Let’s Talk Financial Health, It’s Important

Conversations that often get pushed off, are the ones that feel uncomfortable, whether that be because we have to give a bad performance review, break up with someone, or talk about our financial situation and retirement plan. This conversation is the latter and my guest Dan Stich, Founder and Investment Representative, specializes in helping people have uncomfortable conversations in a comfortable way in order to find a path forward. Pivoting from Healthcare Administration nearly 4 years ago Dan found his passion in helping educate businesses and individuals. Not only is he brilliant, he is wildly down to earth.       

 

Contact - Daniel Stich

LinkedIN - https://www.linkedin.com/in/daniel-stich-cpfa%C2%AE-609140b/

E-mail - [e-mail]

Phone - 262-853-4541

 

Leighann Lovely  00:20

HR professionals, business owners and operations at all levels are struggling to figure out what needs to change. Our system has been shocked practices have been questioned, and conversations are finally happening. We all know there has been a huge shift in what people want. inclusion and diversity are common phrases. But often misunderstood generations are coming together more than ever on what's important. Mental health has been brought to the forefront of everyone's mind. Let's humanize these conversations. Let's talk about what's important for employees to be successful in life and at their job and how companies can create an environment to allow them to do both because successful people will make up a successful workforce. I'm Leighann Lovely. Let's get this conversation started.  I have an awesome guest on today Dan Stich, Dan was born and raised in Brookfield Wisconsin as the son of a solo practicing dentist and an educator. He grew up in healthcare and saw firsthand the peaks and valleys of running your own small business as well as garnered the passion to share knowledge and assist in educating individuals on difficult topics. Dan graduated from the University of Wisconsin lacrosse and attended Marquette University for graduate school. During his time at Marquette, he was drawn into the world of healthcare specifically managed care and started a career in healthcare administration. First, starting on the insurance side and moving to the provider side, Dan negotiated multimillion dollar contracts with some of the largest names in the Wisconsin healthcare industry. After over 13 years in the health care administration, Dan chose to shift his focus to financial planning, and has built a practice focused on working with small businesses pre retirement-age individuals, and medical professionals. He enjoys educating and presenting on all topics related to retirement planning, including Social Security timing, long-term care planning, retirement income planning, and financial basis. Dan earned his certified fiduciary plan advisor designation through the National Association of planned advisors, increasing his knowledge of qualified and nonqualified retirement plans for businesses. He has a passion for assisting business owners and offering their employees quality options for planning educating opportunities, as well as working with the owners for their succession plans. Dan is licensed to practice in multiple states including Wisconsin, Minnesota, Illinois, Ohio, Pennsylvania, Georgia and South Carolina. I'm excited to have this great conversation with a brilliant individual and someone who has become a friend.

 

Dan Stich  03:08

Stich Financial Partners and Futurity First Securities America are separate entities. The information presented here today is not specific to any individual's personal circumstance, and is not intended to provide investment tax legal or retirement advice or recommendations. To the extent that material concerns tax matters. It's not intended to be written to be used or cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by the law. So the materials that were presented today are for general information educational purposes, based upon publicly available information from sources believed to be reliable. The information in these materials may change at anytime without notice, and securities are offered through securities America, Inc, Member FINRA slash SIPC, stick financial partners and securities, American companies are separate entities.

 

Leighann Lovely  04:00

Dan, thank you so much for joining me today. I'm excited to have you. Why don't you?

 

Dan Stich  04:05

Yes, it's great.

 

Leighann Lovely  04:06

Why don't you start off by telling us a little bit about yourself?  Sure. Well, again, thanks so much for setting this up. I'm super pumped to be able to talk to you and it's always nice to just have fun conversation, right? So yeah, so I run my