The Science of Wealth

MY Wealth Planners
  • 5.0 (4)
  • Investing
  • Updated Weekly

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.

  1. 3d ago

    Why losses stick more than wins, 401(k) loans vs. other options, and understanding RSUs

    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 schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

    37 min

  2. Jun 22

    Welcoming & Introducing Noa Gold to the Science of Wealth

    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, visit: https://calendly.com/my-wealth-planners-initial-consults

    21 min

  3. Jun 15

    Stay-at-home spouses, financial infidelity, and preparing for divorce

    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 complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

    39 min

  4. Jun 8

    Ep 100 - Daniel Stefanski's Last Podcast

    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 consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

    48 min

  5. Jun 1

    Thinking About Compensation

    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 schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

    45 min

  6. May 25

    Measuring performance, retirement income approaches, and how financial planning has evolved

    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 mentioned in the episode: https://youtu.be/7ALOJsGQ4qU?si=JCyYyZBqvn7FCY-O 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

    50 min

  7. May 18

    Working with family, when a hobby becomes a business, and bringing culture to work

    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, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

    41 min

  8. May 14

    Financial Account Types from Beginning to End of Life

    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://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

    38 min
See All (103)

Ratings & Reviews

5
out of 5
4 Ratings

About

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.

Information

  • Creator
    MY Wealth Planners
  • Years Active
    2024 - 2026
  • Episodes
    103
  • Rating
    Explicit
  • Copyright
    © 2026 The Science of Wealth
  • Show Website
    The Science of Wealth

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