Shows
Planning Made Simple1% Myth: What Wall Street Doesn't Want You To KnowThis episode of Planning Made Simple explores the hidden costs behind the widely accepted "1% fee" in the financial industry. Paul Durso, along with Kyle Morgan and Niki Erb compare financial services to premium experiences like high-end restaurants, where value is emphasized over price, and explain how flashy ads and lavish offices are ultimately paid for by investors. They dig into industry data, revealing that the actual top-line revenue from financial services is closer to 10% of total assets. The conversation uncovers how fees—often buried in products like mutual funds, annuities, and 401(k)s—add up beyond the obvious advisory fee...
2025-08-1425 minPlanning Made SimpleYield Trap: Navigating the Risks of High Yield Dividend StocksThis episode explores the hidden risks behind high-yield dividend stocks. While big yields may seem appealing to investors, they can often signal deeper issues like declining stock prices, excessive debt, or unstable management. Paul and Kyle explain how dividend yields are calculated and why a rising yield can be misleading if it's the result of a falling stock price. Real-world cases, such as AT&T and Walgreens, illustrate how chasing high dividends can lead to unexpected cuts and losses. Ultimately, the episode encourages thoughtful research over yield-chasing.www.planningmadesimple.com
2025-08-0721 minPlanning Made SimpleThe Impact of Corporate Tax Policy on DividendsThis episode of Planning Made Simple explores how corporate tax policy directly impacts dividend-paying companies and, ultimately, individual investors. Paul, Kyle, and Niki explain how higher taxes can reduce a company's ability to reinvest, grow, or maintain jobs, with dividends often prioritized over workforce retention. They highlight key historical tax reforms and their economic effects, noting that tax cuts have historically correlated with market growth. Practical advice is offered to investors about monitoring legislation, using research tools, and understanding that the effects of tax policy can take years to materialize. Overall, the conversation underscores the ripple effect tax policy...
2025-07-3122 minPlanning Made SimpleThe Role of Free Cash Flow in DividendsIn this episode, Paul, Kyle, and Niki dive into the importance of free cash flow when evaluating a company's ability to sustain dividend payments. They explain that free cash flow—what's left after all expenses—acts as the company's “what’s in your wallet” metric, crucial for both investors and personal household budgeting. Using relatable analogies, they compare dividends to discretionary spending, highlighting that reliable dividends stem from actual profits, not just optimistic accounting. They emphasize the concept of the payout ratio and urge investors to ensure companies aren't over-leveraging to pay dividends. The episode drives home the point that confi...
2025-07-2418 minPlanning Made SimpleLegacy Life Part 1This episode is a unique crossover between two podcasts—Legacy Life and Planning Made Simple—featuring an in-depth conversation with Paul Durso, a financial advisor who shares his unconventional journey into the profession. Originally pursuing ministry, Paul reveals how he transitioned from youth ministry aspirations to the financial world, eventually finding that his calling wasn’t confined to a church pulpit but could thrive through serving others in business. He discusses his early dissatisfaction at Morgan Stanley, his spiritual turning point, and the decision to build a career rooted in faith, integrity, and authenticity. Paul also shares how shedding indust...
2025-07-0329 minPlanning Made SimpleDividend Cuts: How to Recover & RebuildIn this episode, Paul, Kyle, and Niki explore the emotionally charged topic of dividend cuts, using real-world examples like GE and Kohl's to highlight the warning signs and lessons learned. They emphasize that most dividend cuts are not sudden but are often preceded by red flags such as declining financials or industry shifts. The discussion covers how to prepare for and react to cuts, including the importance of having a strategy, managing emotions, and maintaining diversification. Through storytelling and candid reflection, they advocate for staying disciplined and adaptable in the face of uncertainty. The takeaway: have a plan, pay...
2025-06-2620 minPlanning Made SimpleGrow Now or Dividend IncomeIn this episode, Pau Durso, Kyle Morgan, Kevin Wray, and Rob Rothrock dive deep into a long-standing investment philosophy: grow your assets early, then convert to income in retirement. They question whether this conventional wisdom still holds up, comparing it to an alternative approach—building dividend income from the start. Using data and real-world examples, including Warren Buffett’s investing style, they analyze how emotional decisions, market volatility, and timing can impact outcomes. The episode challenges listeners to rethink the “growth-first” mindset and consider whether focusing on income earlier could provide more stability and better long-term results.
2025-06-1933 min
Legacy Life Podcast#15 How to Approach Legacy feat. Paul Durso and Kevin WrayIn this powerful episode of Legacy Life Podcast, we dive deep into the topic of Legacy—what it really means, how it’s shaped by our choices, and how we can prepare to pass it on well. We’re honored to welcome back Paul Durso, founder of Insight Folios and creator of Simplicitree®, alongside fellow advisor Kevin Ray, for a conversation that is both practical and profoundly personal.
If you’ve ever wondered:
🌱 “How do I start a conversation with my parents or kids about legacy?”
🌱 “What happens if I don’t have a clear plan in place?”
🌱 “...
2025-06-1627 minPlanning Made SimpleSectors, Dividends, and Buffett's TakeThis podcast discusses the performance of different market sectors, focusing on dividend-paying stocks and their historical resilience. It explores Warren Buffett’s perspective on dividends, emphasizing his preference for companies that reinvest earnings rather than distributing them. Paul Durso and Kyle Morgan analyze sector trends, highlighting how dividends contribute to total returns and stability, particularly in uncertain economic times. They also touch on broader market conditions and the potential impact of interest rates on dividend stocks.www.planningmadesimple.com
2025-06-1222 minLegacy Life Podcast#14 The Paul Durso InterviewIn this episode of the Legacy Life Podcast, we sit down with Paul Durso, a trailblazer in financial education and innovation. Paul is the founder and President of Insight Folios and the creator of the groundbreaking platform Simplicitree®, designed to make financial planning more transparent, intuitive, and client-centered. With a passion for education over sales, Paul has spent his career helping people truly understand their money—simplifying the complex, exposing financial shortfalls, and empowering clients to take ownership of their financial journey.
In this candid conversation, Paul shares his personal story: from dreaming of becoming a youth pas...
2025-06-0934 minPlanning Made SimpleReinvesting vs. Taking Dividend CashIn this episode, Paul Durso and Kyle Morgan discuss whether investors should reinvest dividends or take them as cash, especially as they approach retirement. They strongly favor reinvesting dividends due to the power of compounding, which consistently results in higher returns and share accumulation over time. They caution that taking dividends as cash and attempting to time the market can be risky, inefficient, and hard to manage without advanced tools. For retirees needing income, they recommend splitting accounts—one for reinvestment and one for cash flow—to optimize both growth and income. The overall advice emphasizes understanding individual income need...
