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Plan With Dan

By Dan Betzel

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

  1. 1.
    Episode #66: Ask Yourself Five Retirement Questions20 September 2018
    16:20
  2. 2.
    Episode #65: Elements Of A Successful Retirement6 September 2018
    20:45
  3. 3.
    Episode #64: Giving Money Mission Statements16 August 2018
    17:20
  4. 4.
    Episode #63: What Demographics Can Tell Us2 August 2018
    20:13
  5. 5.
    Episode #62: Debunking Financial Myths19 July 2018
    26:47
  6. 6.
    Episode #61: Things You Can't Control5 July 2018
    23:20
  7. 7.
    Episode #60: (I Can't Get No) Retirement Satisfaction21 June 2018
    15:06
  8. 8.
    Seven Estate Planning Mistakes You Need To Avoid14 June 2018
    17:52
  1. 9.
    Spousal Conflicts: Savers vs. Spenders7 June 2018
    18:35
  2. 10.
    Playing Retirement Catch-up31 May 2018
    14:38
  3. 11.
    How Do You React To Market Corrections24 May 2018
    12:57
  4. 12.
    Story Time17 May 2018
    9:18
  5. 13.
    Lessons I Have Learned From My Clients Who Have Retired10 May 2018
    13:55
  6. 14.
    The Five Things I Wish Every Investor Knew About Market Volatility3 May 2018
    12:07
  7. 15.
    The Most Overlooked And Forgotten Element of Retirement Planning26 April 2018
    15:17
  8. 16.
    The Guy Who Freaked Out On The Plane: What He Can Teach Us About Market Crashes19 April 2018
    17:13
  9. 17.
    The Reasons Why Everyone, Regardless of Age or Income Level, Needs A Roth IRA12 April 2018
    11:33
  10. 18.
    What Does Holistic Or Comprehensive Financial Planning Really Look Like?5 April 2018
    15:40
  11. 19.
    The Five Things We Wish Everyone Knew29 March 2018
    14:10
  12. 20.
    Making Your Own Financial Luck22 March 2018
    16:49
  13. 21.
    Financial Power Of Attorney15 March 2018
    12:45
  14. 22.
    Mailbag: The 4% Rule, Inheritance, And Spousal Disagreements8 March 2018
    13:38
  15. 23.
    The Financial Lies We Tell Ourselves1 March 2018
    12:53
  16. 24.
    Shopping At The Retirement Grocery Store22 February 2018
    11:14
  17. 25.
    The Winter Financial Olympics15 February 2018
    14:21
  18. 26.
    Mailbag8 February 2018
    15:22
  19. 27.
    Stress And Retirement1 February 2018
    11:58
  20. 28.
    Tax Code Changes (With Special Guest): Part 225 January 2018
    22:01
  21. 29.
    Tax Code Changes (With Special Guest): Part 118 January 2018
    23:34
  22. 30.
    Financial Resolutions11 January 2018
    19:41
  23. 31.
    Collision Of Fear And Greed4 January 2018
    19:05
  24. 32.
    Common 401k Questions28 December 2017
    13:35
  25. 33.
    Financial Santa Claus21 December 2017
    18:01
  26. 34.
    Story Time: Fee Shock14 December 2017
    13:23
  27. 35.
    Financially Savvy Grandparenting: Part 27 December 2017
    16:25
  28. 36.
    Financially Savvy Grandparenting: Part 130 November 2017
    16:53
  29. 37.
    Story Time: In The Nick Of Time21 November 2017
    14:29
  30. 38.
    Mailbag: End Of Year Planning, Nursing Homes, Hating Advisors16 November 2017
    17:49
  31. 39.
    Couch Potato Dollars9 November 2017
    14:03
  32. 40.
    Elephants In The Room2 November 2017
    15:32
  33. 41.
    Glory Days26 October 2017
    15:03
  34. 42.
    Opportunities For Improvement19 October 2017
    12:42
  35. 43.
    Mailbag12 October 2017
    10:12
  36. 44.
    Unasked Questions5 October 2017
    9:27
  37. 45.
    Retirement Regrets28 September 2017
    8:10
  38. 46.
    Required Minimum Distributions21 September 2017
    7:47
  39. 47.
    Mailbag14 September 2017
    7:40
  40. 48.
    Taking Care Of Family7 September 2017
    8:09
  41. 49.
    Universal Retirement Truths31 August 2017
    12:39
  42. 50.
    Are 401(k) Plans Right For You? 24 August 2017
    12:46
  43. 51.
    Mailbag17 August 2017
    9:38
  44. 52.
    Breaking Bad Habits10 August 2017
    12:57
  45. 53.
    Social Security Myths3 August 2017
    9:13
  46. 54.
    Are You Playing A Financial Game Show?27 July 2017
    12:38
  47. 55.
    Mailbag: IRA, 401Ks, and Bonds20 July 2017
    8:54
  48. 56.
    Financial "Blind Spots" You Should Look Out For13 July 2017
    11:08
  49. 57.
    Financial Independence6 July 2017
    10:01
  50. 58.
    Common Money Mistakes29 June 2017
    21:11
  51. 59.
    Income Planning22 June 2017
    11:20
  52. 60.
    Yogi's Financial Wisdom15 June 2017
    15:03
  53. 61.
    Where Do You Stand8 June 2017
    11:13
  54. 62.
    Pre-Flight Checklist1 June 2017
    15:56
  55. 63.
    Breaking Down Your Financial Statements25 May 2017
    11:43
  56. 64.
    Major Life Events18 May 2017
    16:16
  57. 65.
    Rookie Mistakes11 May 2017
    16:21
  58. 66.
    Beneficiary Mistakes28 April 2017
    14:07

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