Countdown to Retirement with Gregg MacInnis

Did you know that some big tax cuts are set to expire at the end of 2025? If your retirement money is in a tax-deferred account like a traditional 401(k), you could end up owing Uncle Sam big time. On today's Countdown to Retirement podcast, Greg MacInnis talks about ways to mitigate that tax hit. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call...

When you leave the workforce, the paychecks stop.  Now you’re relying on savings to fund your retirement.  But as Gregg MacInnis explains on today’s Countdown to Retirement podcast, it doesn’t have to be that way if you devise an income plan that takes care of basic needs and whatever life throws at you. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInn...

It’s often tough NOT to look at your portfolio when the stock market goes crazy.  But as Gregg MacInnis explains on today’s Countdown to Retirement podcast, a periodic review can help assess your risk tolerance for volatility.  The result is diversification of your assets, so you don’t have too much stashed in one bucket. For more information on GMac Family Financial, or to schedule a consultation...

It’s not every day that you come across a financial professional who has decades of experience.  On today’s Countdown to Retirement with Gregg MacInnis, he offers more on his backstory and what inspired him to go into the industry.  Gregg explains how he applies his experience to the table and the responsibility he feels when sitting down with new clients.   For more information on Gmac Family Fin...

Saving up for retirement is one thing. Dealing with the repercussions of taxes is another.  On today’s Countdown to Retirement with Gregg MacInnis, he explains how it’s not what you make, it’s what you keep when it comes to taxes. He offers ways to establish a solid tax plan that complements a retirement plan so that you’re not unpleasantly surprised. For more information on GMac Family Financial,...

You’ve worked hard to save up enough money for retirement. But are you planning to enjoy it once you leave the workforce?  On today’s Countdown to Retirement with Gregg MacInnis, he explains why it’s important to establish a solid financial plan.  And then, when the time comes, plan to spend it wisely so that you have a fulfilling retirement. For more information on Gmac Family Financial, or to sc...

What is your risk tolerance? Do you know how to figure it out?  Gregg MacInnis walks you through the process and explains how it ties to your exposure to the market. 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.

At what age should you take your Social Security benefits? You can select anywhere from 62 to 70. But it's an important decision because in most cases, it's a lifetime decision. Gregg MacInnis of GMac Family Financial explains how he can make the process easier so you can maximize your benefits. For more information on Gmac Family Financial, or to schedule a consultation with Gregg MacInnis call,...

Over 90% of financial advisors do not last three years! On today’s, Countdown to Retirement with Gregg MacInnis he explains why his peers seem to leave the financial industry so often. Plus, why has Gmac Family Financial withstood the test of time? Gregg explains his philosophies behind his practice and why he enjoys helping his clients retire. For more information on Gmac Family Financial, or to...

Long term care could take a major bite out of your retirement savings if you’re not prepared and it’s definitely hard to picture needing it when you’re young and healthy. On today’s episode of Countdown to Retirement with Gregg MacInnis, he breaks down the costs of long-term care insurance, what not having a LTC plan could look like, and some other options that might be more cost effective. For mo...

If there is a recession, when will it hit and what will it mean? For those nearing retirement these answers are extremely important. On this episode of Countown to Retirement, Gregg covers how the recession could affect pre-retirees, whether you should change your retirement plans or not, and is there a way to strategize around recession layoffs.  For more information on Gmac Family Financial, or...