Plan With The Tax Man

Handling Crisis: Financial Planning After a Tough Diagnosis

Life can throw unexpected challenges our way, and dealing with a tough medical diagnosis is one of the hardest. In today's episode, we'll discuss a real case study of a young family dealing with the heartbreaking reality of a terminal illness. Listen in as Tony shares practical steps to take when faced with such difficult news, including handling taxes, planning for the future of a business, and ensuring loved ones are financially secure.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Tailoring Your Financial Jersey for a Perfect Retirement Fit

Imagine your retirement plan as a sports jersey, customized just for you. Today, we're exploring how every detail from numbers to names can define your financial future.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Is This “Retire on $42/month” Article Clickbait?

Imagine retiring comfortably on just $42 per month—sounds too good to be true, right? Well, it’s exactly the assertion you might have seen in the headline of a recent article online. So today, we’ll dive into the sensational claim and uncover what it really takes to build your retirement nest egg.
 
Article
https://www.fool.com/the-ascent/buying-stocks/articles/you-can-retire-on-4167-a-month-if-you-do-these-2-things/
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

5 Lies You Might Be Telling Yourself About Money

Are you telling yourself financial lies? Discover the top 5 lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so stay tuned!
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Combatting Popular Excuses For Poor Financial Decision-Making

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Mistakes When Choosing A Financial Advisor

Uncover the critical mistakes many make when choosing a financial advisor. We're cutting through the noise to highlight what often goes wrong—from misplaced trust in big names to overlooking the fine print. This episode is your essential guide to avoiding those pitfalls and making informed decisions that align with your financial goals
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Your Financial Wellness Check-Up

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Steering Clear of Retirement Stress

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

How Is Technology Redefining Retirement Planning?

Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.
 
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381