Plan With The Tax Man

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...