Plan With The Tax Man

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

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