Plan With The Tax Man

How To Recognize Your Own Voice of Greed & Fight Against It

When it comes to your money, you might have several different voices in your head—maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

When Guessing At Retirement’s Most Important Questions Goes Wrong

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Why Values Based Planning Is Essential

Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Planning For Things We Can’t Predict

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Don’t Fumble Your Retirement In The Financial Red Zone

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss.
Important Links
Forbes Article: https://bit.ly/3G2lCo9
Website: http://www.yourplanningpros.com
Call: 844-707-7381

How “The Great Resignation” Could Impact You Or A Loved One’s Retirement

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.
Important Links
Forbes Article: https://bit.ly/3G2lCo9
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Where Financial Advisors Drop The Ball

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Handling Unreasonable Requests

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Tax Consequences: Pros & Cons Of Various Account Types

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Living The Dream: Planning The Non-Financial Retirement Stuff

Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381