Hosted by MY Wealth Planners · 🇺🇸 US · EN-US · 102 episodes
Established thought leaders with verified media credentials.
A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
MY Wealth Planners hosts The Science of Wealth, a business show with 102 episodes published.
Dr. Dan and Anahi discuss why losses stick more than wins, 401(k) loans vs. other options, and understanding RSUs To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To sche
Dr. Dan welcomes Noa Gold, MY Wealth Planners' newest wealth planning analyst. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation,
Dr. Dan and Anahi discuss stay-at-home spouses, financial infidelity, and preparing for divorce. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a compliment
Dr. Dan and Daniel discuss Daniel's experience in financial planning at MY Wealth Planners. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary c
Dr. Dan and Anahi discuss compensation: salaries and hourly rates, deferred compensation, equity, and benefits. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedu
Dr. Dan and Daniel discuss how to measure investment performance, different styles for generating income in retirement, and how the profession of financial planning has evolved over time. See the real world case study me
Dr. Dan and Anahi discuss working with family and friends, when a hobby becomes a business, and how people bring their individual culture to their work. To learn more about financial planning and MY Wealth Planners, visi
Dr. Dan and Daniel discuss the various types of investment accounts available to children, workers, and what happens as you get into retirement. To learn more about financial planning and MY Wealth Planners, visit: https
Dr. Dan and Anahi discuss cultural differences in financial planning, why some people don't take financial advice, and when to fire your advisor. To learn more about financial planning and MY Wealth Planners, visit: http
Dr. Dan and Daniel discuss takeaways from FPA Shift, a gathering of top financial planning thought leaders and acacdemics, and how the research and subjects covered during the conference apply to clients today. To learn
Dr. Dan and Anahi discuss buying vs. renting and how to plan for a long-term home or a short-term investment in real estate. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.
Dr. Dan and Daniel discuss some of the key takeaways from "Secrets of the Rich: What the Wealthy Don't Want You To Know About Money", Dr. Dan's latest book release. To order "Secrets of the Rich": https://a.co/d/0b1690sO
Dr. Dan and Anahi discuss what it means to retire comfortably, whether gifts made during life or after death are more impactful, and what happens if you die without an estate plan. To learn more about financial planning
Dr. Dan and Daniel discuss the most persistent myth in the investment world: This time it's different. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a comp
Dr. Dan and Anahi discuss the different types of financial services firms, how to identify what would be a good fit, and provide a 2x2 framework of short-term/long-term and single-issue/multi-issue to select the right ty
Dr. Dan and Daniel discuss jobs where you're less than satisfied, whether you should pursue a practical career or your passion, and how to evaluate benefits that are non-monetary. To learn more about financial planning a
Dr. Dan and Anahi discuss AI's influence on financial planning, how wealth changes generation to generation, and some cursory thoughts on living and working abroad. To learn more about financial planning and MY Wealth Pl
Dr. Dan and Daniel discuss conversations you should have before getting married, how to budget (or otherwise avoid budgeting), and what to do about money when you don't have a defined goal. To learn more about financial
Dr. Dan and Anahi discuss how people think about money, how abundance and scarcity impact people's relationship with money, and how failing to keep an eye on your assumptions about your taxes can result in unpleasant sur
Dr. Dan and Daniel discuss whether it's important to be debt-free in retirement, when to claim Social Security, and tax season considerations. To learn more about financial planning and MY Wealth Planners, visit: https:/
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The Science of Wealth is hosted by MY Wealth Planners. The show is categorised under business (investing) and has published 102 episodes.
The Science of Wealth has published 102 episodes.
The Science of Wealth regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of The Science of Wealth average 43 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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