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Jul 3, 2025 29 min

Legacy Life Part 1

from Planning Made Simple Hosted by Planning Made Simple, created by Paul Durso

This episode is a unique crossover between two podcasts—Legacy Life and Planning Made Simple—featuring an in-depth conversation with Paul Durso, a financial advisor who shares his unconventional journey into the profession. Originally pursuing ministry, Paul reveals how he transitioned from youth ministry aspirations to the financial world, eventually finding that his calling wasn’t confined to a church pulpit but could thrive through serving others in business. He discusses his early dissatisfaction at Morgan Stanley, his spiritual turning point, and the decision to build a career rooted in faith, integrity, and authenticity. Paul also shares how shedding industry norms and embracing transparency helped him connect with clients more meaningfully. The episode highlights his blend of ministry, innovation, and education, offering a broader view of what it means to serve with purpose.

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Legacy Life Part 1

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This episode was published on July 3, 2025.

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