Plan With The Tax Man

Are Your Good Money Habits Holding You Back? (Part 2)

We're back to wrap up our conversation which might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like paying off debt early and keeping up with financial news. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Are Your Good Money Habits Holding You Back? (Part 1)

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Easy Wins in Personal Finance (Part 2)

Welcome to part 2 of our discussion on easy wins in personal finance! It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few more easy places to start...
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Easy Wins in Personal Finance (Part 1)

It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start...
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

End of Year Financial Planning For 2023

Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381

Money Mistakes You’ll Regret and How to Avoid Them

“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode, explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381

Retirement Planning’s “Hidden” Questions

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about retirement.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381

Dissecting Dave Ramsey’s Tik Tok Advice

Dave Ramsey is well known for his no-nonsense approach to personal finance, particularly in the areas of budgeting, debt management, and wealth-building. He has gained a significant following through various media platforms, including books, radio shows, podcasts, live events, and more recently, Tik Tok. Tune in as we peel back the layers of Dave’s bite sized Tik Tok advice and share our thoughts beyond the clips.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381

The Future of Retirement In America: Is The Glass Half Full or Half Empty?

Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care. Whether you're an eternal optimist or cautious pessimist, this episode will equip you with perspectives to plan your retirement years with confidence as we ask the longstanding question, “is the glass half full or half empty”.
 
Important Links: 
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Brick and Mortar Retirement: The Pros and Cons of Real Estate Investing for Retirement

In this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages. Whether you're a pre-retiree with a portfolio of properties or just curious about leveraging your home equity, this discussion offers thoughtful insights for anyone navigating the crossroads of real estate and retirement.
 
Important Links: 
Website: http://www.yourplanningpros.com
Call: 844-707-7381