Episodes
100
Latest episode
Nov 2026
Language
EN-US
The Alpha Wealth Hour with Tom Fortino: When it comes to saving, spending, investing and taxes, life can get complicated. Especially now. It feels like every day there’s news that affects the stock market, your wallet, and your retirement. To unravel the jargon and help you spend smarter, tune into This Week in Wealth.
This week on The Alpha Wealth Hour with Tom Fortino, Tom talks about required minimum distributions (RMDs) and when it may make sense to take them. He shares strategies that can help you manage withdrawals and avoid costly mistakes. Tom also explains what a balanced retirement plan looks like and how to match it to your goals. […]
This week on The Alpha Wealth Hour with Tom Fortino, Tom breaks down key moves to consider before 2027. Learn what year-end decisions could impact your retirement plan, and what the latest COLA (and no, not the soda) increase could mean for retirees. Tom also shares four surprising things people often keep to themselves about their retirement […]
This week on The Alpha Wealth Hour with Tom Fortino, Tom runs through the benefits of claiming Social Security depending on when you file. Plus, with the year winding down, he shares portfolio strategies to consider before year-end. Throw everything in a box and head over to the Alpha Wealth Group, or call Tom today at 630-864-6711. In […]
This week on The Alpha Wealth Hour with Tom Fortino, Tom asks if your retirement plan is prepared for a changing world. He tells listeners what they need to know about Roth conversions and walks through the pros and cons of annuities to help them understand where they fit in a retirement strategy. Throw everything in a […]
This week on The Alpha Wealth Hour with Tom Fortino, Tom explores AI “doomsday” scenarios and what they could mean for your investments. Plus, he discusses longevity risk, future tax-planning strategies, and whether pensions could make a comeback. Throw everything in a box and head over to the Alpha Wealth Group, or call Tom today at 630-864-6711. In […]
This week on The Alpha Wealth Hour with Tom Fortino, Tom shows you how to approach retirement planning with confidence, not fear. He breaks down what you need to know about RMDs, the common mistakes to avoid, and smart ways to handle them. Tom also looks at why many retirees underestimate the need for long-term […]
This week on The Alpha Wealth Hour with Tom Fortino, the end of the year is closer than you think. Tom shares the financial planning moves you should be considering now, highlights common retirement mistakes that can cost you, and explains why having income sources beyond Social Security matters. Don’t miss these practical strategies to help you […]
This week on The Alpha Wealth Hour with Tom Fortino, Tom explores why many retirees underspend and how inflation may be making you feel less financially secure than you really are. He also explains why taxes should be part of every retirement conversation and shares strategies for a flexible plan. Plus, Tom discusses the importance of planning […]
This week on The Alpha Wealth Hour with Tom Fortino, Tom talks about the difference between tax preparation and tax planning, and why it matters. He also shares what to consider before claiming Social Security and how your age can affect your benefits. Then, Tom tackles the debate around annuities, separating fact from fiction and exploring where […]
This week on The Alpha Wealth Hour with Tom Fortino, football is a game of inches—and so is retirement. Tom shares the small adjustments that can make a big impact on your financial future, from managing emotions during life’s biggest decisions to understanding how age affects your retirement strategy. Learn how the right moves today can help […]
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Dr. Allen Lycka
Jessica Lorello and Maddison Donchez
Statera Asset Management
Tom Haugh
Brian Rose
