Plan With The Tax Man

Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome into another edition of Plan with the Tax Man with Tony Mauro and myself, talking, investing, finance, retirement, and why values-based planning is essential. We often talk about the Xs and Os, Tony, but it doesn't always have to be just about the dollars and the cents, sometimes it's other things that really matter to you in retirement. That's going to be the topic today. How are you doing, my friend?   Tony Mauro: I'm doing well. Looking forward to the spring here, coming up. It's going to be right around the corner.   Speaker 1: Hopefully. Right? Yeah.   Tony Mauro: Hopefully.   Speaker 1: Yeah. And now, at the time we're dropping this, this will be shortly after Valentine's Day. We are taping this before Valentine's Da