The Science of Wealth

Dr. Dan and Noa discuss helping nonprofits and how they can also help you, dealing with a large inheritance while young, and the balance between saving while young and experiencing life.  To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Anahi discuss why losses stick more than wins, 401(k) loans vs. other options, and understanding RSUs To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan welcomes Noa Gold, MY Wealth Planners' newest wealth planning analyst. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Anahi discuss stay-at-home spouses, financial infidelity, and preparing for divorce. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss Daniel's experience in financial planning at MY Wealth Planners.  To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Anahi discuss compensation: salaries and hourly rates, deferred compensation, equity, and benefits. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss how to measure investment performance, different styles for generating income in retirement, and how the profession of financial planning has evolved over time. See the real world case study mentioned in the episode: https://youtu.be/7ALOJsGQ4qU?si=JCyYyZBqvn7FCY-O To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To sched...

Dr. Dan and Anahi discuss working with family and friends, when a hobby becomes a business, and how people bring their individual culture to their work. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss the various types of investment accounts available to children, workers, and what happens as you get into retirement. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Anahi discuss cultural differences in financial planning, why some people don't take financial advice, and when to fire your advisor. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss takeaways from FPA Shift, a gathering of top financial planning thought leaders and acacdemics, and how the research and subjects covered during the conference apply to clients today. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-i...

Dr. Dan and Anahi discuss buying vs. renting and how to plan for a long-term home or a short-term investment in real estate. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss some of the key takeaways from "Secrets of the Rich: What the Wealthy Don't Want You To Know About Money", Dr. Dan's latest book release. To order "Secrets of the Rich": https://a.co/d/0b1690sO To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: h...

Dr. Dan and Anahi discuss what it means to retire comfortably, whether gifts made during life or after death are more impactful, and what happens if you die without an estate plan. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss the most persistent myth in the investment world: This time it's different. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Anahi discuss the different types of financial services firms, how to identify what would be a good fit, and provide a 2x2 framework of short-term/long-term and single-issue/multi-issue to select the right type of financial help. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://ca...

Dr. Dan and Daniel discuss jobs where you're less than satisfied, whether you should pursue a practical career or your passion, and how to evaluate benefits that are non-monetary. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Anahi discuss AI's influence on financial planning, how wealth changes generation to generation, and some cursory thoughts on living and working abroad. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss conversations you should have before getting married, how to budget (or otherwise avoid budgeting), and what to do about money when you don't have a defined goal. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Anahi discuss how people think about money, how abundance and scarcity impact people's relationship with money, and how failing to keep an eye on your assumptions about your taxes can result in unpleasant surprises. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.co...

Dr. Dan and Daniel discuss whether it's important to be debt-free in retirement, when to claim Social Security, and tax season considerations. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Anahi discuss the basics of stocks, ETFs, diversification, and the "stock holding" puzzle. They then discuss mortgages and when it's a good time to refinance (or not), and wrap up on saving for kids college. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly....

Dr. Dan and Daniel discuss the costs and factors of picking a financial planner, whether you should find a specialist or work with a generalist, and when you might need to graduate from your financial planner. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-in...

Dr. Dan welcomes MY Wealth Planners' new Wealth Planning Analyst, Anahi Sarmiento Garcia, to the podcast. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss annuities, dividend investing, and asset location in investing. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults