Planning Made Simple

Welcome to Planning Made Simple, where Paul Durso takes the stress out of important decisions. With a blend of wisdom and wit, Paul delivers insightful, easy-to-understand advice on everything you didn’t know you needed to know about the important aspects of life. Tune in weekly for conversations that are equal parts entertaining and educational, helping you navigate a complex world full of decisions—and maybe a laugh or two along the way!

Planning Made Simple is a business podcast hosted by Unknown Host, with 158 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Planning Made Simple, a business show with 158 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Planning Made Simple

  529 or Dividends: What’s the Best College Savings Plan?

  Aug 20, 202621 min

  Should you use a 529 plan or build a dividend portfolio to pay for your child’s education? In this episode of Planning Made Simple , we compare the tax advantages and structure of a 529 plan with the flexibility and income potential of a dividend-focused brokerage account. We discuss investment limitations, taxes, scholarships, changing career paths, Roth IRA rollover opportunities, and what happens if your child decides not to attend a traditional college. The right answer may not be one account or the other. For many families, a blended strategy can provide education-focused tax benefits while preserving flexibility for a business, wedding, first home, or another important milestone. Subscribe for more conversations designed to make investing, retirement, and life’s biggest financial decisions simpler. www.planningmadesimple.com

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  Planning Made Simple

  How to Think About AI as a Dividend Investor

  Aug 13, 202619 min

  AI can analyze financial data, compare companies, and make dividend stock research faster—but should you trust the answers it gives you? In this episode of Planning Made Simple, the team explains how dividend investors can use AI as a powerful research assistant without treating it as an investment strategy. They discuss where AI performs well, why context changes the quality of its answers, and how outdated or inaccurate information can lead investors in the wrong direction. You’ll learn how to use AI to examine cash flow, balance sheets, dividend histories, yields, and company fundamentals—while understanding why every important answer still needs to be verified. AI may help you become a more informed investor, but it cannot predict the future or replace sound financial judgment. Subscribe for more straightforward conversations about dividend investing, retirement planning, and building financial freedom. www.planningmadesimple.com

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  Planning Made Simple

  Should You Use Your Dividends to Pay Off Debt?

  Aug 6, 202624 min

  Should you use your dividend income to pay off debt—or continue reinvesting it for the future? In this episode of Planning Made Simple , the team examines how the answer depends on the kind of debt you have, its interest rate, and your long-term financial goals. They compare high-interest credit card debt with lower-interest obligations, explain the benefits of dividend reinvestment, and explore a hybrid strategy that allows you to reduce debt without completely sacrificing future income. You’ll also learn why budgeting isn’t simply about spending less, how dividend income can help during difficult seasons of life, and why preserving your shares may give you more financial flexibility than selling investments. Subscribe for practical conversations about dividend investing, retirement planning, and creating greater financial freedom. www.planningmadesimple.com

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  Planning Made Simple

  Rebuilding After Divorce: How Dividends Can Help You Start Over

  Jul 30, 202617 min

  Divorce can change nearly every part of your financial life—from your income and monthly expenses to your retirement goals and long-term plans. When emotions are high, however, making major financial decisions too quickly may create even more challenges. In this episode of Planning Made Simple , the team discusses why patience may be one of the most important financial strategies after divorce. They explore the risks of emotional spending, the importance of establishing a new budget, rebuilding an emergency fund, and creating a financial plan designed around your new reality. You’ll also learn how dividend-paying investments may provide a greater sense of stability and help create an ongoing stream of income without requiring you to immediately sell your investments. Whether you are rebuilding after divorce or navigating another major life transition, having a clear plan can help replace financial uncertainty with confidence and direction.

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  Planning Made Simple

  Transitioning From Growth to Dividends

  Jul 23, 202616 min

  You’ve spent years building wealth through growth stocks—but what happens when it’s time to turn that growth into dependable dividend income? For many investors, the biggest obstacle is taxes. Selling highly appreciated investments can create a significant capital gains tax bill, leaving some investors feeling trapped in a portfolio that may no longer support their retirement goals. In this episode of Planning Made Simple, Paul and the team discuss how to transition from growth investments to dividend-paying stocks while balancing taxes, income needs, market risk, and long-term financial planning.www.planningmadesimple.com

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