Plan With Dan

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 effec... Read more

“Financial security” might mean different things to different people, but for nearly everyone, finding financial securit... Read more

Today's Objective...It seems that people have different definitions of “safe money” as it relates to their savings. Let’... Read more

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 he... Read more

A few weeks back, we talked about what a holistic plan really looks like. One of the five core elements also happens to ... Read more

Some people think they have a comprehensive financial plan, but in reality their plan often lacks critical components. S... Read more

There are some misunderstandings out there about market volatility, especially with the recent instability in the stock ... Read more

As financial professionals, there are things that we wish everyone knew and understood. On this podcast, we’ll explore h... Read more

There’s an almost endless list of retirement planning myths that need to be debunked. We’ll debunk some of these mislead... Read more

Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a f... Read more

Do you have enough money to retire? At what age or dollar amount will you get there? How can you be sure? These are all ... Read more

There's a lot to be learned from the wit and wisdom of Mark Twain. Join us as we discover what he might have to say abou... Read more

Just because you can't plainly see all the hidden expenses in your portfolio doesn't mean they aren't there. Uncover are... Read more

Tax planning is one of the key elements of a sound retirement plan. Discover how to steward your wealth and save in taxe... Read more

Planning for retirement is daunting. It’s difficult to know where to begin. Ask yourself these five questions to start t... Read more

A successful retirement addresses your emotional, financial, social, and spiritual needs. Do you have what it takes? Lea... Read more

Mission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out... Read more

We discuss Dan's blog about an article he wrote on guidlines with powers of attorney.

You probably have a specific routine for how you like to go grocery shopping. Some of us are list-makers, others kind of... Read more

A lot of Americans have 401k accounts. Let’s cover some of the common questions we get from 401k owners. You probably ha... Read more