Plan With The Tax Man

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

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