Having A Professional Niche, What To Do When Your Partner Overspends, And What To Do When Someone Won't Take Your Advice The Science Of Wealth podcast

42:35

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…

The Science of Wealth

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Children's Allowances, Talking to Others About Money, and Separating Wealth and Worth 46:05

13 days ago46:05

46:05

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 Guide for MY Wealth Planners: https://www.mywealthplanners.com/wp-content/uploads/2024/12/Employee-Benefits-Guide-2025.pdf…

The Science of Wealth

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Student debt, whole life insurance, and target date funds 40:14

20 days ago40:14

40:14

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…

The Science of Wealth

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Paying Off Debt, The Costs of Delaying Financial Decisions, and Financially Smart Home Improvements 45:23

27 days ago45:23

45:23

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 To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults…

The Science of Wealth

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Inheritances, Lifestyle Creep, and Leadership 34:20

5 weeks ago34:20

34:20

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…

The Science of Wealth

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The 2025 Financial Planning Association Retreat 49:18

6 weeks ago49:18

49:18

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-initial-consults…

The Science of Wealth

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Merging finances, managing career decisions with shared finances, and splitting finances 37:23

7 weeks ago37:23

37:23

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://calendly.com/my-wealth-planners-initial-consults…

The Science of Wealth

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ESG/SRI investing, bitcoin and blockchain, and whether AI will replace financial planners 41:39

8 weeks ago41:39

41:39

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…

The Science of Wealth

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Market Volatility, Delegating Investment Management, and Investing for Short Term Goals 29:33

9 weeks ago29:33

29:33

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…

The Science of Wealth

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Teaching kids about wealth, how to save for your kids, and finding success beyond money 42:22

10 weeks ago42:22

42:22

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…

The Science of Wealth

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Getting a PhD in Financial Planning & Researching Financial Planning 37:38

11 weeks ago37:38

37:38

Dan and Emily discuss Dan completing his PhD in Personal Financial Planning, what the world of financial planning research looks like, and what's next on Dan's research journey. 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 Science of Wealth

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Politics and the stock market, tariffs, and moving overseas 31:32

12 weeks ago31:32

31:32

Dan and Daniel discuss how politics do (or don't) affect the stock market, how tariffs impact personal finances, and considerations when moving overseas. 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 Science of Wealth

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Who needs a financial planner, picking a business structure, and annuity basics 43:45

13 weeks ago43:45

43:45

Dan and Emily discuss common misconceptions about who needs a financial planner, introductory considerations when picking a business structure, and some basics to understand about annuities. 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 Science of Wealth

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Salary vs. Equity, Buying Company Stock, and Delegating to New Employees 36:43

14 weeks ago36:43

36:43

Dan and Daniel discuss taking a higher salary versus equity, buying into company stock, and delegating to new employees. 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 Science of Wealth

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Should you max-fund your 401(k), what to know about rebalancing, and financial planning internships 34:42

15 weeks ago34:42