Plan With The Tax Man

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

Even if she wasn’t directly talking about money, Grandma said a lot of smart things that we can apply to financial planning. Let’s take some classic Grandma sayings and see how they relate to our financial lives.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

Let’s explore some of the things you should be thinking when you encounter some of the most significant events in your life.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

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

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

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

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