The Alpha Wealth Hour

The Alpha Wealth Hour

By WGN RadioBusinessInvesting
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The Alpha Wealth Hour episodes

  • Preparing for longevity in retirement

    WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice and more!

    This week, Tom explains how to prepare for longevity in your retirement, calculating your Social Security benefit, and how to create more guaranteed tax-free income.

    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.

    https://serve.castfire.com/audio/4152230/4152230_2023-08-24-195330.64kmono.mp3
    This Week in Wealth
    Recent Posts
    Now is the time to earn your license to spend
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    All things retirement and retirement planning
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    Getting through blind spots in your retirement plan
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    What does the Big Beautiful Bill mean for retirement?
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    Don’t let Uncle Sam surprise you unexpectedly
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    Click for more
    37 min
  • Are you more like George Costanza or Mr. Spock?

    WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice and more!

    Tom starts off this week with a question, when it comes to your investments, are you more like George Costanza or Mr. Spock? He also discusses why reviewing your beneficiaries is so crucial to a retirement plan, and how to handle your biggest asset in retirement…your 401(k).

    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.

    https://serve.castfire.com/audio/4149970/4149970_2023-08-17-182810.64kmono.mp3
    This Week in Wealth
    Recent Posts
    All things retirement and retirement planning
    .cls-7{fill:#fff;fill-rule:evenodd}
    Getting through blind spots in your retirement plan
    .cls-7{fill:#fff;fill-rule:evenodd}
    What does the Big Beautiful Bill mean for retirement?
    .cls-7{fill:#fff;fill-rule:evenodd}
    Don’t let Uncle Sam surprise you unexpectedly
    .cls-7{fill:#fff;fill-rule:evenodd}
    Be tax free or as close to it as you can be
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    Click for more
    37 min
  • SECURE Act 2.0 changes the rules on your retirement account

    WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice and more!

    On this week’s show, Tom explains how the SECURE Act 2.0 is changing the rules on contributions to retirement accounts, along with how to maximize your tax-free retirement income, and what to evaluate when choosing your asset allocation in investments.

    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.

    https://serve.castfire.com/audio/4148288/4148288_2023-08-11-220628.64kmono.mp3
    This Week in Wealth
    Recent Posts
    Getting through blind spots in your retirement plan
    .cls-7{fill:#fff;fill-rule:evenodd}
    What does the Big Beautiful Bill mean for retirement?
    .cls-7{fill:#fff;fill-rule:evenodd}
    Don’t let Uncle Sam surprise you unexpectedly
    .cls-7{fill:#fff;fill-rule:evenodd}
    Be tax free or as close to it as you can be
    .cls-7{fill:#fff;fill-rule:evenodd}
    It’s not about timing the market
    .cls-7{fill:#fff;fill-rule:evenodd}
    Click for more
    37 min
  • Planning beyond your retirement number

    WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice and more!

    This week, Tom explains why you need to plan beyond knowing your “retirement number.” Later, he discusses creating an income you can’t outlive and how to get more of your retirement income 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.

    https://serve.castfire.com/audio/4145454/4145454_2023-08-03-182154.64kmono.mp3
    This Week in Wealth
    Recent Posts
    What does the Big Beautiful Bill mean for retirement?
    .cls-7{fill:#fff;fill-rule:evenodd}
    Don’t let Uncle Sam surprise you unexpectedly
    .cls-7{fill:#fff;fill-rule:evenodd}
    Be tax free or as close to it as you can be
    .cls-7{fill:#fff;fill-rule:evenodd}
    It’s not about timing the market
    .cls-7{fill:#fff;fill-rule:evenodd}
    Weatherproof your portfolios from market volatility
    .cls-7{fill:#fff;fill-rule:evenodd}
    Click for more
    36 min
  • Skirting the worst of recession

    WGN Radio’s Ilyce Glink and Tom Fortino from Alpha Wealth Group give you the latest financial business news and financial planning advice and more!

    Ilyce and Tom start off this week by discussing how economic news has turned positive and the worst of recession could be in the rear view mirror. Then, they talk about how the IRS has changed the rules when it comes to inheritance, and how it’s a good idea to take a mid-year financial evaluation for yourself.

    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.

    https://serve.castfire.com/audio/4141110/4141110_2023-07-20-175910.64kmono.mp3
    This Week in Wealth
    Recent Posts
    Don’t let Uncle Sam surprise you unexpectedly
    .cls-7{fill:#fff;fill-rule:evenodd}
    Be tax free or as close to it as you can be
    .cls-7{fill:#fff;fill-rule:evenodd}
    It’s not about timing the market
    .cls-7{fill:#fff;fill-rule:evenodd}
    Weatherproof your portfolios from market volatility
    .cls-7{fill:#fff;fill-rule:evenodd}
    ‘Washington-proof’ and avoid the tax time bomb
    .cls-7{fill:#fff;fill-rule:evenodd}
    Click for more
    36 min
  • How retirement changes the dynamic of your taxes

    WGN Radio’s Ilyce Glink and Tom Fortino from Alpha Wealth Group give you the latest financial business news and financial planning advice and more!

    This week Ilyce and Tom dive right in discussing how the dynamic changes with taxes in retirement. Then, they debate whether AI can replace financial advisors. Later on, they talk about knowing when you’ve saved enough to retire and how the latest numbers show millions of Americans still haven’t written a will.

    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.

    https://serve.castfire.com/audio/4139327/4139327_2023-07-14-164127.64kmono.mp3
    37 min
  • What the yield curve inversion means for your wealth

    WGN Radio’s Ilyce Glink and Tom Fortino from Alpha Wealth Group give you the latest financial business news and financial planning advice and more!

    Ilyce and Tom start off with the yield curve inversion seen last week and what this indicates for finance. Later in the show, they talk about longevity and longevity risk and how to plan for it as well as retirement from state jobs with Rule of 85 in the state of Illinois.

    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.

    https://serve.castfire.com/audio/4137236/4137236_2023-07-07-151736.64kmono.mp3
    37 min
  • Decisions to make with your bond investments

    WGN Radio’s Ilyce Glink and Tom Fortino from Alpha Wealth Group give you the latest financial business news and financial planning advice and more!

    Ilyce and Tom kick things off by talking about inflation and interest rates, and investment choices to make because of the recent federal reserve decision. Later on, they answer several listener questions, discuss investors basing some decisions on various principles, and the Gallup survey findings on what people think the best long-term investments are.

    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.

    https://serve.castfire.com/audio/4133349/4133349_2023-06-23-161249.64kmono.mp3
    37 min
  • Should Target Date Funds have a place in your portfolio?

    WGN Radio’s Ilyce Glink and Tom Fortino from Alpha Wealth Group give you the latest financial business news and financial planning advice and more!

    Ilyce and Tom start off this week with what’s going on with Target Date Funds and whether they should have a part in your portfolio. Then, they shift gears into how much retirement investors are paying in fees, whether it’s important to diversify income or taking social security and making the most of what else you have, and the long-term ramifications of using 401(k)s like checkbooks.

    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.

    https://serve.castfire.com/audio/4131263/4131263_2023-06-16-154503.64kmono.mp3
    37 min
  • Inflation continues to hold strong on portfolio decisions

    WGN Radio’s Ilyce Glink and Tom Fortino from Alpha Wealth Group give you the latest financial business news and financial planning advice and more!

    Ilyce and Tom dive in to how inflation hasn’t fallen back and how it is effecting portfolios. They also discuss the magic number for retirement funds, the change in confidence of retiring, and the largest wealth transfer predicted in the next decade.

    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.

    https://serve.castfire.com/audio/4128684/4128684_2023-06-08-145024.64kmono.mp3
    36 min

About The Alpha Wealth Hour

From the publisher's feed

The Alpha Wealth Hour with Tom Fortino: When it comes to saving, spending, investing and taxes, life can get complicated. Especially now. It feels like every day there’s news that affects the stock…

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