Plan With Dan

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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Retirement Regrets

The old saying goes, “Smart people learn from their own mistakes. Geniuses learn from the mistakes of others.” Let’s look at some of the regrets we hear from people who wish they’d made different financial decisions, so you can learn from those missteps.

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Required Minimum Distributions

Find out what required minimum distributions are and learn how you can factor them into your retirement planning.

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Mailbag

Dan answers questions from listeners about 401(k)s, CDs, and life insurance.

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Taking Care Of Family

Make sure your retirement plan will take care of your loved ones. 

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Universal Retirement Truths

Learn the universal retirement truths you can apply to your planning strategy. 

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Are 401(k) Plans Right For You?

A 401(k) is a great investing tool, but that doesn't mean it's universally the best for everyone. Learn whether a 401(k) is the right fit for you. 

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Mailbag

We've heard your listener questions on gold and market timing. Find out how these investing strategies affect your portfolio. 

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