Episode #59: Seven Estate Planning Mistakes To Avoid

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

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.

Episode #58: Spousal Conflicts: Savers vs. Spenders

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

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 [...]

Episode #57: Playing Retirement Catch-up

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

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. [...]

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

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

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 [...]

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

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

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 [...]

Episode #54: Lessons Learned From Retired Clients

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

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.

Episode #52: Overlooked Elements of Retirement Planning

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

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 [...]

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

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

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 [...]

Episode #50: Why Everyone Needs A Roth IRA

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

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 [...]

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