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© 2026 The Science of Wealth
Description
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.
88 Episodes
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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
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
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
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
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
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
Dr. Dan and Daniel discuss the cost of kids, spending more, and how to car shop. 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 alternative investments, planning to retire early, and planning for the realities of long term care. 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 take the Thanksgiving Holiday week to have a "50 Fires" style discussion. 50 Fires is a terrific podcast by Carl Richards, a writer for the New York Times and best-selling author, where he interviews creatives and bright minds on their thoughts and experiences with money. Dr. Dan and Daniel take the opportunity to ask some of the same questions of each other. 50 Fires: https://www.50fires.com/ To learn more about financial planning and MY Wealth Planners, visit: https://m...
Dr. Dan and Daniel discuss the proposal to introduce 50 Year Mortgages into the housing market, the process of asking for a raise, and things to consider when looking for other opportunities. 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 issues with common financial products, open enrollment, and the timing of Roth conversions. 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 how financial plans fail, common planning rules of thumb, and why perfection is the enemy of good financial planning. 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 layoffs, human capital and signaling theory, work:life balance, and trading a salary for entrepreneurship. 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 current events and the impact on the marketplace: the October 2025 government shutdown, whether there's a bubble around AI-based companies, and then go on to discuss how investment management works 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
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