Plan With Dan

Plan With Dan episodes

July 20, 2017 Mailbag: IRA, 401Ks, and Bonds
We'll devote this whole show to listener questions. From IRAs to bonds, we do our best to resolve your retirement planning confusion.
9 min
July 13, 2017 Financial "Blind Spots" You Should Look Out For
We'll discuss some of the things you might not be thinking about when it comes to retirement.
12 min
July 13, 2017 Financial “Blind Spots” You Should Look Out For
We'll discuss some of the things you might not be thinking about when it comes to retirement.
12 min
July 06, 2017 Financial Independence
We'll discuss the goals of financial independence, and how those goals can change from person to person.
10 min
June 29, 2017 Common Money Mistakes
We'll walk through some of the simple mistakes that can have a big impact.
22 min
June 22, 2017 Income Planning
We'll teach you everything you need to know about income planning.
12 min
June 15, 2017 Yogi's Financial Wisdom
We'll take some financial wisdom from Yogi Berra.
16 min
June 15, 2017 Yogi’s Financial Wisdom
We'll take some financial wisdom from Yogi Berra.
16 min
June 08, 2017 Where Do You Stand
We'll discuss the different stages of retirement planning and how you think about them.
12 min
June 01, 2017 Pre-Flight Checklist
We'll make sure you have everything you need to take off into retirement.
16 min

From the publisher's feed

Weekly investing and financial planning wisdom with Dan Betzel of Betzel Wealth Advisors in Columbus, OH.