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The Science of Wealth episodes
- Finances and trust in second or third marriages, angel investing, and planning for RMDs.
Dr. Dan and Anahi discuss finances and trust in second or third marriages, angel investing, and planning for RMDs.
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-consult
42 min - The uneven trust dynamics between advisors and clients, open enrollment, and golden handcuffs.
Dr. Dan and Noa discuss the uneven trust dynamics between advisors and clients, open enrollment considerations for employees and business owners, and getting out of golden handcuffs.
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-consults47 min - Current events & avoiding noise, enjoying “enough”, and long-term international travel considerations.
Dr. Dan and Anahi discuss current events and why we don't want to focus too much on them, reaching enough and learning how to enjoy it, and long-term international travel and its compliance considerations.
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
38 min - Financial planning for the "Sandwich Generation", caregiving for aging parents and irregular income.
Dr. Dan and Noa discuss financial planning for the "sandwich generation", financial caregiving: when and how to step in for aging parents, planning for irregular income.
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-consults41 min - Reducing taxes through retirement savings & employer benefits, strategic planning & tax misconceptions.
Dr. Dan and Anahi discuss strategies for reducing taxes through retirement savings and employer benefits, strategic tax planning beyond the current year, and tax strategies that may sound helpful but might not be.
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
42 min - Motivation vs. habit, the "science" of day trading, and when you can't earn more, what then?
Dr. Dan and Noa discuss motivation vs. habit, the "science" of day trading, and when you can't earn more, what then?
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-consults46 min - Common causes of bankruptcy, Chapters 7, 11, and 13, and recovering from bankruptcy
Dr. Dan and Anahi discuss common causes of bankruptcy, types of bankruptcy (Chapter 7, 11, 13), and recovering from bankruptcy.
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-consults36 min - Nature vs nurture in success, can friendships improve wealth outcomes, and when saving is unhealthy
Dr. Dan and Noa discuss nature vs nurture in financial success, can friendships improve wealth outcomes, and when saving can be unhealthy.
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-consults36 min - How the school year impacts family finances, grants vs. scholarships, and private vs. federal student loans.
Dr. Dan and Anahi discuss how the school year impacts family finances, grants vs. scholarships, and private vs. federal student loans.
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-consults38 min - The future landscape of financial planning technology, the science of lifestyle inflation, and mental accounting.
Dr. Dan and Noa discuss the future landscape of financial planning technology, the science of lifestyle inflation, and mental accounting.
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-consults40 min
About The Science of Wealth
From the publisher's feed
A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.