when it comes to retirement planning and your assets. Tom also tells you what percentage of retirees don’t have a budget and how you can make sure that isn’t you.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

In this episode of The Alpha Wealth Hour, Tom Fortino dives into key components of financial planning, starting with the market after the election and why it’s important how much time you spend in the market, not necessarily timing the market. He also looks into why Warren Buffet is hoarding cash, how many more folks will be living to 100 shortly, and gold and bitcoin as parts of your portfolio.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

In this episode of The Alpha Wealth Hour, Tom Fortino discusses critical aspects of retirement planning, including upcoming changes to 401(k) plans, the importance of comprehensive financial planning, and insights into estate planning. He emphasizes the need for actionable strategies to maximize retirement savings and minimize taxes, especially as the year-end approaches.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week is a jam-packed episode of The Alpha Wealth Hour as Tom Fortino takes you through everything you need to know and do before the end of the year. He also hits on large problems with large IRAs, the biggest concerns of most retirees, and “The Hidden Domino Effect.”

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week on the Alpha Wealth Hour, Tom Fortino discusses essential aspects of retirement planning, including updates on tax brackets for 2025, strategies for managing market volatility, and the importance of end-of-year financial planning. Speaking of, Tom tells you all the things you should do before we hit 2025.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

In this episode of the Alpha Wealth Hour, host Tom Fortino discusses the importance of complete retirement planning, covering various aspects such as market insights, investment strategies, income planning, social security, asset protection, and tax strategies. The conversation also highlights the importance of proactive tax strategies, including Roth conversions, to ensure a secure retirement.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

In this episode of The Alpha Wealth Hour, Tom Fortino discusses essential strategies for retirement planning, focusing on taxes, income generation, and investment management. He touches on his Five Pillars and covers the significance of financial organization and the need to adapt investment strategies in a changing market environment.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week on The Alpha Wealth Hour, Tom Fortino discusses critical financial mistakes that can jeopardize retirement plans and how to avoid them. Plus, having a large IRA is nice, but there are some hurdles you need to be aware of. Whether you’re approaching retirement or already there, you need a comprehensive, customized plan.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

In this episode of the Alpha Wealth Hour, Tom Fortino discusses essential aspects of retirement planning, focusing on social security adjustments, income planning strategies, the role of annuities, tax planning, and the importance of estate planning. He emphasizes the need for a comprehensive approach to ensure financial security in retirement, addressing common concerns and misconceptions about retirement income and taxes.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week on The Alpha Wealth Hour, Tom Fortino dives deep on income planning. He explains how to build multiple streams of guaranteed income and how to avoid mistakes when claiming Social Security benefits.  Plus, how Roth conversions can help you build tax-free income in retirement.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week, Tom Fortino of the Alpha Wealth Group talks about some of the biggest threats to your retirement including not having a guaranteed income stream, overpaying taxes on your retirement savings, the rising cost of long-term care and more. A new study says if you retire at 65, you have a 45% chance of running out of money, so now is the time to get a plan on paper.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week on The Alpha Wealth Hour, Tom Fortino discusses many topics related to retirement planning, including the market, retirement income, minimizing taxes, and understanding 401(k) plans. He emphasizes the importance of having a comprehensive retirement plan that covers income planning, tax planning, investment management, asset protection, and estate planning. Tom also provides insights into the 4% rule for retirement withdrawals and the benefits of Roth 401(k) contributions.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week on The Alpha Wealth Hour, Tom Fortino of the Alpha Wealth Group covers various topics related to retirement planning, including income planning, tax breaks, Social Security, pensions, annuities, and healthcare costs. He highlights the significance of tax planning and suggests considering Roth conversions and after-tax contributions to optimize tax benefits. Additionally, he touches on the importance of asset protection and long-term care planning.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

In this week’s edition of The Alpha Wealth Hour, Tom Fortino shares the details people tend to get wrong with their Social Security.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

In this week’s edition of The Alpha Wealth Hour, Tom Fortino discusses changes in retirement savings and tax rules, such as the clarification on inherited IRAs and the option to make employer matches in Roth accounts. He also highlights the need for understanding fees and the potential costs of healthcare and long-term care in retirement.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week, Tom Fortino of the Alpha Wealth Group talks about the volatility in the market and how it affects your planning, as well as things to keep in mind while getting ready for retirement.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week, Tom Fortino of the Alpha Wealth Group talks about recent market trends and what we might see for the rest of 2024. He explains what having a smart investment plan designed specifically for retirees looks like and provides an opportunity to get a portfolio analysis. Plus, how will the new IRS rules on IRAs affect your taxes in retirement?

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

On this week’s show, Tom Fortino discusses market trends and the changing landscape of retirement. Tom also offers an income planning toolkit and highlights the significance of understanding Social Security claiming strategies. Plus, the new IRS rules for inherited IRAs and the benefits of Roth IRAs and tax planning.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week on The Alpha Wealth Hour, host Tom Fortino explores the question of how much money is needed to be happy in retirement and highlights the different perspectives of baby boomers and millennials.  Additionally, Tom addresses the significant expenses associated with healthcare in retirement. Tune in Sunday morning at 7 on WGN!

