Plan With The Tax Man

Mind The Gap

If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

Spotting Red Flags In Your Finances

Play along with this episode and see if you can answer some of these questions, if not it might be a red flag.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

Retirement Planning With Mick Jagger

Believe it or not, Mick Jagger has dispensed a lot of retirement planning wisdom in his life. Granted, he didn’t mean for these statements to have anything to do with money when he said them, but we’re here to weave these quotes into a financial lesson.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

How Age & Wisdom Play Into Financial Planning

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

What Retirement Are You Living For?

Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

It’s Just A Joke

The world is stressful. Let’s take a small break from it with some goofy financial planning and financial advisor jokes and see what kinds of lessons we can learn from them.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

What’s Your Spending Personality?

Before you can effectively put together a retirement income plan, it’s important to understand your own tendencies for spending. Let’s explore the different personalities.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Learning Through Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Financial Fact Or Fiction

Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

How Long Will Your Money Last? Let’s Run The Numbers

If you had a million dollars, how long would it last you in retirement? How drastically does that longevity change if you move to a bigger/smaller city? We’ll take a look at some stats from various areas across the country to show how difficult it is to make your money last in some areas, and how easy it might be in others.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381