HeyJaredPlanned Solutions
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.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 10, 2026
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- Jul 16, 2026
Latest episodes
Smart Ways to Access Cash, Give Appreciated Stock & Navigate FAFSA 2026–27 (opens the original)
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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 businesses and farms. 💰 Need a large amount of cash? We break down the pros, cons, costs, taxes, and risks of using savings, investments, home equity, investment-backed borrowing, or a 401(k) loan—and why planning ahead can help you avoid unnecessary borrowing or selling investments a
0% Capital Gains Strategy • Understanding Separate, Marital, and Community Property in Marriage • Donor Advised Funds (opens the original)
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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 $98,900 for married couples filing jointly. Retirees may be able to realize gains tax-free, but Roth conversions, tax-loss harvesting, and Medicare premium considerations can compete for the same tax space. Annual planning can help determine the best strategy. Marriage & Property Owners
Choosing between an S-Corp and a C-Corp, The Growing Cost of Health Care in Retirement & Should You Borrow from Your 401(k)? (opens the original)
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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 classifications helps clarify your liability and tax obligations. We also examine the rising healthcare costs retirement planning requires, providing a realistic look at how to prepare for these future expenses. Additionally, we discuss the financial implications of borrowing fro
529 vs UTMA vs Trump Accounts | Which Saves Your Kids More Money? (opens the original)
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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 savings vehicles function to help you decide which account fits your long-term financial strategy. Whether you are prioritizing education funding or general wealth building, understanding the nuances of a 529 plan versus a custodial account is essential for effective family financial
Restricted Stock Vesting, Understanding Legacy Gifting Options & Gift Splitting (opens the original)
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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. When RSUs vest, they’re taxed as ordinary income. It’s like receiving a cash bonus and then automatically buying your company’s shares. Paying the tax doesn’t justify holding the stock. A large position in employer stock is risky because your job and the stock can fall at the same t
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