Podcasts by Plan With The Tax Man

Easy Wins in Personal Finance (Part 1) from 2023-12-07T05:00

It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few eas...

End of Year Financial Planning For 2023 from 2023-11-22T11:36:47

Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizi...

Money Mistakes You’ll Regret and How to Avoid Them from 2023-11-02T08:26:27

“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s epis...

Retirement Planning’s “Hidden” Questions from 2023-10-19T05:00

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that...

Dissecting Dave Ramsey’s Tik Tok Advice from 2023-10-05T05:00

Dave Ramsey is well known for his no-nonsense approach to personal finance, particularly in the areas of budgeting, debt management, and wealth-building. He has gained a significant following th...

The Future of Retirement In America: Is The Glass Half Full or Half Empty? from 2023-09-21T05:00

Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term ...

Brick and Mortar Retirement: The Pros and Cons of Real Estate Investing for Retirement from 2023-09-07T05:00

In this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages. Whether you're a pre-re...

Exposing Retirement Planning Complaints from 2023-08-17T07:23:37

In this episode, we’re tackling some common complaints and fears that can arise during the retirement planning process. We'll discuss which concerns are well-founded, which are based on misconce...

Bouncing Back: Overcoming Investment Setbacks from 2023-08-03T05:00

Almost everyone has made investment mistakes at some point. In this episode, we’ll talk about how to bounce back from mistakes and avoid making them again in the future.

Importan...

Mastering Retirement Cash Flow: Understanding Income from 2023-07-20T05:00

Today's episode is all about understanding the crucial role of income analysis in retirement planning. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on...

Mailbag: Should I Pay Off My House? from 2023-07-06T05:00

On this week's show, we'll answer some mailbag questions that have come in. We'll discuss if you should pay off your house, financially support adult children, and how often you should communica...

Key Finance Decisions During Major Life Events Like Marriage, Divorce, Job Loss&More from 2023-06-22T05:00

Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the e...

Unsure, Confident, or Certain: Retirement Planning Next Steps from 2023-06-01T05:00

In today’s episode, we’re going to focus on the three categories that many clients fall into when starting their retirement planning journey: The unsure, the confident, and the certain. Whether ...

Retiring With Honors: Financial Planning Lessons From The Classroom from 2023-05-18T10:29:46

From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from these other pr...

Retirement Expenses For Which You Forgot To Plan from 2023-04-06T05:00

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave ...

Fore Your Retirement: What Golf Teaches Us About Financial Planning from 2023-03-16T05:00

Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily gu...

The Incomplete Financial Plan from 2023-03-02T05:00

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for lo...

Top Ten Tax Questions For Retirees In 2023 from 2023-02-16T05:00

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it ca...

Where $1 Million Runs Out Fastest from 2023-02-02T05:00

A million dollars is a goal that many people strive to earn for their retirement nest egg, but how far can that lump sum actually carry you? Today we will be looking at an article that breaks do...

2023 Edition: 10 Point Checklist For Retirement Preparedness from 2023-01-19T05:00

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some ...

The Top 5 401(k) Mistakes You Need To Avoid from 2023-01-05T05:00

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often...

Learning From Grandma’s Financial Wisdom from 2022-12-15T05:00

Even if she wasn’t directly talking about money, Grandma said a lot of smart things that we can apply to financial planning. Let’s take some classic Grandma sayings and see how they relate to ou...

Making Smart Decisions During Major Life Events from 2022-12-01T05:00

Let’s explore some of the things you should be thinking when you encounter some of the most significant events in your life.

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Financial Planning Considerations When You’re In Between Jobs from 2022-08-11T05:00

Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some o...

Can You Get An A+ On Our Retirement Planning Quiz? from 2022-07-28T05:00

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to...

Why Retirement Planning Ain’t What It Used To Be from 2022-06-23T05:00

Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the ex...

Spotting Red Flags When Picking An Advisor from 2022-06-09T14:58:46

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 an...

Secret To Retirement Success: Get Out Of Your Own Way from 2022-05-19T14:13:39

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some o...

Reasons You SHOULD Get Life Insurance from 2022-05-05T05:00

Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal ...

The Most Important Birthdays In Retirement Planning from 2022-04-21T05:00

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retiremen...

How To Recognize Your Own Voice of Greed&Fight Against It from 2022-03-17T05:00

When it comes to your money, you might have several different voices in your head—maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we ...

When Guessing At Retirement’s Most Important Questions Goes Wrong from 2022-03-03T05:00

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer ...

Why Values Based Planning Is Essential from 2022-02-17T05:00

Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you.

Important Links

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Retirement Planning With Mick Jagger from 2021-08-19T05:00

Believe it or not, Mick Jagger has dispensed a lot of retirement planning wisdom in his life. Granted, he didn’t mean for these statements to have anything to do with money when he said them, bu...

How Age&Wisdom Play Into Financial Planning from 2021-08-05T08:45:31

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.

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A 5 Question Retirement Preparedness Quiz from 2020-11-19T05:00

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. Play along with us on thi...

A Review Of The Top Places To Retire In 2020 from 2020-11-05T05:00

Is the place where you’d like to retire on the Top 15 list? On this episode, we’ll review the US News & World Report’s top 15 retirement locations and share stories of past clients who made the ...

Financial Commandments from 2020-10-15T05:00

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.

Important Links

Website: http://www.yourplanningp...

How To Build Your Financial House from 2020-08-20T05:00

For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. So let’s find the similarities in building a...

Long Careers from 2020-08-06T05:00

Today it can be rather uncommon to find people working at the same company for several decades. However in the past, this was more of a common trend and many people would retire with the same co...

Retirement Ready: Are You Clinging To False Hope? from 2020-07-23T05:00

We often find that people are clinging to certain ideas or beliefs that end up giving them a sense of false hope about their retirement. It’s a dangerous position to be in. Let’s explore some of...

Traditional Vs Roth IRA from 2020-06-18T05:00

Most people don't have a clear picture about these two financial vehicles and which might be most beneficial to them. So let's discuss ways to determine what might be right for you.

Impor...

Mark Twain from 2020-06-04T05:00

What can we learn about money by exploring some quotes from the great Mark Twain?

Important Links

Website: http://www.yourplanningpros.com...

Financial “Strategies” That Just Don’t Work from 2020-05-21T05:00

Let’s talk about some financial planning “strategies” that don’t really work (even though some people, even some financial advisors, believe in them).

Important Links

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Coronavirus Update May from 2020-05-07T05:00

On today's episode we check in with Tony on how things have been going through the month of April for his clients, his team and himself.

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