Plan With Dan

Plan With Dan

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

Episodes

September 19, 2019 28 min

You don’t need to be understand the basics behind flying but you’ll need some guidance from a professional to grasp the finer points and nuances to the actual process. Believe it or not, there are a number of parallels between flying and retirement planning and that’s what we plan to tackle on this episode.

Today's rundown:

0:29 – What’s on today’s show.

1:01 – Dan has some news to share about the podcast.   

2:02 – In the ...

Share
Mark as Played

It’s easy to take shots at millennials and joke about many of the stereotypes that follow them around, but that’s not always fair. That younger generation faces many new challenges that weren’t around 15-20 years ago, and it makes it difficult to start saving and planning for retirement. We’ll address those issues in this episode.

Check out the show notes for this episode by clicking here.----more----

Today's rundown:

0:37 –...

Share
Mark as Played

When facing the decision to put a loved one into a nursing home, the last thing you want to be concerned about is their safety and security. That’s true of financial and physical health. There are some financial pitfalls that you need to know about so you can protect your family.

Check out the full show notes by clicking here. 

Today's rundown:

0:28 – Dan is celebrating a milestone.

2:36 – Introducing today’s topic of elder...

Share
Mark as Played

Inheriting a home can be major life change and it bring with it a number of decisions that need to be made. Depending on who else was included in the inheritance, you’ll have to figure out what you want to do with it. Every decision brings a different set of pros and cons so understanding those will help you determine what option is best.

To see the show notes, click here. ----more----

Check out today's rundown below: 

2:55 ...

Share
Mark as Played
July 18, 2019 21 min

One of the most popular retirement plans that people utilize is the 401(k). It’s often the easiest place to start when you begin saving for your future and a many times a employer will offer the option as part of a compensation package. The 401(k) definitely serves its purpose but there are some weaknesses that might make you look to other investment opportunities.

See the show notes by clicking here. ----more----

Take a look at ...

Share
Mark as Played
July 3, 2019 21 min

“Financial security” might mean different things to different people, but for nearly everyone, finding financial security is the most important part of their retirement plan. So, how do you define financial security?

Full show notes: http://betzelwealthadvisors.com/2019/07/finding-financial-security/

----more----

 

Tactical Points:

In The News 1:15 RMD age change
  • Congress is working on a bill that would raise the RMD (require...
  • Share
    Mark as Played

    Today's Objective...

    It seems that people have different definitions of “safe money” as it relates to their savings. Let’s discuss some of those varying explanations of the term and why it’s an important conversation for any retiree or pre-retiree to have.

     

    Check out the full show notes for this episode: http://betzelwealthadvisors.com/2019/06/the-real-definition-of-safe-money/

    Tactical Points:

    2:09 How do people ...

    Share
    Mark as Played

    Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either… Dan talks through some common financial phrases that certainly aren’t words to live by.

    Check out the full show notes: http://betzelwealthadvisors.com/2019/06/famous-last-words-you-dont-want-to-say-in-retirement

    ----more----

    Tactical Points...

    Share
    Mark as Played

    These five questions are quite common. They're deceptively simple, and depending on your situation, they can be quite complex to answer. Beyond a simple “yes” or “no” answer, let’s hear what Dan has to say about these important retirement questions. 

    Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

    Click the link to read more from Dan's Blog: http://betzelw...

    Share
    Mark as Played
    May 2, 2019 22 min

    Decision-making can be tough, and it's often tempting not to make any decision at all. As you research a decision, you're often hit with a barrage of information, and if you're not careful, you can find yourself stuck. However, there comes a time when we all need to fish or cut bait as the saying goes. Discover the importance of decisiveness and the dangers of  analysis paralysis. 

    Click the link to receive your FREE R...

    Share
    Mark as Played

    Wouldn’t it be great if retirement came with a simple manual we could all follow step-by-step? It would sure make things easier. Unfortunately, there’s no such universal manual and to make matters worse, most of the conventional wisdom about the financial world also tends to lead people astray when they follow the advice blindly.

    Check out http://betzelwealthadvisors.com/2019/04/conventional-wisdom-isn’t-always-so-wise for the ful...

    Share
    Mark as Played
    April 4, 2019 21 min

    Do you have enough money to retire? At what age or dollar amount will you get there? How can you be sure? These are all questions we’ll talk about in today’s podcast.

    Visit http://betzelwealthadvisors.com/2019/04/when-is-it-"safe"-for-you-to-retire? to view the full show notes of today's episode and related resources and links.

    Share
    Mark as Played

    When it comes to financial planning, everyone has some kind of pain point. They're different for each client, but everyone has something that bothers them. Dan explains how he helps his clients to alleviate their "pain points."

    Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

    Click the link to read more from Dan's Blog: http://betzelwealthadvisors.c...

    Share
    Mark as Played

    You probably have a junk drawer at home. It's filled with knick knacks like rubber bands, clothespins, and ink pens, and highlighters. While you might not realize it, you probably have a financial junk drawer as well. Discover six things you could be giving a better purpose.

    Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

    Click the link to read more from Dan&#...

    Share
    Mark as Played

    Join us as we outline some of the crucial financial mistakes we see our clients making. Don't worry, we'll outline how to avoid them as well.

    Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

    Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2019/02/episode-76-financial-mistakes/

    Share
    Mark as Played
    February 7, 2019 19 min

    The little missed details in your financial plan could be costing you. Pay attention to the fine print, and cover the little things in your retirement plan.

    Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

    Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2019/02/episode-75-little-missed-details/

    Share
    Mark as Played

    There's a lot to be learned from the wit and wisdom of Mark Twain. Join us as we dive into part two of our series on his famous sayings.

    Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

    Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2019/01/episode-74-mark-twains-financial-wisdom/

    Share
    Mark as Played

    There's a lot to be learned from the wit and wisdom of Mark Twain. Join us as we discover what he might have to say about our finances.

    Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

    Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2019/01/episode-73-mark-twains-financial-wisdom/

    Share
    Mark as Played

    Financial planning is more than math and logic. There are times when it's important to consider your emotions. Dan helps us tap into that financial feeling.

    Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

    Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/12/episode-72-financial-feeling/

    Share
    Mark as Played
    December 6, 2018 18 min

    Risk tolerance is a buzzword that gets used in many financial conversations, but what is it, and how does it affect your retirement plan? Dan explains.

    Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit

    Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/12/episode-71-defining-risk-tolerance/

    Share
    Mark as Played

    Popular Podcasts

    • If you can never get enough true crime... Congratulations, you’ve found your people.

    • Dr. Death

      We’re at our most vulnerable when we go to our doctors. We trust the person at the other end of that scalpel. We trust the hospital. We trust the system. Christopher Duntsch was a neurosurgeon who radiated confidence. He claimed he was the best in Dallas. If you had back pain, and had tried everything else, Dr. Duntsch could give you the spine surgery that would take your pain away. But soon his patients started to experience complications, and the system failed to protect them. Which begs the question: who - or what - is that system meant to protect? From Wondery, the network behind the hit podcast Dirty John, DR. DEATH is a story about a charming surgeon, 33 patients and a spineless system. Reported and hosted by Laura Beil.

    • The Daily

      This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.

    • Dateline NBC

      Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    • Stuff You Should Know

      If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.

    Facebook comments will no longer be available on iHeart

    We're taking steps to simplify your experience. If you want to reach out to our hosts or stations, please do so via their website or social media. If you need any assistance please check out our help site.

    Chat About Plan With Dan

    Advertise With Us
    Music, radio and podcasts, all free. Listen online or download the iHeartRadio App.

    Connect

    © 2021 iHeartMedia, Inc.