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Dan has a plan
Dan has a plan episodes
- Plan for Division 3 Athletics with Bruce HaberliDan and Alanna sit down with Bruce Haberli, Head Wrestling Coach at NYU, to talk about work ethic, pursuing your passion, and helping college students find balance—both in life and in their financial futures.39 min
- Plan for Family Wealth Management with Kristen MarinoDan and Alanna talk with fellow Family Wealth Management team member, Kristen Marino, C.F.P. about what makes thoughtful financial planning so powerful. Plus, listeners ask questions on retirement, risk, and the value of a Certified Financial Planner.36 min
- One Year Later: The Ask Dan EpisodeCelebrating one year of Dan Has a Plan, Dan and Alanna look back, share behind-the-scenes stories, and launch Ask Dan, where listeners’ financial questions get practical, judgment-free answers—from budgeting and debt to retirement and college savings.0 min
- Plan for Emergency Medicine with Dr. Vinny CostaDan and Alanna talk with Dr. Vinny Costa, an emergency physician, about the costs of medical training and the realities of emergency care. From cruise-ship mishaps to navigating insurance, they share tips on planning for life’s unexpected emergencies.0 min
- Plan for Third Grade with Kimmy JohnsonDan and Alanna chat with public elementary school teacher, Kimmy Johnson. Whether you’re thinking about becoming a teacher, have an 8-year-old on summer break, or just want a trip down memory lane, this episode is for you.31 min
- Father’s Day Episode with Mike WorthingtonIn this special Father’s Day episode, Dan and Alanna explore how our parents’ values mold our money mindset. Tune in for a personal conversation with Mike Worthington, who speaks about how his late father left a lasting impact on his life.34 min
- Plan for Electricity with Glenn BickfordDan and Alanna talk with electrician Glenn Bickford about the hidden risks of modern electricity, from overloaded power strips to EV chargers. With practical tips and a dose of humor, they’ll change how you see your outlets, chargers, and even your water pressure.27 min
- Plan for Failure with Dan and AlannaIn this father-daughter episode, Daniel and Alanna dive into a topic we all wrestle with—failure. From personal setbacks to market volatility, they unpack what it really means to fail. With candid stories, sports metaphors, and lots of laughs, they explore how failure can be emotional, instructional—and even optimistic.23 min
- Plan for Volunteerism with Theresa CudequestDan and Alanna interview Theresa Cudequest, who has dedicated her life to service. She shares how volunteering has broadened her perspective, deepened her skills, and built lasting bonds. Theresa reflects on the unexpected rewards of giving back.35 min
- Plan for Autism Awareness with Diane LentoDan and Alanna talk with Diane Lento, who founded a school for children with autism after her daughter’s diagnosis. She shares her journey as a parent and advocate, the unique financial challenges of special education, and how she built a space where neurodiverse kids can thrive.31 min
About Dan has a plan
From the publisher's feed
Welcome to Dan has a plan, a finance podcast that goes beyond the balance sheet! I’m Daniel B. Smith, a Certified Financial Advisor at UBS Wealth Management. I’m also a husband and father, a baseball…
enthusiast, and I make a mean bolognese. In my 34 years of experience in the finance industry, I’ve learned that financial planning is so much more than just crunching numbers, it’s about setting goals and achieving the life you want. On this podcast, you will get financial insights and strategies, plus a dose of daughterly banter from my caffeinated millennial middle child, and co-host Alanna. Tune in as we chat with experts from every field, diving into the topics that matter most to you and your family’s financial success.