Planning Made Simple for Investors
61 episodes - English - Latest episode: about 4 years ago - ★★★★★ - 3 ratingsListen every week to Planning Made Simple for Investors with Paul Durso. He shares holistic, educational advice that is both useful and entertaining on retirement planning, investing, IRAs, 401ks, insurance, college planning, and much more!
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Episodes
Simply Financial with Paul Durso Podcast - How You Grew Up
February 18, 2020 11:07 - 29 minutes - 27.4 MBPaul Durso, Emotional Decision Making, Financial Planners Charlotte, NC, Retirement Planning https://insightfolios.com Do you have a plan for your financial future that helps to inform your decision making? Or do you allow money to trigger emotional decisions? In this podcast, Paul Durso and Charlie Bowers look at the effects of growing up poor and the effects of growing up well-to-do can have on financial decision making. When planning for retirement, the financial planners at Insight Fo...
Simply Financial with Paul Durso Podcast - What is the SECURE Act & how does it affect my retirement plan? Part 2
February 11, 2020 11:07 - 23 minutes - 21.1 MBThe SECURE Act was signed into law December 20, 2019. It is complex, and may affect your retirement plans as well as your legacy planning and trusts. Paul Durso and Charlie Bowers look at some key points in the SECURE Act and how they may affect retirement and legacy planning for you and your family. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. . Our f...
Simply Financial with Paul Durso Podcast - What is the SECURE Act & how does it affect my retirement plan?
February 04, 2020 11:07 - 31 minutes - 29.2 MBThe SECURE Act was signed into law December 20, 2019. It is complex, and may affect your retirement plans as well as your legacy planning and trusts. Paul Durso and Charlie Bowers look at some key points in the SECURE Act and how they may affect retirement and legacy planning for you and your family. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. . Our f...
Simply Financial with Paul Durso Podcast: Do I need to worry about everything going on in the world?
January 28, 2020 11:07 - 23 minutes - 21.4 MBAs your retirement approaches, or perhaps as it runs its course, do the larger happenings in the world matter to you? The results of the 2020 presidential election, the dwindling Social Security Trust Fund, the Trade War with China... how much should these things really concern you on a personal level? Paul and Charlie will give you some insight on how they approach these matters. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that all...
Simply Financial with Paul Durso Podcast: What are the biggest Social Security myths?
January 21, 2020 11:07 - 22 minutes - 20.5 MBSocial Security often comes with a lot of questions - when is the "perfect" time to start taking it, is the system going to run out of money, do I consider social security as part of or separate from my "other" finances... Paul and Charlie look at some of the common myths and beliefs surrounding social security. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income plann...
Simply Financial with Paul Durso Podcast: How is financial planning similar to raising kids?
January 14, 2020 11:07 - 25 minutes - 23.8 MBThere are some surprising similarities that can be drawn between raising kids and financial planning, and Paul and Charlie delve in to discuss them in this week's podcast. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning s...
Simply Financial with Paul Durso Podcast: Is there a Silver Lining?
January 07, 2020 11:07 - 21 minutes - 19.5 MBPaul Durso & Charlie Bowers look at some seemingly negative situations, and reveal the possible silver lining in each. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticat...
Simply Financial with Paul Durso Podcast: Estate Planning Mistakes
December 31, 2019 11:07 - 26 minutes - 24.2 MBIt’s important to avoid some of the most common estate planning mistakes if you are intent on leaving a financial legacy after you pass away. Failing to consider tax implications, failing to keep beneficiaries updated, failing to take action to prevent possible litigation and conflict among your heirs - all of these can greatly impact your legacy. Paul and Charlie discuss some of these potential Estate Planning Mistakes. When planning for retirement, the financial planners at Insight Folios ...
Simply Financial with Pau Durso Podcast: How do commissions & fees work for financial advisers?
December 24, 2019 11:07 - 25 minutes - 23.4 MBAs with any professional, Financial Advisers get paid for their services and expertise; the form this payment takes can be commissions, fees or a combination thereof. It is an important distinction that all clients should understand. Join Paul Durso, Charlie Bowers and special guest Kevin Wray as they discuss how financial professionals make their living. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income...
