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A new year brings new rules for financial and retirement planning
On this week’s episode of The Alpha Wealth Hour, Tom Fortino explains how a new year brings new rules for financial and retirement planning. Even during tax season, taxes are often the most overlooked part of a portfolio—so Tom breaks down the key differences between tax planning and tax preparation. Plus, he discusses important Social Security decisions, longevity, and how income planning needs to adapt over time.
https://serve.castfire.com/audio/7918656/The_Alpha_Wealth_Hour_01-18-26_2026-01-15-191756.64kmono.mp3
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!
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By WGN RadioOn this week’s episode of The Alpha Wealth Hour, Tom Fortino explains how a new year brings new rules for financial and retirement planning. Even during tax season, taxes are often the most overlooked part of a portfolio—so Tom breaks down the key differences between tax planning and tax preparation. Plus, he discusses important Social Security decisions, longevity, and how income planning needs to adapt over time.
https://serve.castfire.com/audio/7918656/The_Alpha_Wealth_Hour_01-18-26_2026-01-15-191756.64kmono.mp3
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!
Recent Posts
The Alpha Wealth Hour
New tax laws, AI and the Great Wealth Transfer
.cls-7{fill:#fff;fill-rule:evenodd}
Uncle Sam, your 401(k), and a smart retirement plan
.cls-7{fill:#fff;fill-rule:evenodd}
Balancing protection, growth and smart RMD strategy
.cls-7{fill:#fff;fill-rule:evenodd}
Sticking the landing in retirement
.cls-7{fill:#fff;fill-rule:evenodd}
Are you making retirement tax mistakes?
.cls-7{fill:#fff;fill-rule:evenodd}
Click for more
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