Plan With The Tax Man

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 27:58:40
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Sinopsis

Financial, tax and retirement planning guidance from Tony Mauro. Tony is the original Tax Doctor, serving central Iowa. Well teach you how to properly plan for retirement, minimize your tax burden and attain a successful financial future.

Episodios

  • Mind The Gap

    16/09/2021 Duración: 17min

    If 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 this week on the podcast, and so you need to stick around for a second and figure out what that means, minding the gap. But if you've got questions and need some help when it comes to retirement, Tony has been doing this for a long time at Tax Doctor Inc and they're here to help you at yourplanningpros.com, that's yourplanningpros.com. Don't forget to subscribe to the podcast and all that good jazz and we're going to get into our conversation about minding the gap here in just a second. Tony, w

  • Spotting Red Flags In Your Finances

    02/09/2021 Duración: 12min

    Play 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 our finances, because Lord knows there's enough red flags going on around the rest of the world, but we're certainly going to talk about those a little bit from a financial standpoint. Tony, what's going on, buddy? How are you? Welcome in.   Tony Mauro: Thank you. I'm hanging in and enjoying the last few days of summer here.   Speaker 1: Yeah, the dog days of summer I suppose is what they call it, right?   Tony Mauro: Yeah, it's coming.   Speaker 1: Although it's super hot. I'm kind of looking forward to

  • Retirement Planning With Mick Jagger

    19/08/2021 Duración: 15min

    Believe 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 here on our episode, our 50th ... our 50th episode. I started saying anniversary, because Tony and I were talking about musicians' anniversaries, right before we started doing this. And that's actually going to be our chat this week. We're going to talk about retirement planning advice with Mick Jagger from The Stones. So obviously, they're coming up on like 60 years as a group, which is absolutely flipping amazing, Tony. Are you a Stones fan?   Tony: I am a Stones fan. I didn't really ever en

  • How Age & Wisdom Play Into Financial Planning

    05/08/2021 Duración: 16min

    There’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 actually podcast number 49, which is what I am, Tony. I'm going to be turning 50 here in about a month or so, so I guess pretty good topic for that time period when we're about to turn 50, right?   Tony Mauro: Yeah, that's right.   Speaker 1: How are you doing?   Tony Mauro: I'm doing good. Just back from vacation out in Wyoming.   Speaker 1: Nice.   Tony Mauro: Spent some time out there. The weather was beautiful and it's beautiful out here now, early August, so can't complain.   Speaker

  • What Retirement Are You Living For?

    22/07/2021 Duración: 15min

    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 week on the podcast, what kind of retirement are you living for?   Speaker 1: Everybody's got a different reason or a goal or something that they hopefully want to accomplish in retirement. So let's explore some motivations that people have, Tony, in retirement, and how you guys go about doing what you do to help them accomplish said goals and said things. And we'll dive into that this week. What's going on, my friend? How are you? Tony Mauro: I'm good. Getting re

  • It’s Just A Joke

    08/07/2021 Duración: 16min

    The 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 world of financial stuff is stressful. Heck the world is stressful. So we're going to take a break and do some goofy, fun, financial jokes and advisor jokes. And see what kind of maybe lessons we can actually pull from them as well. So it won't be all fun and games, it will be a little bit serious here as well.   Speaker 1: But first let's say hey to, Tony. What's going on, buddy?   Tony Mauro: I am good. I'm just kind of trying to get back in the swing of things. As I mentioned after the fourth I'm in

  • What’s Your Spending Personality?

    17/06/2021 Duración: 17min

    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 more important to not only figure that out for yourself, but also share that with your advisor, and your financial strategist, your tax professional, and that's what we're going to talk about this week here with Plan With the Tax Man, with Tony Mara. What's going on, my friend? How are you?   Tony: Good, enjoying the summer so far. This is my time with my spending personality where I generally spend more. We're out, we're traveling, we're doing

  • Learning Through Uncommon Sense

    03/06/2021 Duración: 17min

    At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. 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. It's plan with the tax man, Tony Mauro, and myself, hanging out to talk investing finance and retirement. And this week on the show, we're going to talk uncommon sense. Tony, I got some statements here, some axioms that I think everybody will agree with. Pretty common knowledge that we all say, "Yes, that makes sense." We'll not our head, but yet when we go to put these in practice, especially these financial things, we tend to do the opposite, making them a bit uncommon. So we're going to dive into that this week and chat about it. But first, how you doing? You doing all right?   Tony Mauro: I'm doing good. Survived

  • Financial Fact Or Fiction

    06/05/2021 Duración: 15min

    Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Marc: Hey, everybody. Welcome into May on this edition of Plan With The Tax Man with Tony Mauro and myself because we're going to hang out and talk about financial fact or fiction this go around. We're going to have a little bit of fun here. I've got some questions I'm going to lob at Tony and see if he can tell us if these are fact or fiction. Of course, like anything financial-related, you can almost always say it depends because it truly does. There's all these little variables. But we're going to try to see if we can get him to pin these down just a little bit. And like any of these things we talk about, they're kind of generalities and there's some different va

  • How Long Will Your Money Last? Let’s Run The Numbers

    15/04/2021 Duración: 20min

    If you had a million dollars, how long would it last you in retirement? How drastically does that longevity change if you move to a bigger/smaller city? We’ll take a look at some stats from various areas across the country to show how difficult it is to make your money last in some areas, and how easy it might be in others. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome into this edition of Plan With The Tax Man. Thanks for hanging out with us here on the podcast, with [Tony 00:00:05] and myself, as we talk, investing, finance, and retirement. This week we're going to run the numbers. A million bucks, how long will it last in some different areas around the country? People are always wanting to know. They think this million dollars is the magical number. Maybe it is, maybe it isn't. So we're going to talk about what it might look like if you're living in different parts of the country. Tony, what's g

