HeyJaredPlan With The Tax Man
Financial, tax and retirement planning guidance from Tony Mauro. We’ll teach you how to properly plan for retirement, minimize your tax burden and attain a successful financial future.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 17, 2026
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- Jul 23, 2026
Latest episodes
The Honor and the Headache of Being an Executor (opens the original)
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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. Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---
What Hot Air Balloons Can Teach Us About Financial Planning (opens the original)
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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 ----more---- TRANSCRIPT: Speaker 1: Every October, hundreds of hot air balloons rise above Albuquerque for the largest balloon festival in the world. No two pil
Why People Keep Working In Their Retirement Years (opens the original)
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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 ----more---- 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 the money. So this week on the podcast, let's dig into some of the reasons people keep
The DIY Retirement Plan — Where It Works and Where It Gets Expensive (opens the original)
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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.com Call: 844-707-7381 ----more---- TRANSCRIPT: Speaker 1: We've created an entire
The National Park Guide to Retirement Planning (opens the original)
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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 ----more---- TRANSCRIPT: Marc: This week on Plan with the Tax Man, maybe you're visiting one of our national parks this summer or just out hitting the local trail. And if you are, we have some best practices fo
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