Plan With Dan

Seven Estate Planning Mistakes You Need To Avoid

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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.

 

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Spousal Conflicts: Savers vs. Spenders

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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 for Dan's Retirement Rescue Toolkit.

Playing Retirement Catch-up

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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. Dan will take us through a scenario of a 50 year old person who needs to start playing retirement catchup. You'll be amazed by how quickly things can turn around.

 

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How Do You React To Market Corrections

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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 a chicken with your head cut off? Dan will give you ways you can avoid becoming your worst enemy and show you how to keep particular emotions and reactions in check during times of market turmoil.

 

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Story Time

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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.

 

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Lessons I Have Learned From My Clients Who Have Retired

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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.

The Five Things I Wish Every Investor Knew About Market Volatility

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There are some misunderstandings out there about market volatility, especially with the recent instability in the stock market. Let's explore some of the important lessons every investor should know about the nature of volatility. 

The Most Overlooked And Forgotten Element of Retirement Planning

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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 portion of a plan. Failing to plan for that element can lead to a lot of confusion and frustration within families. Dan will share with us some of the heartbreaking stories he's witnessed, but we'll also share some of the success stories that have blossomed out of properly addressing this retirement planning concern.

 

Click here for Dan's Retirement Rescue Toolkit

The Guy Who Freaked Out On The Plane: What He Can Teach Us About Market Crashes

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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 in the financial world. Do you feel a sense of panic when the market takes a tumble? Do you spend a lot of time worrying about what you can't control? If so, this is the podcast for you. We'll discuss some ways you can plan for market crashes that should eliminate some of your concern. We'll also talk about ways to cope and deal with the stress that sometimes accompanies retirement planning.

 

Click here for Dan's Retirement Rescue Toolkit.

The Reasons Why Everyone, Regardless of Age or Income Level, Needs A Roth IRA

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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 IRA in your arsenal and lay out some of the top benefits you'll encounter.

 

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What Does Holistic Or Comprehensive Financial Planning Really Look Like?

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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. Sometime the investment plan is solid, but there's no plan of action for how to distribute those funds as income in retirement. Dan will walk us through the five key areas you need to address to truly have a "holistic" or comprehensive financial plan.

 

Click here for Dan's Retirement Rescue Toolkit

The Five Things We Wish Everyone Knew

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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 Rescue Toolkit.

Making Your Own Financial Luck

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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. Well, okay, if you find a pot of gold you’ll be in pretty good shape. But those odds are slim at best. So, instead of waiting for luck to find us, how about we make our own financial luck? Here are some easy tips to follow to make it happen.

 

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Financial Power Of Attorney

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

Mailbag: The 4% Rule, Inheritance, And Spousal Disagreements

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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.

 

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The Financial Lies We Tell Ourselves

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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 retirement planning with these mindsets.

 

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Shopping At The Retirement Grocery Store

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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 just tosses it all into a big pile. Let’s discuss how retirement is a lot like shopping for groceries. Try not to get too hungry while we do this...

 

Click here for Dan's "Retirement Rescue Toolkit".

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.

 

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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".