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.

Last refreshed: July 10th, 2025 at 5:39 AM ⓘ

Follow this podcast in the Metacast mobile app to refresh it and see new episodes.

Follow on

Apple Podcasts

Spotify

RSS

Podcasts are better in Metacast mobile app

Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Retirement Planning For Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Welcome into another edition of Plan With the Tax Man with Tony Mauro, from Tax Doctor, Inc., and myself, as we talk investing, finance and retirement. And, this week retirement planning for business owners. Tony, you've b...

Mar 04, 2021•19 min•Ep. 40

2021 Tax Tips Recap

As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Marc Killian: Hey, everybody. Welcome in to Plan With The Tax Man. Thanks for hanging out with Tony and I as we talk investing, finance, and retirement here on the podcast. Marc Killian: Thi...

Feb 18, 2021•19 min•Ep. 39

Where All My Financial Knowledge Comes From

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome in to Plan With the Tax Man. Thanks for tuning into the podcast, as Tony and myself talk about investing, finance and retirement. In this go round, we are talking a...

Jan 21, 2021•18 min•Ep. 37

What Drives Your Financial Advisor Crazy?

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody welcome into Plan with the Tax Man, and this is our final podcast of 2020. We have made it all the way to the end of this kooky year, well, almost any way. Tony and I are do...

Dec 23, 2020•17 min•Ep. 36

End Of Year Planning Tasks

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey everybody, welcome in to Plan With the Tax Man. Thanks for tuning into the podcast. We appreciate your time as always, as Tony and I talk investing, finance and retirement and this week on the podcast, end of year planning tasks. It might be a little bit ...

Dec 10, 2020•19 min•Ep. 35

A 5 Question Retirement Preparedness Quiz

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. Play along with us on this episode of the podcast. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome in to this week's edition of Plan With the Tax Man with Tony Mauro and myself. We appreciate your time as we talk investing, fin...

Nov 19, 2020•20 min•Ep. 34

A Review Of The Top Places To Retire In 2020

Is the place where you’d like to retire on the Top 15 list? On this episode, we’ll review the US News & World Report’s top 15 retirement locations and share stories of past clients who made the decision to move somewhere else for retirement and what went into those decisions from an emotional and financial standpoint. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome in to this week's editio...

Nov 05, 2020•15 min•Ep. 33

Financial Commandments

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan. Important Links Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript Of Today's Show: Speaker 1: Hey, everybody. Welcome into this edition of Plan with the Tax Man. Thanks for tuning into the podcast. We always appreciate your time, Tony and myself, and what is going on my friend, how you doing? Tony: I'm doing well thank you. Just on my ...

Oct 15, 2020•24 min•Ep. 32

← Prev

For the best experience, listen in Metacast app for iOS or Android