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Plan With Dan

Markets and Investing

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

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

Location:

United States

Description:

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

Language:

English

Contact:

9193781410


Episodes

How Does Flying Relate to Retirement Planning?

9/19/2019
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...

Duration:00:28:56

Challenges That Millennials Face in Financial Planning

9/5/2019
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 – Dan is preparing for his annual trip to Israel. 3:10 –...

Duration:00:20:43

Potential Financial Pitfalls for Someone Entering a Nursing Home

8/15/2019
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 abuse. 3:42 – The first thing you need to do with your parents...

Duration:00:16:37

Things You Should Consider When Inheriting a Home

8/1/2019
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 – The situation that surrounds inheriting a home. 3:45 – When you...

Duration:00:17:18

Weaknesses in 401k Retirement Plans

7/18/2019
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 the full rundown of the show below and click the timestamp to...

Duration:00:21:43

Finding Financial Security

7/3/2019
“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 Getting To Know Dan 2:59 Danger Dan Mailbag 7:26 Angie: Long-term care Financial Security 10:09 What Does Financial...

Duration:00:21:28

The Real Definition Of “Safe Money”

6/20/2019
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 define safe money? 4:06 Do most people understand how much risk...

Duration:00:15:41

Famous Last Words (You Don’t Want to Say!) In Retirement

6/6/2019
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: 2:58 “I want to get out of the market and stay out (after...

Duration:00:21:52

5 Simple Retirement Questions (That Are Hard to Answer)

5/16/2019
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:...

Duration:00:21:49

To Fish Or Cut Bait?

5/2/2019
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 Retirement Rescue Toolkit:...

Duration:00:22:01

Conventional Wisdom Isn’t Always So Wise

4/18/2019
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 full blog post, show notes, and related links to this episode.

Duration:00:21:36

When Is It "Safe" For You To Retire?

4/4/2019
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.

Duration:00:21:58

The 5 Most Common Pain Points In Your Financial Life

3/21/2019
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.com/2019/03/the-5-most-common-pain-points-in-your-financial-life/

Duration:00:17:57

The 6 Things Wasting Away In Your Financial Junk Drawer

3/7/2019
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's Blog:...

Duration:00:18:09

Episode #76: Watch Out For These Financial Mistakes

2/21/2019
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/

Duration:00:20:06

Episode #75: Little Missed Details

2/7/2019
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/

Duration:00:19:43

Episode #74: Mark Twain's Financial Wisdom Part 02

1/17/2019
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/

Duration:00:19:21

Episode #73: Mark Twain's Financial Wisdom Part 01

1/3/2019
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/

Duration:00:15:17

Episode #72: You've Lost That Financial Feeling

12/20/2018
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/

Duration:00:19:08

Episode #71: Defining Risk Tolerance

12/6/2018
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/

Duration:00:18:35