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.
Episodes
Feb 18, 2021
Feb 18, 2021
18 min
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
Jan 21, 2021
Jan 21, 2021
18 min
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
Dec 23, 2020
Dec 23, 2020
17 min
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
Dec 10, 2020
Dec 10, 2020
18 min
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
Nov 19, 2020
Nov 19, 2020
19 min
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
Nov 5, 2020
Nov 5, 2020
15 min
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
Oct 15, 2020
Oct 15, 2020
24 min
On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Oct 1, 2020
Oct 1, 2020
23 min
Let’s step into the classroom again to cover some financial buzzwords. Are these important to know? What are they? How do they impact you? We’ll answer those questions and more as we always look to educate you a little bit on the show.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Sep 17, 2020
Sep 17, 2020
19 min
We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
Sep 3, 2020
Sep 3, 2020
15 min
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