The Science of Wealth
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.
Episodes
Dr. Dan & Emily discuss frugality, whether long-term planning is possible, and the ethics of building wealth.
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 & Daniel discuss high vs. low cost of living, buying vs. renting, and upsizing and downsizing later in life.
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 & Emily discuss the "bank on yourself" strategy (also known as "infinite banking"), the risks with converting a traditional mortgage to a 1st lien HELOC, and how to recover 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...
Dr. Dan & Daniel discuss the minimum wage proposals in Longmont county and how similar proposals have had disastrous effects for the small business community in Niwot and Denver.
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 & Emily discuss Dan's experience after ten years of being a financial planner, what MY Wealth Planners is doing now, and what to expect over the next ten years.
Link to the prior episode talking about the founding of MY Wealth Planners: https://open.spotify.com/episode/47tcXJdx5Ucwf1AcDOGPOn?si=c0c905b5e4654aa2
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.co...
Dr. Dan & Daniel discuss the "One Big Beautiful Bill," specifically the tax impacts for individuals and business owners.
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 & Emily discuss the baseline insurances that you need, and then discuss serving as an executor and pre-nuptial agreements.
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 & Emily discuss getting into the details of travel planning, how to discuss your parents' need for care later in life, and how to set up your young children for financial success.
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 & Daniel discuss fee-only, fee-based, and commission-only financial planning. They then move on to discuss how MY Wealth Planners' planning model has evolved from standalone investment management and one-time project services to its current comprehensive model. And they end their conversation on the topic of which types of planning models are good for which types of client.
To learn more about financial pl...
Dr. Dan & Daniel discuss what financial planners think about when presented with a "simple" financial plan. They then move to how financial planning is focused on a decade-by-decade basis for many people. Finally, they wrap up on the question of the value of a one-time financial plan versus a long-term financial plan.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanne...
Dr. Dan & Emily discuss financial anxiety, how to think of retirement as a number other than age, and FAQs of financial planners.
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 & Daniel discuss children's allowances, whether you should discuss money with your family, friends, and colleagues, and separating your self worth from your wealth.
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
The 2025 Employee Benefits Guid...
Dr. Dan & Emily discuss student debt and whether you should target forgiveness or payoffs, then turn to whole life insurance, and wrap up on the subject of target date funds.
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 & Daniel discuss whether paying off debt early is an optimal strategy and when it's not. They then discuss the opportunity costs of delaying financial decisions and what can contribute to those costs. Finally, they wrap up on the topic of whether it's financially smart to renovate and improve your home.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com<...
Dr. Dan & Emily discuss how to handle an inheritance when it's received and how lifestyle creep can be a dangerous factor in dealing with new money. Then, Emily asks Dan to share his advice for leaders.
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 & Daniel discuss the lessons learned at the Financial Planning Association's Retreat, a gathering of experienced financial planners to learn from world-class experts on a variety of financial planning subjects.
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-i...
Dr. Dan & Emily discuss strategies for merging finances with a partner or spouse, how to manage career and cash flow decisions when you're in a relationship, and how to go about dividing up financial assets in the event of a separation or divorce.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
To schedule a complimentary consultation, visit: https://cale...
Dr. Dan & Daniel discuss ESG/SRI investing, bitcoin and blockchain, and whether AI will replace financial planners.
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 & Emily discuss the volatility in the markets over the past few weeks, why delegating to a financial planner can be a good idea, and how to invest for short term goals.
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 & Daniel discuss teaching children about wealth, how to save for giving your kid a head start in life, and finding success beyond monetary wealth.
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
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