Welcome to Dan has a plan, a finance podcast that goes beyond the balance sheet! I’m Daniel B. Smith, a Certified Financial Planner at UBS Wealth Management. I’m also a husband and father, a baseball enthusiast, and I make a mean bolognese. In my 34 years of experience in the finance industry, I’ve learned that financial planning is so much more than just crunching numbers, it’s about setting goals and achieving the life you want. On this podcast, you will get financial insights and strategies, plus a dose of daughterly banter from my caffeinated millennial middle child, and co-host Alanna. Tune in as we chat with experts from every field, diving into the topics that matter most to you and your family’s financial success.
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Contact path
Verified email
Booking probability
31%
Guest openness
Selective
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Signup to Generate a PitchWelcome to Dan has a plan, a finance podcast that goes beyond the balance sheet! I’m Daniel B. Smith, a Certified Financial Planner at UBS Wealth Management. I’m also a husband and father, a baseball enthusiast, and I make a mean bolognese.
Recent episodes include "Plan for Living Abroad with Ivan Belcic" (21 October 2026), "Plan for a Baby with Joyce Jacobson" (21 September 2026), and "Plan for a Band with Peter Brown" (18 August 2026).
Dan has a plan publishes roughly monthly across 24 episodes.
Booking probability for Dan has a plan is 31%, and the host is rated Selective on guests. Dan has a plan requires a Pod Score of 80 or higher. Dan has a plan's contact route on record: verified email.
The strongest fits for Dan has a plan are Investing & Wealth Management. Dan has a plan has a news audience.
Dan has a plan is a news podcast with 24 episodes published.
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Dan has a plan
What does it really take to build a life abroad? Dan and Alanna welcome Ivan Belcic to share his journey from New Jersey to Shanghai to Prague—plus, Dan answers a listener’s question about budgeting for a semester...
Dan has a plan
Planning for a baby takes more than a birth plan. Registered Nurse Joyce Jacobson joins Dan and Alanna to share practical advice for every stage, from pregnancy and newborn care, to navigating the costs and beautiful...
Dan has a plan
Ever wanted to start a band? Then this is the episode for you. Dan and Alanna sit down with Peter Brown, an IT professional and guitarist of successful metal band, Hath, to talk about what it really takes to turn a...
Dan has a plan
For summer break, Dan and Alanna are bringing you the very best of their Ask Dan segment. Revisit favorite questions, unforgettable moments, and timeless advice in this special compilation episode.
Dan has a plan
Dan and Alanna welcome a special father-son duo to celebrate Father’s Day. Scott Bracken and his son are lifelong collectors and restorers of classic cars. Dan answers a listener question about inheriting a classic...
Dan has a plan
Dan and Alanna tackle the realities of the “sandwich generation” — balancing kids heading to college, aging parents, and the financial and emotional stress that comes with caring for everyone at once.
Dan has a plan
Recent reitree, Joe Marsigliano, joins Dan and Alanna to talk about the reality of retirement—where even the best financial plan can’t predict life’s biggest pivots. From “financial breathing” to caregiving, Joe shares...
Dan has a plan
A 95-year-old Navy veteran shares stories of a life well-lived. Dan and Alanna explore how “pay yourself first,” staying connected to people, and defining your own version of fun can help you enjoy today while planning...
Dan has a plan
Dan and Alanna talk with psychiatrist Dr. Fara White about the connection between mental health and financial planning. Together they explore anxiety, identity, and why true security comes from balance—not just numbers.
Dan has a plan
Dan and Alanna chat with entrepreneur Mike Marri about knowing when it’s time to pivot—and how to turn reinvention into long-term success. From musician to business builder, Mike shares hard-earned lessons on risk...
Dan has a plan
Dan and Alanna sit down with Rev. Rich Hong to talk about something deeper than Holiday financial stress. It’s a conversation about how people find meaning amid chaos and why looking through the “front windshield” of...
Dan has a plan
Dan and Alanna sit down with Bruce Haberli, Head Wrestling Coach at NYU, to talk about work ethic, pursuing your passion, and helping college students find balance—both in life and in their financial futures.
Dan has a plan
Dan and Alanna talk with fellow Family Wealth Management team member, Kristen Marino, C.F.P. about what makes thoughtful financial planning so powerful. Plus, listeners ask questions on retirement, risk, and the value...
Dan has a plan
Celebrating one year of Dan Has a Plan, Dan and Alanna look back, share behind-the-scenes stories, and launch Ask Dan, where listeners’ financial questions get practical, judgment-free answers—from budgeting and debt to...
Dan has a plan
Dan and Alanna talk with Dr. Vinny Costa, an emergency physician, about the costs of medical training and the realities of emergency care. From cruise-ship mishaps to navigating insurance, they share tips on planning...
Dan has a plan
Dan and Alanna chat with public elementary school teacher, Kimmy Johnson. Whether you’re thinking about becoming a teacher, have an 8-year-old on summer break, or just want a trip down memory lane, this episode is for...
Dan has a plan
In this special Father’s Day episode, Dan and Alanna explore how our parents’ values mold our money mindset. Tune in for a personal conversation with Mike Worthington, who speaks about how his late father left a lasting...
Dan has a plan
Dan and Alanna talk with electrician Glenn Bickford about the hidden risks of modern electricity, from overloaded power strips to EV chargers. With practical tips and a dose of humor, they’ll change how you see your...
Dan has a plan
In this father-daughter episode, Daniel and Alanna dive into a topic we all wrestle with—failure. From personal setbacks to market volatility, they unpack what it really means to fail. With candid stories, sports...
Dan has a plan
Dan and Alanna interview Theresa Cudequest, who has dedicated her life to service. She shares how volunteering has broadened her perspective, deepened her skills, and built lasting bonds. Theresa reflects on the...
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