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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

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
Is Direct Indexing Worth the Hype? Earnings Season Update. & 401k In-Service Distributions

Welcome to the⁠⁠⁠⁠⁠⁠⁠⁠  @plannedsolutions  ⁠⁠⁠⁠⁠⁠Incorporated Podcast. In this episode, we discuss how Direct indexing has become more and more popular... more

07 Nov 2024 · 26 minutes
The Truth About Social Security Benefits

Welcome to the⁠⁠⁠⁠⁠⁠⁠⁠  @plannedsolutions  ⁠⁠⁠⁠⁠⁠Incorporated Podcast. In this episode, we discuss The trustees of the Social Security benefit program recently... more

24 Oct 2024 · 26 minutes
Coast FIRE Movement, Changes to Real Estate Commissions & Is Gold a Good Investment?

Welcome to the⁠⁠⁠⁠⁠⁠⁠⁠  @plannedsolutions  ⁠⁠⁠⁠⁠⁠Incorporated Podcast. In this episode, we discuss the Financial Independence Retire Early (FIRE) movement was popular... more

10 Oct 2024 · 26 minutes
Inflation Is Cooling, But Many Households Still Feel the Pinch, The True Cost of Teen Driving & New Social Security Website

Welcome to the⁠⁠⁠⁠⁠⁠ ⁠ @plannedsolutions ⁠ ⁠⁠⁠⁠⁠⁠Incorporated Podcast. In this episode, we discuss the rate at which prices were increasing has eased... more

26 Sep 2024 · 25 minutes
Acting as a Fiduciary with Tax Agencies Double Estate Tax Exemption Expiration & Pour Over Wills

Welcome to the⁠⁠⁠⁠⁠⁠  @plannedsolutions  ⁠⁠⁠⁠⁠⁠Incorporated Podcast. In this episode we discuss how in an effort to safeguard taxpayer financial information,... more

12 Sep 2024 · 26 minutes
Rise in Financial Literacy Among Young Adults, Adjustable-Rate Mortgages & Eligible Beneficiaries

Welcome to the⁠⁠⁠⁠⁠⁠ @plannedsolutions ⁠⁠⁠⁠⁠⁠Incorporated Podcast. In this episode we discuss A combination of government mandated financial literacy classes and increased access... more

29 Aug 2024 · 33 minutes
America’s Stagnant Housing Market, Stock Market Volatility, Inherited Roth IRAs-IRS Final Regulations

Welcome to the⁠⁠⁠⁠⁠ @plannedsolutions ⁠⁠⁠⁠⁠Incorporated Podcast. In this episode we discuss America’s housing market is facing a new challenge. Homeowners who locked... more

15 Aug 2024 · 26 minutes
AI Investing, The Difficult Conversations: Money & Mortality & Summertime Income

Welcome to the⁠⁠⁠⁠ @plannedsolutions ⁠⁠⁠⁠Incorporated Podcast. In this episode we discuss Artificial Intelligence (AI) has been a popular investment trend in 2024.... more

01 Aug 2024 · 26 minutes
Trying to Demystify Social Security, Earning Season And US Wealth Distribution

Welcome to the⁠⁠⁠ @plannedsolutions ⁠⁠⁠Incorporated Podcast. In this episode we discuss how the Social Security system can be very complex. Yet, Social... more

18 Jul 2024 · 26 minutes
Planned Solutions
What's the REAL Connection Between Inflation and Politics?
Planned Solutions