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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 249 episodes available.
July 25, 2018PLANNED SOLUTIONS Yeild Curve Employment PSI BBOn this episode of the Planned Solutions Financial Review Podcast we discuss the Yield Curve: a valid Indicator or Relic ? What you need to know about the Unemployment Rate and the Opioid Crisis. Also,a Look at the Kiddie Tax and changes that may change your investment strategies? Plus we take a look at the PSI Office Bulletin....more27minPlay
July 16, 2018PLANNED SOLUTIONS Us Inflation Vacation Homes Psi BbOn this episode of the Planned Solutions Financial Review Podcast we discuss US Inflation Heating Up and what it means to you. What you need t know about your Vacation Homes and Taxes. Also,a Look at Pre-Paid Legal Plans and Estate Planning, does your employer offer these benefits? Plus we take a look at the PSI Office Bulletin Board-The Longboard Funds recently sent out a proxy....more21minPlay
June 28, 2018PLANNED SOLUTIONS US Policies Lack Coordination PSIOn this episode of the Planned Solutions Financial Review Podcast we discuss US Policies Lack Coordination and what it means to you. Why New Medicare Cards are Being Issued. Also,a Look at why Home Equity Loans are Getting More Expensive. Plus we take a look at the PSI Office Bulletin Board and the upcoming Harlan D. Wood Memorial Cancer Charity Golf Tournament....more20minPlay
June 13, 2018PLANNED SOLUTIONS KEEPING UP WITH JONES CHIDRENS ASSETS MAY JOBS REPORTOn this episode of the Planned Solutions Financial Review Podcast we discuss Keeping Up With The Jones and what it means to you, a focus on Benefits of Selling Children's Assets in Low Tax Years. Also,a Look at the May Jobs Report. Plus we take a look at the PSI Office Bulletin Board...more20minPlay
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
FAQs about Planned Solutions:How many episodes does Planned Solutions have?The podcast currently has 249 episodes available.