The Alpha Wealth Hour

This week on The Alpha Wealth Hour with Tom Fortino, Tom tackles whether it’s possible to save too much in a 401(k) and how to evaluate taking Social Security versus drawing from retirement savings. He explains why a personalized financial strategy is essential and why your neighbor’s plan may not be the right fit for you. Tom […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom explains how jeans, telescopes, and microscopes can offer unexpected lessons for retirement planning. He also discusses common estate planning mistakes, including lessons from a late actor’s estate, and reveals how to spot hidden weaknesses in a financial plan that may look solid on the surface. Throw […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom Fortino explores the benefits and limitations of using artificial intelligence in financial planning. He also provides an update on Social Security and the potential impact of pending changes. In addition, Tom examines whether the anticipated “Great Wealth Transfer” may fall short for some Americans and shares […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom explores the importance of getting organized and how a well-structured financial plan can help keep you on track toward your goals. Tom tells us how to keep everything in our plans straight, plus four ways to “supersize” your accounts. Plus, he breaks down recent market developments […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom discusses whether or not we are noticing market trends that replicate the 1929 market crash, the social security funding crisis, how to prepare your family for inheritance and more. Throw everything in a box and head over to the Alpha Wealth Group, or give Tom a call […]

This week on The Alpha Wealth Hour with Tom Fortino, learn why trying to time a market downturn can hurt long-term returns, how Roth IRA tax strategies may benefit your retirement plan, ways to build reliable retirement income, and the key factors to consider when deciding the right time to retire. Throw everything in a box and […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom examines how annuities have evolved over the years and what today’s options may offer retirees. He also discusses the financial and tax challenges that often arise after the loss of a spouse. Plus, with election season underway, Tom looks at historical market trends and what investors […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom covers key retirement planning strategies to help you build a more confident financial future. Learn why taxes still matter in retirement, how understanding your tax bracket can help reduce what you owe, and ways to keep more of your hard-earned savings. Plus, Tom explains how to […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom explains why retirement planning is a marathon, not a sprint. Having a steady income strategy and a well-designed financial plan can help you stay on track for the long run. Tom also discusses why Roth conversions are a long-term tax planning tool rather than a quick […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom tackles a question many are asking: Is the 401(k) dying? He examines the changing retirement landscape and what it could mean for your long-term savings strategy. Plus, Tom explains how overlooking key details in your portfolio can create hidden problems—much like a dirty sponge harboring unwanted […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom explores an important question: “Is your financial advisor really working for you?” He discusses the warning signs that it may be time for a change and the steps you can take if your current relationship isn’t meeting your needs. Tom also highlights some of the most […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom breaks down how to create the right mix of retirement income sources and why estate planning matters for everyone. He also shares key guidance on Social Security decisions and weighs in on whether a “back door” Roth IRA strategy makes sense for today’s retirees and investors. […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom compares how annuities fit into today’s financial landscape versus previous generations and breaks down some of the most common misconceptions surrounding Social Security. He also explains why putting off retirement planning can be costly and why taking action now matters. Plus, Tom discusses key retirement risks […]

Tom explores how annuities have evolved in today’s financial landscape compared to previous generations, and why they may play a different role in modern retirement planning. He also breaks down some of the most common misconceptions surrounding Social Security and what retirees need to understand before claiming benefits. Plus, taxes don’t disappear after April 15th […]

This week on The Alpha Wealth Hour with Tom Fortino, Tom breaks down practical steps to help protect your retirement savings in both the short and long term. Even after April 15th, tax planning shouldn’t be an afterthought—it’s something that needs attention all year long. And when it comes to confidence in retirement, nothing matters more than […]

On this week’s edition of The Alpha Wealth Hour with Tom Fortino, the conversation centers on taxes and how to avoid unwelcome surprises in your retirement plan. It also stresses the importance of not procrastinating—starting your retirement planning sooner rather than later can make a significant difference. Plus, are retirees and savers placing too much […]

On this week’s edition of The Alpha Wealth Hour, Tom Fortino explains why tax season doesn’t end on April 15th. He breaks down the difference between tax planning and tax preparation, and why it matters year-round. Plus, why it’s time to stop delaying your retirement strategy—and how to prepare for key risks like longevity. Throw everything in […]

On this week’s episode of The Alpha Wealth Hour, Tom Fortino delivers a final reminder ahead of April 15 to make informed tax decisions, breaking down the key differences between tax preparation and tax planning. He also explores whether a Roth IRA or conversion could be the right move for you—and explains what a Twinkie has […]

On this week’s edition of The Alpha Wealth Hour, Tom Fortino breaks down how traditional retirement rules may need a rethink in the face of global events and geopolitical uncertainty. He also weighs in on the common “one more year” mindset—whether working longer really pays off—and shares his perspective on the latest projections that Social Security could […]

On this weekend’s episode of The Alpha Wealth Hour, Tom Fortino breaks down concerns that Social Security could be exhausted by 2032—and what that could mean for your claiming strategy and long-term retirement plan. He explains the critical difference between tax planning and tax preparation, and why building tax-free income streams matters. Tom also highlights the importance […]

On this week’s edition of The Alpha Wealth Hour, Tom Fortino discusses how to navigate the market amid recent global events. He also explains the concept of “paper millionaires,” why planning for long-term care early is critical, and key factors to consider when deciding what age to claim Social Security. Throw everything in a box and head […]