Simply Financial with Paul Durso Podcast: How to have those tough conversations
December 17, 2019 11:07 - 27 minutes - 25.4 MBDo you prefer to avoid the unknown, the scary or the down right uncomfortable conversations about your money and your financial future? You're not alone. But having those conversations, and making a plan might just remove that uncomfortable feeling. Paul Durso and Charlie Bowers are Joined this week by Kevin Wray of Michigan. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividen...
Simply Financial with Paul Durso Podcast: Let's Play the Financial Blame Game
December 10, 2019 11:07 - 24 minutes - 22.4 MBPaul Durso and Charlie Bowers take a look at the things and people we frequently blame for our financial missteps. At the end of the day, the Financial Blame Game is not a productive exercise; instead we should assess where we are right now and look forward confidently with a plan. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers pro...
Financial Blame Game
December 10, 2019 11:07 - 24 minutes - 22.4 MBPaul and Charlie take a look at the things and people we frequently blame for our financial missteps. At the end of the day, the Financial Blame Game is not a productive exercise; instead we should assess where we are right now and look forward confidently with a plan.
Safe Money
December 03, 2019 11:07 - 21 minutes - 19.3 MBIn this episode of Simply Financial, Paul and Charlie discuss what it means to have "safe" money, and the importance of having your money work for you.
Retirement Variables
November 26, 2019 11:07 - 21 minutes - 20 MBPaul and Charlie discuss items that affect how you plan for retirement. If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everybody is different is what makes it an interesting and challenging journey.
World's Worst Investors
November 21, 2019 20:33 - 28 minutes - 25.9 MBWhat makes a "bad" investor? Are YOU a "bad" investor?? Paul and Charlie discuss some traits and mindsets that might negatively affect your investing.
Retirement Realities
November 13, 2019 17:40 - 21 minutes - 19.6 MBThe realities of retirement planning are different today than they were even a decade ago. In this episode, Paul & Charlie talk about some of the realities that affect how you need to plan – things like longer life spans, more active retirements and fewer “cold turkey” retirements are making income planning more important than ever before.
Podcast: Financial Diseases
November 05, 2019 21:23 - 27 minutes - 24.9 MBIn this episode of Simply Financial, we’re talking about some common financial diseases and their cures. From Acute Portfolio Riskopathy, Old Fogey's Disease and Inflation-itis to Nursing Home-atosis and Uncle Sam Syndrome, Paul and Charlie tackle all of your most pressing symptoms.
Financial Diseases
November 05, 2019 21:23 - 27 minutes - 24.9 MBIn this episode of Simply Financial, we’re talking about some common financial diseases and their cures. From Acute Portfolio Riskopathy, Old Fogey's Disease and Inflation-itis to Nursing Home-atosis and Uncle Sam Syndrome, Paul and Charlie tackle all of your most pressing symptoms.
Retirement Water Wheel
March 02, 2019 14:00 - 51 minutes - 71.3 MBHere at Simply Financial, it’s our goal to help you understand the financial world from the perspective of WHAT Wall Street says, WHAT we here at Insight Folios have to say and WHAT the Bible has to say. On today’s show, we will be discussing the number one fear in America for retirees – the fear of running out of money. You will want to listen in to our solution to that - ever hear of a water wheel? We believe it is vital to your retirement success. Later on, in the show, we will address a ...
Stand Up for What You Believe with Dr. Brown
February 02, 2019 14:00 - 51 minutes - 71.3 MBThere are wars brewing between evangelical Christians and the culture of this world according to Dr. Michael Brown. So, how are Christians called to respond? Dr. Brown, founder of AskDrBrown Ministries is here to cast some light on what it actually means to be salt and light in the world we are living in today. Is change even possible? Find out what that might look like according to Dr. Brown. Prepare to be challenged as he addresses topics many Christian leaders are reluctant to talk about....
Leave a Legacy
January 26, 2019 15:30 - 51 minutes - 71.3 MBIf 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...