2025-06-0520 minPlanning Made SimpleBuild Your BrandIn this eposide, the Paul Durso, Kyle Morgan, and Corbin Lappin dive into a conversation about building both corporate and personal brands, using real-life examples and personal experiences. Corbin, the guest, shares the origin and evolution of his lifestyle brand “See You Out There,” inspired by his love of fly fishing and outdoor adventures. They discuss the importance of authenticity in branding, the balance between staying true to personal beliefs and appealing to an audience, and the risks of online engagement. The conversation also touches on branding missteps by major companies like Jaguar and Coca-Cola, emphasizing the dangers of alie...
2025-05-2928 minPlanning Made SimpleFinancial Superpowers: From Capes to CareIn this podcast episode, Paul, Leigh, and Kyle explore how childhood dreams and values—especially fantasies of being superheroes—can shape adult careers and personal missions. Through stories of pretending to be Batman or inventing elaborate contraptions, the guests reflect on how those early passions evolved into careers in financial advising. Rather than just focusing on numbers, they emphasize the emotional and human side of their work: helping clients face fears, make meaningful decisions, and improve their lives. The conversation underscores empathy, care, and community as financial “superpowers.” It’s both heartfelt and humorous, blending nostalgia with purpose.
2025-05-0818 minPlanning Made SimpleDividend Investing for Young InvestorsThis podcast episode is a discussion about the benefits of dividend investing, particularly for young investors. Paul and Kyle challenge the common perception that dividend investing is only for older or retired individuals, emphasizing that starting early allows compounding returns to build significant wealth over time. They cite examples like a single $40 investment in Coca-Cola in 1919 growing to $21 million by 2022 and a janitor who amassed over $8 million by consistently investing in dividend stocks. The conversation stresses the importance of reinvesting dividends to leverage compound growth, and they encourage young investors to begin with small, consistent contributions. Practical advice includes...
2025-04-2419 minPlanning Made SimpleThe Dow Jones Dividend 100This episode of Planning Made Simple discusses the Dow Jones Dividend 100 Index, which selects the top 100 U.S. dividend-paying stocks based on a defined methodology, including factors like yield, dividend history, free cash flow, and return on equity. Paul and Kyle highlight how this structured, rules-based approach to stock selection contrasts with broader indices like the S&P 500, which are based primarily on market capitalization. They also draw parallels to their own portfolio-building strategies, emphasizing the importance of planning, filtering, and thoughtful analysis in investing. The conversation touches on ETFs like Schwab’s Dividend ETF, noting it as a de...
2025-04-1713 minPlanning Made SimpleThe Real Cost of Financial Advice and Investment Part 2This podcast episode discusses the often hidden costs of various investment products, including mutual funds, ETFs, annuities, CDs, and stocks. It highlights how mutual funds can have numerous fees beyond the publicly stated expense ratio, such as marketing fees, transaction costs, and cash drag. ETFs tend to have lower costs but still include hidden expenses like bid-ask spreads. Annuities, particularly variable annuities, can carry high annual fees through mortality and expense charges, administrative costs, and optional riders. Paul and Kyle emphasize the importance of understanding the full cost structure of investments to determine if the value received justifies the...
2025-04-1021 minPlanning Made SimpleThe Real Cost of Financial Advice and Investment Part 1This podcast discusses the cost structures of financial advice and how value perception affects people's willingness to pay. Paul and Kyle compare financial advisor fees to other expenses, like trips to Disney World, highlighting how value often outweighs cost concerns. They break down common advisor fee models, including asset under management (AUM) fees, flat fees, and commission-based structures, noting how each impacts clients differently. The conversation emphasizes that while cost matters, the perceived value of personalized service, active management, and additional support often justifies higher fees. The episode concludes by setting up a follow-up discussion on the hidden costs...
2025-04-0317 minPlanning Made SimpleHistory of Dividends in the S&PThis episode of Planning Made Simple discusses the history and importance of dividends in the S&P 500, highlighting a shift in the market over time. Before the 1980s, dividends made up a significant portion (over 60%) of returns, but the rise of growth companies like Amazon and Tesla led many investors to focus more on stock price growth. However, dividends still account for around 40% of returns today, and there is a growing trend of large tech companies, like Meta, beginning to pay dividends. Dividend-paying stocks are often more resilient during market downturns and can provide reliable returns over time. Paul...
2025-03-2720 minPlanning Made SimpleDividend Growth For RetireesThis episode of Planning Made Simple focuses on dividend growth investing tailored for retirees, emphasizing how it provides a reliable income stream and serves as a hedge against inflation through steadily increasing dividend payouts. The speakers discuss the importance of maintaining an income mindset and caution against panic selling during market downturns, as such actions can lead to significant wealth destruction. They also highlight the challenging transition period into retirement—often referred to as the "fragile years"—when individuals must shift from saving to spending, making disciplined planning crucial. Ultimately, the conversation reassures retirees that it can be acceptable to l...
2025-03-2018 minPlanning Made SimpleLiving Off of Dividend IncomeThis podcast highlights the advantages of living off dividend income as demonstrated by a study from Ned Davis Research. Over a 40-year span (1972-2012), dividend-paying stocks delivered an average annual return of 8.8%, significantly outperforming non-dividend-paying growth stocks, which averaged just 1.6%. The stability and lower volatility of dividend stocks were emphasized, especially during market downturns, where they outperformed due to steady returns and reinvested dividends. The analysis underscores the long-term benefits of dividend-paying investments, particularly for those seeking consistent income and compounded growth. The conversation also notes the cyclical appeal of dividends during uncertain market conditions.Get your FR...
2025-03-1316 minPlanning Made SimpleThe Math Behind Dividend GrowthThis podcast explains the concept and benefits of dividend growth investing. It highlights how companies that consistently increase their dividend payouts can provide growing income over time, regardless of stock price fluctuations. Using Johnson & Johnson as an example, the hosts demonstrate how a $10,000 investment in 1995 grew to $117,000 without reinvesting dividends and $165,000 with reinvestment, showcasing the power of compounding. They emphasize focusing on dividend growth and reinvestment rather than short-term stock price movements, as this approach can yield significant long-term returns.www.planningmadesimple.comGet your FREE copy of "The Ultimate Guide to Co-Planning" by Paul...
