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Tax discussions, Social Security, and the ‘Great Wealth Transfer’
This week on The Alpha Wealth Hour, Tom Fortino dives into the tax discussions you should be having now that the year is underway. Are you up to date on Social Security rules and claiming strategies? Tom shares practical insights to help you stay informed. He also talks about the upcoming “Great Wealth Transfer,” what it means for your plan, and why couples who plan together are often the most financially successful.
https://serve.castfire.com/audio/7933442/The_Alpha_Wealth_Hour_01-25-26_2026-01-24-204442.64kmono.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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The Alpha Wealth Hour
Sticking the landing in retirement
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Taxes, Social Security, and the ‘Great Wealth Transfer’
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View all episodes
By WGN RadioThis week on The Alpha Wealth Hour, Tom Fortino dives into the tax discussions you should be having now that the year is underway. Are you up to date on Social Security rules and claiming strategies? Tom shares practical insights to help you stay informed. He also talks about the upcoming “Great Wealth Transfer,” what it means for your plan, and why couples who plan together are often the most financially successful.
https://serve.castfire.com/audio/7933442/The_Alpha_Wealth_Hour_01-25-26_2026-01-24-204442.64kmono.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
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}
Taxes, Social Security, and the ‘Great Wealth Transfer’
.cls-7{fill:#fff;fill-rule:evenodd}
A new year brings new rules for financial planning
.cls-7{fill:#fff;fill-rule:evenodd}
Preparing your portfolio for 2026
.cls-7{fill:#fff;fill-rule:evenodd}
Click for more
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