Plan With The Tax Man

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody welcome into Plan with the Tax Man, and this is our final podcast of 2020. We have made it all the way to the end of this kooky year, well, almost any way. Tony and I are doing this about two weeks before the year actually ends, but with the holiday season and all that kind of stuff, this will be our final podcast. And we are going to talk about some things that drives advisors crazy on this show, and actually some of these probably drive clients crazy, as well. We'll get into that in just a second, but Tony welcome in my friend. How are you?   Tony: I am good. I'm getting ready for the holidays, looking forward to it. It's going to be a little different this year.   Speaker 1: Little dif