2025-03-0618 minPlanning Made SimpleThe Best Dividend Stocks You Should BuyThis podcast captures a detailed discussion about the importance of carefully evaluating high-yield dividend stocks, emphasizing how sensational headlines can mislead investors. The speakers highlight a specific example involving AGNC Investment Corp, a real estate investment trust (REIT), which advertises a 15% yield but has financial red flags, such as a 400% payout ratio and negative cash flow. They discuss the pitfalls of chasing high yields without understanding the underlying financial health of a company, noting that such stocks often underperform and pose significant risks. The conversation stresses the need for thorough research and the realization that dividends are never guaranteed...
2025-02-2714 minPlanning Made SimpleThe Evolution of Tech Companies and DividendsThis podcast episode discusses the evolution of dividend-paying stocks, particularly within the tech sector. Historically, dividend stocks were seen as stable but boring investments, often tied to utilities and energy companies. However, times have changed, with major tech companies like Microsoft, Apple, and now Facebook (Meta) embracing dividend payouts to retain shareholders. These firms have recognized that as they mature and generate substantial cash flow, paying dividends can tether investors, especially during volatile markets. The video also speculates that other giants, like Amazon, might follow this trend, transitioning from growth-focused to dividend-paying strategies as they evolve.
2025-02-2015 minPlanning Made SimpleUnderstanding Dividend Yield on Original InvestmentThis podcast discusses the concept of "yield on original investment," emphasizing its importance over metrics like cost basis or current yield when evaluating the true value of dividend-paying stocks. The hosts highlight how this metric reflects the percentage of dividends generated relative to the initial investment, using Warren Buffett’s 1988 Coca-Cola purchase as an example. Buffett's investment, initially yielding a modest return, now provides a 56% annual yield on his original investment due to the power of compounding and reinvestment. The discussion underscores the value of patience and long-term investing, particularly with dividend-paying stocks, as a reliable strategy for building we...
2025-02-1315 minPlanning Made SimpleWhy Dividend Stocks Outperform During Market VolatilityThis podcast with Paul Durso and Kyle Morgan focuses on why dividend stocks tend to outperform during market volatility, particularly in downturns. When the market crashes, many investors panic and make poor decisions due to emotional reactions. Dividend-paying stocks, especially "Dividend Aristocrats," are highlighted as being more stable and providing consistent returns even during market downturns, as seen during past crises like the dot-com bubble and the 2008 financial crisis. A key takeaway is that over time, dividend growers have outperformed both non-dividend stocks and broader market indices. The speakers caution against chasing high yields without proper research, emphasizing the...
2025-01-0915 minPlanning Made SimpleThe Power of Dividend GrowthThis podcast features a discussion about the power of dividend growth investing. Paul Durso and Kyle Mogan highlight the importance of reinvesting dividends. The speakers emphasize that dividend-paying companies, like Coca-Cola, Johnson & Johnson, and Procter & Gamble, have consistently raised their dividends for decades, even during economic crises like the 2020 pandemic. They stress that reinvesting dividends can significantly increase returns compared to taking payouts, using examples like Duke Energy and Altria to demonstrate the compounding effect over time. The conversation also underscores the long-term stability and reliability of dividend growth investing, contrasting it with more volatile growth stocks.
2024-12-2614 minPlanning Made SimpleFour Freedoms: ConclusionIn this podcast episode, Paul, Charlie, Kyle, and Niki discuss the concept of the “Four Freedoms” — freedom of income, time, choice, and purpose. They highlight how these freedoms, once achieved, are not permanent and can be easily lost through career missteps, burnout, or personal sacrifices. They discuss examples, like Tom Brady, who gave up freedom of time for his career, and entrepreneurs and professionals who often face high rates of burnout. The episode emphasizes the delicate balance required to maintain these freedoms and how overcommitting, focusing too heavily on career, or unexpected life events can lead to their loss. Ultima...
2024-12-1933 minPlanning Made SimpleFour Freedoms: Freedom of PurposeThis episode delves into the concept of finding purpose and the challenges of staying motivated in life and work. Paul Durso discusses the difficulties of getting out of bed, even when passionate about one's work, and emphasize that purpose evolves over time. Together, Charlie Bowers, Kyle Morgan, and Niki Erb explore the "Four Freedoms"—income, time, choice, and purpose—highlighting that while the first three are more tangible, defining one's life purpose is often more elusive and complex. They also reflect on how purpose is not always tied to career but can be found in the broader impact one has...
2024-12-1232 minPlanning Made SimpleFour Freedoms: Freedom of TimeThis part of the Freedom series is a discussion that revolves around the concept of controlling one's time and what it means to have "freedom of time." Paul, Kyle, and Niki explore whether people truly control their time or if time controls them, highlighting the challenges of balancing work, family, and personal commitments. They emphasize the importance of flexibility in managing schedules, particularly in roles that allow for it, and the benefits of this flexibility, such as being able to spend time with loved ones or respond to unexpected needs. The conversation also touches on the broader implications of...
2024-11-2841 minPlanning Made SimpleFour Freedoms: Freedom of IncomePaul Durso recounts a period of financial struggle during college, where he worked long hours for minimal pay and relied on his partner for food. A memorable moment came when a wealthy plane owner left behind a feast, highlighting a profound sense of abundance despite his financial hardships. Paul, Charlie Bowers, Kyle Morgan, and Niki Erb discuss how many Americans live paycheck to paycheck due to lifestyle inflation and a mindset of scarcity, regardless of income level. Collectively, this group of advisors emphasize that financial freedom is more about managing lifestyle and mindset rather than simply earning more money.
2024-11-2138 minPlanning Made SimpleFour Freedoms: OverviewIn this podcast, Paul Durso introduces the concept of "Four Freedoms" that encompass the ideal life: freedom of income, time, choice, and purpose. These freedoms allow a person to live without financial stress, control their time, work with people they enjoy, and pursue their passions. The episode emphasizes that these freedoms aren't just dreams but achievable realities. The host and guests discuss how these freedoms have shaped their lives and careers, highlighting that while the importance of each freedom may shift with life’s seasons, the pursuit of balance among them is essential for true fulfillment.
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2024-11-1442 minPlanning Made SimpleMaui Memorial Hospital RetreatIn this podcast, Paul and Stephanie Durso recount with Kyle Morgan a life-altering experience during their summer vacation. Paul developed a persistent cough that worsened during trips to Kenya and Hawaii. After coughing up blood, he sought medical help, leading to the discovery of a lesion on his lung, which raised concerns about tuberculosis, cancer, or a tumor. The podcast focuses on the emotional rollercoaster they went through, their faith in God during the ordeal, and how the situation unfolded, impacting their family and friends. Ultimately, they reflect on the support they received from their community and the lessons...
