Plan With The Tax Man

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

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.
Important Links
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.
Important Links
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