Plan With Dan

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

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

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

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

 

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

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

Mailbag

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

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. 

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.

Required Minimum Distributions

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

Mailbag

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

Taking Care Of Family

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

Universal Retirement Truths

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

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. 

Mailbag

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

Breaking Bad Habits

Learn to break your bad financial habits.

Social Security Myths

We'll debunk some of the myths about social security.

Are You Playing A Financial Game Show?

We'll discuss how your financial world may be closer to a game show than true planning.

Mailbag: IRA, 401Ks, and Bonds

We'll devote this whole show to listener questions. From IRAs to bonds, we do our best to resolve your retirement planning confusion.

Financial "Blind Spots" You Should Look Out For

We'll discuss some of the things you might not be thinking about when it comes to retirement.