Ep 3: Lies You Learn in Broker School

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.

2020-02-20T07:00:24+00:00February 20th, 2020|Podcast|Comments Off on Ep 3: Lies You Learn in Broker School

Ep #131: The Controversial Annuity

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. [...]

2018-05-18T10:16:48+00:00May 18th, 2018|Podcasts|Comments Off on Ep #131: The Controversial Annuity

Ep #129: Revenge Of The Math Teacher

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 [...]

2018-04-23T09:24:42+00:00April 23rd, 2018|Podcasts|Comments Off on Ep #129: Revenge Of The Math Teacher

Ep #127: Lessons From A Dying Dog

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 [...]

2018-04-17T10:46:21+00:00April 17th, 2018|Podcasts|Comments Off on Ep #127: Lessons From A Dying Dog

Ep #126: Working With The Right Advisor

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 [...]

2018-03-09T09:00:06+00:00March 9th, 2018|Podcasts|Comments Off on Ep #126: Working With The Right Advisor
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