Planning Made Simple

Planning Made Simple, created by Paul Durso
  • 5.0 (3)
  • INVESTING
  • UPDATED WEEKLY
Planning Made Simple

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!

  1. 2 HR. AGO

    The Value of a CPA

    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. www.planningmadesimple.com

    1h 1m

  2. OCT 3

    The Value of a Job

    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. www.planningmadesimple.com

    41 min

  3. SEP 26

    The Power of Patient Dividend Investing

    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. www.planningmadesimple.com

    49 min

  4. SEP 19

    The Art of Decision Making

    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. www.planningmadesimple.com

    46 min

  5. SEP 12

    Tech's New Trend: Why Silicon Chips are Paying Out

    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. www.planningmadesimple.com

    39 min

  6. SEP 5

    The College Journey: From Admission to Academics

    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. www.planningmadesimple.com

    53 min

  7. AUG 29

    Decades of Change

    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. www.planningmadesimple.com

    40 min

  8. AUG 22

    Keeping Calm in the Face of Fear

    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. www.planningmadesimple.com

    41 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

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!

Information

  • Creator
    Planning Made Simple, created by Paul Durso
  • Years Active
    2018 - 2024
  • Episodes
    78
  • Rating
    Clean
  • Copyright
    © Planning Made Simple, created by Paul Durso
  • Show Website
    Planning Made Simple

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