2024-11-071h 06Planning Made SimpleVision Beyond BordersIn this conversation, Paul Durso interviews Denny Matthews, the president of Open Eyes, a global ministry that supports local leaders and missionaries with training and transportation. Denny shares his background, growing up in India in a family of Christian ministers, and his journey through the corporate world before transitioning to full-time ministry. He discusses the challenges of managing a global organization, balancing compassion with sound business practices, and the importance of integrity in mission work. He emphasizes Open Eyes' mission of not just preaching but also providing practical support like medical care and vocational training to transform communities.
2024-10-3153 minPlanning Made SimpleModern Work-Life BalanceIn this podcast, Paul Durso, Niki Erb, Brian Motherwell, and Kyle Morgan discusse how the traditional 9-to-5 work-life balance has evolved over the past 30 years. They note that increased connectivity and technology have blurred the lines between work and personal life, making it harder to fully disconnect. They compare the rigid separation of work and home life in the past to today’s flexible, always-on work culture, which can lead to stress and anxiety. They also touch on changing gender roles and the lack of career loyalty in modern times, where frequent job changes have become common. Ultimately, they re...
2024-10-2428 minPlanning Made SimpleGolf, Life, and FamilyIn this podcast, Paul Durso, Kyle Morgan, Sanj Topiwalla, and Brian Motherwell discuss how golf can be related to various aspects of life, including faith, family, and handling nerves in challenging situations. They reflect on the anxiety felt when stepping up to the tee box, comparing it to moments of uncertainty in life, such as big decisions or public presentations. Each person shares their experiences of managing nerves, with some attributing their calmness to faith and support systems, while others emphasize the importance of slowing down and taking things one step at a time. They also discuss a method...
2024-10-1746 minPlanning Made SimpleThe Value of a CPAIn this podcast, Paul Durso and Kyle Morgan talk with Keith Gunter, a CPA, about his career journey and insights on the role of CPAs in managing taxes and advising business owners. Keith shares his background, including his time working in the Cayman Islands and his current practice, which focuses on international tax and small business advisory services. The conversation highlights the importance of hiring a CPA for tax accuracy, error reduction, and strategic planning, especially for complex situations like business sales or structuring.
www.planningmadesimple.com
2024-10-101h 01Planning Made SimpleThe Value of a JobThis podcast explores the fulfillment and purpose found in different types of work, contrasting jobs that pay well, like athletes and musicians, with roles like firefighters and physicians, which provide deep personal satisfaction. Paul Durso and Kyle Morgan discuss how some experiences, like mission trips, can leave people energized, while others, like vacations, can be draining, highlighting the importance of meaningful work. They also touch on statistics about disengagement in the workforce and note that fulfillment is often tied to serving others or being fully engaged in one's vocation.
www.planningmadesimple.com
2024-10-0340 min
The Tony DUrso Show - Journey to Success!Win Monday! Paul Epstein & Tony DUrso | Entrepreneur #sports #books #success #motivationPaul Epstein has spent nearly 15 years as a professional sports executive for multiple NFL and NBA teams, a global sports agency, and the NFL league office, where he has broken every premium revenue metric in Super Bowl history, opened a billion-dollar stadium, and founded the San Francisco 49ers Talent Academy, where he became known as the "Why Coach". As an award-winning keynote speaker named one of SUCCESS Magazine's top thought leaders that get results, Paul's impact continues off stage providing leadership development and culture transformation programs for companies and teams including Amazon, Disney, Johnson & Johnson, NASA, the...
2024-09-271h 10Planning Made SimpleThe Art of Decision MakingIn this podcast, Paul Durso, Kyle Morgan, and Niki Erb delve into the process of making significant life decisions, emphasizing the complexity and impact of these choices. They highlight how decision-making often involves a balance between logic and emotion, using the example of Steve Jobs' departure and return to Apple to illustrate their points. The discussion touches on how emotions, logic, and even providence play roles in decision-making, and they stress the importance of having a structured approach. They conclude by suggesting that identifying the need to slow down and consider a decision thoughtfully is crucial, and use the...
2024-09-1945 minPlanning Made SimpleTech's New Trend: Why Silicon Chips are Paying OutIn this podcast, Paul Durso and Kyle Morgan discuss a significant shift in the tech market as major companies begin paying dividends, which traditionally was uncommon in this sector. Dividends are seen as a strong indicator of financial health, suggesting that these tech giants have robust cash flows and are transitioning from high-growth strategies to more stable, income-generating models. This shift can attract dividend-focused investors, potentially reducing stock price volatility and reflecting a maturation of these companies' financial strategies.
www.planningmadesimple.com
2024-09-1238 minPlanning Made SimpleThe College Journey: From Admission to AcademicsIn this podcast: Paul Durso, Kyle Morgan, Josh Blackson, and Brad Van Hoy (a group of dads) discuss the challenges and changes in the college application process as they navigate their children’s journeys from high school to college. They reflect on how much the process has evolved since their own experiences, noting that college admissions now emphasize grades, extracurricular activities, and even demonstrated interest in schools more than standardized tests like the SAT or ACT. The dads also share personal anecdotes about their kids' educational paths, the importance of high school diplomas, and their approaches to helping their ch...
2024-09-0552 minPlanning Made SimpleKeeping Calm in the Face of FearIn this podcast, Paul Durso and Kyle Morgan discuss their experiences with panic attacks and the feelings of being out of control. One shares a recent experience of managing three kids alone while his wife was traveling, and another recounts a severe panic attack in the car a year ago, describing physical symptoms like a racing heart and sweating. They talk about the confusion and helplessness during these attacks, often unable to pinpoint the cause. The conversation transitions to how faith and a support system, like a loving spouse or mentor, can help navigate these moments. The discussion also...
2024-08-2240 minPlanning Made SimpleDividend DynamicsPaul Durso and Kyle Morgan discuss the benefits of investing in dividend stocks, using a story of a woman who amassed $22 million from an initial $5,000 investment in dividend stocks as an example. They explain that dividends provide a steady income stream regardless of market fluctuations, likening dividend stocks to an apple orchard that produces a reliable harvest. They also discuss different types of dividends, such as cash and stock dividends, and the advantages of investing in dividend stocks, including income generation, compounding growth, and hedging against inflation. Additionally, they debunk myths that dividend stocks are only for conservative investors...
