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Planned Solutions
Planned Solutions
Planned Solutions

Planned Solutions is an Independent Financial Planning Firm - looking out for our client's best interests. With over 30 years in the... more

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Episodes

Trend Following During Market Uncertainty, Inflation Moderated in February & Insuring a Home in a Revocable Trust

Recent stock market volatility has been unnerving as investors attempt to price in the uncertainty of future economy and financial... more

27 Mar 2025 · 30 minutes
When Renting Makes Sense, Inflation Ticks Up In Jan & Beneficial Ownership Reporting Requirements

Renting is often viewed as throwing away money rather than building equity in an asset. However, when transaction costs, tax... more

13 Mar 2025 · 27 minutes
Understanding The Economic Impact Of Tariffs And US Inflation

The Federal Reserve paused its rate cuts recently as the rate of inflation has stubbornly oscillated above the Fed’s 2%... more

27 Feb 2025 · 30 minutes
Los Angeles Wildfire Tax Relief, AI Market Panic, Qualified Charitable Distribution

Welcome to the⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ @plannedsolutions  ⁠⁠⁠⁠⁠⁠Incorporated Podcast. In this episode, we discuss how The IRS has announced several provisions to provide... more

13 Feb 2025 · 24 minutes
Social Security Fairness Act, Market Cycles and Initial Public Offerings & Social Security Earnings Test

Welcome to the⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ @plannedsolutions  ⁠⁠⁠⁠⁠⁠Incorporated Podcast. In this episode, we discuss how The Social Security Fairness Act has changed how... more

30 Jan 2025 · 28 minutes
Stock Valuations and Growth Rates Electric Vehicle Tax Credit Risk Review Memberships to Manage Expenses

Welcome to the⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ @plannedsolutions  ⁠⁠⁠⁠⁠⁠Incorporated Podcast. In this episode, we discuss how large company US stocks appear historically expensive when... more

16 Jan 2025 · 26 minutes
What YOU NEED To Know about the Social Security Fairness Act & Annual Gift Tax Exclusion Increases

Welcome to the⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ @plannedsolutions  ⁠⁠⁠⁠⁠⁠Incorporated Podcast. In this episode, we discuss how with the start of a new year many... more

02 Jan 2025 · 27 minutes
Will Tariffs lead to MORE Inflation? Jobs Bounce Back, what you need to know about taxes & Bitcoin

Welcome to the⁠⁠⁠⁠⁠⁠⁠⁠  @plannedsolutions  ⁠⁠⁠⁠⁠⁠Incorporated Podcast. In this episode, we discuss how Tariffs are a tax on imported goods, the... more

19 Dec 2024 · 26 minutes
The Stock Market SURGE Continues! What's Next? And Social Security Taxation Facts

Welcome to the⁠⁠⁠⁠⁠⁠⁠⁠  @plannedsolutions  ⁠⁠⁠⁠⁠⁠Incorporated Podcast. In this episode, we discuss how the stock market rallies this year and last... more

05 Dec 2024 · 27 minutes
What's the REAL Connection Between Inflation and Politics?

Welcome to the⁠⁠⁠⁠⁠⁠⁠⁠  @plannedsolutions  ⁠⁠⁠⁠⁠⁠Incorporated Podcast. In this episode, we discuss how the US presidential election was recently decided, causing... more

21 Nov 2024 · 29 minutes
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