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Plan With Dan
Jul 27, 2017
Are You Playing A Financial Game Show?
Play • 13 min
We'll discuss how your financial world may be closer to a game show than true planning.
More episodes from Plan With Dan
Sep 19, 2019
How Does Flying Relate to Retirement Planning?
You don’t need to be understand the basics behind flying but you’ll need some guidance from a professional to grasp the finer points and nuances to the actual process. Believe it or not, there are a number of parallels between flying and retirement planning and that’s what we plan to tackle on this episode. Today's rundown: 0:29 – What’s on today’s show. 1:01 – Dan has some news to share about the podcast. 2:02 – In the News: Trend in the wedding industry where couples are taking out loans for their ceremony. 3:00 – There’s really no correlation between a wonderful ceremony and the amount you spend on it. 6:13 – Introducing the main topic of flying and retirement. 7:01 – The first you do before you fly is you have a flight plan. 9:44 – Sometimes you have to deal with turbulence along the way. 14:49 – There are times when you need assistance. When you aren’t sure what’s ahead or you just need some navigation help. 18:46 – Getting to know Dan: What job would you be terrible at? 22:44 – Mailbag question: I’m retiring in six months and worried about whether we’ll have a market crash before I get to the finish line. Will I be okay for the next six months? Get the full show notes and additional resources by clicking here.
Sep 5, 2019
Challenges That Millennials Face in Financial Planning
It’s easy to take shots at millennials and joke about many of the stereotypes that follow them around, but that’s not always fair. That younger generation faces many new challenges that weren’t around 15-20 years ago, and it makes it difficult to start saving and planning for retirement. We’ll address those issues in this episode. Check out the show notes for this episode by clicking here.----more---- Today's rundown: 0:37 – Dan is preparing for his annual trip to Israel. 3:10 – Financial issues that might impact millennials. 4:15 – Education has changed so much and it’s difficult financially. 6:13 – It’s also harder now to buy a house. 8:00 – So many overqualified job candidates are underemployed. 9:34 – Many people I meet with are now caring for their aging parents. 13:26 – Getting to Know You: Who is someone that always makes you laugh. 15:57 – Mailbag question: What kind of annual return should I be seeking on investments in retirement.
Aug 15, 2019
Potential Financial Pitfalls for Someone Entering a Nursing Home
When facing the decision to put a loved one into a nursing home, the last thing you want to be concerned about is their safety and security. That’s true of financial and physical health. There are some financial pitfalls that you need to know about so you can protect your family. Check out the full show notes by clicking here. Today's rundown: 0:28 – Dan is celebrating a milestone. 2:36 – Introducing today’s topic of elder abuse. 3:42 – The first thing you need to do with your parents or children if you’re getting older and a nursing home is in your future. 4:10 – It’s important to interview before putting someone in a nursing home. 5:00 – Be aware that some nursing homes offer financial seminars. 5:40 – Another thing that nursing homes might try to ask of you. 6:21 – Some of these facilities even have banks. 7:41 – A recent case Dan read about that had nursing home abuse. 10:51 – Getting to Know You segment: If you didn’t have to sleep, what would you do with that extra time? 13:14 – Mailbag question 1: I’m retired now and need income off my investment. Should I invest in dividend-paying stocks?