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Tony Mauro

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Plan With The Tax Man
Plan With The Tax ManFinancial Hot Takes Under the MicroscopeEveryone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Let’s break it down.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc: Everyone has got an opinion about money, especially people pushing a book deal or a TV show. And sometimes maybe that advice is useful and sometimes it's not, it w...
2026-02-1220 minPlan With The Tax Man
Plan With The Tax ManWould You Trade $600 a Month to Protect Your Spouse?One of the biggest retirement decisions people make doesn’t involve the stock market at all. It’s a choice hidden inside their pension paperwork.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Speaker 1  00:00 Hey, time once again, to plan with the tax man, and we are going to talk about the biggest retirement decisions people make that doesn't involve the stock market or could make, right? So it's a choice hidden inside the pension paperwork. Let's get into it. Would...
2026-01-2913 minPlan With The Tax Man
Plan With The Tax ManTrump Accounts: Free Money or Future Headache?A new government-backed savings account for kids is coming. On the surface, it sounds like a win. Free money for newborns, long-term investing, and a head start on adulthood. But once you look under the hood, Trump Accounts raise some real questions about taxes, flexibility, and whether they beat existing options. Today, we’re walking through the pros and cons and asking if this new account is worth the effort.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  00:00 A new gov...
2026-01-1516 minPlan With The Tax Man
Plan With The Tax ManI’m 62: Should I File For Social Security Or Wait?Turning 62 might not feel like a milestone birthday… until you realize the Social Security clock just started ticking. Filing now could put money in your pocket sooner or cost you tens of thousands over a lifetime. How do you pick the right strategy? Let’s break down how to think through one of the biggest retirement decisions you’ll ever make.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Speaker 1: Turning 62 might not feel like a milestone birthday until you realize...
2025-12-1814 minPlan With The Tax Man
Plan With The Tax ManAm I Behind In My Retirement Savings? What To Do If You AreNothing will mess with your financial confidence faster than comparing your savings to your brother, your coworkers, or that guy on YouTube who claims he retired at 38. Your retirement number isn’t a competition. Let’s talk about what really matters when you’re trying to figure out if you’re behind on your savings goals…and what to do if you actually are.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Speaker 1: Nothing will mess with your financial confidence fast...
2025-12-0414 minPlan With The Tax Man
Plan With The Tax ManWhat Thanksgiving Traditions Teach About RetirementFrom the Macy’s parade to carving the turkey, Thanksgiving traditions can teach us a lot about what makes a great financial plan. Let’s match some of the most loved parts of the holiday with the money lessons they represent.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Speaker 1: From the Macy's Parade to carving the turkey, Thanksgiving traditions can teach us a lot about what makes a great financial plan. So let's have some fun this week here on P...
2025-11-2612 minPlan With The Tax Man
Plan With The Tax Man5 Financial Advisor Red Flags You Can’t IgnoreHow do you know if your financial advisor is a bad fit for you? What about an advisor that you’re thinking about working with? What red flags should you be looking out for?   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian: How do you know if your financial advisor is a bad fit for you? What about an advisor that you're thinking about working with? Are there some red flags to be on the lookout for this we...
2025-11-1312 minPlan With The Tax Man
Plan With The Tax ManWhat It’s Really Like to Be A Client Of A Financial AdvisorHere on the show, we often talk about what it’s like to become a client. But what about what it's like to be a client of a financial advisor? Tune in for a behind-the-scenes look at what it looks like to be a client at Tax Doctor Inc.    Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Walter Storholt: Well, here on the show, we often talk about what it's like to become a client, but today we're going to talk...
2025-10-0913 minPlan With The Tax Man
Plan With The Tax ManTrust This, Go BrokeWe all know there are things in life you probably shouldn’t trust — like gas station sushi or an email from a Nigerian prince. But the same principle applies in retirement planning. Sometimes what looks safe, easy, or even “guaranteed” isn’t so trustworthy when you peel back the layers.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Walter Storholt: Well, we all know that there are things in life you probably shouldn't trust, like gas station sushi or that email from...
2025-09-2524 minPlan With The Tax Man
Plan With The Tax Man5 Signs You’re Richer Than You ThinkMost people don’t feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think. And none of them involve yachts or private jets… Let’s analyze the habits that signal real, lasting wealth and what to do if you are (or aren’t) on the right track.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc: Most people don't feel we...
