Plan With The Tax Man

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.
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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

Can’t Get No Satisfaction... Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Retirement Planning From A Psychologist’s Point Of View

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Mailbag: What Rate Of Return Should I Expect?

This is a mailbag edition of the show where we answer some questions that have come in from listeners. Today we will be discussing if it's a good idea to pull money from an IRA for home repairs, some rate of return expectations, and when to hire a financial advisor.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Financial Planning Considerations When You’re In Between Jobs

Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Can You Get An A+ On Our Retirement Planning Quiz?

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Why Retirement Planning Ain’t What It Used To Be

Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381