Plan With The Tax Man

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

The Incomplete Financial Plan

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Top Ten Tax Questions For Retirees In 2023

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Where $1 Million Runs Out Fastest

A million dollars is a goal that many people strive to earn for their retirement nest egg, but how far can that lump sum actually carry you? Today we will be looking at an article that breaks down how far a million dollars go in various states.
CNBC Article: https://www.cnbc.com/2022/12/17/states-where-1-million-dollars-retirement-savings-runs-out-fastest.html
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

2023 Edition: 10 Point Checklist For Retirement Preparedness

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

The Top 5 401(k) Mistakes You Need To Avoid

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Learning From Grandma’s Financial Wisdom

Even if she wasn’t directly talking about money, Grandma said a lot of smart things that we can apply to financial planning. Let’s take some classic Grandma sayings and see how they relate to our financial lives.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381