Plan With The Tax Man

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss.
Important Links
Forbes Article: https://bit.ly/3G2lCo9
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.
Important Links
Forbes Article: https://bit.ly/3G2lCo9
Website: http://www.yourplanningpros.com
Call: 844-707-7381

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

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.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

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.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

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

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.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

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