Planning Made Simple

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...

During his practice as a financial advisor, Robb Hill has had to "clean up" quite a few situations involving financial services. He attributes this mostly to ignorance; which he believes can be corrected. In his book, Ask the Right Questions Get the Right Answers, Robb educates and guides consumers about how to precisely do exactly that. And he’ll expand all that and share 3 truths about the finan...

Rodger Friedman, author of The Mindset of Retirement Success reveals the secret to retirement success, your mindset. Learn the steps to visualize an abundant retirement.

One of the most common questions we hear is, "How much can I spend in retirement?" I’m guessing, but I bet at one time, you were probably taught that if you just got your nest egg big enough, you could safely withdraw 8% per year and have a safe and comfortable retirement for the rest of your life without the fear of running out of money. Then someone changed that to 6% - then 4%.  And along comes...

There are many disciplines of technical analysis – Tim Wood discusses his cycles-theory work and reveals how you can identify these cycles and react accordingly.

A key focus of our practice at Insight Folios is Tax planning. We believe there are actually two tax systems in the United States: One for the well-informed, and a far more expensive one for the uninformed! We keep ourselves as informed as we can, and that means working with one of the top-notch CPAs in town, Patrick Coleman. So, when it comes to taxes, do you just owe what you owe, or can you SIG...

Dr. Sandeep Grewal, the author of “Fat-Me-Not,” reveals the secret switch built into our bodies that can be flipped to make your weight self-regulated!

John McDonough,of Studemont Group College Funding Solutions, gives facts you need and steps to take while planning for college with retirement in mind. That’s Saturday morning at 11:30 on Simply Financial with me, Paul Durso, right here on WFNZ!

What would it mean to you to eliminate taxes in retirement? David McKnight, the author of The Power of Zero, tells us how this Saturday morning at 11:30 on Simply Financial with me, Paul Durso, right here on WFNZ!

How do you plan your portfolio for lifelong de-cumulation? Philip Romero, professor of finance and economics, shows you how – this Saturday at 11:30 on Simply Financial with me, Paul Durso, right here on WFNZ!

In honor of Mother's Day, let's take some financial lessons from mom. We'll also share some uncommon sense.

Get philosophical, and ponder important financial questions. We'll also give you the good news and bad news about your finances. Finally, join us as we unpack long-term care.

Learn the different types of risk that could affect your portfolio. Get a gut reaction from Paul and Charlie on some crucial statistics. Finally, we'll give you three qualities of money.

Don't flirt with disaster in your portfolio. Learn where danger could be lurking. We'll also learn about retirement by exploring the game of basketball.