Get Ready! with Tony Steuer

Get Ready! with Tony Steuer

On the GET READY! Podcast, I’ll be catching up with financial literacy advocates to bring you innovative strategies to be financially prepared. Each month, we’ll discuss the Get Ready Financial Calendar action item to maintain your financial first aid kit. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. I’ll also spotlight leading financial literacy advocates and how their content is improving financial education.... Show More
August 28, 2020 17 min

"Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment plan to begin with and following that investment plan. It might be automating your investments somehow through a robo-advisor, that might require you to hire an advisor. I think any of those options work as long as you have a plan and a system in place." - Daniel Lee 

In this episode of GET READY!, I spoke with Daniel Lee, a fiduciary financial planner who is the head of Plancorp’s San Francisco office about the benefits of having an investment plan. Daniel discussed the components of an investment plan and what to keep in mind when reviewing your investment portfolio. We also discussed how people can incorporate socially and environmentally responsible investing into their strategy. 

Bio: Daniel Lee, CFA®, CFP®, is a fiduciary financial planner dedicated to helping busy people make intelligent financial decisions. He is the head of Plancorp’s San Francisco office, a full-service wealth management company, and consults for BrightPlan, the first digital financial wellness solution certified for fiduciary excellence. Daniel is an award-winning personal finance instructor at UC Berkeley Extension and is a member of the CFA Society of San Francisco and the National Association of Personal Financial Advisors.

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