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Artwork for Planning Made Simple
Dividend Investing
Dividend Stocks
Dividends
Retirement Planning
Social Security
Dividend Income
Dividend Growth
Coca-Cola
Dividend Yield
Freedom Of Purpose
Investment Strategies
Johnson & Johnson
Retirement Income
4% Rule
Reinvestment
Freedom Of Time
Freedom Of Choice
Taxes
Inflation
Dividend Aristocrats

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 decisi... more

PublishesWeeklyEpisodes167Founded8 years ago
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Artwork for Planning Made Simple

Latest Episodes

You spent decades saving, investing, and building your retirement nest egg. But what if a large portion of that money isn't actually yours?

In this episode of Planning Made Simple, Paul, Kyle, and the team uncover one of the biggest retirement plann... more

YouTube

Most people think inheritance is about leaving money behind. But what if the real goal is leaving behind an income stream that lasts for generations?

In this episode, the Planning Made Simple team explores how dividend investing can create a multi-g... more

YouTube

Is the “Barbell Strategy” a brilliant investing framework… or just another flashy trend?

In this episode, the team breaks down the growing popularity of barbell portfolios — putting most of your money into dividend investments while using a smaller ... more

Should you change your dividend portfolio when the market gets scary, a stock drops, or YouTube says it’s time to buy something new?In this episode, we break down the difference between smart portfolio management and emotional overactivity. From divi... more

Key Facts

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Recent Guests

Jeff Holmsworth
Developer of the Vigorate app
Vigorate
Episode: The Hidden Reason Investing Feels So Stressful!
Jonathan Romero
Mortgage professional
Movement Bank
Episode: Home Sales After the Fed Cut

Host

Paul Durso
Host of Planning Made Simple, frequently discussing retirement, investing, and tax-efficient planning with a focus on actionable frameworks.

Reviews

4.4 out of 5 stars from 7 ratings
  • You’ll be worse off financially for listening to this one.

    I’m sure this show has plenty of great general advice (invest long term, save more than you spend). For any financial insight deeper than that, I’d look elsewhere. This show is littered with misinformation and mostly opinion based reporting presented as “well researched”.

    I listened to the Leveraged ETF episode. I’m not sure these two actually understand the risks of LETFs, let alone what a LETF is. Many things they said were just plain wrong.

    “Doing you research… If you took the time to dig... more

    Apple Podcasts
    1
    Xmakakxnsknxbdbdbnnnnnn
    United Statesa month ago
  • A good basic primer on dividend investing. I liked that it was short and sweet.

    Audible
    5
    D
    United Statesa year ago
  • Good basic review of what to look for

    A good basic primer on dividend investing. I liked that it was short and sweet.

    Audible
    5
    D
    United Statesa year ago

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Talking Points

Recent interactions between the hosts and their guests.

Listener Q&A: Your Top Dividend Questions Answered!
Q: Should we spend our dividends or reinvest them?
Reinvesting dividends during market downturns is highlighted as especially powerful for compounding future income and total returns, though individual circumstances vary.
Listener Q&A: Your Top Dividend Questions Answered!
Q: Is dividend income reliable in a down market?
Yes, dividend stocks tend to provide more stable income in down markets, and reinvesting those dividends during downturns can significantly accelerate growth when markets recover.
Listener Q&A: Your Top Dividend Questions Answered!
Q: How many dividend stocks do I actually need in my portfolio?
The guests suggest a robust range, typically between about 25 and 50 holdings for a novice or average investor to balance stability and growth, avoiding excessive dilution.
The Hidden Reason Investing Feels So Stressful!
Q: Are we ready to go today? Why is the topic about the hidden stress behind investing important?
Stress comes from lacking a clear plan and integrated perspective; with a plan and a framework, you can manage emotions and stay aligned.
Four Freedoms: Freedom of Choice
Q: What are some practical tips for exercising your freedom of choice?
Start by defining your core values and boundaries, and ensure that your choices align with those, which will make decision-making easier.

Audience Metrics

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Frequently Asked Questions About Planning Made Simple

What is Planning Made Simple about and what kind of topics does it cover?

Planning Made Simple offers practical financial and life-planning guidance through accessible, down-to-earth conversations. Episodes consistently center on retirement planning, dividend investing, tax strategy, and portfolio management, often pairing technical analysis with real-life client scenarios and actionable frameworks. A recurring strength is translating complex topics—like the true costs of investing, tax-efficient withdrawal strategies, and income-focused planning—into clear takeaways that listeners can apply with confidence. Notable is the show's emphasis on long-term planning over short-term market moves, plus a straightforward, personable host style that makes dense material approachable for both aspiring and experienced planne... more

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Which podcasts are similar to Planning Made Simple?

These podcasts share a similar audience with Planning Made Simple:

1. Money Guy Show
2. Planning for Retirement with Kevin Lao

How many episodes of Planning Made Simple are there?

Planning Made Simple launched 8 years ago and published 167 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on Planning Made Simple include:

1. Jeff Holmsworth
2. Jonathan Romero

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