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/.
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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)...
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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. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.
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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/.
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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/.
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8 Moments To Move Your Money
McIntire Retirement Services
Preparing for retirement isn’t just about saving—it’s about knowing when to make important financial shifts. In 8 Moments to Move Your Money, we explore the key points in life when it may make sense to revisit your retirement plan, adjust investments, or rethink where your money is going. These moments—like switching jobs, reaching certain ages, or facing unexpected life changes—can have long-term effects on your financial future. This video walks through each of these moments in depth, offering insight into how they might shape your retirement path and what to consider when they...
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Falling Interest Rates & Your Money
McIntire Retirement Services
In recent months, interest rates have begun to decline after a period of steady increases, raising important questions about what this shift means for the economy. This video examines the key factors behind the fall in rates, including changes in inflation, central bank policy decisions, and broader economic conditions. It also looks at how lower rates influence borrowing costs, savings returns, business investment, and housing markets. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at...
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A Good Retirement Income
McIntire Retirement Services
What makes for a good retirement income? In this video, we take a thoughtful look at what that idea really means and how it can vary from person to person. Rather than offering one-size-fits-all answers, this discussion focuses on the bigger picture—how to think about income in retirement, what factors might shape your needs, and why planning ahead matters. Whether you're nearing retirement or simply curious about the future. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at .
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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. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at...
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Retirement Realized
McIntire Retirement Services
Retirement is a milestone we imagine for years, but it feels very different once it finally arrives. It’s not just about leaving a career behind—it’s about stepping into a whole new chapter of life. In this video, I share reflections on the emotions, changes, and lessons that come with this transition. Retirement offers time for family, hobbies, and personal growth, but it also takes some adjustment. Join me as I explore what it really means to realize retirement. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at...
info_outlineHalloween 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/.