『Financial Hot Takes Under the Microscope』のカバーアート

Financial Hot Takes Under the Microscope

Financial Hot Takes Under the Microscope

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 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 Links: Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript: Marc: Everyone has got an opinion about money, especially people pushing a book deal or a TV show. And sometimes maybe that advice is useful and sometimes it's not, it works better on a sound stage than in real life. Let's break it down and have Tony react to some controversial financial takes here on Plan With The Tax Man. Hey, everybody. Welcome into the podcast. This is Plan With The Tax Man with Tony Mauro, here in Des Moines professional alternative at Tax Doctor, Inc. Hanging out with me to do a little reaction type podcast this week, Tony, we'll get your take on some interesting hot takes from some financial talking heads out there and see what you think about it and practice in the real world. Because you see clients and help people every day and of course are governed and have rules that you have to follow where a lot of these talking heads don't, they can say whatever they want. We'll talk about that a little bit this week. How are you doing, buddy? Tony Mauro: I've been doing good. As were taping this, we're getting into our tax season so getting busy with a lot of new tax changes and whatnot that's hitting everybody. Marc: Yeah, a lot of changes with the OBBBA. You got to be on your toes, right? Tony Mauro: Mm-hmm. Marc: And we talked a lot about that on some of the prior podcasts. Tony Mauro: We did, yeah. Marc: Yeah. If you guys aren't a little sure about some of those things, make sure you go check those out and you can find us at whatever podcasting app you like, Plan With The Tax Man. Just type that in the search box or just go to yourplanningpros.com. But if you need some help, of course, reach out to Tony as tax season is upon us again at yourplanningpros.com. All right. My friend, let's dive in and have some fun with these. Tony Mauro: Sure. Marc: All right. You're probably familiar, maybe a lot of our listening audience is with Robert Kiyosaki. A number of years back, he wrote Rich Dad, Poor Dad. Really good book, actually. Quite helpful. Tony Mauro: [inaudible 00:01:51] yes. Marc: Yeah, quite helpful for a lot of people. But he's since gotten a lot more aggressive and interesting in some of his stances and takes. And again, a lot of that is the demographic I think he's marketing himself to and pushing and things of that nature. But let's talk about this take here more recently. He said people shouldn't work for a company and save in that retirement plan, instead should launch their own startups or maybe buy gold, silver, and Bitcoin, or all of the above. At the time we're talking, Tony, it's early February and gold and silver and Bitcoin, we're doing pretty good last year and earlier into the year this year, but not so great right this minute. At the time we're talking, there was a recent 30% downturn in gold and silver so that didn't age so well. Tony Mauro: No. And I think it's interesting you pick this one because I have read his books and I think by and large the Rich Dad, Poor Dad, especially the Rich Dad, Poor Dad Cashflow Quadrant are great books for people. And this strikes me because... Don't get me wrong, I like people being in business for themselves. We serve a lot of those businesses. Marc: Absolutely. Tony Mauro: And the tax planning and accounting capacity and the financial end as well. Marc: But I bet they got their own SEPs and things, they've got their own retirement accounts they're doing. Tony Mauro: We've got them in almost anybody that will listen and take us up on it, whether it's through us or somebody else. Yes, they have their own retirement plan of some kind. Marc: Yeah. Not saving in a retirement plan just seems crazy, especially if you are working for somebody else, Tony. Because if nothing else, take the free money. Tony Mauro: It's free money. And that's exactly it, it's free money if you're working for somebody else. I think depending on who he's trying to market this measures to, not everybody is cut out for having a business for themselves. They may be good at it but they don't... A lot of them tend to get themselves into trouble, whether it's tax-wise or lack of planning, lack of cash flow, that kind of thing, let alone the headaches. Again, I love small business. It's my favorite thing so it's somewhere deep in me. I say, I get it. I get what you're saying. Yeah, I think everybody should work for themselves but not... Marc: Everybody doesn't have the right temperament though. Tony Mauro: They don't. They don't. They don't have the right temperament. And I definitely think if they're working for themselves or if they're working for a company, they should be in a ...
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