Plan With The Tax Man

Money Lessons From The Richest Musicians

Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

March Madness

It’s an annual tradition! Well, except for 2020 when the tournament was cancelled. But it’s time to look at the NCAA tournament and see what kind of financial planning lessons we can learn from it.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Retirement Planning For Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

2021 Tax Tips Recap

As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Where All My Financial Knowledge Comes From

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

What Drives Your Financial Advisor Crazy?

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

End Of Year Planning Tasks

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

A 5 Question Retirement Preparedness Quiz

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. Play along with us on this episode of the podcast.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

A Review Of The Top Places To Retire In 2020

Is the place where you’d like to retire on the Top 15 list? On this episode, we’ll review the US News & World Report’s top 15 retirement locations and share stories of past clients who made the decision to move somewhere else for retirement and what went into those decisions from an emotional and financial standpoint.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381

Financial Commandments

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381