Sign up to save your podcastsEmail addressPasswordRegisterOrContinue with GoogleAlready have an account? Log in here.
Welcome to Planning Made Simple, where Paul Durso takes the stress out of important decisions. With a blend of wisdom and wit, Paul delivers insightful, easy-to-understand advice on everything you did... more
FAQs about Planning Made Simple:How many episodes does Planning Made Simple have?The podcast currently has 161 episodes available.
October 23, 2018Travel 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!...more52minPlay
October 15, 2018Life 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 you to know! He can explain what you need to ask to figure out exactly what your policy is worth....more52minPlay
October 05, 2018Christian 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 result, you’ll see an improved marriage, better family engagement, and enhanced professional relationships....more52minPlay
September 30, 2018Housing 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 current economy....more52minPlay
September 15, 2018Case 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 doing something different. We’ve pulled a handful of case studies to show you the power of financial clarity with an effective planning system. Throughout these case studies, we are inviting you to see for yourself what it would look like if YOU used the Simplicitree planning system. Be empowered to make sound financial decisions to lead you into a retirement full of success and confidence....more52minPlay
September 07, 2018Retire 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 life and do what you want, when you want, how you want, and from where you want. There’s still time....more53minPlay
September 01, 2018Get 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?...more52minPlay
August 24, 2018How 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....more52minPlay
August 17, 2018Financial 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 social needs of the individual....more52minPlay
August 10, 2018Social Security BenefitsGet clarity to your questions in determining Social Security benefits. Social Security Public Affairs Officer, Lisa Wallace condenses some of the variables within benefits....more52minPlay
FAQs about Planning Made Simple:How many episodes does Planning Made Simple have?The podcast currently has 161 episodes available.