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Hosted by Unknown Host · 🇺🇸 US · EN-US · 112 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts Planned Solutions, a business show with 112 episodes published.
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
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 savi
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. Whe
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 oft
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 r
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 increa
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 eventua
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 inves
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 high
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 have ac
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 cha
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 the
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 account
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 foreign
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 many f
In this episode of the Planned Solutions podcast, Many financial models are communicated to the public as if they are completely factual. However, the accuracy of these modelsrequires that the assumptions at the heart of
In this episode of the Planned Solutions podcast, Artificial Intelligence (AI) is nothing new. In fact, the term dates back to the 1950s, and many AI solutions have been implemented since then. The difference between the
In this episode of the Planned Solutions podcast, with the reopening of the federal government, the Department of Labor is once again publishing jobs data. The most recent reports show that the job market remains reasona
In this episode of the Planned Solutions podcast, with the official government economic data currently unavailable, the private data sources are getting more attention. This includes the ISM reports on the manufacturing
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Planned Solutions is hosted by Unknown Host. The show is categorised under business and has published 112 episodes.
Planned Solutions has published 112 episodes.
Planned Solutions regularly covers business. It sits in the business category.
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Episodes of Planned Solutions average 28 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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