Plan With The Tax Man
Financial, tax and retirement planning guidance from Tony Mauro. Tony is the original Tax Doctor, serving central Iowa. We’ll teach you how to properly plan for retirement, minimize your tax burden and attain a successful financial future.
Episodes
Being named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure. It's more than handing out inheritances. It's paperwork, accounts, taxes, property, creditors, and sometimes family dynamics, stretched out over months or even years. A lot of clients end up in this role without ever planning to, and we're often the first call they make. Let's talk through how we help.
Every October, hundreds of hot air balloons rise over Albuquerque for the largest balloon festival in the world. No two pilots fly the exact same path, and none of them can control the wind. Turns out, that's not a bad way to think about a financial plan either.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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TRANSCRIPT:
Speaker 1:
Every October, hundreds of hot air ballo...
More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Let's dig into the real reasons retirees keep showing up to work.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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TRANSCRIPT:
Speaker 1:
More and more people are retiring in their 60s and 70s and staying on the job than ever before 'cause it's not always about th...
There's an entire television network dedicated to doing things yourself — home renovation, landscaping, interior design, all of it. And the DIY mentality is genuinely admirable. But when it comes to retirement planning, the stakes of a bad install are a little higher than a crooked backsplash. Let's talk about what DIY planning actually looks like in practice.
Important Links: Website: http://www.yourplanningpros.c...
Whether you're visiting one of the 63 national parks this summer or just hitting a local trail, a lot of the best practices for a great hike apply just as well to your retirement plan. Let's “walk” through a few.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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TRANSCRIPT:
Marc:
This week on Plan with the Tax Man, maybe you're visiting one of our national parks t...
Over the past year, one retirement video on YouTube pulled in 3.7 million views. The title: "Sell These 5 Things Before You Retire." We thought it was worth a conversation — not to tear it apart, but to react honestly. Do we agree? How often do we actually see this play out with real clients? Let's get into it.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:&nbs...
Summer's here. And somewhere between the excitement of planning a big trip and the anxiety of what it costs, a lot of retirees end up doing something that surprises us… they feel guilty about it. They worked hard, they saved, they planned for decades, and then they second-guess a beach vacation. Today, let's talk about how travel fits into a real retirement plan and how to enjoy it without guilt.
Quick question before we get started... which Easter candy are you most looking forward to this year? Whatever your answer is, we're going to use it. Because today we're building a financial Easter basket and matching some of your favorite candies to the products and tools that belong in a solid retirement plan.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Sp...
Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today, we're looking at some of the biggest tax mistakes retirees make, as discussed in a recent Kiplinger article, and whether these match what we see in the real world.
Important Links: Website: h...
For many business owners, retirement savings don’t show up neatly in a 401(k) or IRA. They’re tied up in the business itself. Today’s listener question comes from a couple facing a sudden transition from “almost nothing saved” to managing a large lump sum late in the game. And they’re wondering if it’s enough.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-70...
Everyone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Let’s break it down.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Marc:
Everyone has got an opinion about money, especially people pushing a book deal or a TV s...
One of the biggest retirement decisions people make doesn’t involve the stock market at all. It’s a choice hidden inside their pension paperwork.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Speaker 1 00:00
Hey, time once again, to plan with the tax man, and we are going to talk about the biggest retirement decisions people make that doesn'...
A new government-backed savings account for kids is coming. On the surface, it sounds like a win. Free money for newborns, long-term investing, and a head start on adulthood. But once you look under the hood, Trump Accounts raise some real questions about taxes, flexibility, and whether they beat existing options. Today, we’re walking through the pros and cons and asking if this new account is worth the effort.
Turning 62 might not feel like a milestone birthday… until you realize the Social Security clock just started ticking. Filing now could put money in your pocket sooner or cost you tens of thousands over a lifetime. How do you pick the right strategy? Let’s break down how to think through one of the biggest retirement decisions you’ll ever make.
Important Links: Website: http://www.yourplanningpros.com
...
Nothing will mess with your financial confidence faster than comparing your savings to your brother, your coworkers, or that guy on YouTube who claims he retired at 38. Your retirement number isn’t a competition. Let’s talk about what really matters when you’re trying to figure out if you’re behind on your savings goals…and what to do if you actually are.
Important Links: Website: http://ww...
From the Macy’s parade to carving the turkey, Thanksgiving traditions can teach us a lot about what makes a great financial plan. Let’s match some of the most loved parts of the holiday with the money lessons they represent.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Speaker 1:
From the Macy's Parade to carving the turkey, Thanksgiving traditio...
How do you know if your financial advisor is a bad fit for you? What about an advisor that you’re thinking about working with? What red flags should you be looking out for?
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Marc Killian:
How do you know if your financial advisor is a bad fit for you? What about an advisor that you're thinking about working w...
Here on the show, we often talk about what it’s like to become a client. But what about what it's like to be a client of a financial advisor? Tune in for a behind-the-scenes look at what it looks like to be a client at Tax Doctor Inc.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Walter Storholt:
Well, here on the show, we often talk about what it...
We all know there are things in life you probably shouldn’t trust — like gas station sushi or an email from a Nigerian prince. But the same principle applies in retirement planning. Sometimes what looks safe, easy, or even “guaranteed” isn’t so trustworthy when you peel back the layers.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:&nbs...
Most people don’t feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think. And none of them involve yachts or private jets… Let’s analyze the habits that signal real, lasting wealth and what to do if you are (or aren’t) on the right track.
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