Plan With The Tax Man

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 Mick Jagger said, "Can't get no satisfaction."   Tony Mauro: Can't get no.   Speaker 1: That's right. Can't get no. Or can we? So, we're going to talk about some secrets to experiencing satisfaction in retirement. If you want to know what those are, we've got five we've identified. They're different for everybody, but these are five to maybe pay a little attention to and see if they might help you improve your chances for retirement satisfaction. What's going on with my friend

We 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 going to talk about retirement planning from a psychologist's point of view. Often we talk about the X's and the O's, but sometimes it's important to talk about the opposite side, not just the money side of things. And so we've got an article here that we're going to reference, and we'll throw that in the show notes as well if folks would like to check that out. The Psychological Investment in Retirement, that is the name of this book by a licensed professio

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 take some email questions that have come into the podcast and share those a little bit on the show to go through these scenarios that might be similar to something you're going through. Of course, all emails and questions get answered when you reach out to Tony and his team at Tax Doctor inc., but we take some from time to time and put them on to the podcast. So if you'd like to submit your own or have questions, stop by Tony's website, yourplanningpros.com, drop them a line, again at yourplanningpros.com. All the good

Finding 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 about planning considerations if you find yourself between jobs for whatever reason that might be, whether it's being fired, laid off, had to step away of your own choosing. We've seen this great resignation over the last year, lots of people just choosing to leave jobs or look for something different. And when it comes to getting closer to retirement, how might this affect things? So let's say 50 plus, some people are doing this. They have walked away or are being forced to walk away

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 Tony Mauro and myself and it's pop quiz time. Can you get an A on our retirement planning quiz? Now don't panic. It's only five questions and it's multiple choice. We want you guys to play along with us, have some fun with this and see how well you do. Tony, what's going on my friend. How are you?   Tony Mauro: I'm doing well. Thank you.   Marc Killian: Yeah? Did you like pop quizzes in school?   Tony Mauro: No, I didn't like them, especially if I didn't know about them obviously, which I think everybod

Let’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 we're going to talk about retirement planning isn't what it used to be. And obviously that's pretty common, right? We figured that out. We don't have to be a genius to figure that one out. It's a lot different. But I think when we say that Tony, we tend to think of, yes, our parents and grandparents, it's definitely different than it was 30 or 40 years ago, but retirement plannings different than it was just 10 years ago at this point. Right?   Tony Mauro: Yeah, it is. It's am

On 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 maybe how to spot those if you are shopping for an advisor or thinking about getting a new one, a first one, whatever the case might be. We're going to go through some content that might give you some insight as to whether it's a red flag or not, and maybe it's not. Maybe it's just something to ponder, but some could be more dramatic than others, so we'll see how that goes. Tony, what's going on, my friend? How are you?   Tony Mauro: I'm doing well. Thank you. It's starting to warm up here at the beginning of June

There 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 retirement success. We're going to let you in on the secret. Here's a hint, it's you? You're the secret. You're either going to make it or you're going to break it. And often we get in our own way. And that's kind of the focus of the podcast this week is the fact that, if we take some action and we do some things, we can have a successful retirement, but often we self sabotage and get in our own way. So that is the topic of conversation this week with Tony. What's going on with my friend, how y

Sure, 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 plan. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Host: Hey, everybody. Welcome into another edition of Plan With The Tax Man. It's Tony and myself, hanging out, talking about investing, finance, retirement and life insurance. Don't turn off the podcast just yet. I know life insurance can get a little boring, but these are reasons maybe you should get life insurance. And a lot of what you're going to hear out there is warning you why you sh

There 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. We're going to talk about birthdays. There's nothing special, I suppose, about 63, Tony, but we're going to talk about retirement planning, birthday milestones, whatever you want to call them, things that we might want to know. Since our last podcast actually, became old enough to get social security, at least early, this one's 63. We're going to get into some of these fun stuff today and have a little chat and maybe enlighten people with a few things. Some stuff's probably going

