Plan With The Tax Man

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!