Dan has recently been witnessing the decline in health of his beloved pet dog. In this episode, he examines the situation and extrapolates its meaning to life in retirement. Listen in to hear the lessons Dan has learned from analyzing the personality changes of his pet, and how it all relates [...]
Financial Spring Cleaning The arrival of spring triggers a sense of optimism, a fresh start and a time to sweep out the cobwebs. As you spring clean your house, don't forget about your finances. This is the perfect time to take stock, review and set new financial goals to keep you [...]
You may be wondering if your advisor is the right fit for you. You may also be tempted to switch advisors based on various reasons. On this episode of Solving The Financial Puzzle, Dan details some signs of a good advisor, as well as the appropriate and inappropriate reasons for leaving [...]
Many people have questions about their 401k options so if you're not sure how to navigate your 401k decision making, you're not alone. Dan has some great advice on how to get started with your 401k savings whether your employer is contributing or not. He discusses specific ways you can make [...]
5 Reasons March Madness Is Just Like Investing Filling out a bracket for the NCAA championship basketball tournament is an annual highlight for sports fans like myself. Like most people, I don’t watch much of the regular season games, but every March I start reading expert picks and researching bracket strategy [...]
There have been some volatile changes in the market recently so it's time to analyze what's going on and what you need to know. Dan talks about the falling prices and what they mean to you. He also shares some historical and psychological insight into how this volatility happens and how [...]
On this episode of Solving The Financial Puzzle, Dan will be answering some of your questions and providing clarity on a few common worries and situations that effect your wallet. The questions are on a variety of topics from retirement, investments, savings, lump sums, merging 401ks, taxes and even international issues. [...]
Recent headlines have been showing us a lot about what’s going on with the economy and what changes we may be able to expect with jobs and technology. Some changes are exciting and positive while other changes can be scary if they threaten job security. On this episode Dan takes a [...]
The New Tax Law and How it Affects Charitable Giving… Just recently a client posed the following question: I heard that the new tax law changed some of the rules pertaining to charitable giving. Can I still make a tax-free transfer from my IRA to charity and have it count as [...]
There are way too many myths surrounding investing that a surprising amount of people actually believe. Don’t be fooled by some of the so-called stock market knowledge that may be hurting you or people you know. On this episode Dan shares the top three myths that tend to confuse people and [...]
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