  • Money Lessons From The Richest Musicians

    01/04/2021 Duración: 19min

    Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome into this edition of Plan With The Tax Man. Thanks for hanging out with Tony Mauro and myself as we talk investing, finance, and retirement. In this go round on the podcast, going to have some more fun with some interesting analogies. We're talking money lessons we can take from rich musicians. Maybe bring that down to a level of number that resonates with us, not some of these crazy numbers I've got before me. But we'll have a little bit of fun with this and let Tony give us a couple of lessons here and there. And Tony, this is podcast number 43. I guess our podcast is, what, middle-aged now?   Tony Mauro: Well, I guess so. And with some of these musicians in here, it's going to date me.   Speak

  • March Madness

    18/03/2021 Duración: 19min

    It’s an annual tradition! Well, except for 2020 when the tournament was cancelled. But it’s time to look at the NCAA tournament and see what kind of financial planning lessons we can learn from it. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome into this edition of Plan With the Tax Man. Thanks for hanging out with Tony Mauro and myself, as we talk investing finance and retirement. And on the show this week, March Madness. It's an annual tradition so we're going to talk a little bit about March Madness and the big tourney and see if we can find some financial lessons in some of these things we've got for you today. So, hang out with us and talk about this fun stuff with Tony and myself. Tony, what's going on my friend? How are you?   Tony Mauro: I am good. The spring is here. I'm ready for March Madness. I think maybe we just talk about who's going to win this thing and forget about all the other s

  • Retirement Planning For Business Owners

    04/03/2021 Duración: 18min

    Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues. 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, from Tax Doctor, Inc., and myself, as we talk investing, finance and retirement. And, this week retirement planning for business owners. Tony, you've been getting more and more questions about some things. Obviously it's tax season as well. But just in general, I think that sometimes there's an underutilized conversation point at least from a podcasting standpoint. So, let's spend a little bit of time this week talking about business owners and how to get ready for retirement, or even just kind of keep it in your mind. Because often as business owners, we tend to push some of those things off. And so, I think it'd be a good topic. But, how are you doing this we

  • 2021 Tax Tips Recap

    18/02/2021 Duración: 18min

    As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Marc Killian: Hey, everybody. Welcome in to Plan With The Tax Man. Thanks for hanging out with Tony and I as we talk investing, finance, and retirement here on the podcast.   Marc Killian: This week, 2021 tax tips. A little recap, if you will. We'll go through some of this stuff. Since Tony is a tax man, we should go through some of these tips, because well, tax season is upon us. What's going on, my friend? How are you?   Tony Mauro: I'm hanging in. Very cold here, but we're digging in for a different tax season. Pretty much all virtual slash drop-off, trying to pivot a little bit and keep... I hate to say keep clients out. We're still doing the tax returns for them, but we've kind of halted all the in-p

  • Where All My Financial Knowledge Comes From

    21/01/2021 Duración: 18min

    No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of 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 Plan With the Tax Man. Thanks for tuning into the podcast, as Tony and myself talk about investing, finance and retirement. In this go round, we are talking about where my financial knowledge comes from. Now, I don't mean me specifically or even Tony specifically, but in general, if you ever thought about that, where do we learn the things we've learned, especially, usually it's our parents, money, finances, whatever the case might be, what shape your financial views? And of course, we are going to get Tony's input from that. Not only for himself, but also when he sees in his practice. What's going on, my friend, how you doing?   Tony Mauro: Doing good. Back from the holida

  • What Drives Your Financial Advisor Crazy?

    23/12/2020 Duración: 17min

    No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of 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 into Plan with the Tax Man, and this is our final podcast of 2020. We have made it all the way to the end of this kooky year, well, almost any way. Tony and I are doing this about two weeks before the year actually ends, but with the holiday season and all that kind of stuff, this will be our final podcast. And we are going to talk about some things that drives advisors crazy on this show, and actually some of these probably drive clients crazy, as well. We'll get into that in just a second, but Tony welcome in my friend. How are you?   Tony: I am good. I'm getting ready for the holidays, looking forward to it. It's going to be a little different this year.   Speaker 1: Little dif

  • End Of Year Planning Tasks

    10/12/2020 Duración: 18min

    Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. 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. Thanks for tuning into the podcast. We appreciate your time as always, as Tony and I talk investing, finance and retirement and this week on the podcast, end of year planning tasks. It might be a little bit late in the season for some of these, but these could also be some items to look at at the beginning of 2021, or as we get into that. And of course, yay. 2021 is almost here, so excitement there as well. But let's say hey to Tony first before we get into this topic. What's going on my friend, how are you?   Tony: I'm doing good. I'm hanging in, weather's good here in this part of the state. In fact it's actually 60s.   Speaker 1: Nice.   Tony: But winter weather is around the corner for us. This weekend is supposed to

  • A 5 Question Retirement Preparedness Quiz

    19/11/2020 Duración: 19min

    Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. Play along with us on this episode of the podcast. 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 week's edition of Plan With the Tax Man with Tony Mauro and myself. We appreciate your time as we talk investing, finance and retirement here on the podcast. It is early November here. This is our day after the election by podcast and of course, we as expected, we don't have an idea. We have no clue who's the president. How you doing, my friend? You doing okay?

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