Plan With Dan Podcast 2018-06-19T23:22:19+00:00

Episode #29: Mailbag – End Of Year Planning, Nursing Homes & Hating Advisors

Let’s answer your questions about end-of-year tax planning, how to handle assets before entrance into an nursing home and what to do if you hate all the financial advisors you’ve ever met. For the “Retirement Rescue Toolkit”, visit