Episode #59: Seven Estate Planning Mistakes To Avoid

Unfortunately, it’s easy to make mistakes when it comes to estate planning. Dan will outline seven of the most common estate planning mistakes he sees people make and gives us suggestions on how to avoid these. Click here for Dan’s Retirement Rescue Toolkit.

By | 2018-06-19T23:07:22+00:00 June 14th, 2018|Podcast|0 Comments

Episode #58: Spousal Conflicts: Savers vs. Spenders

A lot of couples will often have one spouse who is the saver of the pair and the other is the spender. How can you effectively prepare for your financial future with such differing personalities? Dan will take us through the action steps he takes when working with couples through issues like this. Click here [...]

By | 2018-06-19T23:06:08+00:00 June 7th, 2018|Podcast|0 Comments

Episode #57: Playing Retirement Catch-up

If you’re a little behind in preparing for retirement, don’t be afraid. A lot of people are in the same boat. There’s good news, however. With some discipline and some good saving and planning strategies, it’s possible to make up a lot of ground in a relatively short period of time without taking undue risk. [...]

By | 2018-06-19T23:04:46+00:00 May 31st, 2018|Podcast|0 Comments

Episode #56: How Do You React To Market Corrections?

Anytime the market is moving in a downward direction, or even just wavering, we see people react in various ways. Take a listen to see if you identify with one of these common reactions to market corrections. Do you over-trade as a response? Do you stick your head in the sand or run around like [...]

By | 2018-06-19T23:03:18+00:00 May 24th, 2018|Podcast|0 Comments

Episode #55: Story Time – “I Didn’t Listen”

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 their financial advisor and later wished that they had. Click here for Dan’s Retirement Rescue [...]

By | 2018-06-19T23:01:29+00:00 May 17th, 2018|Podcast|0 Comments

Episode #54: Lessons Learned From Retired Clients

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 Toolkit.

By | 2018-06-19T22:58:32+00:00 May 10th, 2018|Podcast|0 Comments

Episode #53: What You Must Know About Market Volatility

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.

By | 2018-06-19T22:56:10+00:00 May 3rd, 2018|Podcast|0 Comments

Episode #52: Overlooked Elements of Retirement Planning

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 reasons, individuals and even financial advisors often skip over the family legacy or estate planning [...]

By | 2018-06-19T22:52:23+00:00 April 26th, 2018|Podcast|0 Comments

Episode #51: The Guy Who Freaked Out On The Plane

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 on the 14-hour journey. It got Dan thinking about how we react to stressful situations [...]

By | 2018-06-19T22:48:56+00:00 April 19th, 2018|Podcast|0 Comments

Episode #50: Why Everyone Needs A Roth IRA

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. Dan will walk us through why it’s typically a good idea to have a Roth [...]

By | 2018-06-19T22:47:35+00:00 April 12th, 2018|Podcast|0 Comments