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 type of financial help.

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 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 and MY Wealth Planners, visit: https://mywealthplanners.com

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

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 Planners, visit: https://mywealthplanners.com

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

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 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 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 surprises.

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 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

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

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