As the year wraps up, it's time to take a closer look at your retirement plan and consider adjustments that could impact your financial future. In this episode, we’ll explore essential steps for end-of-year retirement prep, including tax implications, investment rebalancing, and contribution strategies. We’ll also touch on how current market trends and inflation might influence your retirement savings. This guide is here to help you navigate year-end planning with a clearer perspective, whether you're approaching retirement or still building your nest egg. For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

In this episode, we dive into 10 essential strategies for maximizing your Social Security benefits. Whether you're approaching retirement or already there, understanding the best timing for your claim, managing tax implications, and knowing how to coordinate with other income sources can make a big difference. We'll discuss when to claim, tips for increasing your monthly benefit, and ways to minimize taxes on Social Security income. Tune in for a comprehensive guide that can help you get the most out of the benefits you’ve earned over a lifetime of work! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

This is the second part of "6 Core Issues" series. This episode explores the 6 core issues that can shape your retirement. We'll cover important topics like savings management, tax considerations, healthcare costs, and investment strategies. Whether you're planning for retirement or already there, these key factors are worth understanding to help navigate your financial future with more clarity. For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

This episode explores the 6 core issues that can shape your retirement. We'll cover important topics like savings management, tax considerations, healthcare costs, and investment strategies. Whether you're planning for retirement or already there, these key factors are worth understanding to help navigate your financial future with more clarity. For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

🌟 Planning for retirement? 🌟 Discover key drawdown strategies to manage your savings effectively. Learn the basics and tips to help you navigate your retirement years. Watch now for insights! 💸📈 For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

Income planning is a critical part of planning for you to be ready for a confident retirement. Chris McIntire discusses how important income planning is. When you finally put in your retirement resignation, you want to be confident you're going to have consistent, dependable, lasting income. To craft your written Game Plan for Retirement written income plan, contact Chris McIntire at (800) 868-1194 and visit the website at https://mcintireretirementservices.com/.

Income planning is a critical part of planning for you to be ready for a confident retirement. Chris McIntire discusses how important income planning is. When you finally put in your retirement resignation, you want to be confident you're going to have consistent, dependable, lasting income. To craft your written Game Plan for Retirement written income plan, contact Chris McIntire at (800) 868-1194 and visit the website at https://mcintireretirementservices.com/.

In this episode, we share essential tips to help you make the most of your 401k in 2024. Whether you're new to saving or a seasoned investor, these strategies can help you get the most out of your retirement plan. Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

Learn how decisions from Washington may affect your retirement savings and plans. Chris Mcintire explains the key changes to watch out for. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

Wondering what happens to your assets after you pass away? This epsiode covers the basics of legacy planning, helping you consider the steps to take for your financial future. Make sure your wishes are known and understood. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

Retirement planning can be confusing, and there's a lot of information out there. In this episode, we break down six common myths that could be holding you back from a secure future. What do you need to know? Watch now to find out. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

As Labor Day approaches, it's a fitting time to think about the future. In this episode, we explore some important aspects of retirement planning. Whether you're early in your career or approaching retirement, this discussion offers insights to consider as you plan ahead. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

Wondering if you're truly prepared for the next stage of your life? In this episode, we explore key considerations that every individual should think about as they approach retirement. It's not just about the numbers—it's about your future. Are you ready? 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

Market volatility can be intimidating, especially when you see sudden dips or spikes in your investment portfolio. But what does volatility really mean, and how should you respond as an investor? In this episode, we’ll break down the concept of market volatility, explain why it happens, and discuss how it can impact your financial goals. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

Income planning is a critical part of planning for you to be ready for a confident retirement. Chris McIntire discusses how important income planning is. When you finally put in your retirement resignation, you want to be confident you're going to have consistent, dependable, lasting income. To craft your written Game Plan for Retirement written income plan, contact Chris McIntire at (800) 868-1194 and visit the website at https://mcintireretirementservices.com/.

