Should You Max-fund Your 401(k), What To Know About Rebalancing, And Financial Planning Internships The Science Of Wealth podcast

47:25

Dr. Dan & Daniel discuss high vs. low cost of living, buying vs. renting, and upsizing and downsizing later in life. 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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Bank on yourself, first lien HELOCs, and recovering from bankruptcy 33:20

10 days ago33:20

33:20

Dr. Dan & Emily discuss the "bank on yourself" strategy (also known as "infinite banking"), the risks with converting a traditional mortgage to a 1st lien HELOC, and how to recover from bankruptcy. 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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Minimum Wage in Longmont and Colorado 29:46

17 days ago29:46

29:46

Dr. Dan & Daniel discuss the minimum wage proposals in Longmont county and how similar proposals have had disastrous effects for the small business community in Niwot and Denver. 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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Ten Years as a Financial Planner 35:56

24 days ago35:56

35:56

Dr. Dan & Emily discuss Dan's experience after ten years of being a financial planner, what MY Wealth Planners is doing now, and what to expect over the next ten years. Link to the prior episode talking about the founding of MY Wealth Planners: https://open.spotify.com/episode/47tcXJdx5Ucwf1AcDOGPOn?si=c0c905b5e4654aa2 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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One Big Beautiful Bill and the Taxes Within 55:17

4 weeks ago55:17

55:17

Dr. Dan & Daniel discuss the "One Big Beautiful Bill," specifically the tax impacts for individuals and business owners. 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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What insurance do you need, serving as an executor, and pre-nup agreements 48:49

5 weeks ago48:49

48:49

Dr. Dan & Emily discuss the baseline insurances that you need, and then discuss serving as an executor and pre-nuptial agreements. 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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Travel planning, caring for aging parents, and setting your kids up for success 43:22

6 weeks ago43:22

43:22

Dr. Dan & Emily discuss getting into the details of travel planning, how to discuss your parents' need for care later in life, and how to set up your young children for financial success. 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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Fee-only planning; service model evolution, and which type of planning is good for which client 42:45

7 weeks ago42:45

42:45

Dr. Dan & Daniel discuss fee-only, fee-based, and commission-only financial planning. They then move on to discuss how MY Wealth Planners' planning model has evolved from standalone investment management and one-time project services to its current comprehensive model. And they end their conversation on the topic of which types of planning models are good for which types of client. 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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A "Simple" Financial Plan, Financial Planning by Decade of Life, and One-Time versus Long-Term Plans 51:19

8 weeks ago51:19

51:19

Dr. Dan & Daniel discuss what financial planners think about when presented with a "simple" financial plan. They then move to how financial planning is focused on a decade-by-decade basis for many people. Finally, they wrap up on the question of the value of a one-time financial plan versus a long-term financial plan. 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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Financial anxiety, retirement as a number other than age, and FAQs of financial planners 42:35

9 weeks ago42:35

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

10 weeks 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

11 weeks 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

12 weeks 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

13 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

14 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

15 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

16 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

17 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

18 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

19 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

1
Politics and the stock market, tariffs, and moving overseas 31:32

20 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

1
Who needs a financial planner, picking a business structure, and annuity basics 43:45

21 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

1
Salary vs. Equity, Buying Company Stock, and Delegating to New Employees 36:43

22 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

1
Should you max-fund your 401(k), what to know about rebalancing, and financial planning internships 34:42

23 weeks ago34:42

34:42

Dan and Emily discuss whether you should max fund your 401(k), what to know about rebalancing, and financial planning internships. 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

1
Vacations vs. Vacation Homes, Timeshares, and the Perils of Working From Home 40:33

24 weeks ago40:33

40:33

Dan and Daniel discuss whether it makes sense to buy a vacation property rather than just take more vacations and how to make financial sense of the decision. They then review timeshares as an alternative. Finally, they talk about the pros, but mostly the cons and risks that can come with working from 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

1
Timing Roth Conversions, Reviewing 13 Tax Tips, and Late Enrolling in an HSA or FSA 43:27

25 weeks ago43:27

43:27

Dan and Emily discuss the timing of Roth Conversions and whether you'd want to do them later or earlier in the year. Emily then tortures Dan with 13 "Tax Tips" found online, and they evaluate whether any of them are actually true. Finally, they discuss late enrollment opportunities for HSAs and FSAs if you've missed the opportunity to sign up during open enrollment. 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

1
How long to stay at a company, identifying career red flags, and assessing new job potential 36:19

26 weeks ago36:19

36:19

Dan and Daniel discuss how long you should stay at a company, how to identify red flags in your career path, and how to assess a new job's potential. 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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Budgeting for big expenses, estate planning for young people, and how to filter financial content 43:52

27 weeks ago43:52

43:52

Dan and Emily discuss budgeting for big expenses, whether young people need estate plans, and what financial content is actually worth following (other than the podcast!) 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

