Plan With Dan

The Winter Financial Olympics

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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"

Mailbag

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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 questions about longevity planning, lump sum planning, and more.

 

Click here for the "Retirement Rescue Toolkit".

Stress And Retirement

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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. Let’s look at the ways to proactively deal with stress in retirement.

 

Click here for the "Retirement Rescue Toolkit".

Tax Code Changes (With Special Guest): Part 2

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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 on Deb Oskin's tax services, visit http://www.oskintax.com/

 

 

Tax Code Changes (With Special Guest): Part 1

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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 tax services, visit http://www.oskintax.com/

 

 

Financial Resolutions

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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

Collision Of Fear And Greed

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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 try to successfully navigate through the current economic landscape? Dan takes a peek at the collision that takes place betwen our emotions and our financial goals.

 

For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

Common 401k Questions

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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 403b or similar type of account, too.

 

For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

Financial Santa Claus

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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 would you choose?

 

For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit

Story Time: Fee Shock

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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