Plan With The Tax Man

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss. Important Links Forbes Article: https://bit.ly/3G2lCo9 Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Marc Killian: Hey, everybody. Welcome back in to Plan With The Tax Man. Thanks for hanging out with Tony Mauro and myself here on the podcast as we talk investing, finance, and retirement and not fumbling the retirement in the financial red zone. It is the playoffs, we are into late January