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 The Alpha Wealth Hour.
Latest episodes
-
Tom Fortino on Social Security and year-end portfolio strategies
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 shar…
-
Is your retirement plan ready for Roth conversions and annuities?
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 convers…
-
Tom Fortino: Could AI change your investments and retirement strategy?
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 t…
-
Tom Fortino shares retirement blind spots that could cost you
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, t…
-
Year-end moves that could strengthen your retirement
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…
-
Are You Underspending in Retirement?
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.…
-
Retirement decisions to start planning for now
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 be…
-
Retirement is a game of inches
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 financia…
-
Can you save too much in a 401(k)?
This week on The Alpha Wealth Hour with Tom Fortino, Tom tackles whether it’s possible to save too much in a 401(k) and how to evaluate taking Social Security versus drawing from r…
-
Retirement lessons from jeans to telescopes and microscopes
This week on The Alpha Wealth Hour with Tom Fortino, Tom explains how jeans, telescopes, and microscopes can offer unexpected lessons for retirement planning. He also discusses com…
-
Can AI help you plan for retirement?
This week on The Alpha Wealth Hour with Tom Fortino, Tom Fortino explores the benefits and limitations of using artificial intelligence in financial planning. He also provides an u…
-
The importance of getting organized for financial success
This week on The Alpha Wealth Hour with Tom Fortino, Tom explores the importance of getting organized and how a well-structured financial plan can help keep you on track toward you…
-
Are there signs of the Great Depression showing in 2026?
This week on The Alpha Wealth Hour with Tom Fortino, Tom discusses whether or not we are noticing market trends that replicate the 1929 market crash, the social security funding cr…
-
Market timing, Roths and retirement
This week on The Alpha Wealth Hour with Tom Fortino, learn why trying to time a market downturn can hurt long-term returns, how Roth IRA tax strategies may benefit your retirement…
-
A closer look at today’s annuities and Summer Markets history
This week on The Alpha Wealth Hour with Tom Fortino, Tom examines how annuities have evolved over the years and what today’s options may offer retirees. He also discusses the finan…
-
Don’t let the IRS be your biggest heir
This week on The Alpha Wealth Hour with Tom Fortino, Tom covers key retirement planning strategies to help you build a more confident financial future. Learn why taxes still matter…
-
Why a retirement income plan matters more than ever
This week on The Alpha Wealth Hour with Tom Fortino, Tom explains why retirement planning is a marathon, not a sprint. Having a steady income strategy and a well-designed financial…
-
Is the 401(k) dying? What savers need to know
This week on The Alpha Wealth Hour with Tom Fortino, Tom tackles a question many are asking: Is the 401(k) dying? He examines the changing retirement landscape and what it could me…
-
Is your financial advisor working for you?
This week on The Alpha Wealth Hour with Tom Fortino, Tom explores an important question: “Is your financial advisor really working for you?” He discusses the warning signs that it…
-
Creating the right mix for retirement
This week on The Alpha Wealth Hour with Tom Fortino, Tom breaks down how to create the right mix of retirement income sources and why estate planning matters for everyone. He also…