Episode #70: Settling Financial Debates
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 [...]
Episode #69: Hidden Expenses
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) [...]
Episode #68: Important Financial Terms You Should Know
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 [...]
Episode #67: Tax Planning And Retirement
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) [...]
Episode #66: Ask Yourself Five Retirement Questions
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 [...]
Episode #65: Elements Of A Successful Retirement
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 [...]
Episode #64: Giving Money Mission Statements
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"] [...]
Episode #63: What Financial Demographics Can Tell Us
Today's Objective... Statistics can give us helpful insight into how you're approaching your finances. Explore financial demographics, and see what they say about retirement. [spp-player url=https://planwithdan.podbean.com/mf/web/265mxz/PODCAST_063_-_DEMOGRAPHICS.mp3] (Click the featured times below to jump forward in the episode) First Things First. [...]
Episode #62: Debunking Financial Myths
Today's Objective... Financial myths stump even the savviest of investors. Learn to distinguish fact from fiction. We'll debunk misleading statements that can lead you astray. [spp-player url=https://planwithdan.podbean.com/mf/web/72kwh3/PODCAST_062_-_MYTHBUSTING.mp3 ] (Click the featured times below to jump forward in the episode) First [...]
Episode #61: Things You Can’t Control
Today's Objective... When planning for retirement, there are certain things you can't control. Account for those unforeseen elements by planning for what you can control. [spp-player url=https://planwithdan.podbean.com/mf/web/2mcuc4/PODCAST_061_-_THINGS_YOU_CAN_T_CONTROL.mp3 ] (Click the featured times below to jump forward in the episode) First [...]
Episode #60: (I Can’t Get No) Retirement Satisfaction
Today's Objective... Retirement satisfaction. It's difficult to achieve. Learn how finding confidence, security, and independence in retirement will ultimately satisfy. [spp-player url=https://planwithdan.podbean.com/mf/web/bndq6n/PODCAST_060_-_RETIREMENT_SATISFACTION.mp3 ] (Click the featured times below to jump forward in the episode) Tactical Points: Retirement Satisfaction: Achieving Peace Of [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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.
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 [...]
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 [...]
