FPA Shift and modern planning takeaways

Thinking About Compensation

Dr. Dan and Anahi discuss compensation: salaries and hourly rates, deferred compensation, equity, and benefits. 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

Measuring performance, retirement income approaches, and how financial planning has evolved

Dr. Dan and Daniel discuss how to measure investment performance, different styles for generating income in retirement, and how the profession of financial planning has evolved over time. See the real world case study mentioned in the episode: https://youtu.be/7ALOJsGQ4qU?si=JCyYyZBqvn7FCY-O 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

Working with family, when a hobby becomes a business, and bringing culture to work

Dr. Dan and Anahi discuss working with family and friends, when a hobby becomes a business, and how people bring their individual culture to their work. 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

Financial Account Types from Beginning to End of Life

Dr. Dan and Daniel discuss the various types of investment accounts available to children, workers, and what happens as you get into retirement. 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

Cultural differences in financial planning, why some people don't take advice, and when to fire your advisor

Dr. Dan and Anahi discuss cultural differences in financial planning, why some people don't take financial advice, and when to fire your advisor. 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