Off the Hook with MattyD

Episode 53 - Reel Financial Planning Part 2 with CFP Dan Honsberger


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In part 2 of our series with certified financial planner and fellow fly fisherman, Dan Honsberger, we get into the nuts and bolts of planing for life. Terms like; Wealth Management, Retirement Planning Estate Planning, Tax Planning, Education Planning, and so much more. These are things we often put off today but never correctly address tomorrow. Dan explains what each of these concepts are and why you need to think about it today to have a plan for tomorrow. This way, when you are fishing you are fishing with a free mind and focus on the challenge of the presentation and fight of the fish.

About Dan Honsberger, CFP:

With 20 years of experience in the financial services industry, I've excelled in bridging the gap between the big picture and the details. I'm both a spreadsheet person and a people person. I get joy from guiding clients through the complexity of their financial lives and finding creative solutions to everyone's unique situation. I specialize in navigating complex financial situations with clarity and confidence. When partnering with a client, I invest substantial time to fully understand each client's unique goals and challenges, delivering thoughtful, tailored strategies far beyond a one-size-fits-all approach.

The adage says that "money isn't everything." While true, building financial resources is critical to giving ourselves options and choices about what we can and can't do. I started Reel Financial Planning to help people take control of their finances and build the life they want to live.

I'm passionate about the outdoors, personal growth, and my community — whether it's road-tripping with my wife Kate, son Albert, and our poodle Calvin, walking my neighborhood, volunteering with Cub Scouts, or casting a line with the Fly Fishers of Virginia. I love being outside, exploring the world, and furthering my skills. Growing as an angler and hunter helps me better understand my place in the world and helps me feel more connected to my place and time. I do my best to apply these lessons to my work.

Like a skilled fishing guide showing you how to read the water, I guide clients through life's financial crossroads — from tax and investment planning to estate and education funding — with practical, customized strategies that bring clarity and peace of mind.

Contact Dan Honsberger at: https://www.reelfp.com/ Phone: (804) 292-2192

LinkedIn: https://www.linkedin.com/company/reelfp/

Facebook: https://www.facebook.com/reelfp

YOUR HOST

Matt DiNardo (MattyD) If you have a topic that you would like me to cover or have any comments or suggestions reach out to me: [email protected]

Enjoy the Show! MattyD

https://www.instagram.com/MattDiNardo

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Off the Hook with MattyDBy Matt DiNardo