This week on The Alpha Wealth Hour, Tom Fortino explains the latest tax law changes and why they matter far beyond April 15th. Hear his thoughts on A.I. and how it can support your retirement planning, but why it shouldn’t replace personalized advice. And of course, Tom shares strategies for turning savings into income amid […]

On this weekend’s edition of The Alpha Wealth Hour, Tom Fortino explains why Uncle Sam will always want a slice of your retirement savings—whether it’s pie or Double Stuffed Oreos. He also breaks down what to do with your 401(k) when you retire, how to build a smart spending plan for retirement, and the key steps […]

On this weekend’s edition of The Alpha Wealth Hour, Tom Fortino explains how to strike the right balance between protecting your assets and pursuing growth. He also discusses why required minimum distributions (RMDs) shouldn’t be treated as a year-end afterthought, and explores how “Trump accounts” and other strategies may play a role in legacy planning. Throw […]

On this week’s edition of The Alpha Wealth Hour, Tom Fortino says retirement success is all about sticking the landing, just like the Olympic skating teams. He explains how to finish strong, highlights key tax changes to know this filing season, and discusses the important (and often tough) estate planning conversations families need to have. […]

On this weekend’s episode of The Alpha Wealth Hour, Tom Fortino breaks down how taxes impact retirees and explains the critical difference between tax planning and tax preparation. Plus, are you set up with monthly retirement paychecks? Tom also explores Social Security claiming strategies and the money conversations every couple should be having. Throw everything […]

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 […]

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 […]

On this weekend’s episode, WGN Radio’s Tom Fortino breaks down what investors may face in the markets in 2026 and how to position your portfolio if the year turns volatile. With the calendar flipped, tax season is officially underway, and Tom explains why smart tax planning should extend well beyond April 15. Plus, how can […]

It’s the first episode of 2026, and Tom Fortino is here to remind you that even though April is still months away, taxes should already be on your radar—especially since every account is taxed differently. He also knows the market can feel like a rollercoaster, and the so-called “rule of thumb” doesn’t always hold up […]

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, with 2026 drawing closer, Tom breaks down the key end-of-year steps you should take before the calendar flips. Plus, hear how one former NFL player learned firsthand just […]

WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more! This week, Tom reminds us that the year is winding down, and it’s time to make some key decisions about our retirement plans before 2026 arrives. He also shares 10 signs you may be mentally […]

WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more! This week, Tom shares the most effective action for you to take during unpredictable market conditions. He also reminds us that no two plans are the same, and complete planning is unique to you. And […]

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 episode, Tom talks about deferred payment strategies, similar to what Shohei Ohtani did with the Dodgers. He also discusses tax planning versus tax preparation and ways to de-risk your portfolio. Furthermore, he […]

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 helps us simplify the retirement planning process. What does the cost-of-living adjustment (COLA) mean for your Social Security? And if you still have a pension, is the […]

WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more! On this edition of The Alpha Wealth Hour, Tom addresses year-round taxes, distinguishing planning from preparation. He also explores a prominent view on Social Security and whether he agrees that you have to be wealthy to […]

WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more! This weekend on The Alpha Wealth Hour, Tom knows that retirement planning can be spooky! But don’t let the clutter of Halloween decorations or outdated strategies mess with your retirement portfolio. Discover how to refine […]

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 episode, Tom realizes the end of the year is around the corner and will be here before we know it. With Halloween and the holidays approaching, how can we prevent procrastinating before […]

WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more! This week, Tom discusses the fast-approaching Halloween, the year-end, and what that timing means for your investment portfolio. He also emphasizes that Roth conversions aren’t always slam dunks and definitely not a DIY task. Plus, […]

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 episode of The Alpha Wealth Hour, it’s all about taxes. They are not merely an April chore to be filed away for the rest of the year. Tom assists you with forward tax planning, innovative thinking, and more […]

WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more! Tom points out this week that the year is nearing its close, urging us to consider retirement steps ahead of 2026. A strong groundwork is essential for any construction, especially your retirement plan. After you’ve […]

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 talks about all things retirement planning, emphasizing the importance of discussing taxes year-round, having those important conversations with aging parents or children, understanding Social Security news for […]

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 that even if it’s too early for holiday decorations, that doesn’t mean it’s too early for retirement planning and end of the year prepping. He also shares what to […]

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, the Fed is meeting to discuss rate cuts in September, and Tom shares what this could mean for your portfolio. Social Security recently celebrated a birthday, but how […]

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 helps you earn your license to spend after years of saving. Additionally, you may be able to do Roth conversions earlier than you thought possible. Finally, find […]

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 episode of The Alpha Wealth Hour, Tom talks about all things retirement and retirement planning. What do the market trends look like for retirees, and can we expect a rollback? An alarming […]

WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more! This week, Tom takes us through all things retirement planning, including getting through blind spots in our plan, and the most dreaded of all…taxes. Learn the difference between tax planning and tax preparation, as well […]

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 addresses the One Big Beautiful Bill and what it means for retirees and those close to retirement. How can this affect your portfolio and how does it […]

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 reminds us not to let Uncle Sam surprise you like he did to an NFL player. Plus, don’t leave money on the table during Jaws’ 50th anniversary, is […]

WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more! On The Alpha Wealth Hour this week, Tom helps to “Washington-proof” your portfolio as best he can, a.k.a. tax free or as close to it as you can be. He also acknowledges this as the […]