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 Sep 03, 2020
Thursday Sep 03, 2020
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
Thursday Aug 20, 2020
Thursday Aug 20, 2020
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
Thursday Aug 06, 2020
Thursday Aug 06, 2020
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
Thursday Jul 23, 2020
Thursday Jul 23, 2020
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
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