Plan With The Tax Man

The Financial Dictionary

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

This One’s On The House

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

Are These Rules Full Of Bull?

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

How To Build Your Financial House

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

Long Careers

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

Retirement Ready: Are You Clinging To False Hope?

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

Traditional Vs Roth IRA

Most people don't have a clear picture about these two financial vehicles and which might be most beneficial to them. So let's discuss ways to determine what might be right for you.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Mark Twain

What can we learn about money by exploring some quotes from the great Mark Twain?
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Financial “Strategies” That Just Don’t Work

Let’s talk about some financial planning “strategies” that don’t really work (even though some people, even some financial advisors, believe in them).
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Coronavirus Update May

On today's episode we check in with Tony on how things have been going through the month of April for his clients, his team and himself.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381