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.
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Contact path
Verified email
Booking probability
35%
Guest openness
Selective
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Signup to Generate a PitchPlanned 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.
Recent episodes include "Artificial Intelligence in Personal Banking, Adjustable Rate Mortgages vs Fixed Rate Mortgages & Money Market Accounts vs Money Market Funds" (22 October 2026, 27 minutes), "$40 Trillion Debt & 5% Treasury Yields: What Investors Need to Know" (24 September 2026, 33 minutes), and "Smart Ways to Access Cash, Give Appreciated Stock & Navigate FAFSA 2026, 27" (10 September 2026, 31 minutes).
Planned Solutions publishes roughly every two weeks, with episodes averaging 29 minutes across 117 episodes.
Booking probability for Planned Solutions is 35%, and the host is rated Selective on guests. Planned Solutions requires a Pod Score of 80 or higher. Planned Solutions's contact route on record: verified email.
The strongest fits for Planned Solutions are Investing & Wealth Management. Planned Solutions has a business audience.
Planned Solutions is a business podcast with 117 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Planned Solutions
In this episode of the Planned Solutions Incorporated Podcast, AI is transforming personal banking by helping users’ budget, manage debt, save, invest, and detect fraud. While it improves convenience, efficiency, and...
Planned Solutions
In this episode of the Planned Solutions Incorporated Podcast, The U.S. national debt has reached $40 trillion, exceeding 120% of the economy, with interest costs now around $1.27 trillion annually. While the debt has...
In this episode of the Planned Solutions Incorporated Podcast, we explore smart financial strategies for accessing cash, tax-efficient charitable giving, and an important FAFSA update for families with family-owned...
Planned Solutions
This episode of the Planned Solutions Incorporated Podcast explores three important financial planning topics:0% Capital Gains Tax Bracket: In 2026, the 0% capital gains threshold is $49,450 for single filers and...
Planned Solutions
This episode of the Planned Solutions Incorporated podcast breaks down the essential differences between S-Corp vs C-Corp business entities. If you are a business owner or planning your tax strategy, understanding these...
Planned Solutions
In this episode of the Planned Solutions Podcast, we compare 529 plans, UTM, and Trump accounts family savings options to choose the right financial path for your household goals.This guide breaks down how different...
In this episode of the Planned Solutions Podcast, when making investments in taxable accounts, People tend to mishandle equity comp by treating Restricted Stock Units (RSUs) like a stock pick instead of compensation...
Planned Solutions
In this episode of the Planned Solutions Podcast, when making investments in taxable accounts, there is a balance that must be struck between investment strategy and tax efficiency. Unfortunately, these decisions are...
Planned Solutions
In this episode of the Planned Solutions Podcast, the recent increase in consumer prices has made headlines, but the larger increase in producer prices has largely been ignored. When producer prices increase faster than...
In this episode of the Planned Solutions Podcast, Interest rates, or the price of money, are important indicators of the future financial and economic climate. In addition, interest rate spreads (comparing one interest...
<p>In this episode of the Planned Solutions Podcast, Recent economic disruptions have caused the Fed and investors to rethink their expectations for the future path of interest rates. Higher inflation, largely due to...
Planned Solutions
<p>In this episode of the Planned Solutions Podcast, the current boom in Artificial Intelligence (AI) investment has fueled stock market gains. However, these investments are based on high growth expectations and an...
Planned Solutions
<p>In this episode of the Planned Solutions Podcast, the private credit market has rattled Wall Street and the broader credit markets recently. The story follows a common theme. A smaller market is promoted heavily by...
Planned Solutions
<p>In this episode of the Planned Solutions Podcast, the Federal Reserve has held interest rates steady thus far in 2026 and recently signaled that it will likely remain on pause as the committee monitors the impact of...
<p>In this episode of the Planned Solutions Podcast, the price of oil per barrel surged in response to the war with Iran. Businesses are understandably hoarding oil, often by buying futures contracts, to ensure they...
Planned Solutions
<p>In this episode of the Planned Solutions Podcast, we discuss several new tax deductions available in 2025. In addition, the qualifications and income limits for some existing tax deductions have changed. With so much...
<p>In this episode of the Planned Solutions Podcast, Gold and silver prices increased sharply over the past several years, originally spurred by increases in global central bank buying. These big price increases caught...
Planned Solutions
<p>In this episode of the Planned Solutions Podcast, the focus begins with Health Savings Accounts (HSAs)—a powerful yet often underutilized financial tool. While many people use HSAs like a tax-advantaged checking...
Planned Solutions
<p>In this episode of the Planned Solutions Podcast, the US stock market has started the year strong with the S&P 500 returning nearly 1.4% in just 11 trading days. However, the US large-cap index has underperformed...
Planned Solutions
<p>In this episode of the Planned Solutions Podcast, we explore critical financial planning topics that can have a lasting impact on your wealth, legacy, and peace of mind—starting with estate planning, an area where...
PitchCentric classifies Planned Solutions under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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