Plan With Dan

Depending on who you ask, you'll get varying answers to some of retirement's most pressing questions. Dan will help us settle these financial debates.

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Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/11/episode-70-settling-financial-debates/

Just because you can't plainly see all the hidden expenses in your portfolio doesn't mean they aren't there. Uncover areas to watch for hidden costs.

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Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/11/episode-69-hidden-expenses/

Financial terms can quickly get confusing. Dan helps us to better understand the tricky jargon we might have heard before.

Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/10/episode-68-important-financial-terms/

Tax planning is one of the key elements of a sound retirement plan. Discover how to steward your wealth and save in taxes in retirement.

Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

Click the link to read more from Dan's Blog:http://betzelwealthadvisors.com/2018/10/episode-67-tax-planning-retirement/

Planning for retirement is daunting. It’s difficult to know where to begin. Ask yourself these five questions to start the conversation.

Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

Click the link to read more from Dan's Blog:http://betzelwealthadvisors.com/2018/09/episode-66-ask-yourself-five-retirement-questions/

A successful retirement addresses your emotional, financial, social, and spiritual needs. Do you have what it takes? Learn what generates success.

Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/09/episode-65-successful-retirement/

Mission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out whether you’re effectively putting your money to work for you.

Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/08/episode-64-mission-statements/ 

Statistics can give us helpful insight into how you’re approaching your finances. Explore financial demographics, and see what they say about retirement.

Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/08/episode-63-what-financial-demographics-can-tell-us/

There’s an almost endless list of retirement planning myths that need to be debunked. We’ll debunk some of
these misleading statements that often lead people astray. Put on your “mythbuster” hat and let’s go.

Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/07/episode-62-debunking-financial-myths/

In retirement planning, there are many things that are completely out of your control. Fortunately, the things
that you can control allow you to deal with those things you can’t.

Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/07/episode-61-things-you-cant-control/

It seems like a basic goal: We all want to achieve some measure of satisfaction in retirement. But how do we get there? What are some of the smaller goals we can set along the way? Dan will show us how he helps people achieve things like confidence, security, independence and peace of mind on the way to ultimately reaching retirement satisfaction.

 

Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/06/episode-60-retirement-satisfaction/

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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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.

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.

 

Click here for Dan's Retirement Rescue Toolkit.

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.

 

Click here for Dan's Retirement Rescue Toolkit.

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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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.

 

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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. 

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

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.