Plan With The Tax Man

What’s Your Spending Personality?

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Sinopsis

Before you can effectively put together a retirement income plan, it’s important to understand your own tendencies for spending. Let’s explore the different personalities. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey everybody, welcome into mid-June here. We're back on Plan With the Tax Man, with Tony and myself. We're going to talk about our spending personality. What is your personality type when it comes to spending? It's pretty important to figure that out, and it's even more important to not only figure that out for yourself, but also share that with your advisor, and your financial strategist, your tax professional, and that's what we're going to talk about this week here with Plan With the Tax Man, with Tony Mara. What's going on, my friend? How are you?   Tony: Good, enjoying the summer so far. This is my time with my spending personality where I generally spend more. We're out, we're traveling, we're doing