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PODCAST

McIntire Retirement Services Game Plan For Retirement

McIntire Retirement Services

Find more information about Chris McIntire & McIntire Retirement Services, request your Game Plan For Retirement, or download the resources mentioned in this week"s episode by visiting http://mcintireretirementservices.com/helpful-resources/.

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All Episodes

29:58

2021 EP0227 - CHRIS MCINTIRE - RUNNING OUT

McIntire Retirement Services Game Plan For Retirement ·

2021/03/01

(NOT) GOING BROKE IN RETIREMENT – On this week’s episode Chris Mcintire will address the #1 fear of savers and investors after they exit their working career: running out of the amount they have saved to support themselves. Tune in to learn how we need to address this fear and the risks that could cause it to happen.

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29:58

2021 EP0220 - CHRIS MCINTRE - UNDERSTANDING...

McIntire Retirement Services Game Plan For Retirement ·

2021/02/22

UNDERSTANDING YOUR INVESTMENT OPTIONS – On this week’s episode Chris Mcintire discusses the different options when it comes to investing your money and which options might be best based off your goals.

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29:58

2021 EP0213 - Chris Mcintire - PROTECTING A SPOUSE

McIntire Retirement Services Game Plan For Retirement ·

2021/02/15

PROTECTING YOUR SPOUSE – We definitely don’t want anyone preferring us to die so that they become wealthy but, we also don’t want to leave a burden on those that we love and who love us. On this week’s episode Chris Mcintire will be addressing what we can do to protect our spouse’s and our family’s financial security.

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29:58

2021 EP0130 CHRIS MCINTIRE - YOUR PLAN

McIntire Retirement Services Game Plan For Retirement ·

2021/02/01

YOUR PLAN – Lots of savers have “goals”, but have never spoken them aloud, much less written them down or actually discussed them with a planner whose job it is to help make those goals happen. Listen as Chris McIntire discusses why this in an important step in planning your financial goals.

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29:58

2021 EP0123 CHRIS MCINTIRE - 401k PROS AND CONS

McIntire Retirement Services Game Plan For Retirement ·

2021/01/25

PROS & CONS OF YOUR 401K – We have always been told to “pay ourselves first” and the 401(k) gives a great opportunity for that to happen. We can defer money into retirement savings before we even see our paycheck! But, how much should we be savings? Listen as Chris McIntire discusses this topic and more on this week’s episode.

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29:58

2021 EP0109 CHRIS MCINTIRE - BACK ON TRACK FINAL

McIntire Retirement Services Game Plan For Retirement ·

2021/01/11

WHAT PLANNING IS ABOUT – Change is constant and will not stop. For savers and investors (particularly those saving in tax deferred accounts) the SECURE ACT is something that changed a great deal about the rules of your account. Listen as Chris McIntire discusses this topic and more on this week’s episode.

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29:58

2021 EP0102 CHRIS MCINTIRE - NEW YEAR FINAL

McIntire Retirement Services Game Plan For Retirement ·

2021/01/04

IT’S (FINALLY) 2021! – How do we plan for the potential of changes to tax laws, rates, and brackets? This is just one of the questions that Chris McIntire addresses on this week’s episode of Your Game Plan For Retirement.

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29:58

2020 EP1219 CHRIS MCINTIRE - RESOLUTIONS

McIntire Retirement Services Game Plan For Retirement ·

2020/12/21

FINANCIAL RESOLUTIONS – Rebalancing your portfolio is always a good idea at the beginning of a New Year. This is just one resolution that Chris McIntire discusses in this week’s episode.

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29:58

2020 EP1212 CHRIS MCINTIRE - PLANNING IN A PANDEMIC

McIntire Retirement Services Game Plan For Retirement ·

2020/12/14

THE HOLIDAYS – The holidays are a great time to connect with your financial professional to review the year and the progress you have made. Listen as Chris McIntire discusses the importance of meeting with a financial professional this time of year.

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29:58

2020 EP1205 CHRIS MCINTIRE - END OF YEAR

McIntire Retirement Services Game Plan For Retirement ·

2020/12/07

END OF YEAR PLANNING – RMDs are usually a big end of year to-do. This year they are not required, but perhaps a conversation about tax planning should be happening instead. Listen as Chris McIntire discusses this topic and more on this week’s episode.

