Plan With The Tax Man

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey everybody, welcome in to Plan With the Tax Man. Thanks for tuning into the podcast. We appreciate your time as always, as Tony and I talk investing, finance and retirement and this week on the podcast, end of year planning tasks. It might be a little bit late in the season for some of these, but these could also be some items to look at at the beginning of 2021, or as we get into that. And of course, yay. 2021 is almost here, so excitement there as well. But let's say hey to Tony first before we get into this topic. What's going on my friend, how are you?   Tony: I'm doing good. I'm hanging in, weather's good here in this part of the state. In fact it's actually 60s.   Speaker 1: Nice.   Tony: But winter weather is around the corner for us. This weekend is supposed to