Planned Solutions
By Planned Solutions
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Episodes: 75
Description
Planned Solutions is an Independent Financial Planning Firm - looking out for our client's best interests. With over 30 years in the financial planning business, we at Planned Solutions will help guide you to a secure financial future.
At Planned Solutions, a CERTIFIED FINANCIAL PLANNER™ professional will sit down with you, review your current situation and work with you to develop an individualized financial plan and implement an asset management strategy. We are very familiar with the range of options available today – investment opportunities, savings, pension plans and insurance products – and will help you identify which choices are best suited for both you and your family’s goals.
Financial planning, retirement planning, investment management, estate planning, insurance analysis, and tax planning and preparation are our specialties. Please give us a call for a complimentary initial consultation, where we will discuss your goals and help design a plan of action.
| Episode | Date |
|---|---|
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When Renting Makes Sense, Inflation Ticks Up In Jan & Beneficial Ownership Reporting Requirements
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Mar 13, 2025 |
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Understanding The Economic Impact Of Tariffs And US Inflation
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Feb 27, 2025 |
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Los Angeles Wildfire Tax Relief, AI Market Panic, Qualified Charitable Distribution
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Feb 13, 2025 |
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Social Security Fairness Act, Market Cycles and Initial Public Offerings & Social Security Earnings Test
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Jan 30, 2025 |
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Stock Valuations and Growth Rates Electric Vehicle Tax Credit Risk Review Memberships to Manage Expenses
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Jan 16, 2025 |
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What YOU NEED To Know about the Social Security Fairness Act & Annual Gift Tax Exclusion Increases
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Jan 02, 2025 |
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Will Tariffs lead to MORE Inflation? Jobs Bounce Back, what you need to know about taxes & Bitcoin
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Dec 19, 2024 |
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The Stock Market SURGE Continues! What's Next? And Social Security Taxation Facts
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Dec 05, 2024 |
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What's the REAL Connection Between Inflation and Politics?
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Nov 21, 2024 |
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Is Direct Indexing Worth the Hype? Earnings Season Update. & 401k In-Service Distributions
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Nov 07, 2024 |
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The Truth About Social Security Benefits
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Oct 24, 2024 |
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Coast FIRE Movement, Changes to Real Estate Commissions & Is Gold a Good Investment?
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Oct 10, 2024 |
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Inflation Is Cooling, But Many Households Still Feel the Pinch, The True Cost of Teen Driving & New Social Security Website
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Sep 26, 2024 |
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Acting as a Fiduciary with Tax Agencies Double Estate Tax Exemption Expiration & Pour Over Wills
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Sep 12, 2024 |
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Rise in Financial Literacy Among Young Adults, Adjustable-Rate Mortgages & Eligible Beneficiaries
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Aug 29, 2024 |
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America’s Stagnant Housing Market, Stock Market Volatility, Inherited Roth IRAs-IRS Final Regulations
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Aug 15, 2024 |
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AI Investing, The Difficult Conversations: Money & Mortality & Summertime Income
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Aug 01, 2024 |
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Trying to Demystify Social Security, Earning Season And US Wealth Distribution
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Jul 18, 2024 |
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Home Improvements: Tax Codes & Tax Breaks, Funds In Your Checking, Fixed Annuities vs CDs
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Jul 04, 2024 |
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Restricted Stock Units, Housing Affordability & Converting Savings Bonds Electronically
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Jun 20, 2024 |
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Retirement Planning Challenges, Basics of Annuities & Checking the Value of Your Savings Bonds
|
Jun 06, 2024 |
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Interest Rate Perspectives, Beware of Annuity Contracts in 401k Plans & Continuing Care Retirement Communities
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May 23, 2024 |
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US First Quarter Economic Growth Rate, Home Insurance Cancelations & IRS Audits
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May 09, 2024 |
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The US Job Market, Long -Term Interest Rates & Rise Maturing CDs
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Apr 25, 2024 |
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Financial Stress Index, Insider Stock Transactions As A Market Signal & Review Estate Planning Docs
|
Apr 11, 2024 |
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Common Sources of Negative Tax Surprises, Where Inflation is Hiding & Sale of Primary Residence
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Mar 28, 2024 |
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Custodial Accounts And Tax Planning, Stock Earnings Increase, Interest Rates And Tax Withholding
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Mar 14, 2024 |
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Interest Rates, The Yield Curve & Credit Spreads, Excess HSA Contributions
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Feb 29, 2024 |
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Charitable Tax Deductions What You Need To Know And Fed Policy And Market Expectations
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Feb 15, 2024 |
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Refinance Your Mortgage, US Consumer Sentiment Surged In January, 529 Plans To Repay Student Loans
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Feb 01, 2024 |
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Beware A Rotation In Stock Leadership Stock Market Dips To Start 2024 Electric Vehicle Tax Credits
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Jan 18, 2024 |
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Shelter Prices And Rents Holiday Retail Sales IRS Suspends Missed RMD Penalty For Certain
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Jan 04, 2024 |
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Energy Efficient Tax Credits, US Stock Market Hits High, Health Savings Accounts Limits Increase
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Dec 21, 2023 |
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Interest Rate Expectations, 2024 IRS Standard Deduction, Annual Gift Tax Exclusion Increases
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Dec 07, 2023 |
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October Inflation Report Social Security COLA 3.2% For 2024 401k Contributions Help FAFSA
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Nov 23, 2023 |
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US Government Debt And Deficit Financing 401k Force Out Limits Increase Management Of Credit Cards
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Nov 09, 2023 |
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Trend Following As A Risk Management Tool, Review of Subscriptions & Are Recession Predictions Dead?
