Plan With Dan

Financially Savvy Grandparenting: Part 2

Part 2 of our discussion of the 7 tips for grandparents to consider as they help their grandchildren grow into financially savvy adults.

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Financially Savvy Grandparenting: Part 1

A common question we often get, that’s not even really related to investing, is from retirees wanting to know how they can help pass their financial wisdom on to the next generation. So, let’s touch on seven tips for grandparents to consider as they help their grandchildren grow into financially savvy adults.

 

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

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Story Time: In The Nick Of Time

Occasionally, someone meets with an advisor just in the nick of time. Let’s hear about a time a client was about to make a bad financial mistake, but it was averted because of meeting with Dan Betzel.

 

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

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Mailbag: End Of Year Planning, Nursing Homes, Hating Advisors

Let's answer your questions about end-of-year tax planning, how to handle assets before entrance into an nursing home and what to do if you hate all the financial advisors you've ever met.

 

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

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Couch Potato Dollars

You haven’t gotten where you are in life by being lazy. If you have had children, you probably frequently told them not be a lazybones (or worse). You should do the same thing to your money. Get it off the couch. Lazy money or “couch potato dollars” can endanger your portfolio. Let’s talk about why that is.

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

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Elephants In The Room

When it comes to retirement planning, there can be several elephants in the room. Let’s discuss how a great retirement plan makes sure to address each of these elephants. And don’t let them catch you not paying attention. You know an elephant never forgets.

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

 

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Glory Days

It can be fun to reflect on the glory days of your life and the way things used to be. And it’s no different in the financial world; retirement planning used to be a lot easier than it is now. Let’s discuss a few issues that make retirement planning harder in today’s world.

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

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Opportunities For Improvement

Sometimes people just need a complete overhaul of their financial plan. Other times it’s just a matter of a few tweaks that make all the difference. Let’s look at some of the easy opportunities for improvement we commonly see in the investing world.

 

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

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Mailbag

We answer listener questions about long-term care, pensions, and advisor selection.

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Unasked Questions

Lots of people have questions about their retirement, but most people should be asking other questions that they don’t even know to ask. Let’s break down the “un-asked questions” of the financial world. 

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