The Science of Wealth

MY Wealth Planners
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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. 4D AGO

    Being debt-free in retirement, when to claim Social Security, and considerations for the tax season

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

    45 min

  2. FEB 9

    The basics of Stock & ETFs, mortgage refinancing, and saving for kids college

    Dr. Dan and Anahi discuss the basics of stocks, ETFs, diversification, and the "stock holding" puzzle. They then discuss mortgages and when it's a good time to refinance (or not), and wrap up on saving for kids college. 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

  3. FEB 2

    Picking a financial planner, generalists vs. specialists, and when to graduate from your planner

    Dr. Dan and Daniel discuss the costs and factors of picking a financial planner, whether you should find a specialist or work with a generalist, and when you might need to graduate from your financial planner. 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

    40 min

  4. JAN 26

    Welcoming Anahi Sarmiento Garcia

    Dr. Dan welcomes MY Wealth Planners' new Wealth Planning Analyst, Anahi Sarmiento Garcia, to the podcast. 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

    34 min

  5. JAN 19

    Annuities, Dividend Investing, and Asset Location

    Dr. Dan and Daniel discuss annuities, dividend investing, and asset location in investing. 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

    46 min

  6. JAN 12

    Differences in Age and Risk Tolerance

    Dr. Dan and Daniel discuss what happens when a couple has a material difference in their age or their risk tolerance and how to account for such differences in a 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

    47 min

  7. 12/23/2025

    2025 Year End Financial Planning Recap

    Dr. Dan and Daniel discuss another year wrapping up in financial planning. What stood out in 2025, what to tie up before the end of the year, and some anticipation for 2026. 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

    43 min

  8. 12/15/2025

    Getting a Job in Financial Planning

    Dr. Dan and Daniel discuss the recent round of hiring at MY Wealth Planners, and go into detail about what worked well for candidates and what didn't. 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
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Ratings & Reviews

5
out of 5
3 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
    84
  • Rating
    Explicit
  • Copyright
    © 2026 The Science of Wealth
  • Show Website
    The Science of Wealth