# Tony Mauro

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Inside Your Financial Easter Basket

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 some of your favorite candies to the products and tools that belong in a solid re…

Amicus With Dahlia Lithwick | Law, justice, and the courts - Memory Lane

Dahlia sits down with Tony Mauro of the National Law Journal to listen to highlights from the Supreme Court’s 2015 term. And she speaks with Politico’s Josh Gerstein about recent non-developments in the non-confirmation of SCOTUS nominee Merrick Garland. You can listen to past episodes of Amicus he…

Reacting to the Most Watched Retirement Video of the Year

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. Do we agree? How often do we actually see this play out with real clients? Let's…

The National Park Guide to Retirement Planning

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   ---…

The DIY Retirement Plan — Where It Works and Where It Gets Expensive

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'…

Why People Keep Working In Their Retirement Years

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:    Speak…

What Hot Air Balloons Can Teach Us About Financial Planning

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:/…

The Honor and the Headache of Being an Executor

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 …

Five Financial Frights That Keep Retirees Up at Night

It's spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their minds: running out of money, or a market crash at exactly the wrong time. Today we're shining a flashlight on five of the biggest financial frights and h…

Don't Wait Until April: Tax Moves Worth Making This Fall

Most people don't think about taxes until they're sitting down to file, and by then, most of the best opportunities are gone. The moves that actually lower your tax bill usually have to happen before December 31. Here's what's worth tackling now.   Important Links: Website: http://www.yourplannin…