Explore every episode of the podcast Planning Made Simple

In this podcast episode, Paul, Charlie, Kyle, and Niki discuss the concept of the “Four Freedoms” — freedom of income, time, choice, and purpose. They highlight how these freedoms, once achieved, are not permanent and can be easily lost through career missteps, burnout, or personal sacrifices. They discuss examples, like Tom Brady, who gave up freedom of time for his career, and entrepreneurs and professionals who often face high rates of burnout. The episode emphasizes the delicate balance required to maintain these freedoms and how overcommitting, focusing too heavily on career, or unexpected life events can lead to their loss. Ultimately, they argue that true freedom requires ongoing effort and thoughtful choices, rather than a one-time achievement.

This episode delves into the concept of finding purpose and the challenges of staying motivated in life and work. Paul Durso discusses the difficulties of getting out of bed, even when passionate about one's work, and emphasize that purpose evolves over time. Together, Charlie Bowers, Kyle Morgan, and Niki Erb explore the "Four Freedoms"—income, time, choice, and purpose—highlighting that while the first three are more tangible, defining one's life purpose is often more elusive and complex. They also reflect on how purpose is not always tied to career but can be found in the broader impact one has on others, suggesting that sometimes we fulfill our purpose without realizing it. Finally, they stress the importance of vision in understanding and embracing purpose, even if it may not always align with one's initial expectations or desires.

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This podcast discusses the impact of personal and professional choices on one's future, particularly through the lens of the company one keeps and the environment one works in. The speakers reflect on the saying, "show me your friends and I'll show you your future," emphasizing how the people around us can influence our decisions and life paths. A personal story is shared where a pivotal choice during a youthful misadventure led to a significant realization about the importance of making conscious decisions about who to associate with. The conversation transitions to the professional realm, where the importance of leadership and work culture in shaping one's career and overall happiness is highlighted. Ultimately, the podcast underscores the significance of self-awareness and making deliberate choices in both personal and professional relationships.

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This part of the Freedom series is a discussion that revolves around the concept of controlling one's time and what it means to have "freedom of time." Paul, Kyle, and Niki explore whether people truly control their time or if time controls them, highlighting the challenges of balancing work, family, and personal commitments. They emphasize the importance of flexibility in managing schedules, particularly in roles that allow for it, and the benefits of this flexibility, such as being able to spend time with loved ones or respond to unexpected needs. The conversation also touches on the broader implications of time management on productivity and life satisfaction, underscoring the value of balance and the ability to make meaningful choices about how to spend one’s time.

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Paul Durso recounts a period of financial struggle during college, where he worked long hours for minimal pay and relied on his partner for food. A memorable moment came when a wealthy plane owner left behind a feast, highlighting a profound sense of abundance despite his financial hardships. Paul, Charlie Bowers, Kyle Morgan, and Niki Erb discuss how many Americans live paycheck to paycheck due to lifestyle inflation and a mindset of scarcity, regardless of income level. Collectively, this group of advisors emphasize that financial freedom is more about managing lifestyle and mindset rather than simply earning more money.

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In this podcast, Paul Durso introduces the concept of "Four Freedoms" that encompass the ideal life: freedom of income, time, choice, and purpose. These freedoms allow a person to live without financial stress, control their time, work with people they enjoy, and pursue their passions. The episode emphasizes that these freedoms aren't just dreams but achievable realities. The host and guests discuss how these freedoms have shaped their lives and careers, highlighting that while the importance of each freedom may shift with life’s seasons, the pursuit of balance among them is essential for true fulfillment.

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In this podcast, Paul and Stephanie Durso recount with Kyle Morgan a life-altering experience during their summer vacation. Paul developed a persistent cough that worsened during trips to Kenya and Hawaii. After coughing up blood, he sought medical help, leading to the discovery of a lesion on his lung, which raised concerns about tuberculosis, cancer, or a tumor. The podcast focuses on the emotional rollercoaster they went through, their faith in God during the ordeal, and how the situation unfolded, impacting their family and friends. Ultimately, they reflect on the support they received from their community and the lessons learned from the experience.

