Retire Chicago

John McNamara talks about some of the unique opportunities available to retirees or those approaching retirement during this difficult time.  

John McNamara continues to help his clients navigate the uncertainties of the market during the Coronavirus crisis.  Find out how they are using technology to connect with their clients during this difficult time on this week's Retire Chicago podcast.

This week, John McNamara gives his thoughts on the recent turmoil in the stock market due to the Coronavirus scare.  He also discusses the importance of long-term tax planning for your retirement years.

John McNamara discusses Ed Slott's advice about the 'Second Half' of your financial life.  The first half is all about growing wealth, and many people focus so much on growth that they lose sight of the second half - distributing your savings and creating your own paycheck.  Learn how to eliminate that blind spot this week on Retire Chicago!

This week, John McNamara discusses the importance of both husband and wife being present during financial planning.  Women tend to outlive men, so make sure your Valentine will be taken care of in the future!

This week, John McNamara talks about the most common regrets people have after they enter into retirement and what you can do now to avoid those regrets in the future.

This week, John McNamara talks about possible options that savers have if the bull market finally has a correction.  Should you go to cash or are there other solutions?  Plus, details about an upcoming event specifically for healthcare professionals.

Now that the SECURE Act has been signed into law, John describes the biggest changes that will effect retirees and those approaching retirement.

The beginning of the year is a great time to take a look at your portfolio and see if there are any adjustments that need to be made.  This week, John McNamara talks about the importance of rebalancing your portolfio and how to accomplish that.

John talks about the implications of the SECURE Act that was recently passed, and the pros and cons for those of us approaching retirement.

John McNamara talks about the two big jobs you have in retirement - protecting and continuing to grow your savings and developing income from those savings accounts.  Find out what some of John's favorite tools are for accomplishing both of those big tasks!

John McNamara talks about how he helps his client develop income in retirement and breaks down some of the outdated "rules of thumb" for retirement.

This week, John talks about some of the benefits of year end planning, and also breaks down the different types of annuities out there.

This week, John covers what should be done with 401(k)s that were left with a previous employer and how to develop income with savings.

This week, john discusses how he helps people determine what risk level they should be at and some options you may have with you 401k.

This week, John discusses the importance of using the proper vehicles to save money and how early tax planning for retirement can make a huge impact down the line.

Saving money is hard enough, but many retirees find that efficiently withdrawing savings is even more difficult.  This week, John talks about Required Minimum Distributions with a special focus on small business owners.

This week, John explains what RMDs are and the importance of having a good tax plan in retirement.

On this week's Retire Chicago, John and Maggie talk about how they help people understand their risk level in their portfolio.  They also cover why tax planning is so important as you approach your retirement years.

As you approach your retirement years, many aspects of life change.  Your investment philosophy should change as well.  This week, John details the differences between the accumulation phase of investing and the distribution phase(your retirement years).

This week, John discusses the recent market volatility, tax implications on retirement accounts and strategies to get the most out of Social Security benefits.

On this week's show, John takes a look at how retirees should approach the last five years of their career before they retire.  Also, what should you make of the recent market volatility?

This week, John and Maggie talk about the recent all-time record highs in the market and how retirees should feel about the risk levels in their portfolios.  They also discuss methods of generating income in retirement.

This week, John explains why people tend to put off planning for retirement and how he helps them understand all the confusing aspects of a good financial plan.

Social Security could run out of money by 2035 according to the Social Security Trust Fund. In this episode, John explores ways to protect yourself if this should happen and how to pick the best date to maximize your benefits.

Hundreds of CPAs were surveyed to find out what their clients are worrying about. The top answer was running out of money in retirement. In this episode, John talks about ways to prevent that from happening to you. He also discusses taxes and the importance of having an estate plan.