Plan With The Tax Man

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

Spotting Red Flags When Picking An Advisor

On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Secret To Retirement Success: Get Out Of Your Own Way

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Reasons You SHOULD Get Life Insurance

Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are some other reasons why life insurance can be a useful part of your retirement plan.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

The Most Important Birthdays In Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381