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

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

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