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The Science of Wealth

MY Wealth Planners

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.

PublishesWeeklyEpisodes88Founded2 years ago
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InvestingBusiness

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Artwork for The Science of Wealth

Latest Episodes

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:... more

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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: myweal... more

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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 Planne... more

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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 f... more

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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: mywealthplanners.com

To sch... more

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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... more

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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 ... more

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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: mywealthplanners.com

To schedule a complimentary consultation, v... more

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Which podcasts are similar to The Science of Wealth?

These podcasts share a similar audience with The Science of Wealth:

1. Kitces and Carl - Real Talk for Real Financial Advisors
2. Animal Spirits Podcast
3. The Compound and Friends
4. The Rational Reminder Podcast
5. Odd Lots

How many episodes of The Science of Wealth are there?

The Science of Wealth launched 2 years ago and published 88 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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