Planning Made Simple Planning Made Simple, created by Paul Durso

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.