Plan With The Tax Man

What It’s Really Like to Be A Client Of A Financial Advisor

Here on the show, we often talk about what it’s like to become a client. But what about what it's like to be a client of a financial advisor? Tune in for a behind-the-scenes look at what it looks like to be a client at Tax Doctor Inc. 
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Trust This, Go Broke

We all know there are things in life you probably shouldn’t trust — like gas station sushi or an email from a Nigerian prince. But the same principle applies in retirement planning. Sometimes what looks safe, easy, or even “guaranteed” isn’t so trustworthy when you peel back the layers.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

5 Signs You’re Richer Than You Think

Most people don’t feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think. And none of them involve yachts or private jets… Let’s analyze the habits that signal real, lasting wealth and what to do if you are (or aren’t) on the right track.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

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