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In this conversation, Paul Durso interviews Denny Matthews, the president of Open Eyes, a global ministry that supports local leaders and missionaries with training and transportation. Denny shares his background, growing up in India in a family of Christian ministers, and his journey through the corporate world before transitioning to full-time ministry. He discusses the challenges of managing a global organization, balancing compassion with sound business practices, and the importance of integrity in mission work. He emphasizes Open Eyes' mission of not just preaching but also providing practical support like medical care and vocational training to transform communities.

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In this podcast, Paul Durso, Niki Erb, Brian Motherwell, and Kyle Morgan discusse how the traditional 9-to-5 work-life balance has evolved over the past 30 years. They note that increased connectivity and technology have blurred the lines between work and personal life, making it harder to fully disconnect. They compare the rigid separation of work and home life in the past to today’s flexible, always-on work culture, which can lead to stress and anxiety. They also touch on changing gender roles and the lack of career loyalty in modern times, where frequent job changes have become common. Ultimately, they reflect on how personal work-life balance is and the challenges of maintaining it in today’s fast-paced environment.

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In this podcast, Paul Durso, Kyle Morgan, Sanj Topiwalla, and Brian Motherwell discuss how golf can be related to various aspects of life, including faith, family, and handling nerves in challenging situations. They reflect on the anxiety felt when stepping up to the tee box, comparing it to moments of uncertainty in life, such as big decisions or public presentations. Each person shares their experiences of managing nerves, with some attributing their calmness to faith and support systems, while others emphasize the importance of slowing down and taking things one step at a time. They also discuss a method of decision-making known as the "24-hour rule," where they allow time for reflection before making major life choices, a practice that helps them find peace. Ultimately, they agree that whether things go smoothly (like hitting the fairway) or present challenges, both outcomes offer lessons and growth in faith and life.

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In this podcast, Paul Durso and Kyle Morgan talk with Keith Gunter, a CPA, about his career journey and insights on the role of CPAs in managing taxes and advising business owners. Keith shares his background, including his time working in the Cayman Islands and his current practice, which focuses on international tax and small business advisory services. The conversation highlights the importance of hiring a CPA for tax accuracy, error reduction, and strategic planning, especially for complex situations like business sales or structuring.

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This podcast explores the fulfillment and purpose found in different types of work, contrasting jobs that pay well, like athletes and musicians, with roles like firefighters and physicians, which provide deep personal satisfaction. Paul Durso and Kyle Morgan discuss how some experiences, like mission trips, can leave people energized, while others, like vacations, can be draining, highlighting the importance of meaningful work. They also touch on statistics about disengagement in the workforce and note that fulfillment is often tied to serving others or being fully engaged in one's vocation.

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This episode discusses the power of dividend investing, particularly how a consistent investment in dividends can lead to substantial long-term wealth. Starting with a hypothetical scenario of investing $5,000 annually with a 5% dividend yield that grows by 3% each year, the hosts calculate that by the age of 62, the portfolio could generate $257,000 in income and be worth $1.7 million, despite no share price growth. The podcast also shares real-life examples of individuals, including Anne Scheiber and Ronald Read, who built significant wealth through patience and dividend reinvestment over decades. The discussion emphasizes the importance of starting early, staying invested, and being patient to achieve financial security and generational wealth.

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In this podcast, Paul Durso, Kyle Morgan, and Niki Erb delve into the process of making significant life decisions, emphasizing the complexity and impact of these choices. They highlight how decision-making often involves a balance between logic and emotion, using the example of Steve Jobs' departure and return to Apple to illustrate their points. The discussion touches on how emotions, logic, and even providence play roles in decision-making, and they stress the importance of having a structured approach. They conclude by suggesting that identifying the need to slow down and consider a decision thoughtfully is crucial, and use the example of deciding whether to renovate or buy a new home to explore these ideas further.

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In this podcast, Paul Durso and Kyle Morgan discuss a significant shift in the tech market as major companies begin paying dividends, which traditionally was uncommon in this sector. Dividends are seen as a strong indicator of financial health, suggesting that these tech giants have robust cash flows and are transitioning from high-growth strategies to more stable, income-generating models. This shift can attract dividend-focused investors, potentially reducing stock price volatility and reflecting a maturation of these companies' financial strategies.

