Plan With The Tax Man

Reacting to the Most Watched Retirement Video of the Year

Over the past year, one retirement video on YouTube pulled in 3.7 million views. The title: "Sell These 5 Things Before You Retire." We thought it was worth a conversation — not to tear it apart, but to react honestly. Do we agree? How often do we actually see this play out with real clients? Let's get into it.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement

Summer's here. And somewhere between the excitement of planning a big trip and the anxiety of what it costs, a lot of retirees end up doing something that surprises us… they feel guilty about it. They worked hard, they saved, they planned for decades, and then they second-guess a beach vacation. Today, let's talk about how travel fits into a real retirement plan and how to enjoy it without guilt.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Inside Your Financial Easter Basket

Quick question before we get started... which Easter candy are you most looking forward to this year? Whatever your answer is, we're going to use it. Because today we're building a financial Easter basket and matching some of your favorite candies to the products and tools that belong in a solid retirement plan.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Tax Mistakes New Retirees Make

Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today, we're looking at some of the biggest tax mistakes retirees make, as discussed in a recent Kiplinger article, and whether these match what we see in the real world.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

From Zero Savings to a Million-Dollar Exit

For many business owners, retirement savings don’t show up neatly in a 401(k) or IRA. They’re tied up in the business itself. Today’s listener question comes from a couple facing a sudden transition from “almost nothing saved” to managing a large lump sum late in the game. And they’re wondering if it’s enough.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Financial Hot Takes Under the Microscope

Everyone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Let’s break it down.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Would You Trade $600 a Month to Protect Your Spouse?

One of the biggest retirement decisions people make doesn’t involve the stock market at all. It’s a choice hidden inside their pension paperwork.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Trump Accounts: Free Money or Future Headache?

A new government-backed savings account for kids is coming. On the surface, it sounds like a win. Free money for newborns, long-term investing, and a head start on adulthood. But once you look under the hood, Trump Accounts raise some real questions about taxes, flexibility, and whether they beat existing options. Today, we’re walking through the pros and cons and asking if this new account is worth the effort.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

I’m 62: Should I File For Social Security Or Wait?

Turning 62 might not feel like a milestone birthday… until you realize the Social Security clock just started ticking. Filing now could put money in your pocket sooner or cost you tens of thousands over a lifetime. How do you pick the right strategy? Let’s break down how to think through one of the biggest retirement decisions you’ll ever make.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Am I Behind In My Retirement Savings? What To Do If You Are

Nothing will mess with your financial confidence faster than comparing your savings to your brother, your coworkers, or that guy on YouTube who claims he retired at 38. Your retirement number isn’t a competition. Let’s talk about what really matters when you’re trying to figure out if you’re behind on your savings goals…and what to do if you actually are.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381