Dan tells the story of launching the practice that became MY Wealth Planners, and shares the many struggles and challenges that come not only with entrepreneurship, but the work of doing financial planning.

TW: Mental health.

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

Daniel and Emily discuss important lifestyle and financial questions to ask a partner before getting married. They then turn to the topic of the financial pros and cons of stay at home spouses; and finally, they discuss the classic debate of whether you should invest in experiences, things, or perhaps a bit of both?

Learn more about Wealth Planning at www.mywealthplanners.com or schedule a consult at https://calendly.com/my-wealth-planners-initial-consults.

This week Daniel (not Dan!) and Emily discuss having a second act in your career and what someone ten years into the workforce might tell themselves ten years ago, and some of the factors in deciding where to learn financial planning, and how short term compensation reductions can yield long-term skill-based dividends.

Dan and Daniel discuss the costs of hiring staff and things to consider as a business grows beyond its founder. They then discuss the challenges with valuing a business, and how that can spiral into greater difficulty when considering selling a business.

Dan and Emily discuss divorce and the necessity of working with professionals through the process, how to divide one of the largest financial assets many households have during a divorce, and wrap up with a discussion on time management and how time is spent at the start of a financial planning career.

Dan and Daniel discuss the impact of the Federal Reserve's "upcoming" (now passed) reserve rate cut. They then discuss the financial do's and don'ts of preparing to buy your firm home. They then wrap up what to do with extra savings: should you be investing in the stock market or real estate? The answer might surprise you.

Dan and Emily discuss how reverse mortgages work and where they're helpful or harmful, then how the upcoming election (won't) affect the market, and finally they discuss credit card points.

Dan and Daniel discuss the potential funding shortfall for Social Security in 2035. Daniel then asks under what conditions you can distribute retirement funds before reaching the fabled 59 and a half. They wrap up on the topic of how to pay for long term care expenses.

Daniel interviews Emily about her first year working in a financial planning firm, including everything from her interview experience to learning about financial planning and studying for her Series 65 licensing exam.

Dan and Daniel discuss whether you should max out your 401(k) after you've hit your employer's match or should fund an IRA. They they discuss whether younger folks should buy a whole life policy and why they're sold them so often. Finally, foreign investments: Assets or albatross?