Foundation First
McIntire Retirement Services
Building a strong foundation is key to approaching retirement with confidence. In this video, we explore the essential steps and strategies that help create a solid base for your financial future. From understanding your goals to organizing your resources, laying the groundwork early can make navigating later stages smoother and more effective. Discover practical insights and strategies to help you plan ahead and strengthen your retirement foundation. đź”” Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at...
info_outline
Steps For Success
McIntire Retirement Services
In this video, we explore practical steps to approach retirement and how to organize different aspects of life during this stage. The focus is on planning, making thoughtful choices, and understanding how priorities may shift over time. Topics include finances, daily routines, and personal goals, all considered in a realistic and reflective way. The video offers a framework for thinking about retirement rather than predicting outcomes. It’s designed to help viewers consider what matters most and how to approach this phase with clarity. For more information, contact Chris McIntire at (800)...
info_outline
Protecting What You Have Built
McIntire Retirement Services
Preparing for retirement often includes taking time to understand what you’ve built and how it fits into your long-term plans. This video explores common ideas people consider when thinking about protecting their savings, lifestyle, and personal priorities as they move toward retirement. It looks at practical factors such as organization, potential risks, and the role of long-term planning habits. The goal is to provide a clear overview of concepts that can help viewers reflect on their own situation. Whether you’re early in the process or already approaching retirement, this video offers...
info_outline
Defensive Strategies
McIntire Retirement Services
This episode dives into defensive financial strategies—practical ways to protect your money and stay financially stable during times of uncertainty. Instead of focusing on high-risk, high-reward tactics, defensive strategies emphasize minimizing losses, managing risk, and creating a strong foundation for long-term security. Topics covered include building emergency savings, choosing more conservative investments, maintaining proper insurance coverage, and making decisions that align with your personal goals and risk tolerance. These strategies are especially relevant in volatile...
info_outline
Utilizing Your 401K
McIntire Retirement Services
Your 401(k) is a key part of planning for retirement. In this video, we explore how 401(k) plans fit into a broader retirement strategy. From understanding contributions and employer matches to considering taxes and long-term goals, this overview can help you think more clearly about how your 401(k) supports your future retirement needs. đź”” Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at .
info_outline
Constructing Your Retirement Plan
McIntire Retirement Services
In this episode, we take a broad look at how to think about and organize your long-term financial future. The video offers general perspectives on approaching retirement planning and invites you to consider what a sustainable path might look like for your own situation. If you’re interested in preparing for the years ahead, this overview can help you get started. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.
info_outline
Giving Financial Gifts
McIntire Retirement Services
Giving money can be nice, but giving a financial head start is even better. In this video we explore smart ways to give meaningful financial gifts such as 529 college savings plans, custodial Roth IRAs, and other long-term options that can grow over time. You will learn how these accounts work, the tax benefits they offer, and how to choose the right one based on your goals and the recipient’s age. This video is perfect for parents, grandparents, or anyone who wants their gift to keep on giving. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800)...
info_outline
Proactive Tax Strategies
McIntire Retirement Services
In this episode, we discuss how taxes influence retirement planning and explore strategies to manage their impact. The conversation covers how different retirement accounts are taxed, the role of Roth conversions, and the timing of withdrawals and income. It also considers how Social Security and investment decisions fit into a broader tax-aware approach to building a sustainable retirement plan. đź”” Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.
info_outline
End Of Year Planning
McIntire Retirement Services
As the year wraps up, it’s a good time to take stock of your financial situation and consider any adjustments before heading into the new year. In this video, we discuss practical year-end planning steps, including tax considerations, investment reviews, and retirement contributions. Our goal is to share general insights to help you think through your own planning process and prepare for the months ahead. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.
info_outline
Avoiding A Trick Or Treat Retirement
McIntire Retirement Services
Halloween and retirement might have more in common than you’d think. This video explores the parallels between the two — from the “tricks” that can catch people off guard, like unexpected expenses or poor planning, to the “treats” that come with thoughtful preparation. It’s a lighthearted look at how a few small decisions today can shape the experience of retirement later on. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.
info_outlineBuilding a strong foundation is key to approaching retirement with confidence. In this video, we explore the essential steps and strategies that help create a solid base for your financial future. From understanding your goals to organizing your resources, laying the groundwork early can make navigating later stages smoother and more effective. Discover practical insights and strategies to help you plan ahead and strengthen your retirement foundation. đź”” Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.