Planning Made Simple

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!...

Have you fallen into a societal trap that says you must wait until 65 to retire? Eric Gaddy, author of Retire Early – What Are You Waiting For?, believes that it’s time to grab hold of the freedom that comes from an early retirement. And he’s with us today to tell you how you can retire early! Eric will show you how to get your financial numbers in order so that you can retire before the age of 65...

There are 2,700 PLUS rules for Social Security. How many do you know? When it comes to getting what you’ve earned, the deck is stacked against you. This week on Simply Financial, meet Laurence Kotlikoff, author of Get What’s Yours. Will you do nothing and take less, or get help and get every penny?

Sharon Lipinski, the author of 365 Ways to Live Generously, answers your questions about charitable giving. Learn habits that encourage generosity toward yourself and others.

“Families with special-needs members have unique planning considerations,” according to Rob Wrubel, Senior Vice President of Cascade Investment Group and best-selling author. And Rob knows first-hand because not only does he work with families with special-needs members, he’s also the father of a special needs child. Finally, someone who truly understands the exceptional financial planning needs f...

Get clarity to your questions in determining Social Security benefits. Social Security Public Affairs Officer, Lisa Wallace condenses some of the variables within benefits.

As a financial adviser since 1987, John Miller has prided himself in his goal of doubling his client’s money every three to five years. And then to have a new investment class (Bitcoin) rise some 1600% in one year, John sat right up to take notice. So, he listed all his favorite Blockchain stocks in his newly revised book, The Coming Gold, Silver & Block-Chain Share Explosion! The Block-Chain deve...