Plan With The Tax Man

In 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 another edition of Plan With The Tax Man, with Tony Mauro and myself, to talk about being unsure, confident, or certain in retirement. And really it's retirement planning next steps if you find yourself in one of these three big categories. These are pretty wide, and obviously, you can apply many of the things to all three, but we'll go through and look at some bullet points for items if you find yourself, again, in the unsure category or the confident category. So we're going to break that dow