Plan With The Tax Man

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