2025-09-1113 minPlan With The Tax Man
Plan With The Tax ManBack To School Retirement Planning QuizThe kids may be heading back to class, but it’s not a bad time for adults to hit the books too, especially when it comes to retirement. So, let’s test your knowledge with a quick financial pop quiz and see how ready you really are.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc: The kids may be heading back to class, but it's not a bad time for us adults to maybe hit the books too, especiall...
2025-08-2813 minPlan With The Tax Man
Plan With The Tax ManWho Benefits From The Big Beautiful Bill?The new tax bill just passed, but will it actually help you? Let’s look at who stands to benefit, strategic moves to consider now while the rules are fresh, and answer a few true or false questions about the law.    Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc: This week on Plan With the Tax Man, let's revisit the Big Beautiful Bill conversation. But this time let's look at who it helps and maybe who it doesn't help as...
2025-08-1411 minPlan With The Tax Man
Plan With The Tax ManWhat The “Big Beautiful Bill” Means For Your Retirement PlanA new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we’re focused on what it means for your retirement. The choices you make in the next year or two could have a significant impact on how much you keep and how much goes to Uncle Sam.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Marc: This week on Plan With the Tax Man, l...
2025-07-3121 minPlan With The Tax Man
Plan With The Tax ManRetirement Breaking News: The 4% Rule Gets a MakeoverThe 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision?   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Marc: The 4% rule gets a makeover. Let's talk this week here on Plan Wi...
2025-07-0313 minPlan With The Tax Man
Plan With The Tax ManThe Lazy Way to Retire? Let’s Talk Target-Date FundsTarget-date funds just passed $4 trillion in assets. They’re now the default investment in many 401(k)s, and millions of Americans are using them without really understanding how they work. So, are they a smart choice… or just the easiest one?   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Marc: Target-date funds just passed $4 trillion in assets. They're now the default investment in many 401Ks for millions of Americans, who are using them without really understanding how they work...
2025-06-1912 minPlan With The Tax Man
Plan With The Tax Man5 Ways Wishful Thinking Can Damage Your RetirementA little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, we’re walking through five common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Marc: A little hope is good for the soul, but when it comes to retir...
2025-06-0516 minPlan With The Tax Man
Plan With The Tax ManAm I Saving Too Much For Retirement?Are you saving so much for retirement that it’s squeezing your life today? In this episode, we’re answering a smart viewer question about finding the right balance between preparing for the future and living fully in the present.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Marc: Are you saving so much for retirement that it's squeezing the life today out of you? And in this episode, we're going to answer an interesting question from a listener...
2025-05-2216 minPlan With The Tax Man
Plan With The Tax ManApril Fool’s: Beliefs That Fool Retirement Savers The MostApril Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Speaker 1: It's time once again for another edition of Plan With The Tax Man. And April Fool's Day is around us, all about the jokes and the pranks, but when it comes to...
2025-03-2716 minPlan With The Tax Man
Plan With The Tax ManInside the Advisor’s Office: What People Are Actually Concerned AboutEver wonder what other people talk about with their financial advisors? Well, we're going to discuss that this week here on the podcast, from a new survey of nearly 400 experienced advisors and what they see in their offices, and we're going to share that with Tony and see how that relates to and what he thinks about it, compared to his practice.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Speaker 1: Ever wonder what other people talk about...
2025-03-1323 minPlan With The Tax Man
Plan With The Tax ManIf You’re a Smart Investor, Do You Really Need a Financial Advisor?If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.   Important Links: Website: http://www.yourplanningpros.com Call: 844...
2025-02-2020 minPlan With The Tax Man
Plan With The Tax ManBuilt a Business, But Not a Retirement Plan? Here’s What to Do NowYou’ve built a successful business, but now the big question is, how do you turn that into a retirement plan? If you’re like many entrepreneurs, you’ve spent years reinvesting in your business, but what happens when it’s time to step away? Can you sell it? Can you create passive income from it? Or should you start saving in other ways right now? In this episode, we’re breaking down strategies for business owners who need to turn years of hard work into long-term financial security.   Important Links: Website: http://www.yourplanningpros.com Ca...
