Dan Betzel
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You don’t need to be understand the basics behind flying but you’ll need some guidance from a professional to grasp the finer points and nuances to the actual process. Believe it or not, there are a number of parallels between flying and retire
It’s easy to take shots at millennials and joke about many of the stereotypes that follow them around, but that’s not always fair. That younger generation faces many new challenges that weren’t around 15-20 years ago, and it makes it difficult
When facing the decision to put a loved one into a nursing home, the last thing you want to be concerned about is their safety and security. That’s true of financial and physical health. There are some financial pitfalls that you need to know a
Inheriting a home can be major life change and it bring with it a number of decisions that need to be made. Depending on who else was included in the inheritance, you’ll have to figure out what you want to do with it. Every decision brings a di
One of the most popular retirement plans that people utilize is the 401(k). It’s often the easiest place to start when you begin saving for your future and a many times a employer will offer the option as part of a compensation package. The 401
“Financial security” might mean different things to different people, but for nearly everyone, finding financial security is the most important part of their retirement plan. So, how do you define financial security?Full show notes: http://bet
Today's Objective...It seems that people have different definitions of “safe money” as it relates to their savings. Let’s discuss some of those varying explanations of the term and why it’s an important conversation for any retiree or pre-re
Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either… Dan talks through some common financial phrases that ce
These five questions are quite common. They're deceptively simple, and depending on your situation, they can be quite complex to answer. Beyond a simple “yes” or “no” answer, let’s hear what Dan has to say about these important retirement quest
Decision-making can be tough, and it's often tempting not to make any decision at all. As you research a decision, you're often hit with a barrage of information, and if you're not careful, you can find yourself stuck. However, there comes a ti
Wouldn’t it be great if retirement came with a simple manual we could all follow step-by-step? It would sure make things easier. Unfortunately, there’s no such universal manual and to make matters worse, most of the conventional wisdom about th
Do you have enough money to retire? At what age or dollar amount will you get there? How can you be sure? These are all questions we’ll talk about in today’s podcast.Visit http://betzelwealthadvisors.com/2019/04/when-is-it-"safe"-for-you-to-re
When it comes to financial planning, everyone has some kind of pain point. They're different for each client, but everyone has something that bothers them. Dan explains how he helps his clients to alleviate their "pain points."Click the link t
You probably have a junk drawer at home. It's filled with knick knacks like rubber bands, clothespins, and ink pens, and highlighters. While you might not realize it, you probably have a financial junk drawer as well. Discover six things you co
Join us as we outline some of the crucial financial mistakes we see our clients making. Don't worry, we'll outline how to avoid them as well.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page
The little missed details in your financial plan could be costing you. Pay attention to the fine print, and cover the little things in your retirement plan.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionso
There's a lot to be learned from the wit and wisdom of Mark Twain. Join us as we dive into part two of our series on his famous sayings.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxf
There's a lot to be learned from the wit and wisdom of Mark Twain. Join us as we discover what he might have to say about our finances.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfr
Financial planning is more than math and logic. There are times when it's important to consider your emotions. Dan helps us tap into that financial feeling.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionso
Risk tolerance is a buzzword that gets used in many financial conversations, but what is it, and how does it affect your retirement plan? Dan explains.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.co
Depending on who you ask, you'll get varying answers to some of retirement's most pressing questions. Dan will help us settle these financial debates.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com
Just because you can't plainly see all the hidden expenses in your portfolio doesn't mean they aren't there. Uncover areas to watch for hidden costs.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/
Financial terms can quickly get confusing. Dan helps us to better understand the tricky jargon we might have heard before.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kitClick
Tax planning is one of the key elements of a sound retirement plan. Discover how to steward your wealth and save in taxes in retirement.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxf
Planning for retirement is daunting. It’s difficult to know where to begin. Ask yourself these five questions to start the conversation.Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxf
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