Planning Made Simple

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

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 E...

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 Durso, Charlie Bowers and special guest Kevin Wray as they discuss how financial professionals make their living. When planning for retirement, the financia...

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 Durso and Charlie Bowers are Joined this week by Kevin Wray of Michigan. When planning for retirement, the financial planners at Insight Folios i...

Paul Durso and Charlie Bowers 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. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows y...

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.

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.

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

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.

In this episode of Simply Financial, we’re talking about some common financial diseases and their cures. From Acute Portfolio Riskopathy, Old Fogey's Disease and Inflation-itis to Nursing Home-atosis and Uncle Sam Syndrome, Paul and Charlie tackle all of your most pressing symptoms.

Here at Simply Financial, it’s our goal to help you understand the financial world from the perspective of WHAT Wall Street says, WHAT we here at Insight Folios have to say and WHAT the Bible has to say. On today’s show, we will be discussing the number one fear in America for retirees – the fear of running out of money. You will want to listen in to our solution to that - ever hear of a water whe...

There are wars brewing between evangelical Christians and the culture of this world according to Dr. Michael Brown. So, how are Christians called to respond? Dr. Brown, founder of AskDrBrown Ministries is here to cast some light on what it actually means to be salt and light in the world we are living in today. Is change even possible? Find out what that might look like according to Dr. Brown. Pre...

If leaving a legacy is important to you, you’ll want to listen in. Dave Davies, Gift Planning Advisor for Wycliffe Bible Translators Foundation is here to show you how you can leave a legacy through charitable giving and estate planning. Learn trusted ways to support the work of Bible translation and help spread the Gospel message here and across the globe. You’ll even discover several income and...

On a mission? Mark Willis, owner of Growth Financial Services is on a mission to help you think differently about banks, abuses from Wall Street, and from financial uncertainty. Discover how to turn mounds of debt into real wealth. Hold on to those retirement investments! Mark will tell you how. And he’ll reassure you that it is possible to keep your sanity while learning how to meet your financia...

New Years is the time for setting goals, looking forward and starting over. It’s a natural starting line and it makes people want to take action. We all NEED to take action, but your New Years doesn’t always have to be January 1, it can be March 29 or any date you want. The date doesn’t matter. What matters is taking action and sticking with it! We’re taking a moment to reflect on the set-backs an...

‘Tis the season to be filled with awe and gratitude! This can be the most family-centric, faith-centric, AND most commercialized and stressed-out time of year. People come together in love AND blow their budgets and bank account – maybe not paying off their Christmas debt until the middle of the next year! But it does not have to be like that. Join us and laugh with us and realize with us the Stru...

Do you have any obstacles you need to overcome? Who doesn’t, right? Jeff Kemp, former NFL quarterback and author of Facing the Blitz believes that we can turn obstacles into opportunities. With society’s ever-growing focus on financial investments, let’s pause today to take a look at investing in relationships! Jeff has figured out how to apply what he learned playing football into building strong...

Do you make jokes to cover up your fear about losing your memory? Does someone you love show signs of Dementia? And just what are the signs of Dementia? Dr. Sandeep Grewal, author of Dementia Express: How to Lose Your Memory in 100 Ways is here to discuss how to keep your brain active and sharp longer, to enjoy your retirement years. Stay tuned for some creative brain boosters!

Church is on Sunday – but so is Football! If you find yourself torn between your local church and the church of the first down, today’s show is for you! Our guest today is Bryce Johnson, founder of the Unpackin’it Ministries, including the Unpackin’it radio show! Today you’ll witness the uncommon intersection of sports and faith – and later we will talk a little bit about how building a football s...

Are you an AARP member?  Did you think they were the only game in town offering benefits and representation to mature citizens? And more importantly, are they truly representing your interests and values in Washington?  Andrew Mangione, VP of Government Relations for the Association of Mature American Citizens, AMAC, is the Conservative voice representing you to Washington!  Stay tuned to learn wh...

I may not be able to give you a 90% increase in your investments overnight, but what if you could boost your travel budget by 90%? Or, to look at it another way – what if you could travel in luxury for 10 cents on the dollar?  “Traveling in luxury for 10 cents on the dollar” is how Christopher Klesh, aka, Coach Chris, lives his life!  How would you like to take your next golf getaway, cruise, ski...

Are Life Insurance Companies Committing Elder Abuse? Most people buy insurance from a friendly agent at a specific time and for a specific purpose, but did you know that 90% of all policies lapse before maturity? Or that when you don’t need your policy any longer you could sell it? For cash? Chances are you have no idea the hidden cash value of your policy or that you are paying more than you shou...

Today on the show, how business victories can actually further the message of God’s Kingdom. Tony Tennaro is here with us today to share personal business processes and stories of success as Chair of C12 Group. He’ll let us in on how these victories have inspired other employees, their families, and customers for the cause of Christ. Learn how to incorporate a work-life balance while keeping Chris...

Considering a career in real estate? With the housing market the way it is, there’s an explosion of realtors entering the industry. Find out if you’d be a good fit for this business. Lars Hedenborg, Real Estate Advisor for High Performance Real Estate is here to answers questions you’ve likely had. Discover what’s required in order to have a strong business and who makes a good client. Lars will e...

Each week we bring national caliber guests to the show. We’ve had Laurence Kotlikoff, author of Get What’s Yours, teaching how to max out your Social Security benefits. We’ve had a variety of guests explaining how to retire earlier with more income. We’ve also had David McKnight, author of The Power of Zero, explaining why it’s important to minimize your tax burden in retirement and how to do it!...