

What It Means to Be a ‘Kingdom’ Financial Advisor
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 integ…

What Does Holistic Retirement Planning Mean?
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 inco…

What is the ‘Bucket Strategy’ in Retirement?
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…

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

When Should You Start Estate Planning?
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 t…

Turn Your Portfolio Into a ‘Juicy’ Retirement Paycheck
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 a…

Do You Need a ‘Bigger Retirement Boat?’
Do You Need a ‘Bigger Retirement Boat?’ The 50th anniversary of the movie ‘Jaws’ brings memories of one of its famous lines, “We’re going to need a bigger boat.” The same can be true in retirement planning. In this episode of Countdown to Retirement, Gregg MacInnis talks about the symptoms that …

How Can You ‘Weatherproof’ Your Retirement Plan?
How Can You ‘Weatherproof’ Your Retirement Plan? Hurricane season reminds us that if you don’t take precautions until there are warnings, it could be too late. This same can be true in retirement planning. In this episode of Countdown to Retirement, Gregg MacInnis talks about ways to ‘weatherpro…

The ‘One Big Beautiful Bill’ – Part 2
The ‘One Big Beautiful Bill’ – Part 2 We continue our conversation on President Trump’s ‘One Big Beautiful Bill.’ In this episode of Countdown to Retirement, Gregg MacInnis explains what has changed with charitable donations, auto loan interest deductions and covers the introduction of the new ‘T…

How Does the ‘Big Beautiful Bill’ Affect Your Retirement?
How Does the ‘Big Beautiful Bill’ Affect Your Retirement? Congress recently signed off on President Trump’s ‘Big Beautiful Bill.’ So what does that mean for your retirement? In this episode of Countdown to Retirement, Gregg MacInnis tells us what hasn’t changed – including lower tax brackets and…