DiscoverWGN Radio 720 - Chicago's Very OwnWhat the year-end timing means for your portfolio
What the year-end timing means for your portfolio

What the year-end timing means for your portfolio

Update: 2025-10-12
Share

Description

WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more!





This week, Tom discusses the fast-approaching Halloween, the year-end, and what that timing means for your investment portfolio. He also emphasizes that Roth conversions aren't always slam dunks and definitely not a DIY task. Plus, he touches on the importance of Social Security, especially if you're married.





If you’d like to get involved with the show, call 630-864-6711. A member of Tom Fortino’s group will be in touch with you.










Recent Posts










The Alpha Wealth Hour


















What the year-end timing means for your portfolio










<svg height="13" viewBox="0 0 15 13" width="15" xmlns="http://www.w3.org/2000/svg"><defs></defs><path class="cls-7" d="M836.992 1121.17a.836.836 0 0 1-.466.76.709.709 0 0 1-.346.08.783.783 0 0 1-.52-.19l-4.463-3.78h-2.37a.818.818 0 0 1-.817-.83l-.01-3.34a.82.82 0 0 1 .811-.84l2.371-.01 4.439-3.82a.786.786 0 0 1 .866-.11.829.829 0 0 1 .47.75l.035 11.33zm4.121-1.32h-.059a.789.789 0 0 1-.576-.24l-.109-.11a.853.853 0 0 1-.082-1.09 4.959 4.959 0 0 0 .922-2.91 4.908 4.908 0 0 0-1.066-3.07.854.854 0 0 1 .052-1.12l.109-.12a.783.783 0 0 1 .615-.24.808.808 0 0 1 .591.3 6.762 6.762 0 0 1 1.479 4.24 6.838 6.838 0 0 1-1.284 4.03.825.825 0 0 1-.592.33z" id="listen_small_carousel_button_default" transform="translate(-828 -1109)"></svg>






















Taxes are not just an April chore










<svg height="13" viewBox="0 0 15 13" width="15" xmlns="http://www.w3.org/2000/svg"><defs></defs><path class="cls-7" d="M836.992 1121.17a.836.836 0 0 1-.466.76.709.709 0 0 1-.346.08.783.783 0 0 1-.52-.19l-4.463-3.78h-2.37a.818.818 0 0 1-.817-.83l-.01-3.34a.82.82 0 0 1 .811-.84l2.371-.01 4.439-3.82a.786.786 0 0 1 .866-.11.829.829 0 0 1 .47.75l.035 11.33zm4.121-1.32h-.059a.789.789 0 0 1-.576-.24l-.109-.11a.853.853 0 0 1-.082-1.09 4.959 4.959 0 0 0 .922-2.91 4.908 4.908 0 0 0-1.066-3.07.854.854 0 0 1 .052-1.12l.109-.12a.783.783 0 0 1 .615-.24.808.808 0 0 1 .591.3 6.762 6.762 0 0 1 1.479 4.24 6.838 6.838 0 0 1-1.284 4.03.825.825 0 0 1-.592.33z" id="listen_small_carousel_button_default" transform="translate(-828 -1109)"></svg>






















Consider your retirement steps ahead of 2026










<svg height="13" viewBox="0 0 15 13" width="15" xmlns="http://www.w3.org/2000/svg"><defs></defs><path class="cls-7" d="M836.992 1121.17a.836.836 0 0 1-.466.76.709.709 0 0 1-.346.08.783.783 0 0 1-.52-.19l-4.463-3.78h-2.37a.818.818 0 0 1-.817-.83l-.01-3.34a.82.82 0 0 1 .811-.84l2.371-.01 4.439-3.82a.786.786 0 0 1 .866-.11.829.829 0 0 1 .47.75l.035 11.33zm4.121-1.32h-.059a.789.789 0 0 1-.576-.24l-.109-.11a.853.853 0 0 1-.082-1.09 4.959 4.959 0 0 0 .922-2.91 4.908 4.908 0 0 0-1.066-3.07.854.854 0 0 1 .052-1.12l.109-.12a.783.783 0 0 1 .615-.24.808.808 0 0 1 .591.3 6.762 6.762 0 0 1 1.479 4.24 6.838 6.838 0 0 1-1.284 4.03.825.825 0 0 1-.592.33z" id="listen_small_carousel_button_default" transform="translate(-828 -1109)"></svg>






















The importance of discussing taxes year-round










<svg height="13" viewBox="0 0 15 13" width="15" xmlns="http://www.w3.org/2000/svg"><defs></defs><path class="cls-7" d="M836.992 1121.17a.836.836 0 0 1-.466.76.709.709 0 0 1-.346.08.783.783 0 0 1-.52-.19l-4.463-3.78h-2.37a.818.818 0 0 1-.817-.83l-.01-3.34a.82.82 0 0 1 .811-.84l2.371-.01 4.439-3.82a.786.786 0 0 1 .866-.11.829.829 0 0 1 .47.75l.035 11.33zm4.121-1.32h-.059a.789.789 0 0 1-.576-.24l-.109-.11a.853.853 0 0 1-.082-1.09 4.959 4.959 0 0 0 .922-2.91 4.908 4.908 0 0 0-1.066-3.07.854.854 0 0 1 .052-1.12l.109-.12a.783.783 0 0 1 .615-.24.808.808 0 0 1 .591.3 6.762 6.762 0 0 1 1.479 4.24 6.838 6.838 0 0 1-1.284 4.03.825.825 0 0 1-.592.33z" id="listen_small_carousel_button_default" transform="translate(-828 -1109)"></svg>






















Too early for the holidays but not for retirement planning










<svg height="13" viewBox="0 0 15 13" width="15" xmlns="http://www.w3.org/2000/svg"><defs></defs><path class="cls-7" d="M836.992 1121.17a.836.836 0 0 1-.466.76.709.709 0 0 1-.346.08.783.783 0 0 1-.52-.19l-4.463-3.78h-2.37a.818.818 0 0 1-.817-.83l-.01-3.34a.82.82 0 0 1 .811-.84l2.371-.01 4.439-3.82a.786.786 0 0 1 .866-.11.829.829 0 0 1 .47.75l.035 11.33zm4.121-1.32h-.059a.789.789 0 0 1-.576-.24l-.109-.11a.853.853 0 0 1-.082-1.09 4.959 4.959 0 0 0 .922-2.91 4.908 4.908 0 0 0-1.066-3.07.854.854 0 0 1 .052-1.12l.109-.12a.783.783 0 0 1 .615-.24.808.808 0 0 1 .591.3 6.762 6.762 0 0 1 1.479 4.24 6.838 6.838 0 0 1-1.284 4.03.825.825 0 0 1-.592.33z" id="listen_small_carousel_button_default" transform="translate(-828 -1109)"></svg>




















Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

What the year-end timing means for your portfolio

What the year-end timing means for your portfolio

Ben Anderson