Simply Financial With Paul Durso

There are 2,700 PLUS rules for Social Security. How many do you know? When it comes to getting what you’ve earned, the deck is stacked against you. This week on Simply Financial, meet Laurence Kotlikoff, author of Get What’s Yours. Will you do nothing and take less, or get help and get every penny?

Sharon Lipinski, the author of 365 Ways to Live Generously, answers your questions about charitable giving. Learn habits that encourage generosity toward yourself and others.

“Families with special-needs members have unique planning considerations,” according to Rob Wrubel, Senior Vice President of Cascade Investment Group and best-selling author. And Rob knows first-hand because not only does he work with families with special-needs members, he’s also the father of a special needs child. Finally, someone who truly understands the exceptional financial planning needs for families with these unique circumstances. Learn how your family can properly plan for the future, preserve benefits and achieve financial freedom. Discover what financial plans need to be in place that consider estate and legal issues, potential government benefits and the medical and social needs of the individual.

Get clarity to your questions in determining Social Security benefits. Social Security Public Affairs Officer, Lisa Wallace condenses some of the variables within benefits.

As a financial adviser since 1987, John Miller has prided himself in his goal of doubling his client’s money every three to five years. And then to have a new investment class (Bitcoin) rise some 1600% in one year, John sat right up to take notice. So, he listed all his favorite Blockchain stocks in his newly revised book, The Coming Gold, Silver & Block-Chain Share Explosion! The Block-Chain development has changed the world of investing. You won’t want to miss this because John is even going to share with you what he does with his own investments and how he intends to merge the recommended Block-Chain companies into their precious metals program.

During his practice as a financial advisor, Robb Hill has had to "clean up" quite a few situations involving financial services. He attributes this mostly to ignorance; which he believes can be corrected. In his book, Ask the Right Questions Get the Right Answers, Robb educates and guides consumers about how to precisely do exactly that. And he’ll expand all that and share 3 truths about the financial system you NEED to know. Let him show you how to be better prepared for retirement and how to start today!

Rodger Friedman, author of The Mindset of Retirement Success reveals the secret to retirement success, your mindset. Learn the steps to visualize an abundant retirement.

One of the most common questions we hear is, "How much can I spend in retirement?" I’m guessing, but I bet at one time, you were probably taught that if you just got your nest egg big enough, you could safely withdraw 8% per year and have a safe and comfortable retirement for the rest of your life without the fear of running out of money. Then someone changed that to 6% - then 4%.  And along comes this Ph.D. Professor of Retirement Income saying 4% is probably too high!  What’s the right withdrawal rate? IS there a “right” number? Well, today we will be talking with Professor Wade Pfau, the guy whose research is sending ripples through the world of personal finance. You’ll hear first-hand what he has to say as we look at his newest book aptly titled, "How much can I spend in retirement?"

There are many disciplines of technical analysis – Tim Wood discusses his cycles-theory work and reveals how you can identify these cycles and react accordingly.

A key focus of our practice at Insight Folios is Tax planning. We believe there are actually two tax systems in the United States: One for the well-informed, and a far more expensive one for the uninformed! We keep ourselves as informed as we can, and that means working with one of the top-notch CPAs in town, Patrick Coleman. So, when it comes to taxes, do you just owe what you owe, or can you SIGNIFICANTLY reduce your tax liability? Tune in next week and find out!

Dr. Sandeep Grewal, the author of “Fat-Me-Not,” reveals the secret switch built into our bodies that can be flipped to make your weight self-regulated!

John McDonough,of Studemont Group College Funding Solutions, gives facts you need and steps to take while planning for college with retirement in mind. That’s Saturday morning at 11:30 on Simply Financial with me, Paul Durso, right here on WFNZ!

What would it mean to you to eliminate taxes in retirement? David McKnight, the author of The Power of Zero, tells us how this Saturday morning at 11:30 on Simply Financial with me, Paul Durso, right here on WFNZ!

How do you plan your portfolio for lifelong de-cumulation? Philip Romero, professor of finance and economics, shows you how – this Saturday at 11:30 on Simply Financial with me, Paul Durso, right here on WFNZ!

In honor of Mother's Day, let's take some financial lessons from mom. We'll also share some uncommon sense.

Get philosophical, and ponder important financial questions. We'll also give you the good news and bad news about your finances. Finally, join us as we unpack long-term care.

Learn the different types of risk that could affect your portfolio. Get a gut reaction from Paul and Charlie on some crucial statistics. Finally, we'll give you three qualities of money.

Don't flirt with disaster in your portfolio. Learn where danger could be lurking. We'll also learn about retirement by exploring the game of basketball.