Plan With The Tax Man

Handling Crisis: Financial Planning After a Tough Diagnosis

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Sinopsis

Life can throw unexpected challenges our way, and dealing with a tough medical diagnosis is one of the hardest. In today's episode, we'll discuss a real case study of a young family dealing with the heartbreaking reality of a terminal illness. Listen in as Tony shares practical steps to take when faced with such difficult news, including handling taxes, planning for the future of a business, and ensuring loved ones are financially secure.   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:    Marc Killian: This week on Plan With The Tax Man, let's talk about tough medical diagnosis and financial situations that unfortunately maybe come out of the blue and how to handle those. So we're going to spend some time looking at a case study with Tony here on Plan With The Tax Man.   Hey, everybody. Welcome into the podcast with Tony Mauro and myself as we're talking investing, finance and retirement. Tony is the owner at Tax Doc Inc, and he's CPA, CFP and EA with