2025-02-0612 minPlan With The Tax Man
Plan With The Tax Man5 Financial Mistakes to Avoid in Your 60sFinancial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. This episode offers five common financial blunders to avoid during this pivotal decade.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian: Welcome into another edition of Plan With The Taxman. We're going to talk about financial mistakes to avoid in our 60s. Financial mistakes can happen at any age, but certainly have a bigger impact in our 60s. So let's get i...
2025-01-3012 minPlan With The Tax Man
Plan With The Tax ManNew Year, New Me: How To Change Your Money Attitude In 2025As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what changes you can make this year to embrace the new you.   Important Links: Website...
2025-01-1615 minPlan With The Tax Man
Plan With The Tax ManTransform Your Money Mindset- 2025 MethodToday, we’re unveiling the 2025 Method to transform your money mindset. Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve financial comfort.    Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Speaker 1: Today we're going to tackle the money mindset transformation method. Hopefully to get us on the right path for thinking in 2025, some positive thoughts and some resolutions maybe, if...
2024-12-2615 minPlan With The Tax Man
Plan With The Tax Man2024's Best Stocking Stuffer: Financial FreedomThe holiday season is here, and while you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Speaker 1: The holiday season is upon us. And while you're stuffing stockings for your loved ones, don't...
2024-12-1914 minPlan With The Tax Man
Plan With The Tax ManPost-Election Conversation: The Future of the Tax Cuts and Jobs ActIt's hard to believe that election season is over and Thanksgiving is almost here! This week on Plan with the Tax Man, we're diving into the future of the Tax Cuts and Jobs Act now that the election results are in. Join us as we explore what changes could be on the horizon and what to expect moving forward.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Speaker 1: This week on Plan With The Tax Man, let's talk a...
2024-11-2618 minPlan With The Tax Man
Plan With The Tax ManLindsay Lohan’s Advice Could Save Your Retirement: Unlikely Financial WisdomYou wouldn’t necessarily expect Mike Tyson, Shaquille O’Neal, or Lindsay Lohan to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Speaker 1: This week on Plan With the Tax Man, we're going to talk about unlikely financial wisdom you wouldn't...
2024-11-1417 minPlan With The Tax Man
Plan With The Tax ManWhat Makes Our Financial Planning Process Unique?Every firm has distinct principles that guide its approach to financial planning. In this episode, we take you behind the scenes to explore the core values and unique processes that set our firm apart. We’ll walk you through how we get to know our clients on a deeper level, create personalized financial strategies, and how our approach redefines what it means to have a successful financial planning experience.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Speaker 1: This w...
2024-10-3116 minPlan With The Tax Man
Plan With The Tax Man5 Regrets Of Retirees Over 70A random, retired YouTuber did a simple video exploring the top 5 regrets from other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Speaker 1: A random retired YouTuber did a very simple video explaini...
2024-10-1014 minPlan With The Tax Man
Plan With The Tax ManThe Magic 8 Ball’s Guide to Retirement PlanningRemember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retirement questions if it had the wisdom of a financial advisor?   Important Links: Website: http://www.yourplanningpros.com Call: 844-707...
2024-09-2614 minPlan With The Tax Man
Plan With The Tax ManHandling Crisis: Financial Planning After a Tough DiagnosisLife can throw unexpected challenges our way, and dealing with a tough medical diagnosis is one of the hardest. In today's episode, we'll discuss a real case study of a young family dealing with the heartbreaking reality of a terminal illness. Listen in as Tony shares practical steps to take when faced with such difficult news, including handling taxes, planning for the future of a business, and ensuring loved ones are financially secure.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    ...
2024-08-2915 minPlan With The Tax Man
Plan With The Tax ManTailoring Your Financial Jersey for a Perfect Retirement FitImagine your retirement plan as a sports jersey, customized just for you. Today, we're exploring how every detail from numbers to names can define your financial future.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Marc Killian: Imagine your retirement plan as a sports jersey, customized just for you. Well, today we're going to explore how every detail, from numbers to names, can define your financial future, here, on Plan With The Tax Man.   Speak...