2024-08-0844 minPlanning Made SimpleLife Check Part 5In this final episode of the Life Check series, Paul and the gang discuss the complexities and importance of retirement planning, emphasizing the concept of "lifestyle income," which involves determining how much income is needed to maintain one's desired lifestyle in retirement. They highlight the challenges clients face in estimating these needs and the importance of planning for potential shortfalls. The conversation also touches on the four freedoms—income, time, choice, and purpose—that retirees seek and how financial planning can help achieve these. Finally, they discuss the significance of benchmarks in measuring financial success and ensuring clients feel secu...
2024-07-2536 minPlanning Made SimpleLife Check Part 4In part four of the Life Check series, Paul and the gang discuss fulfillment and purpose, emphasizing that these concepts mean different things to different people and can evolve over time. They highlight that fulfillment is not just about financial success but finding joy and meaning in life, whether through relationships, hobbies, or community involvement. The conversation touches on how retirement often prompts reflection on purpose, and the hosts share personal anecdotes about discovering and living out their purposes, stressing that purpose can change with life circumstances and personal growth.
www.planningmadesimple.com
2024-07-1836 minPlanning Made SimpleLife Check Part 3In this episode of the Life Check series, Paul and the gang delve into the crucial role of accountability and follow-through in achieving goals. They discuss how accountability, whether through personal connections or professional groups like C12, helps individuals stay on track and achieve their ambitions. The conversation highlights the importance of having an accountability partner to provide motivation, set realistic goals, and offer support through challenges. Additionally, they explore how mental readiness and personal responsibility play significant roles in successfully adhering to accountability measures. The episode underscores that accountability is not just about external pressure but also about...
2024-07-1127 minPlanning Made SimpleLife Check Part 2In this podcast, Paul, Kyle, and Niki discuss estate planning, focusing on the importance and types of beneficiaries. They outline primary, contingent, and tertiary beneficiaries, explaining the differences between per stirpes (bloodline-based) and per capita (equal distribution) designations. The conversation emphasizes the importance of regularly reviewing and updating beneficiaries, particularly during major life events such as marriage, divorce, childbirth, or job changes, to avoid unintended consequences. They share personal anecdotes to illustrate potential pitfalls and advise setting reminders to periodically review estate documents to ensure they reflect current intentions.
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2024-07-0425 minPlanning Made SimpleLife Check Part 1This podcast begins with a somber reflection on a recent tragedy in Charlotte, which prompts a discussion about the importance of having one's life in order, specifically through estate planning. Paul and the gang delve into topics such as the necessity of wills, trusts, power of attorney, and healthcare power of attorney, emphasizing that these documents are crucial for managing one's assets and ensuring guardianship for minors. They highlight that while wills are essential for determining guardianship and are public documents, trusts offer privacy and control over asset distribution beyond death. The conversation also touches on the personal responsibility...
2024-06-2734 minPlanning Made SimpleBeyond the License: An Advisor's Journey to MasteryIn this episode, Paul Durso, Kevin Wray, Bruce Romagnoli, and Ryan Mcneil (a group of seasoned financial advisors) discuss the evolution and challenges of advisor education, sharing personal anecdotes and experiences from their collective century of industry involvement. They reflect on their early days in the business, highlighting the initial focus on passing tests and selling products with minimal training on actual financial planning. The conversation critiques the traditional model of advisor training, emphasizing the disconnect between book knowledge and real-world application, and the limitations imposed by captive agencies. They explore the transition to independent advising, driven by a...
2024-06-1341 minPlanning Made SimpleCan a Company Be Too Big?In this episode, the Paul and Charlie discuss the advantages and disadvantages of large companies dominating multiple industries. They highlight the benefits, such as economies of scale, stability, and research and development, but also point out the risks, including reduced competition and job insecurity. The conversation touches on the implications of monopolistic behavior and the impact on small businesses and consumers. They emphasize the importance of consumer choices and political actions in influencing corporate behavior and maintaining a balanced market. The episode concludes with reflections on the influence of leadership and politics on corporate practices.
2024-06-0739 minPlanning Made SimpleThe Challenge of a Career ChangeThis episode discusses the challenge of career change, with Paul and the gang sharing their own experiences. They note the frequency of career changes in different generations, citing statistics and personal anecdotes. They discuss the evolving nature of loyalty in companies and the motivations behind job changes, touching on factors like pensions and salary increases. The conversation delves into personal moments prompting career shifts, such as family considerations and seeking a greater sense of purpose. The hosts reflect on the challenges of transitioning careers and finding fulfillment in new roles, emphasizing the importance of family and personal growth throughout...
2024-05-3035 minPlanning Made SimpleBeyond Profit: Embracing Business as a MinistryIn this podcast, Lars and Paul discuss entrepreneurship, their backgrounds, and integrating ministry into business. Lars shares his journey from engineering to real estate coaching, emphasizing the need to professionalize the industry. They explore challenges and fears around incorporating faith into business and reflect on personal growth in balancing work and family while aligning with their religious beliefs.
www.planningmadesimple.com
2024-05-2347 min
Wealthy Advisor Mindset18 | Paul Durso | Mastering Customer Experience: The Key to Sustainable GrowthIn today's episode of The Wealth Advisor Mindset podcast, Nina is joined by financial advisor Paul Durso as he shares his journey and key lessons in business, emphasizing the importance of authenticity and customer experience. He highlights the shift from focusing solely on customer service to creating exceptional customer experiences, which has led to exponential growth for his firm. By prioritizing relationships and referrals over traditional marketing, Paul has found success in building trust and loyalty with his clients. His approach challenges the conventional wisdom of marketing strategies, showcasing the power of genuine connection in business.Paul's...
2024-05-2150 minPlanning Made SimpleBulls, Bears, and BallotsThis episode is a discussion between Paul Durso and Charlie Bowers analyzing the potential impact of the upcoming 2024 election on the stock market. They delve into historical market trends surrounding previous elections, examining both incumbent and new president scenarios. The conversation explores various factors such as policy changes, economic indicators, and societal tensions, offering predictions on potential market reactions depending on election outcomes. Additionally, they discuss broader geopolitical risks like the situation with China and Taiwan and its potential impact on global trade and market volatility.
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2024-05-1637 minPlanning Made SimpleMay 1st RuleThis is a passionate conversation between Jonathan Romero, a mortgage professional at Movement Bank, Paul Durso, and Kyle Morgan discussing the implications of a recent rule change by Fannie Mae and Freddie Mac. They express frustration over how the rule penalizes responsible borrowers with good credit scores and substantial down payments. Jonathan compares the rule to a driver's license point system, illustrating how it disproportionately affects those with good credit. The conversation highlights concerns about the impact on the American dream and questions the reasoning behind the rule change, emphasizing its sudden and sweeping effect on the mortgage industry.
