Plan With The Tax Man

Plan With The Tax Man

By Tony MauroBusinessNewsInvestingBusiness News
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Plan With The Tax Man episodes

  • How To Live A Retirement Without Regret

    Simple mistakes can sometimes lead to larger regrets in retirement. On today’s show, we’ll explore some of the things you can do to avoid living with regret in retirement.

    Important Links

    Website: http://www.yourplanningpros.com

    Call: 844-707-7381

    23 min
  • The Variables That Shape Your Retirement Plan

    If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everybody is different is what makes it fun. On today’s show, we’ll explain why answers to some of retirement’s critical questions vary from person to person.

    Important Links

    Website: http://www.yourplanningpros.com

    Call: 844-707-7381

    22 min
  • Why The Final Decade Of Work Is So Important

    The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10-year period...

    Important Links

    Website: http://www.yourplanningpros.com

    Call: 844-707-7381

    20 min
  • Even Responsible Savers Make Mistakes

    Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make...

    15 min
  • Busting The Biggest Financial Myths
    Today’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that.
    20 min
  • Why Are You Making Excuses For Sticking With The Wrong Advisor?
    Very often we see a broker or advisor who’s doing a less than stellar job, but folks continue to work with him or her simply because they feel that he or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons.
    17 min
  • Exposing 401(k) Weaknesses
    Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b...or TSP...or 457 plan).
    13 min
  • These Financial Things Are Overrated
    Sometimes things get pushed or catch a lot of buzz in the financial landscape and they just aren’t all they’re cracked up to be. Let’s explore some of the things that might be sold to you as the greatest thing since sliced bread, but in reality it’s probably way too much focus and attention being paid to them.
    15 min

About Plan With The Tax Man

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Financial, tax and retirement planning guidance from Tony Mauro. Tony is the original Tax Doctor, serving central Iowa. We’ll teach you how to properly plan for retirement, minimize your tax burden…