Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.
Confidence is always important when it comes to a financial plan, but sometimes being overconfident can also be the demise of that plan.
A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor.
There are plenty of mistakes that you could make in retirement. Dan will help you avoid tragedies that might otherwise strike your portfolio, savings and lifestyle. Listen in to hear the top five money missteps he sees people make in retirement all the time. You might be surprised at just how [...]
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. [...]
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 [...]
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 [...]
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 [...]