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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 186 episodes available.
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
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
FAQs about Planning Made Simple:How many episodes does Planning Made Simple have?The podcast currently has 186 episodes available.