🎙️ What if retirement isn’t the end—but the beginning of your most meaningful chapter? In this episode of the Legacy Life Podcast, we explore what it truly means to reimagine retirement. Forget the outdated vision of slowing down and fading out—this is about refiring, not retiring.

From restoring broken relationships to reigniting long-lost dreams, your third act could be the most impactful and fulfilling season of your life. This episode is packed with stories, reflection questions, and spiritual encouragement to help you step into your next chapter with purpose.

Link to our calendar - https://calendly.com/ryan-1111legacy/30min

What if you could plant financial “apple trees” today that provide for generations to come? 🌳 In this episode of Legacy Life Podcast, we explore the power of dividend investing through our favorite metaphor—The Legacy Orchard.

Learn how simple, patient investing can create a growing stream of income, lasting wealth, and an impact that lives beyond you.

🎙️ Topics include:

• Apples vs. orchards: The legacy mindset

• Dividend income & reinvestment explained

• Real-life examples of compounding over decades

• Building wealth with simplicity, not stress

📅 Want to start your own legacy orchard? - https://calendly.com/ryan-1111legacy/30min

👍 Like, subscribe, and share to help others build a legacy that multiplies.

In this powerful episode of Legacy Life Podcast, we dive deep into the topic of Legacy—what it really means, how it’s shaped by our choices, and how we can prepare to pass it on well. We’re honored to welcome back Paul Durso, founder of Insight Folios and creator of Simplicitree®, alongside fellow advisor Kevin Ray, for a conversation that is both practical and profoundly personal.

If you’ve ever wondered: 🌱 “How do I start a conversation with my parents or kids about legacy?” 🌱 “What happens if I don’t have a clear plan in place?” 🌱 “How can I make sure my financial plan reflects my values?”

This episode is for you.

👉 Don’t forget to subscribe, like, and share! 🎧 Listen to the Planning Made Simple Podcast for more on Paul’s approach to transparent and educational financial planning: @planningmadesimple 📅 Want to discuss your legacy plan? Check the show notes for a link to schedule a conversation.

Together, let’s build legacies that outlive us.

In this episode of the Legacy Life Podcast, we sit down with Paul Durso, a trailblazer in financial education and innovation. Paul is the founder and President of Insight Folios and the creator of the groundbreaking platform Simplicitree®, designed to make financial planning more transparent, intuitive, and client-centered. With a passion for education over sales, Paul has spent his career helping people truly understand their money—simplifying the complex, exposing financial shortfalls, and empowering clients to take ownership of their financial journey.

In this candid conversation, Paul shares his personal story: from dreaming of becoming a youth pastor to realizing that his pulpit was the financial industry. He opens up about the challenges he faced, the breakthroughs that shaped his career, and the vision that fuels his work—building a community-centered firm that brings people together around the most important topics: health, wealth, and faith.

👉 Don’t forget to subscribe, like, and share! 🎧 Check out the Planning Made Simple Podcast for more of Paul’s insights - @planningmadesimple 📢 Follow us for more episodes of The Legacy Life Podcast where we explore faith, finance, family, and the stories that shape our legacies.

Are you prepared for life’s “what if” moments? In this emotional yet practical episode of the Legacy Life Podcast, we break down the three key areas of protection every family needs: 1️⃣ Life Insurance 2️⃣ Estate Planning 3️⃣ Emergency Savings

Whether it’s a sudden loss, a health crisis, or a natural disaster, the right preparation can protect your loved ones from unnecessary stress, debt, and chaos.

Wills and trusts are great—but what about your heart? In this episode of the Legacy Life Podcast, We explore one of the most meaningful (yet often overlooked) components of legacy planning: the legacy letter.

A legacy letter is your chance to pass down your values, memories, and life lessons—not just your money. Whether you’re 25 or 75, this episode will challenge and equip you to leave behind more than assets—you can leave a voice, a story, and a vision for the next generation.

What if the biggest obstacle in your finances... was your mindset? In this episode of the Legacy Life Podcast, We uncover the hidden force behind almost every decision we make—financial or otherwise: the abundance vs. scarcity mindset.

This isn't just a motivational conversation—it’s a practical, faith-rooted deep dive into how the way we think affects everything from money to relationships to purpose. Whether you're stuck in fear or just looking to break into new growth, this episode is for you.

Want more peace, joy, and purpose in your finances? Start giving. In the final installment of the Five Jars Budgeting Method, We explore the Giving Jar—a financial habit that transforms your mindset, relationships, and legacy.

More than just charity, giving is a reflection of your heart. It’s a powerful act that shifts your perspective from scarcity to abundance, from stress to peace, and from self-focus to impact. Whether you give $5 or $500, the ripple effect is real—and it changes everything.