Plan With The Tax Man

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 easy places to start...   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian  00:00 It's important to eventually get a comprehensive financial plan for yourself. But sometimes just a few minor adjustments in the portfolio can go a long way. This week on the podcast easy wins in personal finance with Tony Morrow. Look up in the sky. It's a bird.   Announcer 2  00:15 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 tax man.   Marc Killian  00:30 Hey, everybody, welcome in to plan but the tax man with Tony Morrow and myself here to talk easy wins in personal finance. With Tony we're gonna get into it. We're gonna m