Plan With The Tax Man

On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Marc Killian: Hey, everybody. Welcome to the podcast. It's Plan With the Tax Man with Tony Mauro and myself, and we're going to talk about red flags and maybe how to spot those if you are shopping for an advisor or thinking about getting a new one, a first one, whatever the case might be. We're going to go through some content that might give you some insight as to whether it's a red flag or not, and maybe it's not. Maybe it's just something to ponder, but some could be more dramatic than others, so we'll see how that goes. Tony, what's going on, my friend? How are you?   Tony Mauro: I'm doing well. Thank you. It's starting to warm up here at the beginning of June