2024-08-1517 min365 Driven
365 DrivenBalancing Business Success and Personal Health with Mauro StaraWhat if you could master the art of maintaining your fitness while excelling in your business? Tune in to this enlightening episode as Tony is joined by Mauro Stara, the dynamic CEO and Founder of Six-Pack CEO, who shares his journey from a high-achieving banker, to a fitness entrepreneur. Mauro recounts his childhood triumphs that built his confidence and the sacrifices he made in his professional life, offering a candid look at the ongoing struggle to balance work and personal health. In the realm of business and fitness, Mauro breaks down the unique challenges faced by those...
2024-08-1456 minPlan With The Tax Man
Plan With The Tax ManIs This “Retire on $42/month” Article Clickbait?Imagine retiring comfortably on just $42 per month—sounds too good to be true, right? Well, it’s exactly the assertion you might have seen in the headline of a recent article online. So today, we’ll dive into the sensational claim and uncover what it really takes to build your retirement nest egg.   Article https://www.fool.com/the-ascent/buying-stocks/articles/you-can-retire-on-4167-a-month-if-you-do-these-2-things/   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Marc Killian: ...
2024-07-3115 minPlan With The Tax Man
Plan With The Tax Man5 Lies You Might Be Telling Yourself About MoneyAre you telling yourself financial lies? Discover the top 5 lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so stay tuned!   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Marc Killian: Are you telling yourself financial lies? Well, this week on the podcast, discover some of the top lies we often tell ourselves about money and retirement, some of these could be severely holding you back, right here on Pla...
2024-07-1821 minPlan With The Tax Man
Plan With The Tax ManCombatting Popular Excuses For Poor Financial Decision-MakingVery often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Marc Killian: Very often we see people who know that the financial decisions that they're making aren't the best decisions, but they try to cr...
2024-05-2316 minPlan With The Tax Man
Plan With The Tax ManMistakes When Choosing A Financial AdvisorUncover the critical mistakes many make when choosing a financial advisor. We're cutting through the noise to highlight what often goes wrong—from misplaced trust in big names to overlooking the fine print. This episode is your essential guide to avoiding those pitfalls and making informed decisions that align with your financial goals   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian  00:01 On this edition of the podcast, we're going to uncover some critical mistakes many make when choosing...
2024-05-0919 minPlan With The Tax Man
Plan With The Tax ManYour Financial Wellness Check-UpJust like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian: Jus...
2024-04-2516 minPlan With The Tax Man
Plan With The Tax ManSteering Clear of Retirement StressPsychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian: Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. On this episode, we'll look at the ways to proactively deal with the str...
2024-04-1112 minPlan With The Tax Man
Plan With The Tax ManHow Is Technology Redefining Retirement Planning?Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Marc Killian  00:01 Let's unpack the tool box of technology that's promising to redefine retirement planning. But does it actually deliver? So on this ep...
2024-04-0520 minPlan With The Tax Man
Plan With The Tax ManFinance Fortress: Practical Strategies for Retirees Against Scams & FraudAs much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian  00:01 As...
2024-03-0725 minPlan With The Tax Man
Plan With The Tax ManRetirement Planning Is Harder Than It Used To Be (Part 2)Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s continue our conversation about why on today’s episode.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian  00:00 On the prior podcast we talked ab...
2024-02-2219 minPlan With The Tax Man
Plan With The Tax ManRetirement Planning Is Harder Than It Used To Be (Part 1)Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian  00:01 Every generation likes to talk about how mu...
2024-02-0817 minPlan With The Tax Man
Plan With The Tax ManAre Your Good Money Habits Holding You Back? (Part 2)We're back to wrap up our conversation which might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like paying off debt early and keeping up with financial news. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----mo...
2024-01-2513 minPlan With The Tax Man
Plan With The Tax ManAre Your Good Money Habits Holding You Back? (Part 1)This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian  00:00 This epi...
2024-01-1118 minPlan With The Tax Man
Plan With The Tax ManEasy Wins in Personal Finance (Part 2)Welcome to part 2 of our discussion on easy wins in personal finance! It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few more easy places to start...   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Marc Killian  00:00 We're picking up with part two of easy wins and personal finance. With Tony Morrow this week, we're gonna...
2023-12-2116 minPlan With The Tax Man
Plan With The Tax ManEasy Wins in Personal Finance (Part 1)It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start...   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian  00:00 It's important to eventually get a comprehensive financial plan for yourself. But sometimes just a few minor adjustments in the portfolio can go a long way. This week on the podcast easy wins in pe...
