McIntire Retirement Services Game Plan For Retirement

McIntire Retirement Services
  • 5.0 (2)
  • Investing
  • Updated Weekly

Find more information about Chris McIntire & McIntire Retirement Services, request your Game Plan For Retirement, or download the resources mentioned in this week's episode by visiting http://mcintireretirementservices.com/helpful-resources/.

  1. 2d ago

    Stress Test Your Retirement

    Just like engineers stress test bridges and buildings to withstand storms, and doctors run stress tests to check heart health, your retirement plan can be stress tested too. In this episode, Chris McIntire, President and Founder of McIntire Retirement Services, walks through what it means to pressure-test a retirement plan against real-world conditions. Topics covered in this episode include: Why stress testing a portfolio matters, using analogies from engineering, health, and even navigating unfamiliar waters How market corrections, rising interest rates, and past downturns (2022, COVID-19, the 2008 housing crisis) have tested portfolios historically The impact of inflation on retirees versus those still working Longevity risk — planning for the possibility of a longer-than-expected retirement, and the difference between running out of money and running out of income Long-term care and nursing home costs, and how they can factor into a plan What can happen to Social Security, pensions, and household income when a spouse passes away, and why timing of these decisions matters Tax planning considerations and the question of whether future tax rates may change How planning software and scenario modeling can help illustrate the potential effects of market declines, longevity, or other events on a portfolio If you'd like to speak with Chris to build a personalized retirement plan that addresses your unique goals, please give him a call at (800) 868-1194 or visit www.McIntireRetirementServices.com

  2. Jul 18

    The Great Wealth Transfer

    In this episode, Chris McIntire looks at the Great Wealth Transfer — the trillions of dollars expected to pass from Baby Boomers to younger generations in the coming years. He covers what this shift could mean for retirement and estate planning, including common tax and estate pitfalls families run into, and why early conversations between generations matter. The episode is aimed at both those planning to pass on wealth and those who may inherit it. If you'd like to speak with Chris to build a personalized retirement plan that addresses your unique goals, please give him a call at (800) 868-1194 or visit www.McIntireRetirementServices.com

  3. Jul 11

    8 Moments To Move Your Money

    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 come up. If you'd like to speak with Chris to build a personalized retirement plan that addresses your unique goals, please give him a call at (800) 868-1194 or visit www.McIntireRetirementServices.com

  4. Jul 4

    Financial Independence

    In this episode, we take a closer look at what financial independence really means—beyond catchphrases and surface-level advice. It's not about chasing a perfect number or following a rigid formula, but about understanding how money fits into the broader picture of your life, choices, and values. We talk about how the meaning of independence can shift over time, how it's influenced by personal and cultural expectations, and why it's often less about a finish line and more about an evolving relationship with security, freedom, and responsibility. This episode is less about giving answers and more about raising questions—encouraging a thoughtful conversation around what it means to live on your own terms. 🔔 Subscribe for more financial insights! For more information, contact Chris McIntire at (800) 868-1194 or online at https://mcintireretirementservices.com/.

  5. Jun 27

    Annuity Misconceptions & Mistakes

    Many people have heard strong opinions about annuities, but not all of them are accurate. In this video, we discuss some of the most common misconceptions and mistakes people encounter when evaluating annuities, including how they work, potential benefits, limitations, fees, liquidity considerations, and the role they may play in a broader retirement strategy. Understanding these topics can help you ask informed questions and make more confident financial decisions based on your own goals and circumstances. This video is intended for educational purposes only and should not be considered financial, legal, tax, or investment advice. Every individual's situation is unique, and whether an annuity is appropriate depends on personal objectives, risk tolerance, financial circumstances, and other factors. Be sure to consult with qualified professionals before making any financial decisions. If you found this video helpful, consider liking, subscribing, and sharing it with someone who may benefit from learning more about retirement planning and financial education. If you'd like to speak with Chris to build a personalized retirement plan that addresses your unique goals, please give him a call at (800) 868-1194 or visit www.McIntireRetirementServices.com

  6. Jun 20

    Roth Tactics, Strategies ,And Secrets

    Roth accounts can play an important role in retirement planning, but the right approach depends on your individual financial situation. In this video, we discuss a variety of Roth tactics, strategies, and planning considerations, including Roth IRAs, Roth conversions, tax diversification, and factors that may influence when these strategies are appropriate. The goal is to provide educational information to help you better understand how Roth accounts fit into a broader retirement plan. This content is for educational purposes only and is not intended as financial, tax, or legal advice. Consult a qualified professional before making financial decisions. If you'd like to speak with Chris to build a personalized retirement plan that addresses your unique goals, please give him a call at (800) 868-1194 or visit www.McIntireRetirementServices.com

  7. Jun 13

    Annuity Education

    In this video, we provide a straightforward overview of annuities and the role they can play in financial planning. We cover basic annuity concepts, common terminology, and key considerations to help viewers better understand how these products work. Whether you're new to the topic or looking to expand your knowledge, this educational content is designed to offer general information in a clear and accessible format. This video is for educational purposes only and should not be considered financial, investment, tax, or legal advice. If you'd like to speak with Chris to build a personalized retirement plan that addresses your unique goals, please give him a call at (800) 868-1194 or visit www.McIntireRetirementServices.com

  8. Jun 6

    What Happens If Markets Crash In Retirement

    What happens if the market crashes during retirement? In this episode, we explore how a significant market decline can affect retirees who are relying on their investment portfolios for income. We discuss sequence of returns risk, the challenges of withdrawing money during down markets, and some of the factors that can influence how a retirement plan responds to market volatility. Along the way, we look at concepts such as diversification, cash reserves, spending flexibility, and long-term investing perspectives. If you're interested in understanding the potential impact of market downturns on retirement income, this conversation provides context and considerations to help inform your thinking. If you'd like to speak with Chris to build a personalized retirement plan that addresses your unique goals, please give him a call at (800) 868-1194 or visit www.McIntireRetirementServices.com

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Find more information about Chris McIntire & McIntire Retirement Services, request your Game Plan For Retirement, or download the resources mentioned in this week's episode by visiting http://mcintireretirementservices.com/helpful-resources/.

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