Plan With The Tax Man

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian: Just like an annual checkup is important for maintaining good health, performing regular financial checkups is essential part of the planning process for successful retirement health. So on this podcast of Plan With the Tax Man, Tony and I are going to talk about your financial wellness checkup. Hey everybody, welcome into the podcast this week as Tony Mauro and myself talk about getting our finances, getting a little checkup, getting a little tuneup