Plan With Dan

Plan With Dan

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

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 News: Trend in the wedding industry where couples are taking out loans for their ceremony.

3:00 – There’s really no correlation between a wonderful ceremony and the amount you spend on it.

6:13 – Introducing the main topic of flying and retirement.

7:01 – The first you do before you fly is you have a flight plan.   

9:44 – Sometimes you have to deal with turbulence along the way.

14:49 – There are times when you need assistance. When you aren’t sure what’s ahead or you just need some navigation help.

18:46 – Getting to know Dan: What job would you be terrible at?

22:44 – Mailbag question: I’m retiring in six months and worried about whether we’ll have a market crash before I get to the finish line. Will I be okay for the next six months?

Get the full show notes and additional resources by clicking here. 

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