We’ve probably all had one of those moments where we didn’t listen to the advice someone was trying to give us. Let’s hear about a time it happened in the financial world when someone didn’t listen to the advice of [...]
Just as clients can learn a lot from Dan, Dan can learn some lessons from his clients. Hear about Dan’s experiences with retired clients and how they have shaped his financial perspective and strategies. Click here for Dan’s Retirement Rescue [...]
There are some misunderstandings out there about market volatility, especially with the recent instability in the stock market. Let’s explore some of the important lessons every investor should know about the nature of volatility.
A few weeks back, we talked about what a holistic plan really looks like. One of the five core elements also happens to be one of the most overlooked and forgottten pieces of a retirement plan. For a myriad of [...]
Dan was on an international flight recently (flew on the Dreamliner, in fact), and sat next to a passenger who was suffering from Aerophobia, the fear of flying. The fear and nervousness was so paralyzing it caused quite the disruption [...]
No matter where you fall on the age or income spectrum, it’s probably a good idea for you to at least consider a Roth IRA. In almost every case, you’ll reap some great rewards by utilizng that retirement savings vehicle. [...]
Some people think they have a comprehensive financial plan, but in reality their plan often lacks critical components. Some people will figure out the right way to structure an income plan, but they’ll overlook the role of taxes or healthcare. [...]
As financial professionals, there are things that we wish everyone knew and understood. On this podcast, we’ll explore how a financial advisor’s job would be different, and easier, if everybody understood at least five things. Click here for Dan’s Retirement [...]
There’s a lot of talk in March about leprechauns, four leaf clovers and pots of gold at the ends of a rainbow. The bad news, however, is that none of those things will help you get wealthy or retire successfully. [...]
We discuss Dan’s blog about an article he wrote on guidlines with powers of attorney.
We answer questions from listeners like you regarding the 4% rule, what to do when inheriting stocks, and how to get on the same page with a spouse. Click here for Dan’s Retirement Rescue Toolkit.
You know it’s not a good thing to lie to yourself in any aspect of life. So, let’s “keep it real” and go over some of the common financial lies we tell ourselves and explore why it’s dangerous to approach [...]
You probably have a specific routine for how you like to go grocery shopping. Some of us are list-makers, others kind of wing it. Some put everything neatly in the cart while you might be one of those folks who [...]
In the spirit of the Winter Olympics, learn how financial planning could be similar to your favorite event, such as cross-country skiing, bobsledding, and more. Click here for the “Retirement Rescue Toolkit”
We get a lot of listener questions here on the Plan With Dan podcast. So much so that we like to answer a few of them every once in a while. In this mailbag edition of the podcast, Dan answers [...]
Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. [...]
We’d like to welcome back special guest Deb Oskin. Deb is an Enrolled Agent and ordained minister. We’ll discuss her role in helping members of the clergy with tax preparation. Click here for the “Retirement Rescue Toolkit“. For more information [...]
We are joined by special guest Deb Oskin, an enrolled tax agent and an ordained minister, to unpack the recent changes to the United States’ tax code. For the “Retirement Rescue Toolkit”, visit https://bv341.infusionsoft.com/app/page/taxfree-kit For more information on Deb Oskin’s [...]
You’ve probably made some resolutions for 2018. You’ve probably already failed at some of those resolutions. So, maybe take a stab at starting some very attainable financial resolutions. For the “Retirement Rescue Toolkit”, visit https://bv341.infusionsoft.com/app/page/taxfree-kit
The fear we all felt in 2008 is in the rearview mirror. Now the natural response is to be greedy with the recent stock market success we’ve experienced. How can we reconcile and deal with these different emotions as we [...]