Dan 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.

Dan 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.

Celebrating 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.

Dan 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.

Dan 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.

In 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.

Dan 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.

In 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.

Dan 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.

Dan 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.