|
Oct 26, 2023 |
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Impact Of Higher Interest Rates Mixed Tax Underpayment Penalties Investing In Collectibles
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Oct 12, 2023 |
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Inflation Increases In August Personal Residence Exemption Social Security Spousal Benefits
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Sep 28, 2023 |
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Student Loan Payment Restart Rethinking Utility Stocks Roth SIMPLE And Roth SEP
|
Sep 14, 2023 |
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The Interest Rate Cycle, Government Crowding Out & Secure Act 2.0
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Aug 31, 2023 |
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Are You Getting The Most Out Of Your Employee
|
Aug 17, 2023 |
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Inflation Continues To Decline In June 529 To Roth IRA Transfers
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Aug 03, 2023 |
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Cash Management And The Term Structure Of Interest Rates, Series I Savings Bonds & Medicare IRMAA
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Jul 20, 2023 |
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Q2 Earnings Season Understanding Money Markets
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Jul 06, 2023 |
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Summer Job Guide, How Low Will Oil Prices Go? Debt Ceiling Debate
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Jun 22, 2023 |
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Fed Policy In 2023 Written by Google Bard & Social Security Wage Base
|
Jun 08, 2023 |
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Technology Stocks Lead Market Financial Stress Index Considerations When Choosing a Trustee
|
May 25, 2023 |
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US Economy Grows In First Quarter Consumer Sentiment Rebounds Term Insurance Conversion Features
|
May 11, 2023 |
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International Monetary Fund Inflation Continues to Cool PSI Office Bulletin Board
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Apr 27, 2023 |
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Choosing The Right Credit Card, Real Estate Market, Minor as an IRA Beneficiary
|
Apr 13, 2023 |
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Game Theory Bank Runs And The Prisoners Dilemma
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Mar 30, 2023 |
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Maximizing Bank Deposit Yields, Tax Losses, Real Estate Appraisals After Death
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Mar 16, 2023 |
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Goods Inflation Continues To Fall, Services Inflation Elevated
|
Mar 02, 2023 |
|
Weekley Economic Index Shows Slow Growth But No Recession
|
Feb 16, 2023 |
|
Inflation Data And Profit Margins Investing In Solar
|
Feb 02, 2023 |
|
Required Minimum Distribution, Student Loan Management, Secure Act 2.0 – 529 to Roth IRA Transfers
|
Jan 19, 2023 |
|
Foreign Stocks Outperform US Stocks
|
Jan 05, 2023 |
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Decrease In Inflation , Tax Loss Harvesting , Gift Tax Exclusion
|
Dec 22, 2022 |
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US Economic Growth And Recession Risk Cryptocurrency Companies Repeat Past Mistakes
|
Dec 08, 2022 |
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Stock Market Volatility Inflation Cools In October Tax Form 1099-K
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Nov 24, 2022 |
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Inflation And Tax Rates, US GDP Increase and Social Security Increase
|
Nov 10, 2022 |
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Stock Market And Political Risk
|
Oct 27, 2022 |
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Stock Market Speculation Declines To Its Long Term Average Mortgage Strategy
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Oct 13, 2022 |
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Stock Market Fails to Regain Long-term Upward Trend, Inflation, Social Security Offset
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Sep 29, 2022 |
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Student Loan Forgiveness Commodity Cycles Are Everywhere Fed’s Tough Talk Rattles Markets (
|
Sep 15, 2022 |
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Panic Buying Slows On Wall Street Meme Stocks Attempt A Comeback
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Sep 01, 2022 |
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Stock Market Nears Key Resistance Point, US Economy Contracts, Strategies for Inherited IRAs
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Aug 18, 2022 |
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Growth Stocks Lead Market Comeback
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Aug 04, 2022 |
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Earning Season Is In Focus On Wall Street The Mini Tech Bubble And Bust IRS Encourages Early Filing
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Jul 21, 2022 |
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Inflation Oil Investment Cycle Housing Finance Normalizes IRS Milage Rate
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Jul 07, 2022 |
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Stock Market Dips Into Bear Market Territory Motor Vehicle Supply Chain Recovers RSU's
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Jun 23, 2022 |
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Inflation Breakeven Rate Leftover 529 Plan Balances Charitable Remainder Trusts
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Jun 09, 2022 |
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Inflation’s Impact On Households, Businesses, And Government
|
May 26, 2022 |
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US Market Test Key Level Series I Savings Bonds IRS Form 1099 - K
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May 12, 2022 |