Plan With The Tax Man

Are 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: Speaker 1: Welcome into this week's edition of the podcast folks. Thanks for tuning in to Plan With The Tax Man. Always glad to have you here as Tony and I talk investing, finance and retirement, and we're going to talk about some key financial decisions during major life events. So I've got several of these. We'll try to get to as many as we can, but it's always important to kind of try to keep a level head through major life events, and we know that's usually not possible in