All Episodes
The Alpha Wealth Hour — 104 episodes
Protect your nest egg and build lifetime income
Avoid tax surprises and market risk in retirement
Tax season doesn’t end on April 15th
Taxes, Roths… and a Twinkie?
Rethinking retirement in uncertain times
Social Security 2032 warning: What it means for your retirement
Market uncertainty, ‘paper millionaires,’ and when to claim social security
New tax laws, AI in retirement and the Great Wealth Transfer
Uncle Sam, your 401(k), and a smart retirement game plan
Balancing protection, growth and smart RMD strategy
Sticking the landing in retirement
Are you making retirement tax mistakes?
Tax discussions, Social Security, and the ‘Great Wealth Transfer’
A new year brings new rules for financial and retirement planning
Preparing your portfolio for 2026
Taxes should already be on your radar in 2026
End-of-year moves and sneaky tax truths
Key retirement decisions to make before 2026
Control what you can in an uncertain market
Deferred payments, smart taxes, and future-proof retirement
Simplify the retirement planning process
Taxes are not just an April 15th agenda
Retirement planning can be spooky!
Preventing procrastination before the clock runs out in 2025
What the year-end timing means for your portfolio
Taxes are not just an April chore
Consider your retirement steps ahead of 2026
The importance of discussing taxes year-round
Too early for the holidays but not for retirement planning
What do September rate cuts mean for your portfolio?
Now is the time to earn your license to spend
All things retirement and retirement planning
Getting through blind spots in your retirement plan
What does the One Big Beautiful Bill mean for retirement?
Don’t let Uncle Sam surprise you unexpectedly
Be tax free or as close to it as you can be
It’s not about timing the market, it’s about time in the market
Weatherproof your portfolios from market volatility
‘Washington-proof’ your investments to avoid the tax time bomb
Act today regarding your retirement plan
Addressing the noisy market and what your advisor should say about it
Don’t paint-by-numbers when it comes to retirement planning
Retirement planning when you’re on the home stretch
Time to get everything under one roof in your portfolio
The changes and challenges that come with Social Security
Tom Fortino addresses market volatility and minimizing portfolio taxes
Addressing Social Security and the bump
Reaching a ‘magic’ number in retirement
The tooth fairy can teach you about budgeting
What you should do if you’re sitting on cash
What to do before the tax man comes calling
Do you know what you own in your portfolio?
Is the market due for a correction?
Why 401(k)s are reaching their tipping point
Getting to tax-free in retirement
What the ‘Dangerous Decade’ means for your retirement
Two dreaded words that everyone needs to know
What does the new year mean for your retirement plan?
Get your retirement plan organized in 2025
What you need to know going into 2025
Tax planning is key with April around the corner
Roth conversions with any amount, time or age
How to get rid of your unwanted partner
How much time you spend in the market is important
What percentage of retirees don’t have a budget?
Spending time in the post-election market
Supersize your 401(k) with upcoming changes
Retirement need-to-knows before the end of the year
Retirement planning essentials for 2025
The importance of complete retirement planning
The essential strategies for retirement planning
Critical financial mistakes that can jeopardize retirement
The essentials of retirement planning
The deep dive on income planning
The biggest threats to your retirement
The importance of having a comprehensive retirement plan
Highlighting the significance of tax planning
What you could be missing with your Social Security
Changes in retirement savings and tax rules
Don’t let volatility affect your planning
What we might see for the rest of 2024
Market trends and the changing landscape of retirement
How much money is needed to be happy in retirement
Focusing on investment strategies and risks in retirement portfolios
Creating income that lasts a lifetime
Getting Uncle Sam out of your retirement savings
How to build income you can’t outlive
Have the retirement you want with the right plan
Getting organized for your retirement future
Don’t overlook the importance of tax efficiency
Retirees returning to work due to inflation
Should you claim Social Security early and then invest the money?
Don’t let retirement sneak up on you
You may not need the ‘magic number’ for retirement
You may be able to retire earlier than you think
How much do you think you need to retire well?
How to build a retirement income stream
Choices can alter your taxation in retirement
Deferred income from legendary major leaguers
Don’t bust your retirement tax bracket!
What’s your magic number for retirement?
How to avoid working longer in life
How to navigate the transition to retirement
Addressing the biggest fear of retirement