The Science of Wealth

Dr. Dan and Daniel discuss what happens when a couple has a material difference in their age or their risk tolerance and how to account for such differences in a financial 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 another year wrapping up in financial planning. What stood out in 2025, what to tie up before the end of the year, and some anticipation for 2026. 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 recent round of hiring at MY Wealth Planners, and go into detail about what worked well for candidates and what didn't. 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 cost of kids, spending more, and how to car shop. 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 alternative investments, planning to retire early, and planning for the realities of long term care. 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 take the Thanksgiving Holiday week to have a "50 Fires" style discussion. 50 Fires is a terrific podcast by Carl Richards, a writer for the New York Times and best-selling author, where he interviews creatives and bright minds on their thoughts and experiences with money. Dr. Dan and Daniel take the opportunity to ask some of the same questions of each other. 50 Fires:...

Dr. Dan and Daniel discuss the proposal to introduce 50 Year Mortgages into the housing market, the process of asking for a raise, and things to consider when looking for other opportunities. 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 issues with common financial products, open enrollment, and the timing of Roth conversions. 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 financial plans fail, common planning rules of thumb, and why perfection is the enemy of good financial planning. 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 layoffs, human capital and signaling theory, work:life balance, and trading a salary for entrepreneurship. 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 current events and the impact on the marketplace: the October 2025 government shutdown, whether there's a bubble around AI-based companies, and then go on to discuss how investment management works at MY Wealth Planners. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit:...

Dr. Dan and Emily discuss some nuances of planning for international travel, how to plan for children with disabilities, and some tips for downsizing your 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

Daniel asks Dr. Dan the WSJ's Jason Zweig's "19 Questions to Ask a Financial Advisor," and they discuss how their answers align and differ from Zweig's answer key. 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 & Daniel discuss the importance of estate planning, why it doesn't matter if you have a simple or complicated situation, and the importance of being deliberate about to whom and what you leave in your 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-we...

Dr. Dan & Emily review a financial plan by a team of "professional" financial planners. See Dr. Dan & Emily review the plan on video: https://youtu.be/7ALOJsGQ4qU 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 & Daniel discuss building your financial team, the issues in trying to work with more than one planner (or other professional in the same role), and how to vet potential professionals to help you with your financial, legal, and other needs. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit:...

Daniel & Emily discuss takeaways from the 2025 Financial Planning Association's NexGen Gathering. 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 & Daniel discuss DIY people, who's an ideal financial planning client, and the underpinning issues of trust in a professional relationship. 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 & Emily discuss frugality, whether long-term planning is possible, and the ethics of building wealth. 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 & Daniel discuss high vs. low cost of living, buying vs. renting, and upsizing and downsizing later in 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 & Emily discuss the "bank on yourself" strategy (also known as "infinite banking"), the risks with converting a traditional mortgage to a 1st lien HELOC, and how to recover from bankruptcy. 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...

Dr. Dan & Daniel discuss the minimum wage proposals in Longmont county and how similar proposals have had disastrous effects for the small business community in Niwot and Denver. 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 & Emily discuss Dan's experience after ten years of being a financial planner, what MY Wealth Planners is doing now, and what to expect over the next ten years. Link to the prior episode talking about the founding of MY Wealth Planners: https://open.spotify.com/episode/47tcXJdx5Ucwf1AcDOGPOn?si=c0c905b5e4654aa2 To learn more about financial planning and MY Wealth Planners, visit:...

Dr. Dan & Daniel discuss the "One Big Beautiful Bill," specifically the tax impacts for individuals and business owners. 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 & Emily discuss the baseline insurances that you need, and then discuss serving as an executor and pre-nuptial agreements. 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