Plan With The Tax Man

Living The Dream: Planning The Non-Financial Retirement Stuff

Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

Mind The Gap

If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

Spotting Red Flags In Your Finances

Play along with this episode and see if you can answer some of these questions, if not it might be a red flag.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

Retirement Planning With Mick Jagger

Believe it or not, Mick Jagger has dispensed a lot of retirement planning wisdom in his life. Granted, he didn’t mean for these statements to have anything to do with money when he said them, but we’re here to weave these quotes into a financial lesson.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

How Age & Wisdom Play Into Financial Planning

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

What Retirement Are You Living For?

Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

It’s Just A Joke

The world is stressful. Let’s take a small break from it with some goofy financial planning and financial advisor jokes and see what kinds of lessons we can learn from them.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

What’s Your Spending Personality?

Before you can effectively put together a retirement income plan, it’s important to understand your own tendencies for spending. Let’s explore the different personalities.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Learning Through Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

Financial Fact Or Fiction

Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381