Turn Debt into Real Wealth
January 19, 2019 15:30 - 51 minutes - 71.3 MBOn 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 sophistica...
New Years Show 2018
December 29, 2018 15:30 - 51 minutes - 71.3 MBNew 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’...
Christmas Show 2018
December 22, 2018 15:30 - 51 minutes - 71.3 MB‘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.
Facing the Blitz with Jeff Kemp
December 15, 2018 15:30 - 51 minutes - 71.3 MBDo 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 a...
Dementia Express
November 22, 2018 15:02 - 51 minutes - 71.3 MBDo 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!
Unpackin'it with Bryce Johnson
November 08, 2018 21:08 - 51 minutes - 71.4 MBChurch 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!
Conservative alternative to AARP
November 03, 2018 12:45 - 51 minutes - 71.3 MBAre 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.
Travel for 10 Cents on the Dollar
October 23, 2018 14:51 - 51 minutes - 71.3 MBI 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!
Life Insurance with David Kottler
October 15, 2018 13:21 - 51 minutes - 71.3 MBAre 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...
Christian Businesses in America
October 05, 2018 14:42 - 51 minutes - 71.3 MBToday 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...
Housing Boom with Lars Hedenborg
September 30, 2018 16:16 - 51 minutes - 71.3 MBConsidering 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 als...
Case Studies
September 15, 2018 13:16 - 51 minutes - 71.3 MBEach 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 ...
Retire Early! What Are You Waiting For?
September 07, 2018 13:16 - 52 minutes - 71.6 MBHave 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! T...
Get What's Yours
September 01, 2018 11:26 - 51 minutes - 71.3 MBThere 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?
How to Live Generously
August 24, 2018 02:25 - 51 minutes - 71.3 MBSharon Lipinski, the author of 365 Ways to Live Generously, answers your questions about charitable giving. Learn habits that encourage generosity toward yourself and others.
Financial Freedom for Special Needs Families
August 17, 2018 01:22 - 51 minutes - 71.3 MB“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 fut...
Social Security Benefits
August 10, 2018 02:02 - 51 minutes - 71.3 MBGet clarity to your questions in determining Social Security benefits. Social Security Public Affairs Officer, Lisa Wallace condenses some of the variables within benefits.
The Coming Gold, Silver & Block-Chain Share Explosion!
August 06, 2018 23:55 - 51 minutes - 71.3 MBAs 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 goi...
The Coming Gold, Silver & Block-Chain Share Explosion!
August 06, 2018 23:55 - 51 minutes - 71.3 MBAs 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 goi...
Ask the Right Questions, Get the Right Answers
July 20, 2018 01:31 - 52 minutes - 71.8 MBDuring 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 ...
The Mindset of Retirement Success
July 13, 2018 20:52 - 51 minutes - 71.3 MBRodger Friedman, author of The Mindset of Retirement Success reveals the secret to retirement success, your mindset. Learn the steps to visualize an abundant retirement.
4% Rule with Wade Pfau
July 06, 2018 23:04 - 51 minutes - 71.3 MBOne 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 wit...
Market Cycles with Tim Wood
June 30, 2018 14:08 - 51 minutes - 71.4 MBThere are many disciplines of technical analysis – Tim Wood discusses his cycles-theory work and reveals how you can identify these cycles and react accordingly.
Reduce Your Taxes
June 23, 2018 01:50 - 51 minutes - 71.3 MBA 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!
Fat Me Not
June 15, 2018 21:25 - 51 minutes - 71.3 MBDr. 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!
College Funding with John McDonough
June 11, 2018 22:29 - 51 minutes - 71.3 MBJohn 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!
The Power of Zero
June 02, 2018 15:47 - 50 minutes - 69.4 MBWhat 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!
It's The Income Stupid!
May 26, 2018 02:25 - 50 minutes - 69.4 MBHow 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!
Mother Knows Best
May 10, 2018 15:00 - 53 minutes - 74.1 MBIn honor of Mother's Day, let's take some financial lessons from mom. We'll also share some uncommon sense.