Plan With The Tax Man

Imagine 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.   Speaker 2: Look up in the sky.   Speaker 3: It's a bird.   Speaker 4: It's a plane.   Speaker 5: No, it's the tax man. He may not be a superhero, but Tony Mauro has saved many retirement plans with his extreme knowledge of tax planning strategies. It's time for Plan With The Tax Man.   Marc Killian: Hey, everybody, welcome into the podcast, Tony Mauro and myself here to talk about tailoring your financial jersey for the perfect retirement fit. How's that for a little metaphor? Action going on? Tony and I are

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: Retire on $42 a month. Let's talk about that this week here on the podcast. This is Plan With The Tax Man with Tony Mauro. Is the article clickbait or is it possible? Let's get into it.   Marc Killian: Hey everybody, welcome to the podcast. Thanks for hanging out with Tony Mauro and myself as we talk investing, finance and retirement. And we're going to talk about this interesting article that we found here that we want to run through and just kind of see if this stuff, is th

Are 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 Plan with the Tax Man.   Hey everybody, welcome to the podcast, Tony Mauro and myself back to talk investing, finance and retirement. And we're going to talk about some money lies we maybe tell ourselves about how we deal with things and handle things. I think it's something that we all do in various walks of life. We kind of, I don't know, little white lie ourselves, kid ourselves, whatever you want to kind of call it. I think we all can probably admit that we do it about various different

Very 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  00:00 Very 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 to explain why they do what they do. So let's talk about that this week. You're on playing with the tax man. Look up in the sky. It's a bird.   Announcer 2  00:17 It's a plane. No, it's the tax man. He may not be a superhero. But Tony Morrow has saved many retirement plans with his extreme knowledge of tax planning strategies. It's time for a plan with the tax man.   Marc Killian  00:31 Hey, everybody, welcome into the podcast, Tony myself here to talk investing finance and retirement, To

Uncover 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 a financial advisor, we'll try to cut through the noise and figure out where we go wrong when it comes to finding the right financial advisor here on plan with the tax man. Look up in the sky. It's a bird.   Announcer 2  00:18 It's a plane. No, it's the tax man. He may not be a superhero, but Tony Morrow has saved many retirement plans with his extreme knowledge of tax planning strategies. It's time for a plan with the tax man.   Marc Killian  00:33 Hey

Just 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: Just like an annual checkup is important for maintaining good health, performing regular financial checkups is essential part of the planning process for successful retirement health. So on this podcast of Plan With the Tax Man, Tony and I are going to talk about your financial wellness checkup. Hey everybody, welcome into the podcast this week as Tony Mauro and myself talk about getting our finances, getting a little checkup, getting a little tuneup

Psychologists 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 stress surrounding the retirement process here on Plan With The Tax Man. Hey everybody. Welcome back to the podcast. Tony Mauro and myself here to talk about steering clear of retirement stress here on this episode with Tony. We're going to see if we can help you guys figure out a couple of key places hopefully to help reduce some of that stress. Tony, what's going on my friend? How are you? Tony Mauro: Yeah, I'm doing good. We were just talking before we came on, it's

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 episode of playing with the tax man will take a critical look at the wave of innovations, from personal finance management software, to online calculators and more. Stick around for this episode playing with a text.   00:22 Look up in the sky. It's a bird.   Announcer 2  00:24 It's a plane. No, it's the tax man. He may not be a superhero. But Tony Morrow has saved many retirement plans with his extreme knowledge of tax planning strateg

As 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 much as any other threat recognizing and avoiding scams has become a necessary skill for today's retirees to develop. Join us this week on plan with the tax man as we explore some crucial steps to hopefully safeguard your financial well being against the growing tide of scams and identity theft. Look up in the sky. It's a bird.   Announcer 2  00:21 It's a plane. No, it's the tax man. He may not be a superhero, but Tony Morrow has saved many retirement plans

