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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.
August 06, 2018The Coming Gold, Silver & Block-Chain Share Explosion!As a financial adviser since 1987, John Miller has prided himself in his goal of doubling his client’s money every three to five years. And then to have a new investment class (Bitcoin) rise some 1600% in one year, John sat right up to take notice. So, he listed all his favorite Blockchain stocks in his newly revised book, The Coming Gold, Silver & Block-Chain Share Explosion! The Block-Chain development has changed the world of investing. You won’t want to miss this because John is even going to share with you what he does with his own investments and how he intends to merge the recommended Block-Chain companies into their precious metals program....more52minPlay
July 20, 2018Ask the Right Questions, Get the Right AnswersDuring his practice as a financial advisor, Robb Hill has had to "clean up" quite a few situations involving financial services. He attributes this mostly to ignorance; which he believes can be corrected. In his book, Ask the Right Questions Get the Right Answers, Robb educates and guides consumers about how to precisely do exactly that. And he’ll expand all that and share 3 truths about the financial system you NEED to know. Let him show you how to be better prepared for retirement and how to start today!...more53minPlay
July 13, 2018The Mindset of Retirement SuccessRodger Friedman, author of The Mindset of Retirement Success reveals the secret to retirement success, your mindset. Learn the steps to visualize an abundant retirement....more52minPlay
July 06, 20184% Rule with Wade PfauOne of the most common questions we hear is, "How much can I spend in retirement?" I’m guessing, but I bet at one time, you were probably taught that if you just got your nest egg big enough, you could safely withdraw 8% per year and have a safe and comfortable retirement for the rest of your life without the fear of running out of money. Then someone changed that to 6% - then 4%. And along comes this Ph.D. Professor of Retirement Income saying 4% is probably too high! What’s the right withdrawal rate? IS there a “right” number? Well, today we will be talking with Professor Wade Pfau, the guy whose research is sending ripples through the world of personal finance. You’ll hear first-hand what he has to say as we look at his newest book aptly titled, "How much can I spend in retirement?"...more52minPlay
June 30, 2018Market Cycles with Tim WoodThere are many disciplines of technical analysis – Tim Wood discusses his cycles-theory work and reveals how you can identify these cycles and react accordingly....more52minPlay
June 23, 2018Reduce Your TaxesA key focus of our practice at Insight Folios is Tax planning. We believe there are actually two tax systems in the United States: One for the well-informed, and a far more expensive one for the uninformed! We keep ourselves as informed as we can, and that means working with one of the top-notch CPAs in town, Patrick Coleman. So, when it comes to taxes, do you just owe what you owe, or can you SIGNIFICANTLY reduce your tax liability? Tune in next week and find out!...more52minPlay
June 15, 2018Fat Me NotDr. Sandeep Grewal, the author of “Fat-Me-Not,” reveals the secret switch built into our bodies that can be flipped to make your weight self-regulated!...more52minPlay
June 11, 2018College 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!...more52minPlay
June 02, 2018The 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!...more51minPlay
May 26, 2018It'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!...more51minPlay
FAQs about Planning Made Simple:How many episodes does Planning Made Simple have?The podcast currently has 161 episodes available.