1
Not Feeling Rich (When You Are), Early Inheritance, and Values over Possessions 35:46

28 weeks ago35:46

35:46

Dan and Daniel discuss the problem of not feeling rich or wealthy when you objectively are affluent. They then chat about the pros and cons of giving children early inheritances rather than waiting for their parents to pass away. Finally, they wrap up on the topic of the importance of imparting values rather than possessions or material 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

1
Long Term Care, Health, and Property & Casualty Insurance 43:00

30 weeks ago43:00

43:00

Dan and Emily discuss Long Term Care Insurance and why it's both difficult to obtain and can have disappointing results. They then discuss health insurance and how catastrophic medical bills can still result when you have full coverage. The conversation wraps up discussing the rumors that insurance companies dropped customers right before the fires in Los Angeles. 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

1
Preparing for 2025 and reflecting on 2024 35:21

31 weeks ago35:21

35:21

Dan and Daniel discuss preparing for 2025, both financially and in tax season, and reflect on lessons learned in 2024. 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

1
Roth conversions and year end financial planning 32:13

35 weeks ago32:13

32:13

Dan and Emily discuss the year-end tax strategy of Roth conversions, important topics for year-end financial planning, and how a senior financial planner spends the end of their year. 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

1
Having a professional niche, what to do when your partner overspends, and what to do when someone won't take your advice 36:20

37 weeks ago36:20

36:20

Dan and Emily discuss having a professional niche and how to stand out in your professional field. The conversation then turns to how to deal with your partner overspending, and then, what to do when someone asks for your advice but never takes it. 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

1
Unearthing goals, the importance of dual spousal participation in financial planning, and what great financial planning looks like 31:35

38 weeks ago31:35

31:35

Dan and Daniel discuss the ways we unearth goals during the financial planning process, and how the participation of both partners in a relationship is essential to that process. They wrap up on the topic of what great financial planning looks like, both in planning, but also in any professional relationship. 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

1
Financial storytelling, sensitive financial topics, and side hustles 37:26

39 weeks ago37:26

37:26

Dan and Emily discuss how storytelling helps with understanding financial concepts, which leads them to discuss how to approach sensitive financial topics. They wrap up on the subject of side hustles and starting small businesses. 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

1
Spending more, tipping, and price versus value 34:41

40 weeks ago34:41

34:41

Dan and Daniel discuss when and how people should decide to spend more, then debate modern trends in tipping, and finally the issues of price versus value.

The Science of Wealth

1
The value of trust and client experience, and investing in precious metals 29:09

41 weeks ago29:09

29:09

Dan and Emily discuss the value of building trust as a financial planner and with a financial planner. They then go on to discuss client experience (in all forms of business) and the importance of building an experience that exceeds the expectation of the client. Finally, they touch on precious metal investing and what it can and cannot accomplish. 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

1
Launching a Financial Planning Practice & Celebrating a Firmaversary 1:12:40

42 weeks ago1:12:40

1:12:40

Dan tells the story of launching the practice that became MY Wealth Planners, and shares the many struggles and challenges that come not only with entrepreneurship, but the work of doing financial planning. TW: Mental health. 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

1
What to ask before getting married, stay at home spouses, and experiences or things? 28:07

42 weeks ago28:07

28:07

Daniel and Emily discuss important lifestyle and financial questions to ask a partner before getting married. They then turn to the topic of the financial pros and cons of stay at home spouses; and finally, they discuss the classic debate of whether you should invest in experiences, things, or perhaps a bit of both? Learn more about Wealth Planning at www.mywealthplanners.com or schedule a consult at https://calendly.com/my-wealth-planners-initial-consults.…

The Science of Wealth

1
Having a second act in your career and deciding where to learn financial planning 34:07

43 weeks ago34:07

34:07

This week Daniel (not Dan!) and Emily discuss having a second act in your career and what someone ten years into the workforce might tell themselves ten years ago, and some of the factors in deciding where to learn financial planning, and how short term compensation reductions can yield long-term skill-based dividends.…

The Science of Wealth

1
Hiring staff, valuing a business, and selling a business 45:09

44 weeks ago45:09

45:09

Dan and Daniel discuss the costs of hiring staff and things to consider as a business grows beyond its founder. They then discuss the challenges with valuing a business, and how that can spiral into greater difficulty when considering selling a business.

The Science of Wealth

1
Divorce, division of assets, and time management for new financial planners 37:29

45 weeks ago37:29

37:29

Dan and Emily discuss divorce and the necessity of working with professionals through the process, how to divide one of the largest financial assets many households have during a divorce, and wrap up with a discussion on time management and how time is spent at the start of a financial planning career.…

The Science of Wealth

1
Federal Reserve rate cuts, dos and don'ts for your first home, and stock market vs. real estate. 43:17

46 weeks ago43:17

43:17

Dan and Daniel discuss the impact of the Federal Reserve's "upcoming" (now passed) reserve rate cut. They then discuss the financial do's and don'ts of preparing to buy your firm home. They then wrap up what to do with extra savings: should you be investing in the stock market or real estate? The answer might surprise you.…

The Science of Wealth

1
Reverse mortgages, the upcoming election, and credit card points 32:15

47 weeks ago32:15

32:15

Dan and Emily discuss how reverse mortgages work and where they're helpful or harmful, then how the upcoming election (won't) affect the market, and finally they discuss credit card points.

