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Planned Solutions is an Independent Financial Planning Firm - looking out for our client's best interests. With over 30 years in the financial planning business, we at Planned Solutions will help guid... more
FAQs about Planned Solutions:How many episodes does Planned Solutions have?The podcast currently has 245 episodes available.
May 31, 2018PLANNED SOLUTIONS DEBT CYCLE GIFTING IDEAS TAX PLANNINGOn this episode of the Planned Solutions Financial Review Podcast we discuss the Debt Cycle, a focus on Household Debt. Also, Gifting Ideas for Graduation, we talk the ins and outs. Tax Planning: A Focus in Income Rather than Deductions. Plus we take a look at the PSI Office Bulletin Board...more21minPlay
May 18, 2018PLANNED SOLUTIONS IS THIS AS GOOD AS IT GETSOn this episode of the Planned Solutions Financial Review Podcast we discuss 'Is this as Good as it Gets?' . Also, Consumer Credit Trends Reverse and Tax Reform Impacts on Roth Conversions . Plus we take a look at the PSI Office Bulletin Board...more23minPlay
May 05, 2018PLANNED SOLUTIONS INDEPENDENT VS DUEL REGISTEREDOn this episode of the Planned Solutions Financial Review Podcast we talk the decision on being Independent vs. Dual-Registered . Also, Why Schwab? and Commissions vs. Fees . Plus we take a look at the PSI Office Bulletin Board...more21minPlay
April 19, 2018PLANNED SOLUTIONS HOUSING MARKET OUT OF BALANCE OBBOn this episode of the Planned Solutions Financial Review Podcast we take a look at the Housing Market Out of Balance. Also, The Numbers Are In: US Budget Projections and Taxes: Corrected Form 1098. Plus we take a look at the PSI Office Bulletin Board...more20minPlay
April 05, 2018PLANNED SOLUTIONS US STOCK MARKET TESTSOn this episode of the Planned Solutions Inc podcast we discuss the "US Stock Market Test Key Levels' . Also, an insightful look on 'Consumer Confidence Slips in March'. As well as, 'Unprofitable Companies Now A Large Share of IPO's'. Plus a look at the PSI Office Bulletin Board....more19minPlay
March 23, 2018PLANNED SOLUTIONS DIVERSIFYING BASED ON RISK FACTORSOn this episode of the Planned Solutions Inc podcast we discuss Diversifying your portfolio Based on Risk Factor . Also, an insightful look on the Trade War from a Historical Perspective. As well as, Foreign Tax Credit vs. Deduction, and what you need to know. Plus a look at the PSI Office Bulletin Board....more21minPlay
March 06, 2018PLANNED SOLUTIONS IS 3 PERCENTER ECONOMIC GROWTH POSSIBLEOn this episode of the Planned Solutions Inc podcast we discuss if 3% Economic Growth is possible . Also, how the New Tax Law May Change Mortgage Strategy for some. As well, your Vehicle License Fee Deduction, and what you need to know. Plus a look at the PSI Office Bulletin Board....more22minPlay
February 21, 2018PLANNED SOLUTIONS HIGH INTREST RATES LEAD TO MARKET DECLINE TIME TO REVIEW PORTFOLIOOn this episode of the Planned Solutions Inc podcast we discuss Higher Interest Rates leading to Market Decline . Also, it's Time to Review Portfolio Risk. As well, Qualified Charitable Distribution and the new Tax Law, plus a look at the PSI Office Bulletin Board....more21minPlay
February 09, 2018Planned Solutions Long Term Care Insurance Roth 401k Housing Supply And DemandOn this episode of the Planned Solutions Inc podcast we highlight Long-term Care Insurance and what it means to you and your future. Insight on the Roth 401(k) and how it differs from the standard 401 (k). Are you investing real-estate? We speak talk about the Housing Market Supply and Demand, plus a look at the PSI Office Bulletin Board....more23minPlay
January 23, 2018PLANNED SOLUTIONS INC TAX UPDATE 3 CHINA SELLING US DEBT AND ROTH IRAOn this episode of the Planned Solutions podcast we discuss the Tax Bill Update part 3 and China May Slow Purchases of US Government Debts. The Roth IRA-Happy 20th Birthday (Where did the name Roth come from?), and we finish off with the PSI Office Bulletin Board....more25minPlay
FAQs about Planned Solutions:How many episodes does Planned Solutions have?The podcast currently has 245 episodes available.