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.

Simply Financial with Paul Durso

Simply Financial with Paul Durso Podcast - How You Grew Up

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/

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?

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.

Does it Matter?

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.

Social Security Myths

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.

Raising Kids and Financial Planning

Paul & Charlie look at some seemingly negative situations, and reveal the possible silver lining in each.

Silver Linings

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.

Estate Planning Mistakes

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, Charlie and special guest Kevin Wray as they discuss how financial professionals make their living.

Commission & Fees

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 and Charlie are Joined this week by Kevin Wray of Michigan.

Tough Conversations

Paul and Charlie 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.

Financial Blame Game

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.

Safe Money

Paul and Charlie discuss items that affect how you plan for retirement. If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everybody is different is what makes it an interesting and challenging journey.

Retirement Variables

What makes a "bad" investor? Are YOU a "bad" investor?? Paul and Charlie discuss some traits and mindsets that might negatively affect your investing.

World's Worst Investors

The realities of retirement planning are different today than they were even a decade ago. In this episode, Paul & Charlie talk about some of the realities that affect how you need to plan – things like longer life spans, more active retirements and fewer “cold turkey” retirements are making income planning more important than ever before.

Retirement Realities

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!

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Simply Financial with Paul Durso

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