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week on the Alpha Wealth Hour, Tom Fortino focuses on investment strategies and risks in retirement portfolios. Fortino highlights the risks associated with not having a clear investment plan and not being organized with investments. He also discusses the risks of market volatility, the importance of understanding what you own and why, and the need for tax efficiency in investment portfolios.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week on The Alpha Wealth Hour, join Tom Fortino as he explores a crucial aspect of retirement planning: creating income that lasts a lifetime. Discover strategies to handle rising healthcare expenses in your senior years.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

As we prepare for Independence Day, Tom Fortino shares his thoughts on becoming financially independent. That means getting Uncle Sam out of your retirement savings as much as possible!

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week, Tom Fortino dives deep into one of the most important areas of retirement planning – building income you can’t outlive. Plus, how do you prepare for the increased cost of healthcare in your senior years? 

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

The new CPI numbers are out this week and inflation remains sticky. According to a recent study, 50% of retirement savers are changing their plans due to the rising cost of living. But Tom Fortino has some ideas on how you may still be able to have the retirement you’ve always wanted with the right plan.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week, Tom tackles one of the biggest financial challenges – getting organized. Learn how to take control of your retirement future. Plus, a hilarious recent example of a “failure to communicate” at a college graduation. The Alpha Wealth Hour with Tom Fortino airs Sundays at 7am.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week, Tom dives deep into an often-overlooked aspect of retirement planning – tax efficiency. Learn more about tax strategies for retirement every Sunday at 7 a.m. on The Alpha Wealth Hour.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

After the Great Resignation, many retirees are now headed back to work due to inflation. But could a better income plan help prevent that? Tom Fortino explains on The Alpha Wealth Hour, Sunday mornings at 7, here on WGN Radio.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

Dave Ramsey says you should take Social Security as early as possible and invest the money in a mutual fund. But is that the right advice? Tom Fortino explains why Social Security claiming strategies are different for everyone on The Alpha Wealth Hour.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

Happy Mother’s Day weekend! Most Americans expect to retire at 65, but a staggering number of them actually retire at 62. Tom will share what you need to have in place in case retirement sneaks up on you. Plus, Warren Buffett says bonds should come with a warning label. Tom will explain why. And a special acknowledgement to all the important women in our lives.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

According to the Motley Fool, there’s a new “magic number” for retirement, but Tom Fortino says you may not need that much for a successful retirement. Also this week, Ed Slott on RMDs, important estate planning tips and Tom reviews recent activity in the volatile markets.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

Do you want to retire but think you haven’t saved enough? Many Americans think they need more than necessary to retire well. This week, Tom Fortino explains how you may be able to retire earlier than you think.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

How much do you think you need to retire well? The results of a recent survey say Americans think they need 1.8 million dollars. But Tom will tell you why that might not be true. Plus, three Social Security rules you need to know.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

How much of your retirement income is dependent on the stock market? With the recent volatility, Tom Fortino takes some time this week to explain how to build a retirement income stream that doesn’t rely on market returns. Plus, it’s tax time! What are you doing to prepare for taxes in retirement?

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

Do you realize how one decision affects another regarding your retirement planning? This week, Tom Fortino explains how choices you make with your investments can alter your taxation in retirement, your out-of-pocket healthcare costs, and how long your money will last.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

Just like your body, everything in retirement planning is connected. Investments, income, taxes, Social Security… it’s all connected. So how do we make it all work together? Tom Fortino explains on this week’s show. Plus, a lesson in deferred income from some legendary major leaguers, just in time for baseball season!

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

It’s college basketball bracket season, but it’s also tax season. This week, Tom Fortino discusses taxes in retirement and some strategies that can help defuse the ticking tax time bomb in your 401(k). Don’t let Uncle Sam bust your tax bracket in retirement!  Listen to This Week in Wealth, on Sunday mornings at 7 am.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

Two different people turn 65 on the same day, and they’ve both saved a million dollars for retirement. One of them goes broke by their 75^th birthday. The other is set for life. So what’s the difference between these two people? Tom Fortino explains on this week’s edition of This Week in Wealth.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

One-third of Americans 65 and up are still working, and 1 in 8 retirees are returning to work. Join Tom Fortino on this week’s show to learn how to avoid working longer than you want.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

How will you successfully navigate the financial transition to retirement? Preserving and enjoying your wealth in retirement takes a different approach than saving and growing. Tom Fortino explains what it takes to have a complete plan so you can be ready for retirement.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

This week, Tom talks about what’s happening in the markets and how to address the biggest fear of retirees – running out of money. Learn how to get organized and simplify your financial life with a complete retirement plan from the Alpha Wealth Group.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.