Planning Made Simple Planning Made Simple, created by Paul Durso
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- Affaires
Listen 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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The Challenge of a Career Change
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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Beyond Profit: Embracing Business as a Ministry
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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Bulls, Bears, and Ballots
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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Empowering Educators
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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May 1st Rule
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.
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Drawing Room to the Board Room
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.