Plan With Dan

By Dan Betzel

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

  1. 1.
    How Does Flying Relate to Retirement Planning?
    28:58
  2. 2.
    Challenges That Millennials Face in Financial Planning
    20:45
  3. 3.
    Potential Financial Pitfalls for Someone Entering a Nursing Home
    16:39
  4. 4.
    Things You Should Consider When Inheriting a Home
    17:20
  5. 5.
    Weaknesses in 401k Retirement Plans
    21:45
  6. 6.
    Finding Financial Security
    21:30
  7. 7.
    The Real Definition Of “Safe Money”
    15:42
  8. 8.
    Famous Last Words (You Don’t Want to Say!) In Retirement
    21:54
  1. 9.
    5 Simple Retirement Questions (That Are Hard to Answer)
    21:51
  2. 10.
    To Fish Or Cut Bait?
    22:03
  3. 11.
    Conventional Wisdom Isn’t Always So Wise
    21:38
  4. 12.
    When Is It "Safe" For You To Retire?
    22:00
  5. 13.
    The 5 Most Common Pain Points In Your Financial Life
    17:59
  6. 14.
    The 6 Things Wasting Away In Your Financial Junk Drawer
    18:11
  7. 15.
    Episode #76: Watch Out For These Financial Mistakes
    20:08
  8. 16.
    Episode #75: Little Missed Details
    19:45
  9. 17.
    Episode #74: Mark Twain's Financial Wisdom Part 02
    19:23
  10. 18.
    Episode #73: Mark Twain's Financial Wisdom Part 01
    15:19
  11. 19.
    Episode #72: You've Lost That Financial Feeling
    19:10
  12. 20.
    Episode #71: Defining Risk Tolerance
    18:37
  13. 21.
    Episode #70: Settling Financial Debates
    15:52
  14. 22.
    Episode #69: Hidden Expenses
    17:05
  15. 23.
    Episode #68: Important Financial Terms You Should Know
    19:15
  16. 24.
    Episode #67: Tax Planning And Retirement
    18:41
  17. 25.
    Episode #66: Ask Yourself Five Retirement Questions
    16:20
  18. 26.
    Episode #65: Elements Of A Successful Retirement
    20:45
  19. 27.
    Episode #64: Giving Money Mission Statements
    17:20
  20. 28.
    Episode #63: What Demographics Can Tell Us
    20:13
  21. 29.
    Episode #62: Debunking Financial Myths
    26:47
  22. 30.
    Episode #61: Things You Can't Control
    23:20
  23. 31.
    Episode #60: (I Can't Get No) Retirement Satisfaction
    15:06
  24. 32.
    Seven Estate Planning Mistakes You Need To Avoid
    17:52
  25. 33.
    Spousal Conflicts: Savers vs. Spenders
    18:35
  26. 34.
    Playing Retirement Catch-up
    14:38
  27. 35.
    How Do You React To Market Corrections
    12:57
  28. 36.
    Story Time
    9:18
  29. 37.
    Lessons I Have Learned From My Clients Who Have Retired
    13:55
  30. 38.
    The Five Things I Wish Every Investor Knew About Market Volatility
    12:07
  31. 39.
    The Most Overlooked And Forgotten Element of Retirement Planning
    15:17
  32. 40.
    The Guy Who Freaked Out On The Plane: What He Can Teach Us About Market Crashes
    17:13
  33. 41.
    The Reasons Why Everyone, Regardless of Age or Income Level, Needs A Roth IRA
    11:33
  34. 42.
    What Does Holistic Or Comprehensive Financial Planning Really Look Like?
    15:40
  35. 43.
    The Five Things We Wish Everyone Knew
    14:10
  36. 44.
    Making Your Own Financial Luck
    16:49
  37. 45.
    Financial Power Of Attorney
    12:45
  38. 46.
    Mailbag: The 4% Rule, Inheritance, And Spousal Disagreements
    13:38
  39. 47.
    The Financial Lies We Tell Ourselves
    12:53
  40. 48.
    Shopping At The Retirement Grocery Store
    11:14
  41. 49.
    The Winter Financial Olympics
    14:21
  42. 50.
    Mailbag
    15:22

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