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
The kids may be heading back to class, but it’s not a bad time for adults to hit the books too, especially when it comes to retirement. So, let’s test your knowledge with a quick financial pop quiz and see how ready you really are.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Marc:
The kids may be heading back to class, but it's not a bad time for us adults to maybe hit ...
The new tax bill just passed, but will it actually help you? Let’s look at who stands to benefit, strategic moves to consider now while the rules are fresh, and answer a few true or false questions about the law.
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, let's revisit the Big Beautiful Bill conversation. But this time let's l...
A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we’re focused on what it means for your retirement. The choices you make in the next year or two could have a significant impact on how much you keep and how much goes to Uncle Sam.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transc...
The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision?
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript...
Target-date funds just passed $4 trillion in assets. They’re now the default investment in many 401(k)s, and millions of Americans are using them without really understanding how they work. So, are they a smart choice… or just the easiest one?
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Marc:
Target-date funds just passed $4 trillion in assets. They're now the default...
A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, we’re walking through five common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
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Are you saving so much for retirement that it’s squeezing your life today? In this episode, we’re answering a smart viewer question about finding the right balance between preparing for the future and living fully in the present.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Marc:
Are you saving so much for retirement that it's squeezing the life today out of you? And i...
April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Speaker 1:
It's time once again for another edition of Plan With The Tax Man. And April Fool'...
Ever wonder what other people talk about with their financial advisors? Well, we're going to discuss that this week here on the podcast, from a new survey of nearly 400 experienced advisors and what they see in their offices, and we're going to share that with Tony and see how that relates to and what he thinks about it, compared to his practice.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professi...
You’ve built a successful business, but now the big question is, how do you turn that into a retirement plan? If you’re like many entrepreneurs, you’ve spent years reinvesting in your business, but what happens when it’s time to step away? Can you sell it? Can you create passive income from it? Or should you start saving in other ways right now? In this episode, we’re breaking down strategies for business owners who need to turn ye...
Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. This episode offers five common financial blunders to avoid during this pivotal decade.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Marc Killian: Welcome into another edition of Plan With The Taxman. We're going to talk about financial mistakes to avoid in our 60s...
As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what chang...
Today, we’re unveiling the 2025 Method to transform your money mindset. Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve financial comfort.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Speaker 1:
Today we're going to tackle the money min...
The holiday season is here, and while you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
...It's hard to believe that election season is over and Thanksgiving is almost here! This week on Plan with the Tax Man, we're diving into the future of the Tax Cuts and Jobs Act now that the election results are in. Join us as we explore what changes could be on the horizon and what to expect moving forward.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Speaker 1:
This w...
You wouldn’t necessarily expect Mike Tyson, Shaquille O’Neal, or Lindsay Lohan to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Transcript:
Speaker 1...
Every firm has distinct principles that guide its approach to financial planning. In this episode, we take you behind the scenes to explore the core values and unique processes that set our firm apart. We’ll walk you through how we get to know our clients on a deeper level, create personalized financial strategies, and how our approach redefines what it means to have a successful financial planning experience.
A random, retired YouTuber did a simple video exploring the top 5 regrets from other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire.
Important Links: Website: http://www.yourplanningpros.com
Call: 844-707-7381
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Tr...
Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retire...
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