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McIntyre Financial Report

Author: Greg McIntyre

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At McIntyre Financial we value the relationship. We value the conversation. To have a person there for you is HUGE. We want to be HUGE for you. Just Ask! McIntyre Financial aims to be the trusted name in your investing life. We value our reputation. We don’t make money unless you make money. We value communication with our clients and make ourselves available to answer questions in person, virtually, by phone, text, Email or chat. We are here to meet your financial needs. Just Ask!
45 Episodes
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Ryan & Greg talk about how using life insurance can allow you to borrow money on great terms and also grow your investment in the policy.#beyourownbank #lifeinsurance #longtermcare #insurance #longtermcareinsurance #realestate #assetprotection #estateplanning
The power of a Trust

The power of a Trust

2022-11-0205:19

What is a trust and what can it do for you? There are several types of trusts that can be used to protect your assets. In this episode, Ryan Begley, Benefits Specialist, sits down with Elder Law Attorney, Eric Baker, to discuss what a trust is and how you can use it to help you achieve your financial goals while protecting your assets and preserving your legacy. Want to set up a trust? Give us a call today at 888-999-6600 to schedule your free consultation!
When considering planning for your retirement or the future of a loved one, a common question may arise: Why should I have a Financial Power of Attorney? Having a Financial power attorney in place with an insurance policy if something should go wrong is a solid plan and we are going to tell you why. Ryan Begley Benefits Specialist sits down with Eric Baker, Elder Law Attorney to discuss what a Financial Power of Attorney is, what it does, and how it can help you in that type of sit...
What is an annuity and how can it financially benefit you? Were you also aware that annuities could make you money? Say what?! In this episode of the McIntyre Financial Report, Ryan Begley, Benefits Specialist, sits down with a curious potential client and discusses annuities and how beneficial they can be when placed into a trust.
Get BOTH sides of the house in order. With McIntyre Elder Law & McIntyre Financial you get the best of both the legal and financial worlds. Protect assets and grow them with the dream team of McIntyre Elder Law and McIntyre Financial.#elderlaw #estateplanning #financialplanning #financialplanner #insurance #longtermcare #longtermcareinsurance #realestate #investing #retirement
How can you protect your largest asset, your home? This is a question many people would want to know the answer to. In this episode, Ryan Begley Benefit's Specialist, sits down with Eric Baker, Elder Law Attorney, and discusses an amazing real estate tool that allows you to remain in full control of your home, and can protect it against liens!
Why would you need term insurance? Join Ryan Begley, Benefits Specialist with McIntyre Financial on an episode where he interviews a client to share her experience with getting term insurance and how it could be beneficial for you. Want to know more? Visit our website at MyMcFi.com to read our blog and subscribe to our E-newsletter. CALL 888-999-6600 for your free consultation
Would you like to have your cake and eat it too? If the answer is yes, then you don't want to miss this episode. Ryan Begley sits down with Elder Law Attorney Greg McIntyre to discuss Irrevocable Income Trusts and what that means for you and your potential!An Irrevocable Income Trust is the best safe that we can build for you and is great for long-term care situations. The reason it is called an income trust is that you are the lifetime income beneficiary because you can receive all the incom...
Are your stocks losing money? What does this mean for you and your investments and how can you prevent losing money? Because of the current bear market, many people are wondering how to prevent losing even more money and how to protect their assets that they have worked their whole lives for. Ryan Begley, the Benefits Specialist with McIntyre Elder Law, sits down with Brenton Begley, Elder Law Attorney, to discuss some of the AMAZING insurance products that have the potential for you to...