In this episode, we discuss the most pressing financial questions for those approaching retirement. Whether you’re planning to retire soon or are already enjoying your golden years, we offer valuable insights to help you navigate your financial future. 📊💸

In this video, we explore the basics of annuities, life insurance, and long-term care (LTC). Discover the different types, benefits, and considerations for each. 🔔 Subscribe for more financial insights!For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

Welcome to our investment options breakdown! From basic bank accounts to high-stakes stocks, we've got you covered. Learn about CDs, bonds, stocks, mutual funds, annuities, ETFs, and tax strategies for a brighter financial future. Stick around for insightful tips and valuable insights. If you need personalized guidance, feel free to reach out to us at McIntire Retirement Services. Let's navigate your financial journey together! 💼💰 For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

Concerned about financial risks? Explore the basics of identifying and understanding potential financial threats. Stay informed and navigate your finances with confidence. For more information contact Chris McIntire from McIntire Retirement Services at (800) 868-1194 and visit the website https://mcintireretirementservices.com/.

Explore the journey to financial independence in this video. We cover key concepts and strategies that can help you achieve financial freedom and live life on your terms. 🔔💡 For more information contact Chris McIntire from McIntire Retirement Services at (800) 868-1194 and visit the website https://mcintireretirementservices.com/.

In this episode, we explore how upcoming elections and changes in tax policies from Washington could impact retirement. By looking at economic trends and expert opinions, we aim to provide a clear picture of what might lie ahead for retirement savings. Stay informed about the potential changes that could affect your financial future. For more information contact Chris McIntire from McIntire Retirement Services at (800) 868-1194 and visit the website https://mcintireretirementservices.com/.

Welcome! 🌟 In this episode, we're delving into the financial side of retirement planning. 🏝️ As retirement approaches, it's crucial to consider a more conservative approach with your finances. We'll discuss strategies to help you navigate this transition and ensure stability and security for your golden years. Subscribe and ring the bell for more insights on managing your finances and preparing for retirement. 🔔💡 For more information contact Chris McIntire from McIntire Retirement Services at (800) 868-1194 and visit the website https://mcintireretirementservices.com/.

In this episode, we explore the basics of planning for retirement income. Learn about different income sources, smart investment choices, and strategies to help ensure a comfortable retirement.For more information contact Chris McIntire from McIntire Retirement Services at (800) 868-1194 and visit the website https://mcintireretirementservices.com/.

Join Chris Mcintire in this episode as we discuss practical college savings tips for families, including insights on the popular 529 plan. Learn valuable strategies and expert advice to navigate the path of financial planning for your child's education. For more information contact Chris McIntire from McIntire Retirement Services at (800) 868-1194 and visit the website https://mcintireretirementservices.com/.

Unlock the secrets to optimizing your retirement savings with our comprehensive episode on the pros and cons of your 401(k)! Discover why employer-sponsored plans like the 401(k) are vital tools for securing your financial future. From the convenience of automatic contributions, to the allure of employer matches, and the various investment choices within, we explore every aspect of your retirement plan. Learn how to navigate tax-deferral and Roth options, seize control of your investments with in-service distributions, and avoid common pitfalls like leaving old 401(k)s behind. Plus, specific conversations on target date funds, managing risk, and understanding contribution limits and fees. Don't miss out on this opportunity to optimize your retirement strategy! Call now to get your personalized plan and take charge of your financial future in 2024 and beyond! For more information contact Chris McIntire from McIntire Retirement Services at (800) 868-1194 and visit the website at mcintireretirementservices.com/.

Are you #readytoretire? Like, really ready? Not just tired of work and wishing to quit, but financially prepared for 20 to 30 years or more of unemployment? If you're retirement-minded and aiming for confidence when that day comes, tune in to this week's #GamePlanForRetirement as @ChrisMcIntire reviews the essential questions to answer to gauge your retirement readiness. For more information contact Chris McIntire from McIntire Retirement Services at (800) 868-1194 and visit the website https://mcintireretirementservices.com/.

