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Weekly investing and financial planning wisdom with Dan Betzel of Betzel Wealth Advisors in Columbus, OH.... more
FAQs about Plan With Dan:How many episodes does Plan With Dan have?The podcast currently has 94 episodes available.
November 15, 2018Episode #70: Settling Financial DebatesDepending on who you ask, you'll get varying answers to some of retirement's most pressing questions. Dan will help us settle these financial debates.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kitClick the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/11/episode-70-settling-financial-debates/...more16minPlay
November 01, 2018Episode #69: Hidden ExpensesJust because you can't plainly see all the hidden expenses in your portfolio doesn't mean they aren't there. Uncover areas to watch for hidden costs.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kitClick the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/11/episode-69-hidden-expenses/...more18minPlay
October 18, 2018Episode #68: Important Financial Terms You Should KnowFinancial terms can quickly get confusing. Dan helps us to better understand the tricky jargon we might have heard before.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kitClick the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/10/episode-68-important-financial-terms/...more20minPlay
October 04, 2018Episode #67: Tax Planning And RetirementTax planning is one of the key elements of a sound retirement plan. Discover how to steward your wealth and save in taxes in retirement.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kitClick the link to read more from Dan's Blog:http://betzelwealthadvisors.com/2018/10/episode-67-tax-planning-retirement/...more19minPlay
September 20, 2018Episode #66: Ask Yourself Five Retirement QuestionsPlanning for retirement is daunting. It’s difficult to know where to begin. Ask yourself these five questions to start the conversation.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kitClick the link to read more from Dan's Blog:http://betzelwealthadvisors.com/2018/09/episode-66-ask-yourself-five-retirement-questions/...more17minPlay
September 06, 2018Episode #65: Elements Of A Successful RetirementA successful retirement addresses your emotional, financial, social, and spiritual needs. Do you have what it takes? Learn what generates success.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kitClick the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/09/episode-65-successful-retirement/...more21minPlay
August 16, 2018Episode #64: Giving Money Mission StatementsMission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out whether you’re effectively putting your money to work for you.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kitClick the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/08/episode-64-mission-statements/ ...more18minPlay
August 02, 2018Episode #63: What Demographics Can Tell UsStatistics can give us helpful insight into how you’re approaching your finances. Explore financial demographics, and see what they say about retirement.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kitClick the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/08/episode-63-what-financial-demographics-can-tell-us/...more21minPlay
July 19, 2018Episode #62: Debunking Financial MythsThere’s an almost endless list of retirement planning myths that need to be debunked. We’ll debunk some ofthese misleading statements that often lead people astray. Put on your “mythbuster” hat and let’s go.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kitClick the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/07/episode-62-debunking-financial-myths/...more27minPlay
July 05, 2018Episode #61: Things You Can't ControlIn retirement planning, there are many things that are completely out of your control. Fortunately, the thingsthat you can control allow you to deal with those things you can’t.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kitClick the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/07/episode-61-things-you-cant-control/...more24minPlay
FAQs about Plan With Dan:How many episodes does Plan With Dan have?The podcast currently has 94 episodes available.