50 episodes

Listen every week to Simply Financial 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!

Simply Financial with Paul Durso Paul Durso

    • Investing
    • 5.0, 3 Ratings

Listen every week to Simply Financial 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!

    Simply Financial with Paul Durso Podcast - How You Grew Up

    Simply Financial with Paul Durso Podcast - How You Grew Up

    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.

    • 29 min
    Simply Financial with Paul Durso Podcast - What is the SECURE Act & how does it affect my retirement plan? Part 2

    Simply Financial with Paul Durso Podcast - What is the SECURE Act & how does it affect my retirement plan? Part 2

    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/

    • 23 min
    Simply Financial with Paul Durso Podcast - What is the SECURE Act & how does it affect my retirement plan?

    Simply Financial with Paul Durso Podcast - What is the SECURE Act & how does it affect my retirement plan?

    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/

    • 31 min
    Simply Financial with Paul Durso Podcast: Do I need to worry about everything going on in the world?

    Simply Financial with Paul Durso Podcast: Do I need to worry about everything going on in the world?

    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/

    • 23 min
    Simply Financial with Paul Durso Podcast: What are the biggest Social Security myths?

    Simply Financial with Paul Durso Podcast: What are the biggest Social Security myths?

    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/

    • 22 min
    Simply Financial with Paul Durso Podcast: How is financial planning similar to raising kids?

    Simply Financial with Paul Durso Podcast: How is financial planning similar to raising kids?

    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/

    • 25 min

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