Sometimes medical issues can be a difficult obstacle to overcome when applying for term insurance. We also know that it can be difficult for individuals to come in and sit with a stranger to discuss their medical history when it comes to financial planning and how to get an insurance plan that works for them. In this episode, Ryan Begley, Benefits Specialist sits down with a client to hear her experience and personal testimonial on trying to get term insurance. At McIntyre Financial,&nb...
With the looming uncertainty of the future, many young adults have concerns and questions on how to make a solid financial plan for the future. Many have questions about how to start saving for retirement and what are the benefits of planning for retirement early on. Can you plan for your retirement if you don't have a lot of money? What determines what rate you can get for a life insurance or term insurance policy? In this episode, Benefits Specialist, Ryan Begley explains some o...
In this episode, we will be discussing Burial Policies, and how you can use them to become Medicaid compliant in the state of North Carolina. A Burial Trust is a great tool to make sure that your assets are protected and that your loved ones aren't left with the burden of providing a funeral and burial for you. Burial policies are a fairly easy process, stay tuned for more.
Did you know that if you have large medical bills your whole estate could be wiped out? It's horrifying to think that this could happen to anyone. Thankfully there is some good news to help you avoid this situation. Learn how you can avoid the probate process and learn more about life insurance policies and trusts, and how this brilliant strategy may have the potential to create generational wealth for you and your family while not wiping out your estate. Trust us, you don't want to miss this...
A common question that many people have is will my life insurance be taxed? In this episode Elder Law Attorney Ryan Begley talks with Financial Benefits Specialist Ryan Begley to discuss Taxes and Long-Term Care insurance and what best steps you can take to protect your assets and preserve your legacy. #financialplanning #medicaid #estateplanning #longtermcare #insurance #stocks #bonds #annuities #retirement #assetprotection #assetplanning #longtermcareinsurance #mcintyrefinancial&...
Our benefits Specialist, Ryan Begley, makes it easy for you to talk about getting your financial affairs in order. The process can take as little as 15 minutes or as long as you need. Schedule your FREE consult today!Call: 704-218-9223Email: ryan@mymcfi.comOnline at: mymcfi.com#estateplanning #elderlaw #lawyer #attorney #realestate #longtermcare #financialplanning #financialplanner #insurance #lifeinsurance #longtermcareinsurance #jigglejiggle #fyp
McIntyre Financial Report - We Work Hard to Get You Approved. Hunter & Ryan talk through sone personal and medical issues that people may think will prevent them from obtaining benefits like insurance. At McIntyre Financial, we are used to uncomfortable conversations. Schedule your free consultation today at 704-218-9223. #Diabetes #life #insurance #lifeinsurance #money #attorney #agent
Approximately 1/2 the work force has no protection against becoming temporarily or worse, permanently disabled. Learn how disability insurance should be a vital part of your financial plan.Schedule your FREE consult today. Call 704-218-9223 and email info@mcelderlaw.com.#estateplanning #insurance #financialplanning #financialplan #disability #disabiityinsurance #realestate #longtermcareinsurance #annuities #retirement #ira #401k #assetprotection
Is your financial planner working with your attorney? If not, you may want to investigate the benefits. Greg & Ryan discuss the benefits of harmony in this relationship.#attorney #financialplanner #insurance #assetprotection #estateplanning #elderlaw #annuities #wills #trusts #probate #estates #lawyer #taxplanning #longtermcare
Got holes? Today on the McIntyre Financial Report, Attorney Greg McIntyre, discuss the importance of Estate Planning & Financial Planning. SOME MANY PEOPLE DO NOT KNOW THIS! CHECK IT OUT!Schedule your FREE consult today. Call 704-218-9223 and email info@mcelderlaw.com#insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
How to choose a Medicare Supplement Plan:Ryan & Greg talk about the following 4 keys to knowing and choosing the right plan and company for you:1. Standardized Plans.2. No Networks.3. Most Popular Plans.4. Choose the right Insurance Company.Schedule your FREE consult today. Call 704-218-9223 and email info@mcelderlaw.com.#medicare #medigap #coverage #retirement #medicaid #health #wellness #insurance #insuranceplan #mcfi #mcintyrefinancial #benefits #hositpal #doctor #attorney #lawyer #est...
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