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. [...]
Episode #49: Holistic Financial Planning
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. [...]
Episode #48: Five Things We Wish Everyone Knew
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 [...]
Episode #47: Making Your Own Financial Luck
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. [...]
Episode #46: Financial Power Of Attorney
We discuss Dan’s blog about an article he wrote on guidlines with powers of attorney.
Episode #45: Mailbag – 4% Rule, Inheritance, & Spousal Disagreements
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.
Episode #44: Financial Lies We Tell Ourselves
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 [...]
Episode #43: Shopping The Retirement Grocery Store
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 [...]
Episode #42: Winter Financial Olympics
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”
Episode #41: Mailbag – Longevity & Lump Sums
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 [...]
Episode #40: Stress And Retirement
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. [...]
Episode #39: Special Guest – Tax Code Changes (Part 2)
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 [...]
Episode #38: Special Guest – Tax Code Changes (Part 1)
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 [...]
Episode #37: Financial Resolutions
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
Episode #36: Collision Of Fear And Greed
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 [...]
Episode #35: Common 401k Questions
A lot of Americans have 401k accounts. Let’s cover some of the common questions we get from 401k owners. You probably have some of these questions on your mind anyway. Oh, and this advice generally applies if you have a [...]
Episode #34: Financial Santa Claus
In the spirit of the holiday season, let’s pretend that Dan is Santa Claus, and he’s filling up the stockings of retirees and pre-retirees with useful financial resources. But you can only fit 6 items into the stocking. Which 6 [...]
Episode #33: Story Time – Fee Shock
Let’s hear about a time when somebody was completely shocked to find out what exactly they were paying in fees inside their portfolio. For the “Retirement Rescue Toolkit”, visit https://bv341.infusionsoft.com/app/page/taxfree-kit
Episode #32: Financially Savvy Grandparenting (Part 2)
Part 2 of our discussion of the 7 tips for grandparents to consider as they help their grandchildren grow into financially savvy adults. For the “Retirement Rescue Toolkit”, visit https://bv341.infusionsoft.com/app/page/taxfree-kit Financially Savvy Grandparenting A common question we often get, that’s [...]
Episode #31: Financially Savvy Grandparenting (Part 1)
A common question we often get, that’s not even really related to investing, is from retirees wanting to know how they can help pass their financial wisdom on to the next generation. So, let’s touch on seven tips for grandparents [...]
