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 adopt

Optimizing Your Retirement Income

13 days ago 30m 1s

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

Calculating Your Retirement Number

19 days ago 30m 1s

Control, Minimize, Even Eliminate Taxes In Retirement

27 days ago 30m 1s

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 sp

Tax Optimized Planning

Mar 24th, 2024 30m 1s

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 tax

Tax Planning w/ Becky Swansberg

Mar 16th, 2024 30m 1s

💰💰💰 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 i

Retirement Ready

Mar 9th, 2024 30m 1s

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 t

Understanding Your Investment Options

Mar 2nd, 2024 30m 1s

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

Tax Planning

Feb 24th, 2024 30m 1s

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 l

Calculating Your Retirement Number

Feb 17th, 2024 30m 1s

Caring For Loved Ones

Feb 10th, 2024 30m 1s

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 i

Navigating Financial Pitfalls 🚀

Feb 3rd, 2024 30m 1s

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

Understanding Your 401K

Jan 27th, 2024 30m 1s

🤔 Curious about 401(k)s? 🧐 Explore the ins and outs with Chris McIntire from McIntire Retirement Services, the good, the not-so-good, and everything in between. Get insights for smarter financial moves. No fluff, just real talk. Dive in and n

Planning For The Year(s) Ahead

Jan 20th, 2024 30m 1s

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 caref

Let's Start The New Year Off Right

Jan 13th, 2024 30m 1s

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 per

New Year, New Financial You?

Jan 6th, 2024 30m 1s

Year End Wrap Up

Dec 30th, 2023 30m 1s

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 th

Procrastination

Dec 24th, 2023 30m 1s

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. Unfortunat

Looking Towards The New Year

Dec 16th, 2023 30m 1s

5 Financial Planning Mistakes

Dec 9th, 2023 30m 1s

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

End Of Year Planning

Dec 2nd, 2023 30m 1s

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

5 Planning Mistakes To Avoid

Nov 11th, 2023 30m 1s

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.

6 Core Issues

Nov 4th, 2023 30m 1s

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 he

Year End Planning With Chris McIntire

Oct 28th, 2023 30m 1s

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 m

7 Financial Myths

Oct 21st, 2023 30m 1s

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 qualit