Secure your financial future by mastering Income Allocation with Chris McIntire in "Ensure Your Financial Future: Income Allocation Explained." This insightful video clarifies the key strategies you need to plan confidently for retirement. Chris, a seasoned financial advisor, dives into practical methods to calculate your retirement number, discusses the significance of Income Allocation, and outlines the specific risks it mitigates. Here’s what you’ll discover: **Effective Calculation Methods:** Learn how to determine the amount you need to retire with peace of mind. - **Income Allocation Strategies:** Understand how to structure your retirement plan for optimal income distribution. - **Risk Management:** Explore how to safeguard your retirement savings from common financial pitfalls. Chris’s approachable style makes complex financial concepts accessible to everyone. Whether you're nearing retirement or planning ahead, this video is your gateway to a more secure financial future. 🔔 **Don't forget to like, subscribe, and share this video for more financial insights from Chris McIntire.** For a personalized consultation, contact Chris at (800) 868-1194 or visit [McIntire Retirement Services](https://mcintireretirementservices.com) for more resources. **Disclaimer:** The content shared in this video is for informational purposes only and should not be taken as financial advice. Engage with a professional for advice tailored to your personal circumstances. #ClaimingSocialSecurity #RetirementDuration #401KPlanning #RetirementIncomeStrategy #RetirementSequenceRisk

Are you wondering about the financial requirements for retirement? Join us in this insightful program where we'll dive deep into understanding your retirement number. We'll explore practical methods for calculating it, the significance of adopting an Income Allocation strategy to tackle this challenge, and the specific risks it can mitigate. Additionally, we'll outline key considerations for structuring the Income Allocation portion of your retirement plan. Don't miss out on this comprehensive discussion aimed at providing clarity and guidance on your path to a secure retirement. Contact Chris McIntire at (800) 868-1194 or visit the website at https://mcintireretirementservices.com.

Taxes are the biggest expense between making money and keeping it, so taxes should be managed proactively too. On this episode, we will discuss Roth strategies as a means of controlling the expense of taxation on your wealth and discuss some specifics on the opportunity to take advantage and maximize your Roth balance. For Information contact Chris McIntire with McIntire Retirement Services at (800) 868-1194 and visit the website at https://mcintireretirementservices.com/. For more information on this and many other important financial topics, contact Chris McIntire at (800) 868-1194 or visit the website at https://mcintireretirementservices.com/. More content like this is always available on our Youtube channel "@GamePlanForRetirement", because we believe Planning Matters.

Taxes are a pain. They are a thorn in our side. Paying taxes does mean that you made money (maybe - phantom gains in Mutual Funds??), so it has been called a “good problem to have”, but it is still a problem. However, NOT planning ahead for taxes and NOT understanding fully how taxes work in retirement, can make that pain much more significant. At McIntire Retirement Services, we help savers and investors better determine their outcomes and make their goals, their reality. Specifically, if you would like to learn how to retire, or want to learn how to pay less in taxes and keep more of your money, call now (800) 868-1194 or visit the website at https://mcintireretirementservices.com/ and request Your Game Plan For Retirement.

💰💰💰 Financial confidence through educated planning💰💰💰 We you enjoyed this week's episode of Tax Planning. It was a pleasured being joined by Becky Swansberg, make sure to go show her some love at https://www.stonewoodfinancial.com/. For information contact Chris McIntire at the team at McIntire Retirement Services through visiting the website at https://mcintireretirementservices.com/ or by phone at (800) 868-1194

In the world of personal finance, there's a misconception that only the wealthy have access to certain financial advantages. However, the truth is, the tax code treats everyone equally, regardless of net worth. The key is understanding how to leverage tax advantages tailored to your situation. That's why it's crucial to ask yourself, 'How am I managing my taxes now and in the future?' and 'Am I utilizing the most effective strategies to minimize my tax burden?' Unfortunately, tax planning often takes a back seat in financial discussions. While investments and market chatter dominate the conversation, proactive tax strategies are a critical part of comprehensive planning. Join us as we delve into this overlooked yet vital aspect of financial well-being. Contact Chris McIntire at (800) 868-1194 or visit the website at https://mcintireretirementservices.com.

