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How Uncle Dan Helps Families & Businesses Find Money They Never Knew About
What if your business — or even your school — was sitting on tens of thousands to millions of dollars in available tax credits and settlements… and no one ever told you?
In today’s episode of The Prosperity Lounge, Joey sits down with Dan “Uncle Dan” Evertsz — founder of Uncle Dan Consulting and College Money Smart — a man who has spent over 40 years helping families and business owners uncover financial opportunities they never knew existed.
From helping over a thousand students attend college with little to no debt…
…to partnering with the #1 R&D tax credit CPA firm in America…
…to educating companies on multi-district litigation settlements worth millions…
Uncle Dan has built a career on one mission:
Educate people, empower families, and open doors that change financial futures.
In this powerful conversation, we discuss:
How Dan went from mortgage company owner to college planning expert
The faith journey that reshaped his purpose and direction
How R&D tax credits work — and why most CPAs never mention them
What MDL settlements mean for schools, nonprofits, and companies
Why financial education is the key to long-term prosperity
Plus, Dan’s rapid-fire insights on success, mindset, and happiness
Whether you're a business owner, parent, nonprofit leader, or someone pursuing financial clarity — this episode will open your eyes to opportunities hidden in plain sight.
📩 Connect with Dan:
Schedule a call: calendly.com/bizadvocate
Join the Lounge Free Community at www.theprosperitylounge.com
Subscribe on YouTube at www.youtube.com/@theprosperitylounge
View all episodes
By Joey Ruffalo | Financial Coach • Business Growth ExpertWhat if your business — or even your school — was sitting on tens of thousands to millions of dollars in available tax credits and settlements… and no one ever told you?
In today’s episode of The Prosperity Lounge, Joey sits down with Dan “Uncle Dan” Evertsz — founder of Uncle Dan Consulting and College Money Smart — a man who has spent over 40 years helping families and business owners uncover financial opportunities they never knew existed.
From helping over a thousand students attend college with little to no debt…
…to partnering with the #1 R&D tax credit CPA firm in America…
…to educating companies on multi-district litigation settlements worth millions…
Uncle Dan has built a career on one mission:
Educate people, empower families, and open doors that change financial futures.
In this powerful conversation, we discuss:
How Dan went from mortgage company owner to college planning expert
The faith journey that reshaped his purpose and direction
How R&D tax credits work — and why most CPAs never mention them
What MDL settlements mean for schools, nonprofits, and companies
Why financial education is the key to long-term prosperity
Plus, Dan’s rapid-fire insights on success, mindset, and happiness
Whether you're a business owner, parent, nonprofit leader, or someone pursuing financial clarity — this episode will open your eyes to opportunities hidden in plain sight.
📩 Connect with Dan:
Schedule a call: calendly.com/bizadvocate
Join the Lounge Free Community at www.theprosperitylounge.com
Subscribe on YouTube at www.youtube.com/@theprosperitylounge