Plan With The Tax Man

Making Smart Decisions During Major Life Events

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Sinopsis

Let’s explore some of the things you should be thinking when you encounter some of the most significant events in your life. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Marc Killian: It's time for another addition of Plan With The Tax Man, with Tony Mauro and myself to talk about making smart decision during, smart decisions, excuse me, during major life events. Tony, some of these things are going to happen to us probably, well, at least one or two are going to happen to everybody, possibly multiples. And it's easy to do, it's easy to get wrapped up in kind of losing sight of something when you're going through major life events and something falls through the cracks. And so hopefully we can have a conversation around how to avoid some of those pitfalls and just some things to think about. And hopefully you've got a financial professional and you've got other professionals that can help you through some of these events. That's going to