Plan With The Tax Man

Welcome to part 2 of our discussion on easy wins in personal finance! It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few more easy places to start...   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Marc Killian  00:00 We're picking up with part two of easy wins and personal finance. With Tony Morrow this week, we're gonna pick up where we left off on our conversation for the prior podcast, going through 10 places where hopefully you can make some adjustments to get you into better shape. So that's the focus of the podcast this week here on playing with the tax man. Look up in the sky. It's a bird.   Announcer 2  00:21 It's a plane. 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 with the t