2023-12-0714 minPlan With The Tax Man
Plan With The Tax ManEnd of Year Financial Planning For 2023Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript:  Marc Killian  00:00 Jus...
2023-11-2220 minPlan With The Tax Man
Plan With The Tax ManMoney Mistakes You’ll Regret and How to Avoid Them“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode, explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript:  Marc Killian  00:00 Learn from the mistakes of others because you can't live long enough to make them all you...
2023-11-0218 minPlan With The Tax Man
Plan With The Tax ManRetirement Planning’s “Hidden” QuestionsThe retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about retirement. Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript:  Marc Killian  00:36 Hey, everybody, welcome into the podcast. Thanks for tuning in once again with Tony and myself as we talk i...
2023-10-1915 minPlan With The Tax Man
Plan With The Tax ManDissecting Dave Ramsey’s Tik Tok AdviceDave Ramsey is well known for his no-nonsense approach to personal finance, particularly in the areas of budgeting, debt management, and wealth-building. He has gained a significant following through various media platforms, including books, radio shows, podcasts, live events, and more recently, Tik Tok. Tune in as we peel back the layers of Dave’s bite sized Tik Tok advice and share our thoughts beyond the clips. Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript:  Marc Killian  0:01   Dave Ramsey is well known for his no nons...
2023-10-0515 minPlan With The Tax Man
Plan With The Tax ManThe Future of Retirement In America: Is The Glass Half Full or Half Empty?Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care. Whether you're an eternal optimist or cautious pessimist, this episode will equip you with perspectives to plan your retirement years with confidence as we ask the longstanding question, “is the glass half full or half empty”.   Important Links:  Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript:  Marc: Are we on th...
2023-09-2116 minPlan With The Tax Man
Plan With The Tax ManBrick and Mortar Retirement: The Pros and Cons of Real Estate Investing for RetirementIn this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages. Whether you're a pre-retiree with a portfolio of properties or just curious about leveraging your home equity, this discussion offers thoughtful insights for anyone navigating the crossroads of real estate and retirement.   Important Links:  Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript:  Intro  0:00   Look Up in the sky. It's a bird. It's a plane. No, it's the ta...
2023-09-0714 minPlan With The Tax Man
Plan With The Tax ManExposing Retirement Planning ComplaintsIn this episode, we’re tackling some common complaints and fears that can arise during the retirement planning process. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future. Important Links:  Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript:  Speaker 1: Welcome in to another edition of the podcast. It's Plan With The Tax Man with Tony Mauro from Tax Doctor Inc. here to talk with me this week on the show...
2023-08-1715 minPlan With The Tax Man
Plan With The Tax ManBouncing Back: Overcoming Investment SetbacksAlmost everyone has made investment mistakes at some point. In this episode, we’ll talk about how to bounce back from mistakes and avoid making them again in the future.   Important Links:  Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript:  Speaker 1: ... Back here for another edition of Plan With The Tax Man, into the month of August here in 2023. And it's time to talk about overcoming investment setbacks, bouncing back really if we've had some issues in our financial lives. And that's...
2023-08-0316 minPlan With The Tax Man
Plan With The Tax ManMastering Retirement Cash Flow: Understanding IncomeToday's episode is all about understanding the crucial role of income analysis in retirement planning. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow!   Important Links:  Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript:  Speaker 1  0:00  Welcome into another edition of the...
2023-07-2016 minPlan With The Tax Man
Plan With The Tax ManMailbag: Should I Pay Off My House?On this week's show, we'll answer some mailbag questions that have come in. We'll discuss if you should pay off your house, financially support adult children, and how often you should communicate with your advisor.   Important Links:  Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript:  Speaker 1: Back for another edition of Plan With The Tax Man, with Tony Mauro, from Tax Doctor Inc. We're going to talk, well, actually, email questions this week. We haven't done an email show for a whil...
2023-07-0620 minPlan With The Tax Man
Plan With The Tax ManKey Finance Decisions During Major Life Events Like Marriage, Divorce, Job Loss & MoreAre you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and the loss of a loved one, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript Of Today's Show: ...
