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.

Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency.

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).

This topic is simple. Things related to your money, finances, and retirement that should get way more attention and excitement. Let’s give them the love they deserve on this episode.

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.

The realities of retirement planning are different than they were even a decade ago. Let’s talk about some of the realities that affect how you need to plan...

Let’s discuss a few examples where following conventional wisdom might lead you astray.

When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Tony tells us about some times where he's helped clients through these frustrating areas.

Most people have a junk drawer at home. It usually contains things like rubber bands, clothespins, highlighters, glue sticks, a tape measure, a label maker, and a pair of scissors. But most people have a financial junk drawer too. Let’s talk about some of the things that end up there and how they might be put to better use.

Financial, tax and retirement planning guidance from Tony Mauro. Tony is the original Tax Doctor, serving the greater Des Moines, IA area. We’ll teach you how to properly plan for retirement, minimize your tax burden and attain a successful financial future. The first podcast is coming soon!