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.
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🎧 Check out the Planning Made Simple Podcast for more of Paul’s insights - @planningmadesimple
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