Plan With The Tax Man

April Fool’s: Beliefs That Fool Retirement Savers The Most

April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Inside the Advisor’s Office: What People Are Actually Concerned About

Ever wonder what other people talk about with their financial advisors? Well, we're going to discuss that this week here on the podcast, from a new survey of nearly 400 experienced advisors and what they see in their offices, and we're going to share that with Tony and see how that relates to and what he thinks about it, compared to his practice.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

If You’re a Smart Investor, Do You Really Need a Financial Advisor?

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Built a Business, But Not a Retirement Plan? Here’s What to Do Now

You’ve built a successful business, but now the big question is, how do you turn that into a retirement plan? If you’re like many entrepreneurs, you’ve spent years reinvesting in your business, but what happens when it’s time to step away? Can you sell it? Can you create passive income from it? Or should you start saving in other ways right now? In this episode, we’re breaking down strategies for business owners who need to turn years of hard work into long-term financial security.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

5 Financial Mistakes to Avoid in Your 60s

Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. This episode offers five common financial blunders to avoid during this pivotal decade.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

New Year, New Me: How To Change Your Money Attitude In 2025

As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what changes you can make this year to embrace the new you.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Transform Your Money Mindset- 2025 Method

Today, we’re unveiling the 2025 Method to transform your money mindset. Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve financial comfort. 
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

2024's Best Stocking Stuffer: Financial Freedom

The holiday season is here, and while you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Post-Election Conversation: The Future of the Tax Cuts and Jobs Act

It's hard to believe that election season is over and Thanksgiving is almost here! This week on Plan with the Tax Man, we're diving into the future of the Tax Cuts and Jobs Act now that the election results are in. Join us as we explore what changes could be on the horizon and what to expect moving forward.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Lindsay Lohan’s Advice Could Save Your Retirement: Unlikely Financial Wisdom

You wouldn’t necessarily expect Mike Tyson, Shaquille O’Neal, or Lindsay Lohan to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381