Making Sense of Your Money Podcast
Dan PasconeHosted by Dan Pascone, CEO of Tailored Wealth (Learn more: yourtailoredwealth.com), Making Sense of Your Money helps high-income professionals optimize their financial strategies. Each episode features expert insights on investing, tax planning, and wealth building, turning complexity into clarity.Connect with Dan here: linktr.ee/danpascone.com
| Publishes | Daily | Episodes | 60 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
What happens when financial planning goes far beyond investments?
In this episode of Making Sense of Your Money, Dan Pascone sits down with Erin Niehaus, founder of Planning Paths and a wealth management professional with experience spanning institu... more
What happens when you’re hitting your numbers, earning well, and still quietly wondering, “Is this it?”
In this episode of Making Sense of Your Money, Dan Pascone sits down with Armen Avanessian — fintech sales veteran, Head of Sales & Partnerships ... more
Just filed your taxes and shocked by the amount you owed? You’re not alone.
In this solo episode of Making Sense of Your Money, Dan Pascone breaks down how high-earning executives and business leaders can use their tax return as a strategic planning... more
Most financial advice is only as good as the information behind it. In this episode, Dan Pascone sits down with Kevin Knull, founder of TaxStatus.com and former leader at MoneyGuide Pro, to discuss why incomplete data can lead to incomplete planning.... more
In this episode of Making Sense of Your Money, Dan Pascone sits down with Ashish Khanna, Partner at Hightower Signature Wealth, to talk about legacy planning, estate strategy, family communication, and why passing down wealth without passing down val... more
The bigger paycheck came. Then came the bigger house, the nicer car, the upgraded lifestyle. And suddenly the golden handcuffs were on, and nobody noticed until it was too late.
In Episode 55 of Making Sense of Your Money, Brandon Fluharty, founder ... more
You're maxing out your 401(k). You think you're done. You're not even close.
In Episode 54 of Making Sense of Your Money, Dan Pascone, CEO of Tailored Wealth, breaks down the three tax buckets every high earner needs to understand, and the powerful ... more
You've spent years building your business. But if your financials are messy, your margins are murky, and your reporting is inconsistent, a buyer will use that against you. And it will cost you millions.
In Episode 53 of Making Sense of Your Money, D... more
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Making Sense of Your Money Podcast launched 7 months ago and published 60 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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