2023-06-2221 minPlan With The Tax Man
Plan With The Tax ManUnsure, Confident, or Certain: Retirement Planning Next StepsIn today’s episode, we’re going to focus on the three categories that many clients fall into when starting their retirement planning journey: The unsure, the confident, and the certain. Whether you have no idea whether you can retire or if you’re positive that you have sufficient funds to retire, we’ll cover some critical areas of retirement planning that you need to pay attention to. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Time for anoth...
2023-06-0112 minPlan With The Tax Man
Plan With The Tax ManRetiring With Honors: Financial Planning Lessons From The ClassroomFrom time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from these other professions. Today, we’re seeing what we can learn from teachers and the issues they face. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Welcome into another edition of the podcast. It's Plan With The Tax Man with Tony Mauro and myself to talk inv...
2023-05-1821 minPlan With The Tax Man
Plan With The Tax ManRetirement Expenses For Which You Forgot To PlanAre you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more----
2023-04-0616 minPlan With The Tax Man
Plan With The Tax ManFore Your Retirement: What Golf Teaches Us About Financial PlanningAre you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily guarantee your overall success. And just like you need different clubs in your golf bag to play a round, you need a well-balanced approach to your investments in retirement. But perhaps the most important lesson from golf is the value of having a caddy. In retirement planning, a financial advisor can help you navigate the hazards and make the most of your financial "clubs." Tune in to...
2023-03-1620 minPlan With The Tax Man
Plan With The Tax ManThe Incomplete Financial PlanAre you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381
2023-03-0221 minPlan With The Tax Man
Plan With The Tax ManTop Ten Tax Questions For Retirees In 2023Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden. Impo...
2023-02-1620 minPlan With The Tax Man
Plan With The Tax ManWhere $1 Million Runs Out FastestA million dollars is a goal that many people strive to earn for their retirement nest egg, but how far can that lump sum actually carry you? Today we will be looking at an article that breaks down how far a million dollars go in various states. CNBC Article: https://www.cnbc.com/2022/12/17/states-where-1-million-dollars-retirement-savings-runs-out-fastest.html Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Back here for another edition of Plan with the Tax Man with Tony M...
2023-02-0216 minPlan With The Tax Man
Plan With The Tax Man2023 Edition: 10 Point Checklist For Retirement PreparednessAnother year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey everybody, welcome into another edition of the podca...
2023-01-1922 minPlan With The Tax Man
Plan With The Tax ManThe Top 5 401(k) Mistakes You Need To AvoidSaving 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. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Welcome into another edition of Plan With The Tax Man, with Tony Mauro, certified financial planner, CPA a...
2023-01-0514 minPlan With The Tax Man
Plan With The Tax ManLearning From Grandma’s Financial WisdomEven 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. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Welcome to another edition of Plan With The Tax Man, with Tony Mauro and myself to talk investing, finance and retirement. And since this is the holiday season, this will be our final...
2022-12-1515 minPlan With The Tax Man
Plan With The Tax ManMaking Smart Decisions During Major Life EventsLet’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 ----more---- Transcript Of Today's Show: Marc Killian: It's time for another addition of Plan With The Tax Man, with Tony Mauro and myself to talk about making smart decision during, smart decisions, excuse me, during major life events. Tony, some of these things are going to happen to us probably, well, at lea...
2022-12-0122 minPlan With The Tax Man
Plan With The Tax ManThe Retirement Marathon: Finishing The RaceGetting 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 ----more---- Transcript Of Today's Show: Speaker 1: Welcome to Plan With The Tax Man. Thanks for tuning into the podcast with Tony Mauro and myself. We're going to talk about the retirement marathon on this episode of the podcast, making sure that we finish the race. Many people have hea...
2022-11-1716 minPlan With The Tax Man
Plan With The Tax ManCommon Retirement Planning Questions About TaxesAs 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 ----more---- Transcript Of Today's Show: Speaker 1: Back here for another episode of Plan wi...
2022-11-0320 minPlan With The Tax Man
Plan With The Tax ManWarning Signs: How To Spot Problems In Your Financial LifeJust 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 ----more---- Transcript Of Today's Show: Speaker 1: Welcome in to Plan with the Tax Man, with Tony Mauro and myself here to talk about warning signs, how to spot some potential problems in our f...
