
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
| Publishes | Weekly | Episodes | 167 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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










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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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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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