The Science of Wealth

1
Will social security last, can you take money out before 59 1/2, and how to pay for long term care 30:29

48 weeks ago30:29

30:29

Dan and Daniel discuss the potential funding shortfall for Social Security in 2035. Daniel then asks under what conditions you can distribute retirement funds before reaching the fabled 59 and a half. They wrap up on the topic of how to pay for long term care expenses.

The Science of Wealth

1
The experience of becoming a financial planner 22:32

49 weeks ago22:32

22:32

Daniel interviews Emily about her first year working in a financial planning firm, including everything from her interview experience to learning about financial planning and studying for her Series 65 licensing exam.

The Science of Wealth

1
401k or IRA after the match, should you buy whole life insurance, and foreign assets. 38:05

50 weeks ago38:05

38:05

Dan and Daniel discuss whether you should max out your 401(k) after you've hit your employer's match or should fund an IRA. They they discuss whether younger folks should buy a whole life policy and why they're sold them so often. Finally, foreign investments: Assets or albatross?

The Science of Wealth

1
Expenses to save for, when holding cash is a good idea, should financial planners be therapeutic? 44:18

51 weeks ago44:18

44:18

Dan and Daniel discuss the expenses people fail to plan ahead and save for at various phases of their lives. They then chat about reasons to hold onto cash and how to do so, including for emergencies, short term goals, and retirement. Finally, Daniel asks the question: Should financial planners be more therapeutic in their delivery of services?…

The Science of Wealth

1
Planning for after college, workplace benefits, and complexity as job security 39:35

1 year ago39:35

39:35

Dan and Daniel discuss how to plan for life after college and what can lead to a failure to launch for some graduates, what to look for in workplace benefits when comparing opportunities, and the problems with financial planners using complexity as job security.

The Science of Wealth

1
Career surfing, teaching kids finance, and identity theft 35:53

1 year ago35:53

35:53

Daniel and Emily discuss the pros and cons of switching jobs to increase income and advance your career, some of the common benefits and drawbacks of using various financial products to teach kids finance, and the concerns that arise when identity theft is a risk.

The Science of Wealth

1
Job hunting, unconventional relationships, and filial responsibility 30:43

1 year ago30:43

30:43

This week Dan and Emily discuss holding out for a better job or simply taking what's available when job hunting, how members of unconventional relationships can adjust their financial planning, and the risks posed by filial responsibility laws for members of your family.

The Science of Wealth

1
Starting a career in financial planning, why credentials matter, and professional trust 34:10

1 year ago34:10

34:10

Dan and Daniel discuss the hurdles and difficulties of starting a career in financial planning, why credentials matter when seeking out a financial planner, and what it takes to build trust in a professional.

The Science of Wealth

1
Teaching financial literacy, FIRE, and the election's impact on the market 28:38

1 year ago28:38

28:38

Dan and Daniel discuss the absence of financial education in K-12, the FIRE financial philosophy, and the election's (lack) of impact on the market.

The Science of Wealth

1
Being an executor, shopping home and auto insurance, and should you rent or buy when relocating? 32:37

1 year ago32:37

32:37

This week Daniel and Emily discuss being the executor for someone's estate, when and why you should shop your home and auto insurance, and whether you should rent or buy when relocating to another part of the country.

The Science of Wealth

1
DIY Financial Planning, tax preparation vs. tax planning, and reverse mortgages 32:11

1 year ago32:11

32:11

This week, Dan and Daniel discuss some basics of DIY finance, the differences between tax preparation and tax planning, and reverse mortgages.

The Science of Wealth

1
Mineral rights, market manipulation, and recovering from scams 27:47

1 year ago27:47

27:47

This week, Daniel and Emily discuss mineral rights, market manipulation, and recovering or helping someone recover from a scam.

The Science of Wealth

1
Introducing Daniel Stefanski, enrolled agents, and common planning problems 27:15

1 year ago27:15

27:15

This week we introduce Daniel Stefanski, MY Wealth Planner's newest Wealth Planning Analyst. We discuss getting into the financial planning profession, the Enrolled Agent designation, and the commonalities of challenges faced by clients no matter where they live or where they are in life.

The Science of Wealth

1
Co-signing loans, domestic partnerships, and credit freezing 27:40

1 year ago27:40

27:40

This week we discussed co-signing loans (personal and business), domestic partnerships, and freezing your credit. A small bonus bit at the end about annuities.

The Science of Wealth

1
Day trading, robo-advisors, and trade settlement 27:17

1 year ago27:17

27:17

This week on The Science of Wealth, we discussed day trading, robo-advisors, and the changes in trade settlement dates.

The Science of Wealth

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Introductions, studying personal finance, and the problems with not having your finances together 34:37

1 year ago34:37