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 Apr 15, 2021
Thursday Apr 15, 2021
If you had a million dollars, how long would it last you in retirement? How drastically does that longevity change if you move to a bigger/smaller city? We’ll take a look at some stats from various areas across the country to show how difficult it is to make your money last in some areas, and how easy it might be in others.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Apr 01, 2021
Thursday Apr 01, 2021
Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Mar 18, 2021
Thursday Mar 18, 2021
It’s an annual tradition! Well, except for 2020 when the tournament was cancelled. But it’s time to look at the NCAA tournament and see what kind of financial planning lessons we can learn from it.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Mar 04, 2021
Thursday Mar 04, 2021
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Feb 18, 2021
Thursday Feb 18, 2021
As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Thursday Jan 21, 2021
Thursday Jan 21, 2021
No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Wednesday Dec 23, 2020
Wednesday Dec 23, 2020
No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
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