In this episode, the hosts dive into the concept of finding peace of mind in a volatile stock market, particularly through dividend investing. They highlight the psychological and emotional toll market swings can have on investors and why dividends offer a sense of "tethering"—a consistent, tangible return even when the market is erratic. The discussion contrasts speculative investing with purpose-driven, income-focused strategies, emphasizing how regular dividend payments can provide stability and confidence. They also explore coping mechanisms, from walking to reviewing statements, and the importance of understanding what you actually own. Ultimately, the hosts encourage a return to financial fundamentals and planning to weather the storms of the market with clarity and reassurance.

www.planningmadesimple.com

In this episode—a joint production with the Legacy Life Podcast—the hosts dive into the complexities and emotional nuances of legacy planning. They explore common misconceptions about wealth transfer and how individuals approach end-of-life planning in vastly different ways. Through personal anecdotes and professional experiences, the advisors illustrate the importance of having clear, intentional conversations about legacy early and often. From forgotten beneficiaries to chaotic probate situations, they emphasize how simple planning steps can spare loved ones years of confusion and hardship. Ultimately, they stress that legacy planning is about honoring people’s values and making decisions now that ensure peace later.

This episode is a unique crossover between two podcasts—Legacy Life and Planning Made Simple—featuring an in-depth conversation with Paul Durso, a financial advisor who shares his unconventional journey into the profession. Originally pursuing ministry, Paul reveals how he transitioned from youth ministry aspirations to the financial world, eventually finding that his calling wasn’t confined to a church pulpit but could thrive through serving others in business. He discusses his early dissatisfaction at Morgan Stanley, his spiritual turning point, and the decision to build a career rooted in faith, integrity, and authenticity. Paul also shares how shedding industry norms and embracing transparency helped him connect with clients more meaningfully. The episode highlights his blend of ministry, innovation, and education, offering a broader view of what it means to serve with purpose.