MY Wealth Planners

The Science of Wealth

Business EN ↓ 104 episodes

A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.

Author

MY Wealth Planners

Episodes

Introducing Daniel Stefanski, enrolled agents, and common planning problems 17.06.2024 27:15

This week we introduce Daniel Stefanski, MY Wealth Planner's newest Wealth Planning Analyst. We discuss getting into the financial planning profession, the Enrolled Agent designation, and the commonalities of challenges faced by clients no matter where they live or where they are in life.

Co-signing loans, domestic partnerships, and credit freezing 10.06.2024 27:40

This week we discussed co-signing loans (personal and business), domestic partnerships, and freezing your credit. A small bonus bit at the end about annuities.

Day trading, robo-advisors, and trade settlement 03.06.2024 27:17

This week on The Science of Wealth, we discussed day trading, robo-advisors, and the changes in trade settlement dates.

Introductions, studying personal finance, and the problems with not having your finances together 28.05.2024 34:37

Daniel and Emily introduce themselves and the podcast, and then go on to discuss what it's like to study personal finance versus apply it in day to day life, issues with not having a good handle on your own finances, and some of the problems it can cause down the line for your family if your finances aren't in good order.