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The changes and challenges that come with Social Security
WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more!
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 15th 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.
https://serve.castfire.com/audio/7377223/The_Alpha_Wealth_Hour_4-20-25_2025-04-19-161423.64kmono.mp3
Recent Posts
The Alpha Wealth Hour
Social Security 2032 warning
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Market uncertainty, ‘paper millionaires,’ social security
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New tax laws, AI and the Great Wealth Transfer
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Uncle Sam, your 401(k), and a smart retirement plan
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Balancing protection, growth and smart RMD strategy
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Click for more
View all episodes
By WGN RadioWGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more!
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 15th 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.
https://serve.castfire.com/audio/7377223/The_Alpha_Wealth_Hour_4-20-25_2025-04-19-161423.64kmono.mp3
Recent Posts
The Alpha Wealth Hour
Social Security 2032 warning
.cls-7{fill:#fff;fill-rule:evenodd}
Market uncertainty, ‘paper millionaires,’ social security
.cls-7{fill:#fff;fill-rule:evenodd}
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}
Click for more
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