Dan has a plan
UBS advisor podcastsWelcome to Dan has a plan, a finance podcast that goes beyond the balance sheet! I’m Daniel B. Smith, a Certified Financial Advisor at UBS Wealth Management. I’m also a husband and father, a baseball enthusiast, and I make a mean bolognese. In my 34 years of experience in the finance industry, I’ve learned that financial planning is so much more than just crunching numbers, it’s about setting goal... more
| Publishes | Monthly | Episodes | 14 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsBusiness News | |||
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Latest Episodes
Dan and Alanna talk with fellow Family Wealth Management team member, Kristen Marino, C.F.P. about what makes thoughtful financial planning so powerful. Plus, listeners ask questions on retirement, risk, and the value of a Certified Financial Planner... more
Celebrating one year of Dan Has a Plan, Dan and Alanna look back, share behind-the-scenes stories, and launch Ask Dan, where listeners’ financial questions get practical, judgment-free answers—from budgeting and debt to retirement and college savings... more
Dan and Alanna talk with Dr. Vinny Costa, an emergency physician, about the costs of medical training and the realities of emergency care. From cruise-ship mishaps to navigating insurance, they share tips on planning for life’s unexpected emergencies... more
Dan and Alanna chat with public elementary school teacher, Kimmy Johnson. Whether you’re thinking about becoming a teacher, have an 8-year-old on summer break, or just want a trip down memory lane, this episode is for you.
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Reviews
- Good stuff!
Really enjoyed your first episode and I’m looking forward to future topics! Nice jingle too! 😁
Apple Podcasts5E G Rey
United Statesa year ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #66 |  Saudi Arabia/News/Business News |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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Dan has a plan launched a year ago and published 14 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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