Plan With Dan

In retirement planning, there are many things that are completely out of your control. Fortunately, the things
that 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-kit

Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/07/episode-61-things-you-cant-control/

It seems like a basic goal: We all want to achieve some measure of satisfaction in retirement. But how do we get there? What are some of the smaller goals we can set along the way? Dan will show us how he helps people achieve things like confidence, security, independence and peace of mind on the way to ultimately reaching retirement satisfaction.

Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/06/episode-60-retirement-satisfaction/

It seems like a basic goal: We all want to achieve some measure of satisfaction in retirement. But how do we get there? What are some of the smaller goals we can set along the way? Dan will show us how he helps people achieve things like confidence, security, independence and peace of mind on the way to ultimately reaching retirement satisfaction.

Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/06/episode-60-retirement-satisfaction/

Unfortunately, it's easy to make mistakes when it comes to estate planning. Dan will outline seven of the most common estate planning mistakes he sees people make and gives us suggestions on how to avoid these.

Click here for Dan's Retirement Rescue Toolkit.

A lot of couples will often have one spouse who is the saver of the pair and the other is the spender. How can you effectively prepare for your financial future with such differing personalities? Dan will take us through the action steps he takes when working with couples through issues like this.

Click here for Dan's Retirement Rescue Toolkit.

If you're a little behind in preparing for retirement, don't be afraid. A lot of people are in the same boat. There's good news, however. With some discipline and some good saving and planning strategies, it's possible to make up a lot of ground in a relatively short period of time without taking undue risk. Dan will take us through a scenario of a 50 year old person who needs to start playing retirement catchup. You'll be amazed by how quickly things can turn around.

Click here for Dan's Retirement Rescue Toolkit.

Anytime the market is moving in a downward direction, or even just wavering, we see people react in various ways. Take a listen to see if you identify with one of these common reactions to market corrections. Do you over-trade as a response? Do you stick your head in the sand or run around like a chicken with your head cut off? Dan will give you ways you can avoid becoming your worst enemy and show you how to keep particular emotions and reactions in check during times of market turmoil.

Click here for Dan's Retirement Rescue Toolkit.

We’ve probably all had one of those moments where we didn’t listen to the advice someone was trying to give us. Let’s hear about a time it happened in the financial world when someone didn’t listen to the advice of their financial advisor and later wished that they had.

Click here for Dan's Retirement Rescue Toolkit.

Just as clients can learn a lot from Dan, Dan can learn some lessons from his clients. Hear about Dan's experiences with retired clients and how they have shaped his financial perspective and strategies.

Click here for Dan's Retirement Rescue Toolkit.

There are some misunderstandings out there about market volatility, especially with the recent instability in the stock market. Let's explore some of the important lessons every investor should know about the nature of volatility.