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In this podcast: Paul Durso, Kyle Morgan, Josh Blackson, and Brad Van Hoy (a group of dads) discuss the challenges and changes in the college application process as they navigate their children’s journeys from high school to college. They reflect on how much the process has evolved since their own experiences, noting that college admissions now emphasize grades, extracurricular activities, and even demonstrated interest in schools more than standardized tests like the SAT or ACT. The dads also share personal anecdotes about their kids' educational paths, the importance of high school diplomas, and their approaches to helping their children with college applications, including whether to hire professional help for the process. They express concern about how the evolving criteria for college admissions could impact students' learning and long-term outcomes.

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The podcast features a conversation with Luke, a chiropractor who has been treating the host for the past two years. The host initially sought treatment due to severe physical pain, and after just one session with Luke, he experienced significant improvement. Luke is described as not being a typical chiropractor, as he incorporates techniques from various disciplines, including physical therapy and acupuncture, and focuses on holistic approaches to patient care. The discussion touches on the benefits of different treatments, the importance of addressing root causes of pain rather than just symptoms, and the concept of maintaining body health through different life stages. They also delve into the significance of ongoing learning and collaboration among healthcare providers to stay updated on best practices.

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In this podcast, Paul Durso and Kyle Morgan discuss their experiences with panic attacks and the feelings of being out of control. One shares a recent experience of managing three kids alone while his wife was traveling, and another recounts a severe panic attack in the car a year ago, describing physical symptoms like a racing heart and sweating. They talk about the confusion and helplessness during these attacks, often unable to pinpoint the cause. The conversation transitions to how faith and a support system, like a loving spouse or mentor, can help navigate these moments. The discussion also touches on a significant life event involving job loss and relocation, highlighting the importance of faith and resilience in overcoming challenging times.

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In this podcast, Scott Hosey, a real estate agent with seven years of experience, shares his unique journey from being a pastor to entering the real estate industry. He discusses his transition, highlighting how he initially struggled with the concept of working for an organization and ultimately decided to leave his pastoral role without a clear plan. Scott emphasizes the importance of trusting the process and finding a career that aligns with one's values. He also touches on the challenges and misconceptions he had about real estate, such as self-promotion and sales tactics, and how he overcame them to build a successful business alongside his father. The conversation then shifts to discussing strategies for buying and selling homes, with Scott advising to always think long-term and have an exit strategy in mind.

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Paul Durso and Kyle Morgan discuss the benefits of investing in dividend stocks, using a story of a woman who amassed $22 million from an initial $5,000 investment in dividend stocks as an example. They explain that dividends provide a steady income stream regardless of market fluctuations, likening dividend stocks to an apple orchard that produces a reliable harvest. They also discuss different types of dividends, such as cash and stock dividends, and the advantages of investing in dividend stocks, including income generation, compounding growth, and hedging against inflation. Additionally, they debunk myths that dividend stocks are only for conservative investors and don't offer significant returns, highlighting that many major companies, including tech giants like Apple and Microsoft, pay dividends.

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This episode features a discussion on public versus private healthcare with Dr. Gary Klein and Tracy Farrell, who have backgrounds in family practice and clinical nutrition, respectively. They explain that public healthcare serves the majority through insurance, Medicare, and Medicaid, but often involves long wait times and less personalized care. In contrast, private healthcare, though commonly thought to be for the wealthy, is accessible to everyone and allows for more thorough, individualized treatment. They emphasize the benefits of slowing down the "assembly line" approach to truly address patients' underlying health issues.

In this final episode of the Life Check series, Paul and the gang discuss the complexities and importance of retirement planning, emphasizing the concept of "lifestyle income," which involves determining how much income is needed to maintain one's desired lifestyle in retirement. They highlight the challenges clients face in estimating these needs and the importance of planning for potential shortfalls. The conversation also touches on the four freedoms—income, time, choice, and purpose—that retirees seek and how financial planning can help achieve these. Finally, they discuss the significance of benchmarks in measuring financial success and ensuring clients feel secure and confident about their retirement plans.

