Planning Made Simple

Planning Made Simple

By Planning Made Simple, created by Paul DursoBusinessInvesting
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Planning Made Simple episodes

  • Leave a Legacy
    If leaving a legacy is important to you, you’ll want to listen in. Dave Davies, Gift Planning Advisor for Wycliffe Bible Translators Foundation is here to show you how you can leave a legacy through charitable giving and estate planning. Learn trusted ways to support the work of Bible translation and help spread the Gospel message here and across the globe. You’ll even discover several income and tax benefits from various trusts and funds. The Wycliffe foundation believes that good Christian stewardship is at the heart of following Jesus and honoring him as Lord over your life.
    52 min
  • Turn Debt into Real Wealth
    On a mission? Mark Willis, owner of Growth Financial Services is on a mission to help you think differently about banks, abuses from Wall Street, and from financial uncertainty. Discover how to turn mounds of debt into real wealth. Hold on to those retirement investments! Mark will tell you how. And he’ll reassure you that it is possible to keep your sanity while learning how to meet your financial objectives for now and for your retirement. Take back control of your finances with sophisticated, tax-efficient financial solutions – ones that are safe and predictable and allow you to create wealth far into retirement.
    52 min
  • New Years Show 2018
    New Years is the time for setting goals, looking forward and starting over. It’s a natural starting line and it makes people want to take action. We all NEED to take action, but your New Years doesn’t always have to be January 1, it can be March 29 or any date you want. The date doesn’t matter. What matters is taking action and sticking with it! We’re taking a moment to reflect on the set-backs and accomplishments of 2018, and to look ahead to 2019 and beyond! We’ll talk about some New Year’s resolutions and goal setting!
    52 min
  • Christmas Show 2018
    ‘Tis the season to be filled with awe and gratitude! This can be the most family-centric, faith-centric, AND most commercialized and stressed-out time of year. People come together in love AND blow their budgets and bank account – maybe not paying off their Christmas debt until the middle of the next year! But it does not have to be like that. Join us and laugh with us and realize with us the Struggle and Rejoicing that Christmas truly means.
    52 min
  • Facing the Blitz with Jeff Kemp
    Do you have any obstacles you need to overcome? Who doesn’t, right? Jeff Kemp, former NFL quarterback and author of Facing the Blitz believes that we can turn obstacles into opportunities. With society’s ever-growing focus on financial investments, let’s pause today to take a look at investing in relationships! Jeff has figured out how to apply what he learned playing football into building stronger relationships, growing businesses, and cultivating leaders. He does this with a faith-based approach. Using the acronym LIFT – Life Is For Transformation, Jeff will compellingly share with you the heart of his Facing the Blitz strategy. You’ll even learn three strategies for turning trials into triumphs!
    52 min
  • Dementia Express
    Do you make jokes to cover up your fear about losing your memory? Does someone you love show signs of Dementia? And just what are the signs of Dementia? Dr. Sandeep Grewal, author of Dementia Express: How to Lose Your Memory in 100 Ways is here to discuss how to keep your brain active and sharp longer, to enjoy your retirement years. Stay tuned for some creative brain boosters!
    52 min
  • Unpackin'it with Bryce Johnson
    Church is on Sunday – but so is Football! If you find yourself torn between your local church and the church of the first down, today’s show is for you! Our guest today is Bryce Johnson, founder of the Unpackin’it Ministries, including the Unpackin’it radio show! Today you’ll witness the uncommon intersection of sports and faith – and later we will talk a little bit about how building a football success is similar to building financial success!
    52 min
  • Conservative alternative to AARP
    Are you an AARP member?  Did you think they were the only game in town offering benefits and representation to mature citizens? And more importantly, are they truly representing your interests and values in Washington?  Andrew Mangione, VP of Government Relations for the Association of Mature American Citizens, AMAC, is the Conservative voice representing you to Washington!  Stay tuned to learn what choices you have for Senior Benefits and Senior Advocates.
    52 min
  • Travel for 10 Cents on the Dollar
    I 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!
    52 min
  • Life Insurance with David Kottler
    Are 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.
    52 min

About Planning Made Simple

From the publisher's feed

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…