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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Episode #70: Settling Financial Debates

By |2018-11-15T18:51:32+00:00November 15th, 2018|Podcast|

Today's Objective... Depending on who you ask, you'll get varying answers to some of retirement's most pressing questions. Dan will help us settle these financial debates. [spp-player url=https://mcdn.podbean.com/mf/web/h93p23/PODCAST_070_-_SETTLE_THE_DEBATE_RIGHT_OR_WRONG_-_DAN_BETZEL.mp3] (Click the featured times below to jump forward in the episode) First Things First. 1:13 - In The News: Gold prices are hitting a low. 4:01  - Mailbag: Helene [...]

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Episode #69: Hidden Expenses

By |2018-10-25T18:06:12+00:00November 1st, 2018|Podcast|

Today's Objective... Just because you can't plainly see all the hidden expenses in your portfolio doesn't mean they aren't there. Uncover areas to watch for hidden costs. [spp-player url=https://mcdn.podbean.com/mf/web/j7ijsu/PODCAST_069_HIDDEN_EXPENSES_YOU_NEED_TO_KNOW_-_DAN_BETZEL.mp3] (Click the featured times below to jump forward in the episode) First Things First. [spp-timestamp time="2:35"] - In The News: Stock Market Volatility. 5:39   - Mailbag: Oscar just turned [...]

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Episode #68: Important Financial Terms You Should Know

By |2018-10-15T17:39:52+00:00October 18th, 2018|Podcast|

Today's Objective... Financial terms can quickly get confusing. Dan helps us to better understand the tricky jargon we might have heard before. [spp-player url=https://mcdn.podbean.com/mf/web/pdz5kh/PODCAST_068_-_IMPORTANT_FINANCIAL_TERMS_YOU_SHOULD_KNOW_-_DAN_BETZEL.mp3] (Click the featured times below to jump forward in the episode) First Things First. 1:22 - In The News: Dan examines tech growth in the S&P 500. 3:44  - Getting To Know You: Dan [...]

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Episode #67: Tax Planning And Retirement

By |2018-09-24T21:49:56+00:00October 4th, 2018|Podcast|

Today's Objective... Tax planning is one of the key elements of a sound retirement plan. Discover how to steward your wealth and save in taxes in retirement. [spp-player url=https://planwithdan.podbean.com/mf/web/gkcvzf/PODCAST_067_RETIREMENT_AND_TAXES.mp3] (Click the featured times below to jump forward in the episode) First Things First. 1:27 - In The News: Dan dives into the Twitter #WhyI'mNotRich. 4:21  - Mailbag: Beth just [...]

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Episode #66: Ask Yourself Five Retirement Questions

By |2018-09-13T18:43:22+00:00September 20th, 2018|Podcast|

Today's Objective... Planning for retirement is daunting. It's difficult to know where to begin. Ask yourself these five questions to start the conversation. [spp-player url=https://planwithdan.podbean.com/mf/web/9wnsmu/PODCAST_066_5_RETIREMENT_QUESTIONS.mp3] (Click the featured times below to jump forward in the episode) First Things First. 00:50 - Getting To Know You: Dan shares with us his expertise outside of the financial world.  4:12  [...]

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Episode #65: Elements Of A Successful Retirement

By |2018-08-29T14:54:37+00:00September 6th, 2018|Podcast|

Today's Objective... A successful retirement addresses your emotional, financial, social, and spiritual needs. Do you have what it takes? Learn what generates success. [spp-player url=https://planwithdan.podbean.com/mf/web/vb8m5j/PODCAST_065_-_ELEMENTS_OF_A_SUCCESSFUL_RETIREMENT.mp3] (Click the featured times below to jump forward in the episode) First Things First. [spp-timestamp time="1:59"] - In The News: The Number Of Baby Boomers Filing For Bankruptcy Is Skyrocketing.  4:25 - Mailbag: Hans [...]

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Episode #64: Giving Money Mission Statements

By |2018-08-13T15:22:42+00:00August 16th, 2018|Podcast|

Today's Objective... Mission statements give our dollars a purpose. Let's find out whether you're effectively putting your money to work for you. [spp-player url=https://planwithdan.podbean.com/mf/web/i42s7p/PODCAST_064_-_MISSION_STATEMENTS.mp3] (Click the featured times below to jump forward in the episode) First Things First. [spp-timestamp time="1:08"] - In The News: Netflix Briefly Surpasses Disney In Market Value 3:28 - Mailbag: Barry asks how nursing home [...]

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