When 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 edition of the podcast. We are into the middle of March. Hope that you're having a good spring is on its way. So hopefully you're having a good March already, and there's a lot going on in the world. A lot of things happening that certainly have our attention, but this week on the podcast, we're going to talk about the fact of how to recognize the voice of greed, our own voice of greed, and maybe how to fight against it. Maybe the world's helping us Tony with this because over the last few years, it's been easy to be greedy because

Most 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 most important questions goes wrong. Most people when trying to plan their retirement have to guess about some of the answers to some important questions, especially if you're not working with a professional like yourself, Tony. So we're going to talk about that this week. How you doing my friend?   Tony Mauro: I'm doing good, right in the midst of tax season, but the weather's good here. So no complaints really.   Speaker 1: Fantastic. Yeah. So, obviously you're ver

Putting 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 cents, sometimes it's other things that really matter to you in retirement. That's going to be the topic today. How are you doing, my friend?   Tony Mauro: I'm doing well. Looking forward to the spring here, coming up. It's going to be right around the corner.   Speaker 1: Hopefully. Right? Yeah.   Tony Mauro: Hopefully.   Speaker 1: Yeah. And now, at the time we're dropping this, this will be shortly after Valentine's Day. We are taping this before Valentine's Da

There 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 With The Tax Man. That's Tony Mauro, of course. He's the tax man. You can find him online at yourplanningpros.com. That's yourplanningpros.com. Maybe you came here through a newsletter or email blast or whatever the case might be. Make sure you check him out at the website, yourplanningpros.com. Don't forget to subscribe to the podcast, Plan With The Tax Man, on whatever platform you like to use. We got a fun show today. We're going to talk about planning for things that we cannot predict, how we go

In 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 conversation you won’t want to miss. Important Links Forbes Article: https://bit.ly/3G2lCo9 Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Marc Killian: Hey, everybody. Welcome back in to Plan With The Tax Man. Thanks for hanging out with Tony Mauro and myself here on the podcast as we talk investing, finance, and retirement and not fumbling the retirement in the financial red zone. It is the playoffs, we are into late January

Droves 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 Show: Marc Killian: Hey everybody, welcome back to Plan With The Tax Man. Thanks for tuning into the podcast as we talk investing, finance, and retirement. We are into the new year and Tony and I are back to do more podcasts, and this first one is going to be about the great resignation. I don't know if you've heard this term or not, but how it might impact you or a loved one's retirement. It has been all the conversation here the last couple of weeks, the great resignation. So we're goin

We 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- to late November here on this episode of the podcast. Thanksgiving is just around the corner and we're going to talk about advisors who might drop the ball, or maybe in this case, drop the turkey. That'd be bad juju. You don't want to do that. So Tony, what's going on, my friend? How you doing? You all right?   Tony: I'm doing good.   Speaker 1: Yeah?   Tony: Getting ready for the holidays and Thanksgiving here. So-   Speaker 1: Yeah, I love Thanksgiving.   Tony: ... on my end.   Speaker

Certainly, 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, finance, and retirement here on the podcast. Of course, don't forget to subscribe to us if you enjoy the content or would like to get some more episodes as they come out. You can do that at Apple, Google, Spotify, iHeart, Stitcher, all that fun stuff. Any of those platforms that you like to use. Most of those are already pre-installed on your phone. So feel free, excuse me, to subscribe to the podcast, Plan With the Tax Man.   Speaker 1: And we're going to talk ab

Different 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 spend a little time ... pros and cons of the various account types is what we're going to get into this week here on the podcast.   Speaker 1: And Tony, before we do, I got to ask you a question. I saw Costco's and stuff like that are starting to say, hey, we're going to limit the purchase of TP and cleaning supplies. I was like, are we really doing this again?   Tony Mauro: I just saw that myself, and I couldn't believe the headline when I first saw it.   Speake

Before 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-around of the podcast, planning the non-financial retirement because that's just as important as doing the X's and the O's, and we're going to get into that just a second. Tony, what's going on, buddy? How you doing?   Tony Mauro: I'm doing well. How about you?   Speaker 1: Hanging in there, not doing too bad. As a matter of fact, this is a good topic because you're getting ready to do a little goof tomorrow, the next day, golf for those of us who know what I'm talking about, but you're going