There's a lot of controversy and conflicting opinions surrounding annuities. Dan breaks down how they work and what their pros and cons are in today's conversation that you won't want to miss. While this is one of the most controversial subjects in the world of personal finance, it really shouldn’t be. [...]
Have you ever wondered what you can do to cut costs? The idea may seem daunting at first, but there are plenty of easy steps you can take to lessen your spending. And when you save a little here and there, that money adds up to significant savings in the end. [...]
Smart Investing Tips for Up and Down Markets If you've paid attention to the stock market over the past few weeks, you've probably had a bit of an uneasy feeling in your stomach. After years of steady gains, we've experienced some pretty incredible volatility. The markets have been violently swinging up [...]
Do you remember any of your math teachers from high school? Did you ever ask them if any of their lessons would be useful in adult life? Dan details and reviews some handy math concepts that can help you plan for your financial future. It turns out that what we learned [...]
One of the most misunderstood asset classes is going to be explained and exposed on today's show. This episode gets into the world of life insurance – in a quick and interesting way. Class is in session so take a seat and get ready to learn some extremely valuable information about [...]
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 [...]
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