Plan With The Tax Man

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

Exposing Retirement Planning Complaints

In this episode, we’re tackling some common complaints and fears that can arise during the retirement planning process. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future.
Important Links: 
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Bouncing Back: Overcoming Investment Setbacks

Almost everyone has made investment mistakes at some point. In this episode, we’ll talk about how to bounce back from mistakes and avoid making them again in the future.
 
Important Links: 
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Mastering Retirement Cash Flow: Understanding Income

Today's episode is all about understanding the crucial role of income analysis in retirement planning. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow!
 
Important Links: 
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Mailbag: Should I Pay Off My House?

On this week's show, we'll answer some mailbag questions that have come in. We'll discuss if you should pay off your house, financially support adult children, and how often you should communicate with your advisor.
 
Important Links: 
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Key Finance Decisions During Major Life Events Like Marriage, Divorce, Job Loss & More

Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and the loss of a loved one, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381
 

Unsure, Confident, or Certain: Retirement Planning Next Steps

In today’s episode, we’re going to focus on the three categories that many clients fall into when starting their retirement planning journey: The unsure, the confident, and the certain. Whether you have no idea whether you can retire or if you’re positive that you have sufficient funds to retire, we’ll cover some critical areas of retirement planning that you need to pay attention to.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Retiring With Honors: Financial Planning Lessons From The Classroom

From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from these other professions. Today, we’re seeing what we can learn from teachers and the issues they face.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Retirement Expenses For Which You Forgot To Plan

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Fore Your Retirement: What Golf Teaches Us About Financial Planning

Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily guarantee your overall success. And just like you need different clubs in your golf bag to play a round, you need a well-balanced approach to your investments in retirement. But perhaps the most important lesson from golf is the value of having a caddy. In retirement planning, a financial advisor can help you navigate the hazards and make the most of your financial "clubs." Tune in to this episode to learn more about how the game of golf can help you plan for a successful retirement.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381