2022-10-2720 minPlan With The Tax Man
Plan With The Tax ManCan’t Get No Satisfaction... Or Can You?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 ----more---- Transcript Of Today's Show: Speaker 1: Back for another edition of Plan With The Tax Man. Thanks for tuning into the podcast with Tony Mauro and myself to talk about getting some satisfaction or as...
2022-09-2213 minPlan With The Tax Man
Plan With The Tax ManRetirement Planning From A Psychologist’s Point Of ViewWe 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 ----more---- Transcript Of Today's Show: Speaker 1: Hey everybody. Welcome into the podcast. It's time for another edition of Plan With the Tax Man with Tony Mauro and myself and we're goi...
2022-09-0815 minPlan With The Tax Man
Plan With The Tax ManMailbag: What Rate Of Return Should I Expect?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 ----more---- Transcript Of Today's Show: Speaker 1: It's time for another edition of Plan With The Tax Man, and it's a mail bag edition where we're going to t...
2022-08-2516 minPlan With The Tax Man
Plan With The Tax ManFinancial Planning Considerations When You’re In Between JobsFinding 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 ----more---- Transcript Of Today's Show: Speaker 1: Back here for another edition of the podcast. It's Planned With The Tax Man with Tony Mauro and myself. And we're going to talk...
2022-08-1117 minPlan With The Tax Man
Plan With The Tax ManCan You Get An A+ On Our Retirement Planning Quiz?Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Marc Killian: Hey, everybody. Welcome to the podcast. It's time to plan with the tax man, with...
2022-07-2816 minPlan With The Tax Man
Plan With The Tax ManWhy Retirement Planning Ain’t What It Used To BeLet’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome back in for another edition of the podcast. It's Plan With The Tax Man with Tony Mauro and myself, and...
2022-06-2315 minPlan With The Tax Man
Plan With The Tax ManSpotting Red Flags When Picking An AdvisorOn this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Marc Killian: Hey, everybody. Welcome to the podcast. It's Plan With the Tax Man with Tony Mauro and myself, and we're going to talk about red flags and...
2022-06-0914 minPlan With The Tax Man
Plan With The Tax ManSecret To Retirement Success: Get Out Of Your Own WayThere are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Host: Hey everybody! Welcome in to "Plan with the Tax Man" with Tony Mauro and myself. And we're going to talk about the secret to ret...
2022-05-1924 minPlan With The Tax Man
Plan With The Tax ManReasons You SHOULD Get Life InsuranceSure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are some other reasons why life insurance can be a useful part of your retirement pl...
2022-05-0513 minPlan With The Tax Man
Plan With The Tax ManThe Most Important Birthdays In Retirement PlanningThere are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey everybody. Welcome in to the podcast. Thanks for hanging out with Tony and I here on episode number 63 of Plan with the Tax Man...
2022-04-2116 minPlan With The Tax Man
Plan With The Tax ManHow To Recognize Your Own Voice of Greed & Fight Against ItWhen it comes to your money, you might have several different voices in your head—maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Back here for more of Plan With The Tax Man. Thanks for tuning into this editi...
2022-03-1716 minPlan With The Tax Man
Plan With The Tax ManWhen Guessing At Retirement’s Most Important Questions Goes WrongMost people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey everybody. Welcome into the podcast. It's Plan with the Tax Man, with Tony Mauro and myself talking about investing finance retirement. And this time on the podcast, when guessing at retirement's mos...
2022-03-0316 minPlan With The Tax Man
Plan With The Tax ManWhy Values Based Planning Is EssentialPutting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome into another edition of Plan with the Tax Man with Tony Mauro and myself, talking, investing, finance, retirement, and why values-based planning is essential. We often talk about the Xs and Os, Tony, but it doesn't always have to be just about the dollars and the cen...
2022-02-1715 minPlan With The Tax Man
Plan With The Tax ManPlanning For Things We Can’t PredictThere are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey everybody, welcome into the podcast. Thanks for hanging out with Tony and I here on Plan...
2022-02-0422 minPlan With The Tax Man
Plan With The Tax ManDon’t Fumble Your Retirement In The Financial Red ZoneIn football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversati...
2022-01-2015 minPlan With The Tax Man
Plan With The Tax ManHow “The Great Resignation” Could Impact You Or A Loved One’s RetirementDroves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway. Important Links Forbes Article: https://bit.ly/3G2lCo9 Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's...
