Plan With The Tax Man
Financial, tax and retirement planning guidance from Tony Mauro. Tony is the original Tax Doctor, serving central Iowa. We’ll teach you how to properly plan for retirement, minimize your tax burden and attain a successful financial future.
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Episodes
Thursday Dec 10, 2020
Thursday Dec 10, 2020
Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Nov 19, 2020
Thursday Nov 19, 2020
Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. Play along with us on this episode of the podcast.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Nov 05, 2020
Thursday Nov 05, 2020
Is the place where you’d like to retire on the Top 15 list? On this episode, we’ll review the US News & World Report’s top 15 retirement locations and share stories of past clients who made the decision to move somewhere else for retirement and what went into those decisions from an emotional and financial standpoint.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Oct 15, 2020
Thursday Oct 15, 2020
On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Oct 01, 2020
Thursday Oct 01, 2020
Let’s step into the classroom again to cover some financial buzzwords. Are these important to know? What are they? How do they impact you? We’ll answer those questions and more as we always look to educate you a little bit on the show.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Sep 17, 2020
Thursday Sep 17, 2020
We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Sep 03, 2020
Thursday Sep 03, 2020
The retirement world is full of retirement rules. Are these rules legit or full of bull?
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Aug 20, 2020
Thursday Aug 20, 2020
For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. So let’s find the similarities in building a strong financial plan and a dream home.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Aug 06, 2020
Thursday Aug 06, 2020
Today it can be rather uncommon to find people working at the same company for several decades. However in the past, this was more of a common trend and many people would retire with the same company they first started with. Tony has worked with clients that fell into each of these categories and will share some of his stories.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Jul 23, 2020
Thursday Jul 23, 2020
We often find that people are clinging to certain ideas or beliefs that end up giving them a sense of false hope about their retirement. It’s a dangerous position to be in. Let’s explore some of the faulty thinking that ultimately leaves people underprepared for retirement.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381