Plan With The Tax Man

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey everybody, welcome back to Plan With the Tax Man with Tony Mauro. It is mid- to late November here on this episode of the podcast. Thanksgiving is just around the corner and we're going to talk about advisors who might drop the ball, or maybe in this case, drop the turkey. That'd be bad juju. You don't want to do that. So Tony, what's going on, my friend? How you doing? You all right?   Tony: I'm doing good.   Speaker 1: Yeah?   Tony: Getting ready for the holidays and Thanksgiving here. So-   Speaker 1: Yeah, I love Thanksgiving.   Tony: ... on my end.   Speaker