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29:58

2020 EP1121 CHRIS MCINTIRE - THANKSGIVING

McIntire Retirement Services Game Plan For Retirement ·

2020/11/23

MUCH TO BE THANKFUL FOR - This year has been full of stress and uncertainty, but there is plenty to be thankful for. Listen as Chris McIntire discusses this and why planning in a pandemic is important.

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29:58

2020 EP1114 CHRIS MCINTIRE - RISK & PROTECTION

McIntire Retirement Services Game Plan For Retirement ·

2020/11/16

MARKET RISK & PROTECTION – How much of our asset base should be exposed to market risk? How do we time the risks we take? Listen as Chris McIntire discusses issues and solutions when considering the opportunity for growth, risk, and risk exposure on this week’s episode.

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29:56

2020 EP1107 CHRIS MCINTIRE - ROTH PT 3

McIntire Retirement Services Game Plan For Retirement ·

2020/11/09

ROTH CONVERSION STRATEGIES – “Maximizing your bracket”: This is a proactive planning technique to utilize any available room between your current income and the next highest potential tax bracket and converting enough tax postponed money (IRA) to tax-free money (Roth) to get us right under the next highest tax bracket. This is just one conversion strategy that Chris McIntire will discuss in this week’s episode.

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29:58

2020 EP 1031 CHRIS MCINTIRE - ROTH PT2

McIntire Retirement Services Game Plan For Retirement ·

2020/11/02

ROTH CONVERSION STRATEGIES – “Use Your return”: Getting a return? Consider using it as a means for additional conversion. Example: If you are in the 20% tax bracket and expecting a $4,000.00 refund check, this may be a great way to move an additional $20,000.00 from “tax postponed" accounts to tax-free accounts. This is just one conversion strategy that Chris McIntire will discuss in this week’s episode.

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29:58

2020 EP 1024 CHRIS MCINTIRE - ROTH PT1

McIntire Retirement Services Game Plan For Retirement ·

2020/10/26

ROTH PART 1 – Why a Roth? Roth IRA’s help us by controlling what cannot be controlled (paying our personal taxes vs. changes in tax policy) and takes some uncertainty out of retirement. Listen as Chris McIntire discusses Roth Conversions and more on this week’s episode.

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29:58

2020 EP 1017 CHRIS MCINTIRE - RISK

McIntire Retirement Services Game Plan For Retirement ·

2020/10/19

TAKING RISK – Nobody WANTS to lose money but, everyone wants their money to help them make some forward progress. Where does the protection of the principal become a higher priority? Listen as Chris McIntire discusses this topic and more on this week’s episode.

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29:58

2020-10-10 Chris McIntire - TAXES & THE RED ZONE

McIntire Retirement Services Game Plan For Retirement ·

2020/10/12

TAXES & THE RED ZONE – The way taxes are handled really should take careful planning and forethought. There is a dramatic turn in our tax approach & consequences as we near and enter into retirement. Listen as Chris McIntire discusses Taxes & The Red Zone on this week’s episode.

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29:56

2020 EP 1003 CHRIS MCINTIRE - 10 STEPS

McIntire Retirement Services Game Plan For Retirement ·

2020/10/05

10 STEPS TO PLANNING – Understanding the investment options capable of generating income and considering how they are equipped to fit your needs is an important part of income planning. On this week’s episode Chris McIntire discusses 10 steps to take to help reach your retirement goals and why understanding your investment options are such an important step.

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29:58

2020 - 09 - 26 Chris McIntire - The Fed And Inflation

McIntire Retirement Services Game Plan For Retirement ·

2020/09/28

THE FED, INFLATION, AND MOVIES - The Federal Reserve has decided it will throw away the rule book and let inflation run higher and unemployment run lower before seeking to tighten financial conditions. Listen as Chris McIntire discusses the major risk that comes with this new strategy on this week’s episode.

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29:58

2020 EP0912 Chris McIntire - Measuring Results

McIntire Retirement Services Game Plan For Retirement ·

2020/09/14

MEASURING RESULTS - Do you know how much your portfolio needs to return so that you can meet your goals, keep up with rising costs, and provide a lifetime of income? Do you need 3%, 5%, 8%? Do you know? Listen as Chris McIntire discusses this topic and more on this week’s episode.

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