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Episodes

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

1/17/2019
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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
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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
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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
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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

Episode #70: Settling Financial Debates

11/15/2018
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Depending on who you ask, you'll get varying answers to some of retirement's most pressing questions. Dan will help us settle these financial debates. 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/2018/11/episode-70-settling-financial-debates/

Duration:00:15:51

Episode #69: Hidden Expenses

11/1/2018
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Just because you can't plainly see all the hidden expenses in your portfolio doesn't mean they aren't there. Uncover areas to watch for hidden costs. 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/2018/11/episode-69-hidden-expenses/

Duration:00:17:03

Episode #68: Important Financial Terms You Should Know

10/18/2018
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Financial terms can quickly get confusing. Dan helps us to better understand the tricky jargon we might have heard before. 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/2018/10/episode-68-important-financial-terms/

Duration:00:19:14

Episode #67: Tax Planning And Retirement

10/4/2018
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Tax planning is one of the key elements of a sound retirement plan. Discover how to steward your wealth and save in taxes in retirement. 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/2018/10/episode-67-tax-planning-retirement/

Duration:00:18:39

Episode #66: Ask Yourself Five Retirement Questions

9/20/2018
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Planning for retirement is daunting. It’s difficult to know where to begin. Ask yourself these five questions to start the conversation. 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/2018/09/episode-66-ask-yourself-five-retirement-questions/

Duration:00:16:18

Episode #65: Elements Of A Successful Retirement

9/6/2018
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A successful retirement addresses your emotional, financial, social, and spiritual needs. Do you have what it takes? Learn what generates success. 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/2018/09/episode-65-successful-retirement/

Duration:00:20:43

Episode #64: Giving Money Mission Statements

8/16/2018
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Mission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out whether you’re effectively putting your money to work for you. 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/2018/08/episode-64-mission-statements/

Duration:00:17:18

Episode #63: What Demographics Can Tell Us

8/2/2018
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Statistics can give us helpful insight into how you’re approaching your finances. Explore financial demographics, and see what they say about retirement. 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/2018/08/episode-63-what-financial-demographics-can-tell-us/

Duration:00:20:11

Episode #62: Debunking Financial Myths

7/19/2018
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There’s an almost endless list of retirement planning myths that need to be debunked. We’ll debunk some of these misleading statements that often lead people astray. Put on your “mythbuster” hat and let’s go. 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/2018/07/episode-62-debunking-financial-myths/

Duration:00:26:44

Episode #61: Things You Can't Control

7/5/2018
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In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t. 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/2018/07/episode-61-things-you-cant-control/

Duration:00:23:18

Episode #60: (I Can't Get No) Retirement Satisfaction

6/21/2018
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It seems like a basic goal: We all want to achieve some measure of satisfaction in retirement. But how do we get there? What are some of the smaller goals we can set along the way? Dan will show us how he helps people achieve things like confidence, security, independence and peace of mind on the way to ultimately reaching retirement satisfaction. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more...

Duration:00:15:04

Seven Estate Planning Mistakes You Need To Avoid

6/14/2018
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Unfortunately, it's easy to make mistakes when it comes to estate planning. Dan will outline seven of the most common estate planning mistakes he sees people make and gives us suggestions on how to avoid these. Click here for Dan's Retirement Rescue Toolkit.

Duration:00:17:51

Spousal Conflicts: Savers vs. Spenders

6/7/2018
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A lot of couples will often have one spouse who is the saver of the pair and the other is the spender. How can you effectively prepare for your financial future with such differing personalities? Dan will take us through the action steps he takes when working with couples through issues like this. Click here for Dan's Retirement Rescue Toolkit.

Duration:00:18:33

Playing Retirement Catch-up

5/31/2018
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If you're a little behind in preparing for retirement, don't be afraid. A lot of people are in the same boat. There's good news, however. With some discipline and some good saving and planning strategies, it's possible to make up a lot of ground in a relatively short period of time without taking undue risk. Dan will take us through a scenario of a 50 year old person who needs to start playing retirement catchup. You'll be amazed by how quickly things can turn around. Click here for Dan's...

Duration:00:14:37

How Do You React To Market Corrections

5/24/2018
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Anytime the market is moving in a downward direction, or even just wavering, we see people react in various ways. Take a listen to see if you identify with one of these common reactions to market corrections. Do you over-trade as a response? Do you stick your head in the sand or run around like a chicken with your head cut off? Dan will give you ways you can avoid becoming your worst enemy and show you how to keep particular emotions and reactions in check during times of market...

Duration:00:12:56

Story Time

5/17/2018
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We’ve probably all had one of those moments where we didn’t listen to the advice someone was trying to give us. Let’s hear about a time it happened in the financial world when someone didn’t listen to the advice of their financial advisor and later wished that they had. Click here for Dan's Retirement Rescue Toolkit.

Duration:00:09:17