Discover the intricacies of family care and financial well-being in this week's episode! Join us for a conversation with Chris McIntire as we delve into the delicate balance between love and money in caring for your loved ones. Gain practical insights and thoughtful perspectives on navigating these crucial aspects of life. It's an engaging discussion that provides valuable considerations for your family's future. Contact Chris McIntire at (800) 868-1194 or visit the website at https://mcintireretirementservices.com.

Join us as we dissect common financial missteps – from inadequate savings to the fear of spending. Dive into the intricacies of tax deferrals, optimize Social Security, and learn practical strategies for a smoother financial journey. Subscribe for concise insights into money matters. Contact Chris McIntire at (800) 868-1194 or visit the website at https://mcintireretirementservices.com/.💡💰 #financialwisdom #retirementplanning

2023 has been a year unlike any other; we have had our share of ups and downs. Thankfully, the stock markets ended up more up than down. So, how do we plan ahead for an equally as unpredictable 2024 and beyond? One of the main things that careful planners prepare for while working and earning income is TAXES. As Chris McIntire discusses, this year and next year may be an especially important tax planning opportunity not to miss. With the upcoming tax season and potential portfolio loose ends, now is a great time to speak with Chris and get your finances and tax planning on course for a more prosperous 2024 and beyond. For more information, contact Chris McIntire at McIntire Retirement Services at (800) 868-1194, and visit the website at https://mcintireretirementservices.com/.

Often times we hear about “The Year In Review”, looking back at major events that have happened in the prior year. In our personal financial lives, this is also what we do during tax preparation. Filing taxes is literally putting together a personal “Financial Year In Review”, but we are planners. This is a show about planning. Planning is about looking forward and being proactive, not looking back, being historical, or being reactive. Certainly, we can gain some knowledge from history (maybe we should gain and retain a little more), but we have to plan ahead and keep moving forward. So, this is a show about the “Year In Preview” and some of the important topics and events we will cover in the year ahead. For more information, contact Chris McIntire at McIntire Retirement Services at (800) 868-1194, and visit the website at https://mcintireretirementservices.com/.

2023 has been a year unlike any other; we have had our share of ups and downs. Thankfully, the stock markets ended up more up than down. So, how do we plan ahead for an equally as unpredictable 2024 and beyond? One of the main things that careful planners prepare for while working and earning income is TAXES. As Chris discusses, this year and next year may be an especially important tax planning opportunity not to miss. With the upcoming tax season and potential portfolio loose ends, now is a great time to speak with Chris McIntire and get your finances and tax planning on course for a more prosperous 2024 and beyond. For more information, contact Chris McIntire at McIntire Retirement Services at (800) 868-1194, and visit the website at https://mcintireretirementservices.com/. Have an awesome New Year, and us at McIntire Retirement Services hope for another great year of content for you lovely people and more to come.

Planning is about looking ahead and being prepared to take advantage of opportunities. There are very few opportunities where we know what the future holds. The changes we discussed today are just a few of these opportunities to glimpse into the future and prepare. The time to plan for next year is now! You MUST have a plan to get your financial life in order and make the most progress possible! For more information on this and many other important financial topics, contact Chris McIntire at (800) 868-1194 or visit the website at https://mcintireretirementservices.com/.

Many (probably too many) are out doing last-minute Christmas shopping this weekend. Some studies show that people (men in particular) wait until the last minute, even right up until Christmas Eve to even start shopping for Christmas. Unfortunately, we also have this same quality of procrastination when it comes to our financial planning and well-being. Let’s talk about the psychology of financial procrastination and how damaging it can be. This is not a “guilt trip”. This is a proactive reminder that some things are too important to “wait until later”. For more information on this and many other important financial topics, contact Chris McIntire at (800) 868-1194 or visit the website at https://mcintireretirementservices.com/.

