Dr. Dan and Daniel discuss the costs and factors of picking a financial planner, whether you should find a specialist or work with a generalist, and when you might need to graduate from your financial planner.

To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com

To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan welcomes MY Wealth Planners' new Wealth Planning Analyst, Anahi Sarmiento Garcia, to the podcast.

To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com

To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss annuities, dividend investing, and asset location in investing.

To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com

To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss what happens when a couple has a material difference in their age or their risk tolerance and how to account for such differences in a financial plan.

To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com

To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss another year wrapping up in financial planning. What stood out in 2025, what to tie up before the end of the year, and some anticipation for 2026.

To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com

To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss the recent round of hiring at MY Wealth Planners, and go into detail about what worked well for candidates and what didn't.

To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com

To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss the cost of kids, spending more, and how to car shop.

To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com

To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss alternative investments, planning to retire early, and planning for the realities of long term care.

To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com

To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel take the Thanksgiving Holiday week to have a "50 Fires" style discussion. 50 Fires is a terrific podcast by Carl Richards, a writer for the New York Times and best-selling author, where he interviews creatives and bright minds on their thoughts and experiences with money. Dr. Dan and Daniel take the opportunity to ask some of the same questions of each other.

50 Fires: https://www.50fires.com/

To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com

To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

Dr. Dan and Daniel discuss the proposal to introduce 50 Year Mortgages into the housing market, the process of asking for a raise, and things to consider when looking for other opportunities.

To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com

To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults