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

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

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

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

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

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