Planning Made Simple

Rodger Friedman, author of The Mindset of Retirement Success reveals the secret to retirement success, your mindset. Learn the steps to visualize an abundant retirement.

One 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?"

There are many disciplines of technical analysis – Tim Wood discusses his cycles-theory work and reveals how you can identify these cycles and react accordingly.

A 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!

Dr. 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!

John 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!

What 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!

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!

In honor of Mother's Day, let's take some financial lessons from mom. We'll also share some uncommon sense.

Get philosophical, and ponder important financial questions. We'll also give you the good news and bad news about your finances. Finally, join us as we unpack long-term care.