Plan With The Tax Man

Stages Of Retirement Planning

It is no secret that our financial plan will shift and change throughout our lives. However, this is even more prevalent the closer we get to retirement. Tony will discuss the different retirement planning stages and what the focus should be when you hit these checkpoints.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

How To Set Financial & Retirement Goals

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

How To Account For Emotions In Your Financial Plan

Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process...
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Lies From Broker School

A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

All About The Benjamins

Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Finding Silver Lining In Unfortunate Financial Situations

Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Top 5 Social Security Misunderstandings

Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

How To Live A Retirement Without Regret

Simple mistakes can sometimes lead to larger regrets in retirement. On today’s show, we’ll explore some of the things you can do to avoid living with regret in retirement.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

The Variables That Shape Your Retirement Plan

If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everybody is different is what makes it fun. On today’s show, we’ll explain why answers to some of retirement’s critical questions vary from person to person.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
 
 

Why The Final Decade Of Work Is So Important

The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10-year period...
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381