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 about every generation likes to talk about how things were harder for them than it is now. And we're gonna continue our conversation with retirement planning. Is it harder than it used to be? Here on this episode of planet tax man with Tony Morrow? Look up in the sky? It's a bird.   Announcer 2  00:19 It's a plane. No, it's the tax man. He may not be a superhero. But Tony Morrow has saved many retirement plans with his extreme knowledge of tax planning strategies. It's time for a plan with the tax man. Hey,   Marc Killian 

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 much harder things used to be when they were kids. You know, we've all gone uphill both ways to school in the snow, all that good stuff, right? But we want to make sure that we're talking about the things we need to do for retirement planning. And is it truly harder than it used to be? So that's going to be our podcast for the next couple episodes. Right here on plan with the tax man with Tony Morrow. Look up in the sky. It's a bird. It's a plane. No,   Announcer 2  00:27 it's the tax man. He may not be a superhero. But Tony Morrow ha

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   ----more---- Transcript:  Marc Killian  00:00 Part Two of our prior conversation on our good money habits holding you back, we're going to continue to have the conversation about the real impact of common financial habits. And are those strategies that you consider beneficial actually working in your favor? So join us here on playing with the tax man with Tony Morrow.   Announcer 2  00:17 Look up in the sky. It's a bird. It's a plane. No, it's the tax man. He may no

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 episode might be a bit counterintuitive, but we're going to question the real impact of common financial habits. Are your good money habits holding you back this week here on plan with the tax man? Look up in the sky. It's a bird.   Tony Mauro  00:14 It's a plane.   Announcer 2  00:16 No, it's the tax man. He may not be a superhero, but Tony Morrow has saved many retirement plans with his extreme knowledge of tax planning strategies. It's time for a plan

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 pick up where we left off on our conversation for the prior podcast, going through 10 places where hopefully you can make some adjustments to get you into better shape. So that's the focus of the podcast this week here on playing with the tax man. Look up in the sky. It's a bird.   Announcer 2  00:21 It's a plane. No, it's the tax man. He may not be a superhero. But Tony Morrow has saved many retirement plans with his extreme knowledge of tax planning strategies. It's time for a plan with the t

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 personal finance with Tony Morrow. Look up in the sky. It's a bird.   Announcer 2  00:15 It's a plane. No, it's the tax man. He may not be a superhero. But Tony Morrow has saved many retirement plans with his extreme knowledge of tax planning strategies. It's time for a plan with the tax man.   Marc Killian  00:30 Hey, everybody, welcome in to plan but the tax man with Tony Morrow and myself here to talk easy wins in personal finance. With Tony we're gonna get into it. We're gonna m

Join 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 Just a thoughtful episode this week here where we unpack our 2023 addition of key year in planning strategies for those nearing or embracing their retirement years. That's up on the docket this week on plan with the tax man for end of year planning for 2023. Look up in the sky. It's a bird. It's a plane.   Announcer 2  00:19 No, it's the tax man. He may not be a superhero. But Tony

“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 yourself a quote from Eleanor Roosevelt. And certainly we've all been in that place before where we wish we could see something coming down the road before we make that mistake and step into it. And that's what we're going to talk about this week here on plan with a tax man, we're going to share some conversation around real life stories or regrets of folks and when it comes to money, mistakes, and hopefully how to avoid them with Tony Morrow here on playing with t

The 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 investing finance and retirement here on plan with the tax man and Tony is the tax man at tax Doctor Inc, serving folks all around the area. So if you've got some questions, got some concerns, need some help? When it comes to all things with your retirement reached out to Tony, who is a CPA CFP and an EA of 27 plus years experience and a great resource for you to tap into it. You're planning proz.com? That's your planning proz.com? T

Dave 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 nonsense approach to personal finance, particularly in the areas of budgeting, debt management and wealth building. He's gained a significant following through various media platforms with books and radio shows, podcasts, live events, and now tick tock So, this week on the podcast, we're gonna peel back the layers of Dave's bite sized nuggets of Tiktok advice and share Tony's thoughts on those here on plan with the tax man. Announcer 2  0:27

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 the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, health care, 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? Welcome this week to the podcast, folks. Thanks for tuning