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In part four of the Life Check series, Paul and the gang discuss fulfillment and purpose, emphasizing that these concepts mean different things to different people and can evolve over time. They highlight that fulfillment is not just about financial success but finding joy and meaning in life, whether through relationships, hobbies, or community involvement. The conversation touches on how retirement often prompts reflection on purpose, and the hosts share personal anecdotes about discovering and living out their purposes, stressing that purpose can change with life circumstances and personal growth.

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In this episode of the Life Check series, Paul and the gang delve into the crucial role of accountability and follow-through in achieving goals. They discuss how accountability, whether through personal connections or professional groups like C12, helps individuals stay on track and achieve their ambitions. The conversation highlights the importance of having an accountability partner to provide motivation, set realistic goals, and offer support through challenges. Additionally, they explore how mental readiness and personal responsibility play significant roles in successfully adhering to accountability measures. The episode underscores that accountability is not just about external pressure but also about internal commitment and ownership of one's goals.

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In this podcast, Paul, Kyle, and Niki discuss estate planning, focusing on the importance and types of beneficiaries. They outline primary, contingent, and tertiary beneficiaries, explaining the differences between per stirpes (bloodline-based) and per capita (equal distribution) designations. The conversation emphasizes the importance of regularly reviewing and updating beneficiaries, particularly during major life events such as marriage, divorce, childbirth, or job changes, to avoid unintended consequences. They share personal anecdotes to illustrate potential pitfalls and advise setting reminders to periodically review estate documents to ensure they reflect current intentions.

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The podcast begins with a somber reflection on a recent tragedy in Charlotte, which prompts a discussion about the importance of having one's life in order, specifically through estate planning. Paul and the gang delve into topics such as the necessity of wills, trusts, power of attorney, and healthcare power of attorney, emphasizing that these documents are crucial for managing one's assets and ensuring guardianship for minors. They highlight that while wills are essential for determining guardianship and are public documents, trusts offer privacy and control over asset distribution beyond death. The conversation also touches on the personal responsibility and challenges of making these arrangements, especially in light of unexpected life events.

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This podcast delves into the theme of unlocking growth and freedom with Nina Cooke, a business coach based in the UK. Nina shares her journey of scaling her own personal shopping business by focusing on mindset and confidence. She emphasizes the importance of helping entrepreneurs overcome limiting beliefs such as lack of confidence, fear of failure, and self-doubt, which often hinder their ability to envision significant growth. Through her coaching, Nina aims to empower clients to transition from their current "1.0" version to the more expansive "2.0" version of themselves, enabling them to achieve greater success. The conversation explores the mindset of successful entrepreneurs who view risk-taking differently, seeing it as an opportunity for growth rather than a threat. Additionally, it addresses common roadblocks that hold entrepreneurs back, including self-esteem beliefs, money blocks, and fear of success. Through introspection and mindset shifts, Nina guides her clients toward realizing their full potential and embracing the possibilities of exponential growth.

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In this episode, Paul Durso, Kevin Wray, Bruce Romagnoli, and Ryan Mcneil (a group of seasoned financial advisors) discuss the evolution and challenges of advisor education, sharing personal anecdotes and experiences from their collective century of industry involvement. They reflect on their early days in the business, highlighting the initial focus on passing tests and selling products with minimal training on actual financial planning. The conversation critiques the traditional model of advisor training, emphasizing the disconnect between book knowledge and real-world application, and the limitations imposed by captive agencies. They explore the transition to independent advising, driven by a desire for more client-focused, comprehensive planning, and debate the true value of industry designations in establishing advisor credibility.

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In this episode, the Paul and Charlie discuss the advantages and disadvantages of large companies dominating multiple industries. They highlight the benefits, such as economies of scale, stability, and research and development, but also point out the risks, including reduced competition and job insecurity. The conversation touches on the implications of monopolistic behavior and the impact on small businesses and consumers. They emphasize the importance of consumer choices and political actions in influencing corporate behavior and maintaining a balanced market. The episode concludes with reflections on the influence of leadership and politics on corporate practices.