Planning is about looking ahead and being prepared to take advantage of opportunities. There are very few opportunities where we know what the future holds. The changes we discussed today are just a few of these opportunities to glimpse into the future and prepare. The time to plan for next year is now! You MUST have a plan to get your financial life in order and make the most progress possible! For more information on this and many other important financial topics, contact Chris McIntire at (800) 868-1194 or visit the website at https://mcintireretirementservices.com/.

Tune in as Chris McIntire discusses the "5 Planning Mistakes To Avoid" including important subjects like having a "GRIP" on your retirement, understanding inappropriate and appropriate investment risks to take, and optimizing and timing social security. For more information contact Chris McIntire at (800) 868-1194 and visit the website at https://mcintireretirementservices.com/.

Every year is a little different. Every year has a few surprises in store we cannot predict. There are also some changes that we do know the new year will bring ahead of time that we can begin to prepare for now. On this program we will discuss some of those changes. For more information on this and many other important financial topics, contact Chris McIntire at (800) 868-1194 or visit the website at https://mcintireretirementservices.com/.

Tune in as Chris McIntire discusses "5 Planning Mistakes To Avoid" with information on how to avoid them including how important it is to have a "GRIP" on your retirement, inappropriate and appropriate risks to take, and using social security. For more information, contact Chris McIntire at (800) 868-1194 and visit the website at https://mcintireretirementservices.com/.

Are you ready to take the plunge into retirement and embark on a new phase of life? Meet Chris McIntire, your trusted partner in navigating the complex course through retirement planning. With his years of experience and expertise, Chris can help you address the six core issues that are crucial for a successful retirement journey. Don't wait to secure your retirement future. Contact Chris McIntire today at (800) 868-1194 or visit the website at https://mcintireretirementservices.com/ to learn more about how he can assist you in addressing these vital retirement issues. Chris is committed to helping you enjoy a retirement that's as fulfilling as your working years. Get started on the path to a worry-free retirement with Chris McIntire as your guide.

The #endoftheyear is coming. Deadlines loom for some strategic financial moves. Chris McIntire from McIntire Retirement Services helps resolve confusion with taxes, account changes, and many more tips for your financial progress as we quickly move toward the end of 2023. For more information, and personalized planning tips and strategies, contact Chris McIntire at (800) 868-1194 or visit the website at https://mcintireretirementservices.com/. 

In this edition of "Your Game Plan For Retirement" Chris McIntire discusses "7 Financial Myths" that your retirement future may depend on. How reliable these assumptions are may determine the reliability of your retirement confidence and quality of life. "The Market Always Goes Up", "Taxes Will Go Down", "The Market Generates A Consistent Rate of Return": Is your financial future based on these widely held assumptions? How reliable are these beliefs? Are you betting your retirement on misconceptions or myths? Chris McIntire examines and explains in this edition of Your Game Plan For Retirement. We hope you enjoy. Contact Chris McIntire at (800) 868-1194 and visit the website at https://mcintireretirementservices.com/.

On this episode of Your Game Plan For Retirement, Chris McIntire discusses the 8 important moments you should consider making changes with your money. Not all of these are big changes, but all of these 8 moments are important to recognize as opportunities to improve your financial outcome. Chris dives deep into each of the 8 moments to help provide a better understanding of the opportunities you have to improve your financial and retirement future. If you have reached any of these 8 benchmarks, milestones, or areas of concern make sure to contact Chris McIntire at (800) 868-1194 and visit the website at https://mcintireretirementservices.com/.

Taxes are the biggest expense between making money and keeping it, so taxes should be managed proactively too. On this episode, we will discuss Roth strategies as a means of controlling the expense of taxation on your wealth and discuss some specifics on the opportunity to take advantage and maximize your Roth balance. For Information contact Chris McIntire with McIntire Retirement Services at (800) 868-1194 and visit the website at https://mcintireretirementservices.com/.