Plan With The Tax Man

Back To School Retirement Planning Quiz

The kids may be heading back to class, but it’s not a bad time for adults to hit the books too, especially when it comes to retirement. So, let’s test your knowledge with a quick financial pop quiz and see how ready you really are.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Who Benefits From The Big Beautiful Bill?

The new tax bill just passed, but will it actually help you? Let’s look at who stands to benefit, strategic moves to consider now while the rules are fresh, and answer a few true or false questions about the law. 
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

What The “Big Beautiful Bill” Means For Your Retirement Plan

A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we’re focused on what it means for your retirement. The choices you make in the next year or two could have a significant impact on how much you keep and how much goes to Uncle Sam.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Retirement Breaking News: The 4% Rule Gets a Makeover

The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision?
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

The Lazy Way to Retire? Let’s Talk Target-Date Funds

Target-date funds just passed $4 trillion in assets. They’re now the default investment in many 401(k)s, and millions of Americans are using them without really understanding how they work. So, are they a smart choice… or just the easiest one?
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

5 Ways Wishful Thinking Can Damage Your Retirement

A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, we’re walking through five common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Am I Saving Too Much For Retirement?

Are you saving so much for retirement that it’s squeezing your life today? In this episode, we’re answering a smart viewer question about finding the right balance between preparing for the future and living fully in the present.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

April Fool’s: Beliefs That Fool Retirement Savers The Most

April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Inside the Advisor’s Office: What People Are Actually Concerned About

Ever wonder what other people talk about with their financial advisors? Well, we're going to discuss that this week here on the podcast, from a new survey of nearly 400 experienced advisors and what they see in their offices, and we're going to share that with Tony and see how that relates to and what he thinks about it, compared to his practice.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

If You’re a Smart Investor, Do You Really Need a Financial Advisor?

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381