Conventional Wisdom Isn’t Always So Wise

By |2019-05-02T10:02:40+00:00April 18th, 2019|Podcast|

Wouldn’t it be great if retirement came with a simple manual we could all follow step-by-step? It would sure make things easier. Unfortunately, there’s no such universal manual and to make matters worse, most of the conventional wisdom about the financial world also tends to lead people astray when they follow the advice blindly.

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The 5 Most Common Pain Points In Your Financial Life

By |2019-03-21T13:18:14+00:00March 21st, 2019|Podcast|

When it comes to financial planning, everyone has some kind of pain point. They're different for each client, but everyone has something that bothers them. Dan explains how he helps his clients to alleviate their "pain points."

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The 6 Things Wasting Away In Your Financial Junk Drawer

By |2022-10-15T06:15:02+00:00March 7th, 2019|Podcast|

You probably have a junk drawer at home. It's filled with knick knacks like rubber bands, clothespins, and ink pens, and highlighters. While you might not realize it, you probably have a financial junk drawer as well. Discover six things you could be giving a better purpose.

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Episode #71: Defining Risk Tolerance

By |2018-12-03T18:44:07+00:00December 6th, 2018|Podcast|

Today's Objective... Risk tolerance is a buzzword that gets used in many financial conversations, but what is it, and how does it affect your retirement plan? Dan explains. [spp-player url=https://mcdn.podbean.com/mf/web/786hn4/PODCAST_071_-_BUZZWORD_RISK_TOLERANCE_-_DAN_BETZEL.mp3] (Click the featured times below to jump forward in the episode) First Things First. 1:48 - In The News: Is A Crash Looming? 4:12  - GTK: We [...]

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