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This episode discusses the challenge of career change, with Paul and the gang sharing their own experiences. They note the frequency of career changes in different generations, citing statistics and personal anecdotes. They discuss the evolving nature of loyalty in companies and the motivations behind job changes, touching on factors like pensions and salary increases. The conversation delves into personal moments prompting career shifts, such as family considerations and seeking a greater sense of purpose. The hosts reflect on the challenges of transitioning careers and finding fulfillment in new roles, emphasizing the importance of family and personal growth throughout the process.

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In this podcast, Lars and Paul discuss entrepreneurship, their backgrounds, and integrating ministry into business. Lars shares his journey from engineering to real estate coaching, emphasizing the need to professionalize the industry. They explore challenges and fears around incorporating faith into business and reflect on personal growth in balancing work and family while aligning with their religious beliefs.

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This episode is a discussion between Paul Durso and Charlie Bowers analyzing the potential impact of the upcoming 2024 election on the stock market. They delve into historical market trends surrounding previous elections, examining both incumbent and new president scenarios. The conversation explores various factors such as policy changes, economic indicators, and societal tensions, offering predictions on potential market reactions depending on election outcomes. Additionally, they discuss broader geopolitical risks like the situation with China and Taiwan and its potential impact on global trade and market volatility.

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A captivating conversation withRyan McNeill exploring his unexpected journey towards founding a school and his passion for education. Ryan's initial skepticism transforms into a deep-seated conviction after a sudden surge of ideas about reimagining education. As they discuss the challenges faced by teachers, particularly concerning financial matters like pension systems and side hustles, they highlight the importance of financial literacy and support for educators. The conversation ends on a hopeful note, underscoring the transformative impact of education and financial empowerment.

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This is a passionate conversation between Jonathan Romero, a mortgage professional at Movement Bank, Paul Durso, and Kyle Morgan discussing the implications of a recent rule change by Fannie Mae and Freddie Mac. They express frustration over how the rule penalizes responsible borrowers with good credit scores and substantial down payments. Jonathan compares the rule to a driver's license point system, illustrating how it disproportionately affects those with good credit. The conversation highlights concerns about the impact on the American dream and questions the reasoning behind the rule change, emphasizing its sudden and sweeping effect on the mortgage industry.

This episode features Stephen Montague sharing his remarkable career journey from starting at the bottom of a company to becoming its CEO. Steve discusses pivotal moments, including overseas projects and challenges in balancing work and family life. The conversation explores the unique aspects of the company's environmentally friendly iron production and touches on Steve's evolving stress levels. Overall, the podcast highlights Steve's resilience, the influence of mentors, and the intersection of personal values and professional dedication in shaping his successful career.

Join us as we delve into the fascinating world of corporate culture and faith with Christine Motherwell, the VP of Human Resources at Coca-Cola Consolidated. In this insightful episode, Christine shares her 21-year journey within the Coca-Cola system, highlighting the unique dynamics of bottlers and the impact of faith on corporate decisions. From the company's purpose-driven ethos to its innovative programs like the Chaplaincy Program, discover how Coca-Cola Consolidated fosters a supportive workplace culture where employees are valued, respected, and empowered to bring their whole selves to work.

In this episode, join us as we sit down with a prosthetics and orthotics expert, Kelvin Jones, who shares his inspiring journey and the incredible impact his work has on individuals with limb loss. From his roots in North Carolina to his passion for helping patients regain mobility and confidence, he delves into the stories of resilience and triumph that define his career. Whether it's giving a retired firefighter the chance to walk again or supporting a young athlete in her barrel racing dreams, this conversation is a testament to the power of faith, determination, and medical innovation in changing lives.

In this episode, we explore the world of dividend stocks, debunking common misconceptions and highlighting the potential of hidden gems. We discuss the importance of understanding financial health indicators such as free cash flow, debt levels, and payout ratios, and how they can guide investors in finding stable and growth-oriented dividend-paying companies. Join us as we dive deep into the realm of dividend investing, revealing strategies to identify under-recognized companies that offer both steady income and capital appreciation potential.

Paul 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 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 sophisticated financial advice.

The 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 financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

The 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 financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

As 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 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 sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

Social 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 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 sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

There 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 software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

Paul 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 sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

It’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 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 sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #SECUREAct #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

As 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 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 sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

Do 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 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 sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

Paul 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 provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/

In 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.