John McNamara continues to help his clients navigate the uncertainties of the market during the Coronavirus crisis. Find out how they are using technology to connect with their clients during this difficult time on this week's Retire Chicago p

Volatility and Tax Planning

Mar 9th, 2020 20m 37s

This week, John McNamara gives his thoughts on the recent turmoil in the stock market due to the Coronavirus scare. He also discusses the importance of long-term tax planning for your retirement years.

Ed Slott and the 'Second Half' Philosophy

Feb 24th, 2020 11m 25s

John McNamara discusses Ed Slott's advice about the 'Second Half' of your financial life. The first half is all about growing wealth, and many people focus so much on growth that they lose sight of the second half - distributing your savings a

Retirement Planning for Couples

Feb 17th, 2020 11m 12s

This week, John McNamara discusses the importance of both husband and wife being present during financial planning. Women tend to outlive men, so make sure your Valentine will be taken care of in the future!

How to avoid regrets in retirement

Feb 10th, 2020 10m 52s

This week, John McNamara talks about the most common regrets people have after they enter into retirement and what you can do now to avoid those regrets in the future.

What to do when the bull market ends?

Feb 3rd, 2020 10m 48s

This week, John McNamara talks about possible options that savers have if the bull market finally has a correction. Should you go to cash or are there other solutions? Plus, details about an upcoming event specifically for healthcare professi

What the SECURE Act means for retirees

Jan 27th, 2020 10m 28s

Now that the SECURE Act has been signed into law, John describes the biggest changes that will effect retirees and those approaching retirement.

Rebalancing your portfolio

Jan 20th, 2020 10m 21s

The beginning of the year is a great time to take a look at your portfolio and see if there are any adjustments that need to be made. This week, John McNamara talks about the importance of rebalancing your portolfio and how to accomplish that.

The SECURE Act

Dec 23rd, 2019 11m 17s

John talks about the implications of the SECURE Act that was recently passed, and the pros and cons for those of us approaching retirement.

Two Big Jobs

Dec 16th, 2019 11m 12s

John McNamara talks about the two big jobs you have in retirement - protecting and continuing to grow your savings and developing income from those savings accounts. Find out what some of John's favorite tools are for accomplishing both of tho

Two Big Jobs

Dec 16th, 2019 11m 12s

Developing Income and Outdated Advice

Dec 9th, 2019 19m 40s

John McNamara talks about how he helps his client develop income in retirement and breaks down some of the outdated "rules of thumb" for retirement.

Year End Planning and Annuities

Nov 25th, 2019 18m 7s

This week, John talks about some of the benefits of year end planning, and also breaks down the different types of annuities out there.

Orphan 401(k)s and Income

Nov 18th, 2019 16m 10s

This week, John covers what should be done with 401(k)s that were left with a previous employer and how to develop income with savings.

Riskalize and 401ks

Nov 11th, 2019 19m 20s

This week, john discusses how he helps people determine what risk level they should be at and some options you may have with you 401k.

Savings and Tax Planning

Nov 4th, 2019 21m 25s

This week, John discusses the importance of using the proper vehicles to save money and how early tax planning for retirement can make a huge impact down the line.

Small Business Owners and Spending Down Savings

Oct 28th, 2019 20m 18s

Saving money is hard enough, but many retirees find that efficiently withdrawing savings is even more difficult. This week, John talks about Required Minimum Distributions with a special focus on small business owners.

Required Minimum Distributions

Oct 21st, 2019 10m 17s

This week, John explains what RMDs are and the importance of having a good tax plan in retirement.

Understanding Risk and Tax Planning

Sep 16th, 2019 17m 8s

On this week's Retire Chicago, John and Maggie talk about how they help people understand their risk level in their portfolio. They also cover why tax planning is so important as you approach your retirement years.

The Retirement Shift

Sep 9th, 2019 12m 21s

As you approach your retirement years, many aspects of life change. Your investment philosophy should change as well. This week, John details the differences between the accumulation phase of investing and the distribution phase(your retireme

Risk, Taxes and Social Security

Aug 26th, 2019 20m 39s

This week, John discusses the recent market volatility, tax implications on retirement accounts and strategies to get the most out of Social Security benefits.

5 years to Retirement

Aug 19th, 2019 16m 21s

On this week's show, John takes a look at how retirees should approach the last five years of their career before they retire. Also, what should you make of the recent market volatility?

Market Highs and Developing Income

Jul 28th, 2019 13m 51s

This week, John and Maggie talk about the recent all-time record highs in the market and how retirees should feel about the risk levels in their portfolios. They also discuss methods of generating income in retirement.

Why are people intimidated by financial advisors?

Jul 22nd, 2019 13m 43s

This week, John explains why people tend to put off planning for retirement and how he helps them understand all the confusing aspects of a good financial plan.