Add a ‘Gimme’ Putt to Your Retirement Plan

Golfers commonly award ‘gimme’ putts to players whose ball comes within inches of the cup. That can also be accomplished in your retirement plan with reliable income sources. In this episode of Countdown to Retirement, Gregg MacInnis explains how they work - from annuities, pensions and Social Security to fixed income.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

https://gmacfamilyfinancial.com/

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So This is the Year You’ve Resolved to Get a Financial Advisor – Now What?

Thousands of Americans make New Year’s Resolutions. One of the most popular is finally hiring a financial advisor. In this episode of Countdown to Retirement, Gregg MacInnis reminds us that a ‘holistic’ advisor looks at more than accumulating income. They also deal with market risk, tax and estate planning and long-term care. Gregg also talks about the importance of that first meeting.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

https://gmacfamilyfinancial.com/

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What It Means to Be a ‘Kingdom’ Financial Advisor

In past Countdown to Retirement shows, Gregg MacInnis mentioned that he’s a ‘Kingdom Advisor.’ In today’s episode, he explains what the faith-based organization, how it aligns with the teachings of the Bible when it comes to faith and how it integrates with saving for and spending in retirement. Gregg even says being tax efficient isn’t a sin!

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

https://gmacfamilyfinancial.com/

See omnystudio.com/listener for privacy information.

What Does Holistic Retirement Planning Mean?

If you’re looking for a financial advisor who can design a well-rounded retirement plan, then consider one who offers holistic planning. In this episode of Countdown to Retirement, Gregg MacInnis explains more about his approach, which encompasses income, tax and estate planning, as well as investment management and healthcare and long-term care planning.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

https://gmacfamilyfinancial.com/

See omnystudio.com/listener for privacy information.

What is the ‘Bucket Strategy’ in Retirement?

One of the biggest challenges in retirement is figuring out how to spend your hard-earned savings. In this episode of Countdown to Retirement, Greg MacInnis explains what’s called the ‘Bucket Strategy.’ He uses it with his own clients so they can have a tailored combination of safe money, growth money and the ever-important ‘fun’ money.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

https://gmacfamilyfinancial.com/

See omnystudio.com/listener for privacy information.

Time is Running Out to Book Your End-of-Year Financial Review

Have you made an appointment for an end-of-year check of your retirement finances? Time is running out! On this episode of Countdown to Retirement, Greg MacInnis talks about the five things he likes to focus on during a review, including a check of 401(k)/IRA contributions, harvesting stock losses, RMD calculations, Roth conversions and charitable giving.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

https://gmacfamilyfinancial.com/

See omnystudio.com/listener for privacy information.

When Should You Start Estate Planning?

Studies have shown that most Americans don’t have a will nor have taken the steps to protect the money they intend to leave for heirs. If you don’t make an estate plan yourself, the state in which you live may make it for you – and you may not like it. On this episode of Countdown to Retirement, Gregg MacInnis explains the importance of estate planning and what to expect when you sit down for a visit.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

https://gmacfamilyfinancial.com/

See omnystudio.com/listener for privacy information.

Turn Your Portfolio Into a ‘Juicy’ Retirement Paycheck

Income drives retirement. When you’re no longer drawing a paycheck from work, you miss it. In this episode of Countdown to Retirement, Gregg MacInnis explains how he can help you create your own personal pension to take care of basic needs and use other financial accounts to promote withdrawals that also allow you to have a ‘playcheck.’

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

https://gmacfamilyfinancial.com/

See omnystudio.com/listener for privacy information.