Tax Consequences: Pros & Cons Of Various Account Types
Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and ho...
Plan With The Tax Man
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About
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.
Living The Dream: Planning The Non-Financial Retirement Stuff
Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you...
Mind The Gap
If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door an...
Spotting Red Flags In Your Finances
Play along with this episode and see if you can answer some of these questions, if not it might be a red flag. Important Links Website: http://www.you...
Retirement Planning With Mick Jagger
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 any...
How Age & Wisdom Play Into Financial Planning
There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world. Important Links Website: http:...
What Retirement Are You Living For?
Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in...
It’s Just A Joke
The world is stressful. Let’s take a small break from it with some goofy financial planning and financial advisor jokes and see what kinds of lessons ...
What’s Your Spending Personality?
Before you can effectively put together a retirement income plan, it’s important to understand your own tendencies for spending. Let’s explore the dif...
Learning Through Uncommon Sense
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave w...