2024-05-0238 min
The Tony DUrso Show - Journey to Success!Unleashing Your Boldness | Fred Joyal & Tony DUrsoFred Joyal is an executive, international speaker and bestselling author. He is co-founder of 1-800-DENTIST, which became the largest dentist referral service in the country. He has authored two bestselling books on dental practice marketing, and recently published a personal growth book, Superbold: From Underconfident to Charismatic in 90 Days, teaching a systematic way to harness the superpower of boldness. He is currently the CEO of TruBlu Social Smiles, a video testimonial platform for the health care industry. We also speak with Paul Bramson, CEO of The Paul Bramson Companies; collectively they have trained more than 400,000 professionals across the world...
2023-09-221h 05The Tony DUrso Show - Journey to Success!Lead With A Story with Paul Smith, Kenny Tedford & Tony DUrsoPaul Smith is one of the world's leading experts on organizational storytelling. He's one of Inc. Magazine's Top 100 Leadership Speakers of 2018, and the author of three Amazon #1 bestsellers: Lead with a Story (now in its 11th printing, and published in 7 languages around the world), Sell with a Story, and The 10 Stories Great Leaders Tell; in addition to Parenting with a Story and his newest work, Four Days with Kenny Tedford. Kenny Tedford is like a combination of Hellen Keller and Forrest Gump. He was born deaf, partially blind, and unable to speak, like Hellen Keller. But he was also born...
2022-06-241h 01
Inside the FLXINSIDE THE FLX: Paul Griswold of Upstate FiberOn this edition of Inside the FLX, Ted Baker is joined by Paul Griswold of Upstate Fiber Networks. Ted and Paul talk about Upstate Fiber Networks' beginnings as a small, family-owned telephone company to the present day where they now offer fiber-based services to over more than 100,000 households and what lies ahead for the company.
2022-04-0831 min
The Profitable Advisor PodcastSimplifying the Planning Process with Paul DursoIt’s time to introduce you to Paul Durso. He’s one of the original members of the Renegade Advisors program and has enjoyed a lot of success after stepping out on his own. To understand Durso’s process, you have to know his background. He left a successful practice in Michigan because the partnership wasn’t working like he hoped and moved to North Carolina to begin his own business. There, he’s grown to oversee many advisors and developed his own planning software that has helped fuel that growth. Today we welcome Durso to the sho...
2021-04-0137 min
Safe and Sound Podcast with Sean SparkmanPaul Durso: How you can create more income using dividend-paying stocksSean is joined by Paul Durso, author of "rethink, replan, RETIRE!"
http://dursocapital.com/paul-durso/
Paul Durso is the President and founder of Durso Capital Management Co and Insight Folios Inc. both headquartered in Charlotte, North Carolina.
Paul started Durso Capital Management in 2004 based on his belief that smart financial decisions impact the quality of one's life. Alongside that belief, Paul is driven to empower client with the necessary financial knowledge needed to navigate the retirement phases of their lives.
Paul has a compassionate and relatable demeanor that results in protecting the life savings of those he is helping, as wel...
2020-07-0629 minPlanning Made SimpleSimply Financial with Paul Durso Podcast - How You Grew UpPaul Durso, Emotional Decision Making, Financial Planners Charlotte, NC, Retirement Planning
https://insightfolios.com
Do you have a plan for your financial future that helps to inform your decision making? Or do you allow money to trigger emotional decisions? In this podcast, Paul Durso and Charlie Bowers look at the effects of growing up poor and the effects of growing up well-to-do can have on financial decision making.
When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers...
2020-02-1829 minPlanning Made SimpleSimply Financial with Paul Durso Podcast - What is the SECURE Act & how does it affect my retirement plan? Part 2The SECURE Act was signed into law December 20, 2019. It is complex, and may affect your retirement plans as well as your legacy planning and trusts. Paul Durso and Charlie Bowers look at some key points in the SECURE Act and how they may affect retirement and legacy planning for you and your family. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. . Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning...
2020-02-1123 minPlanning Made SimpleSimply Financial with Paul Durso Podcast - What is the SECURE Act & how does it affect my retirement plan?The SECURE Act was signed into law December 20, 2019. It is complex, and may affect your retirement plans as well as your legacy planning and trusts. Paul Durso and Charlie Bowers look at some key points in the SECURE Act and how they may affect retirement and legacy planning for you and your family. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. . Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning...
2020-02-0431 minPlanning Made SimpleSimply Financial with Paul Durso Podcast: Do I need to worry about everything going on in the world?As your retirement approaches, or perhaps as it runs its course, do the larger happenings in the world matter to you? The results of the 2020 presidential election, the dwindling Social Security Trust Fund, the Trade War with China... how much should these things really concern you on a personal level? Paul and Charlie will give you some insight on how they approach these matters. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. . Our financial advisers provide you with investment...
2020-01-2823 minPlanning Made SimpleSimply Financial with Paul Durso Podcast: What are the biggest Social Security myths?Social Security often comes with a lot of questions - when is the "perfect" time to start taking it, is the system going to run out of money, do I consider social security as part of or separate from my "other" finances... Paul and Charlie look at some of the common myths and beliefs surrounding social security. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to...
2020-01-2122 minPlanning Made SimpleSimply Financial with Paul Durso Podcast: How is financial planning similar to raising kids?There are some surprising similarities that can be drawn between raising kids and financial planning, and Paul and Charlie delve in to discuss them in this week's podcast. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/
2020-01-1425 minPlanning Made SimpleSimply Financial with Paul Durso Podcast: Is there a Silver Lining?Paul Durso & Charlie Bowers look at some seemingly negative situations, and reveal the possible silver lining in each. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/
2020-01-0721 minPlanning Made SimpleSimply Financial with Paul Durso Podcast: Estate Planning MistakesIt’s important to avoid some of the most common estate planning mistakes if you are intent on leaving a financial legacy after you pass away. Failing to consider tax implications, failing to keep beneficiaries updated, failing to take action to prevent possible litigation and conflict among your heirs - all of these can greatly impact your legacy. Paul and Charlie discuss some of these potential Estate Planning Mistakes. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial ad...
2019-12-3126 minPlanning Made SimpleSimply Financial with Pau Durso Podcast: How do commissions & fees work for financial advisers?As with any professional, Financial Advisers get paid for their services and expertise; the form this payment takes can be commissions, fees or a combination thereof. It is an important distinction that all clients should understand. Join Paul Durso, Charlie Bowers and special guest Kevin Wray as they discuss how financial professionals make their living. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree"...
2019-12-2425 minPlanning Made SimpleSimply Financial with Paul Durso Podcast: How to have those tough conversationsDo you prefer to avoid the unknown, the scary or the down right uncomfortable conversations about your money and your financial future? You're not alone. But having those conversations, and making a plan might just remove that uncomfortable feeling. Paul Durso and Charlie Bowers are Joined this week by Kevin Wray of Michigan. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning...
2019-12-1727 minPlanning Made SimpleSimply Financial with Paul Durso Podcast: Let's Play the Financial Blame GamePaul Durso and Charlie Bowers take a look at the things and people we frequently blame for our financial missteps. At the end of the day, the Financial Blame Game is not a productive exercise; instead we should assess where we are right now and look forward confidently with a plan. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that...
2019-12-1024 minPlanning Made SimpleSafe MoneyIn this episode of Simply Financial, Paul and Charlie discuss what it means to have "safe" money, and the importance of having your money work for you.
2019-12-0321 minPlanning Made SimpleRetirement VariablesPaul and Charlie discuss items that affect how you plan for retirement. If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everybody is different is what makes it an interesting and challenging journey.
2019-11-2621 minPlanning Made SimpleWorld's Worst InvestorsWhat makes a "bad" investor? Are YOU a "bad" investor?? Paul and Charlie discuss some traits and mindsets that might negatively affect your investing.
2019-11-2128 minPlanning Made SimpleRetirement RealitiesThe realities of retirement planning are different today than they were even a decade ago. In this episode, Paul & Charlie talk about some of the realities that affect how you need to plan – things like longer life spans, more active retirements and fewer “cold turkey” retirements are making income planning more important than ever before.
2019-11-1321 minPlanning Made SimplePodcast: Financial DiseasesIn this episode of Simply Financial, we’re talking about some common financial diseases and their cures. From Acute Portfolio Riskopathy, Old Fogey's Disease and Inflation-itis to Nursing Home-atosis and Uncle Sam Syndrome, Paul and Charlie tackle all of your most pressing symptoms.
2019-11-0527 minPlanning Made SimpleRetirement Water WheelHere at Simply Financial, it’s our goal to help you understand the financial world from the perspective of WHAT Wall Street says, WHAT we here at Insight Folios have to say and WHAT the Bible has to say. On today’s show, we will be discussing the number one fear in America for retirees – the fear of running out of money. You will want to listen in to our solution to that - ever hear of a water wheel? We believe it is vital to your retirement success. Later on, in the show, we will address a few situations in lif...
2019-03-0251 minPlanning Made SimpleStand Up for What You Believe with Dr. BrownThere are wars brewing between evangelical Christians and the culture of this world according to Dr. Michael Brown. So, how are Christians called to respond? Dr. Brown, founder of AskDrBrown Ministries is here to cast some light on what it actually means to be salt and light in the world we are living in today. Is change even possible? Find out what that might look like according to Dr. Brown. Prepare to be challenged as he addresses topics many Christian leaders are reluctant to talk about.
2019-02-0251 minPlanning Made SimpleLeave a LegacyIf leaving a legacy is important to you, you’ll want to listen in. Dave Davies, Gift Planning Advisor for Wycliffe Bible Translators Foundation is here to show you how you can leave a legacy through charitable giving and estate planning. Learn trusted ways to support the work of Bible translation and help spread the Gospel message here and across the globe. You’ll even discover several income and tax benefits from various trusts and funds. The Wycliffe foundation believes that good Christian stewardship is at the heart of following Jesus and honoring him as Lord over your life.
2019-01-2651 minPlanning Made SimpleTurn Debt into Real WealthOn a mission? Mark Willis, owner of Growth Financial Services is on a mission to help you think differently about banks, abuses from Wall Street, and from financial uncertainty. Discover how to turn mounds of debt into real wealth. Hold on to those retirement investments! Mark will tell you how. And he’ll reassure you that it is possible to keep your sanity while learning how to meet your financial objectives for now and for your retirement. Take back control of your finances with sophisticated, tax-efficient financial solutions – ones that are safe and predictable and allow you to create wealth far...
2019-01-1951 minPlanning Made SimpleNew Years Show 2018New Years is the time for setting goals, looking forward and starting over. It’s a natural starting line and it makes people want to take action. We all NEED to take action, but your New Years doesn’t always have to be January 1, it can be March 29 or any date you want. The date doesn’t matter. What matters is taking action and sticking with it! We’re taking a moment to reflect on the set-backs and accomplishments of 2018, and to look ahead to 2019 and beyond! We’ll talk about some New Year’s resolutions and goal setting!
2018-12-2951 minPlanning Made SimpleChristmas Show 2018‘Tis the season to be filled with awe and gratitude! This can be the most family-centric, faith-centric, AND most commercialized and stressed-out time of year. People come together in love AND blow their budgets and bank account – maybe not paying off their Christmas debt until the middle of the next year! But it does not have to be like that. Join us and laugh with us and realize with us the Struggle and Rejoicing that Christmas truly means.
2018-12-2251 minPlanning Made SimpleFacing the Blitz with Jeff KempDo you have any obstacles you need to overcome? Who doesn’t, right? Jeff Kemp, former NFL quarterback and author of Facing the Blitz believes that we can turn obstacles into opportunities. With society’s ever-growing focus on financial investments, let’s pause today to take a look at investing in relationships! Jeff has figured out how to apply what he learned playing football into building stronger relationships, growing businesses, and cultivating leaders. He does this with a faith-based approach. Using the acronym LIFT – Life Is For Transformation, Jeff will compellingly share with you the heart of his Facing the Blitz stra...
2018-12-1551 minPlanning Made SimpleDementia ExpressDo you make jokes to cover up your fear about losing your memory? Does someone you love show signs of Dementia? And just what are the signs of Dementia? Dr. Sandeep Grewal, author of Dementia Express: How to Lose Your Memory in 100 Ways is here to discuss how to keep your brain active and sharp longer, to enjoy your retirement years. Stay tuned for some creative brain boosters!
2018-11-2251 minPlanning Made SimpleUnpackin'it with Bryce JohnsonChurch is on Sunday – but so is Football! If you find yourself torn between your local church and the church of the first down, today’s show is for you! Our guest today is Bryce Johnson, founder of the Unpackin’it Ministries, including the Unpackin’it radio show! Today you’ll witness the uncommon intersection of sports and faith – and later we will talk a little bit about how building a football success is similar to building financial success!
