Plan With The Tax Man

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.
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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

Making Smart Decisions During Major Life Events

Let’s explore some of the things you should be thinking when you encounter some of the most significant events in your life.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

The Retirement Marathon: Finishing The Race

Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Common Retirement Planning Questions About Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Warning Signs: How To Spot Problems In Your Financial Life

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381