2022-01-0619 minPlan With The Tax Man
Plan With The Tax ManWhere Financial Advisors Drop The BallWe see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey everybody, welcome back to Plan With the Tax Man with Tony Mauro. It is mid- t...
2021-11-1811 minPlan With The Tax Man
Plan With The Tax ManHandling Unreasonable RequestsCertainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome in to Plan With the Tax Man with Tony Mauro from Tax Doctor, Inc. hanging out with me once again to talk investing, finan...
2021-11-0415 minPlan With The Tax Man
Plan With The Tax ManTax Consequences: Pros & Cons Of Various Account TypesDifferent types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome back for another edition of Plan With the Tax Man, with Tony Mauro from Tax Doctor, Inc. We're going to talk tax consequences because, hey, it's right there in the title. So we might as well spe...
2021-10-2118 minPlan With The Tax Man
Plan With The Tax ManLiving The Dream: Planning The Non-Financial Retirement StuffBefore you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, gang. Welcome in to another edition of Plan with the Tax Man with Tony Mauro from Tax Doctor, Inc. and myself hanging out, talking investing, finance, retirement, and living the dream. That is the topic this go...
2021-10-0713 minPlan With The Tax Man
Plan With The Tax ManMind The GapIf you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey everybody, welcome back into another edition of Plan With The Tax Man with Tony Mauro and myself and we're going to be talking about minding the gap thi...
2021-09-1617 minPlan With The Tax Man
Plan With The Tax ManSpotting Red Flags In Your FinancesPlay along with this episode and see if you can answer some of these questions, if not it might be a red flag. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome in to the podcast. Thanks for tuning in to Plan With the Tax Man with Tony Mauro and myself, talking investing, finance, and retirement. And this week, we're going to talk a little bit about red flags, how to spot some of those things in o...
2021-09-0212 minPlan With The Tax Man
Plan With The Tax ManRetirement Planning With Mick JaggerBelieve it or not, Mick Jagger has dispensed a lot of retirement planning wisdom in his life. Granted, he didn’t mean for these statements to have anything to do with money when he said them, but we’re here to weave these quotes into a financial lesson. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome to podcast number 50, here on Plan With The Tax Man. I think that's right, anyway. We're going to have some fun h...
2021-08-1915 minPlan With The Tax Man
Plan With The Tax ManHow Age & Wisdom Play Into Financial PlanningThere’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey everybody, welcome in to this edition of the podcast. This is Plan With the Tax Man with Tony Mauro hanging out with me as we talk investing, finance, and retirement. We are going to talk about age and wisdom and how they play into financial planning. This is a...
2021-08-0516 minPlan With The Tax Man
Plan With The Tax ManWhat Retirement Are You Living For?Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome into another edition of Plan With the Tax Man. Thanks for hanging out with Tony Mauro and myself as we talk investing, finance, and retirement. And this wee...
2021-07-2215 minPlan With The Tax Man
Plan With The Tax ManIt’s Just A JokeThe world is stressful. Let’s take a small break from it with some goofy financial planning and financial advisor jokes and see what kinds of lessons we can learn from them. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome into this week's edition of Plan With The Tax Man, here on the podcast. We're talking about being a couple of jokesters and that's going to be the fun topic this week, because the wor...
2021-07-0816 minPlan With The Tax Man
Plan With The Tax ManWhat’s Your Spending Personality?Before you can effectively put together a retirement income plan, it’s important to understand your own tendencies for spending. Let’s explore the different personalities. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey everybody, welcome into mid-June here. We're back on Plan With the Tax Man, with Tony and myself. We're going to talk about our spending personality. What is your personality type when it comes to spending? It's pretty important to figure that out, and it's even...
2021-06-1717 minTony Moran - Official Podcast
Tony Moran - Official PodcastUNLOADED vol. 2: Time To Take Out The Big Guns! - Tony MoranThere are few things in life that are sweeter than having a vision... After being so humbled and inspired by the love shown to me either through my sets, or from many of my original compositions in those sets, this vision came to me of how exactly I wanted to put together Volume 2 of my Unloaded podcast series. I took three of my latest sets which had me unloaded to an even bigger level. So when I just recently played at my NYC hometown residency (XL Night Club), in Bahia, Brazil (Hell...
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