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 Jun 18, 2020
Thursday Jun 18, 2020
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
Thursday Jun 04, 2020
Thursday Jun 04, 2020
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
Thursday May 21, 2020
Thursday May 21, 2020
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
Thursday May 07, 2020
Thursday May 07, 2020
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
Thursday Mar 19, 2020
Thursday Mar 19, 2020
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
Monday Mar 02, 2020
Monday Mar 02, 2020
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
Thursday Feb 20, 2020
Thursday Feb 20, 2020
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
Thursday Feb 06, 2020
Thursday Feb 06, 2020
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
Thursday Jan 23, 2020
Thursday Jan 23, 2020
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
Thursday Dec 19, 2019
Thursday Dec 19, 2019
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