2018-11-0851 minPlanning Made SimpleConservative alternative to AARPAre you an AARP member? Did you think they were the only game in town offering benefits and representation to mature citizens? And more importantly, are they truly representing your interests and values in Washington? Andrew Mangione, VP of Government Relations for the Association of Mature American Citizens, AMAC, is the Conservative voice representing you to Washington! Stay tuned to learn what choices you have for Senior Benefits and Senior Advocates.
2018-11-0351 minPlanning Made SimpleTravel for 10 Cents on the DollarI may not be able to give you a 90% increase in your investments overnight, but what if you could boost your travel budget by 90%? Or, to look at it another way – what if you could travel in luxury for 10 cents on the dollar? “Traveling in luxury for 10 cents on the dollar” is how Christopher Klesh, aka, Coach Chris, lives his life! How would you like to take your next golf getaway, cruise, ski trip or other dream vacation at 10 cents on the dollar? Stand by to learn how! You’ll love it!
2018-10-2351 minPlanning Made SimpleLife Insurance with David KottlerAre Life Insurance Companies Committing Elder Abuse? Most people buy insurance from a friendly agent at a specific time and for a specific purpose, but did you know that 90% of all policies lapse before maturity? Or that when you don’t need your policy any longer you could sell it? For cash? Chances are you have no idea the hidden cash value of your policy or that you are paying more than you should for the policy you have. Today, David Kottler, the Insurance Doctor ™ is here to reveal these and other best kept secrets that insurance companies don’t want y...
2018-10-1551 minPlanning Made SimpleChristian Businesses in AmericaToday on the show, how business victories can actually further the message of God’s Kingdom. Tony Tennaro is here with us today to share personal business processes and stories of success as Chair of C12 Group. He’ll let us in on how these victories have inspired other employees, their families, and customers for the cause of Christ. Learn how to incorporate a work-life balance while keeping Christ at the forefront of it all. Tony is thrilled to share ways to work on your business and how to work on your ministry in a business that belongs to God. As a...
2018-10-0551 minPlanning Made SimpleHousing Boom with Lars HedenborgConsidering a career in real estate? With the housing market the way it is, there’s an explosion of realtors entering the industry. Find out if you’d be a good fit for this business. Lars Hedenborg, Real Estate Advisor for High Performance Real Estate is here to answers questions you’ve likely had. Discover what’s required in order to have a strong business and who makes a good client. Lars will even share ways you can stand out as a realtor. With turbulence in respective markets, you’ll also learn the best approach in investing and selling in this curre...
2018-09-3051 minPlanning Made SimpleCase StudiesEach week we bring national caliber guests to the show. We’ve had Laurence Kotlikoff, author of Get What’s Yours, teaching how to max out your Social Security benefits. We’ve had a variety of guests explaining how to retire earlier with more income. We’ve also had David McKnight, author of The Power of Zero, explaining why it’s important to minimize your tax burden in retirement and how to do it! Then we take a few minutes at the end of the show trying to explain what it’s like working with us at Insight Folios. This week we’re d...
2018-09-1551 minPlanning Made SimpleRetire Early! What Are You Waiting For?Have you fallen into a societal trap that says you must wait until 65 to retire? Eric Gaddy, author of Retire Early – What Are You Waiting For?, believes that it’s time to grab hold of the freedom that comes from an early retirement. And he’s with us today to tell you how you can retire early! Eric will show you how to get your financial numbers in order so that you can retire before the age of 65. Gain the confidence you need to create a plan. Then set a goal age for retirement and do it! Take control of your l...
2018-09-0752 minPlanning Made SimpleGet What's YoursThere are 2,700 PLUS rules for Social Security. How many do you know? When it comes to getting what you’ve earned, the deck is stacked against you. This week on Simply Financial, meet Laurence Kotlikoff, author of Get What’s Yours. Will you do nothing and take less, or get help and get every penny?
2018-09-0151 minThe Tony DUrso Show - Journey to Success!Jenny Paul: Actress and Producer!Join Tony DUrso, Host of The Spotlight as he interviews Jenny Paul: Actress and Producer! Succeeding in the entertainment industry both in front and behind the camera, Jenny Paul is going to chat with us about current roles as an actress on major digital networks Hulu and Netflix and as a producer and part of the creative team behind Cameron Douglas' first post-prison acting role 'Dead Layer'. Currently starting on the hit Hulu show 'The Looming Tower' as recurring character Maureen, Jenny also starred in the first episode of this season of Netflix's 'Jessica Jones' opposite Kristen Ritter. Join us...
2018-08-2454 minPlanning Made SimpleHow to Live GenerouslySharon Lipinski, the author of 365 Ways to Live Generously, answers your questions about charitable giving. Learn habits that encourage generosity toward yourself and others.
2018-08-2451 minPlanning Made SimpleFinancial Freedom for Special Needs Families“Families with special-needs members have unique planning considerations,” according to Rob Wrubel, Senior Vice President of Cascade Investment Group and best-selling author. And Rob knows first-hand because not only does he work with families with special-needs members, he’s also the father of a special needs child. Finally, someone who truly understands the exceptional financial planning needs for families with these unique circumstances. Learn how your family can properly plan for the future, preserve benefits and achieve financial freedom. Discover what financial plans need to be in place that consider estate and legal issues, potential government benefits and the medical and so...
2018-08-1751 minPlanning Made SimpleCollege Funding with John McDonoughJohn McDonough,of Studemont Group College Funding Solutions, gives facts you need and steps to take while planning for college with retirement in mind. That’s Saturday morning at 11:30 on Simply Financial with me, Paul Durso, right here on WFNZ!
2018-06-1251 minPlanning Made SimpleThe Power of ZeroWhat would it mean to you to eliminate taxes in retirement? David McKnight, the author of The Power of Zero, tells us how this Saturday morning at 11:30 on Simply Financial with me, Paul Durso, right here on WFNZ!
2018-06-0250 minPlanning Made SimpleIt's The Income Stupid!How do you plan your portfolio for lifelong de-cumulation? Philip Romero, professor of finance and economics, shows you how – this Saturday at 11:30 on Simply Financial with me, Paul Durso, right here on WFNZ!
2018-05-2650 minPlanning Made SimpleRisks And StatisticsLearn the different types of risk that could affect your portfolio. Get a gut reaction from Paul and Charlie on some crucial statistics. Finally, we'll give you three qualities of money.
2018-04-2653 min