Welcome to Dan has a plan, a finance podcast that goes beyond the balance sheet! I’m Daniel B. Smith, a Certified Financial Planner 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 goals and achieving the life you want. On this podcast, you will get financial insights and strategies, plus a dose of daughterly banter from my caffeinated millennial middle child, and co-h...
Latest episodes
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Plan for Living Abroad with Ivan Belcic
What does it really take to build a life abroad? Dan and Alanna welcome Ivan Belcic to share his journey from New Jersey to Shanghai to Prague—plus, Dan answers a listener’s questi…
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Plan for a Baby with Joyce Jacobson
Planning for a baby takes more than a birth plan. Registered Nurse Joyce Jacobson joins Dan and Alanna to share practical advice for every stage, from pregnancy and newborn care, t…
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Plan for a Band with Peter Brown
Ever wanted to start a band? Then this is the episode for you. Dan and Alanna sit down with Peter Brown, an IT professional and guitarist of successful metal band, Hath, to talk ab…
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Summer Break: The Best of Ask Dan
For summer break, Dan and Alanna are bringing you the very best of their Ask Dan segment. Revisit favorite questions, unforgettable moments, and timeless advice in this special com…
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Plan for Classic Cars with Scott & Scott Bracken
Dan and Alanna welcome a special father-son duo to celebrate Father’s Day. Scott Bracken and his son are lifelong collectors and restorers of classic cars. Dan answers a listener q…
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Plan for the Sandwich Generation
Dan and Alanna tackle the realities of the “sandwich generation” — balancing kids heading to college, aging parents, and the financial and emotional stress that comes with caring f…
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Plan for Rewiring Retirement with Joe Marsigliano
Recent reitree, Joe Marsigliano, joins Dan and Alanna to talk about the reality of retirement—where even the best financial plan can’t predict life’s biggest pivots. From “financia…
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Plan for 95 with Ken Florio
A 95-year-old Navy veteran shares stories of a life well-lived. Dan and Alanna explore how “pay yourself first,” staying connected to people, and defining your own version of fun c…
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Plan for a Well-Balanced Life with Dr. Fara White
Dan and Alanna talk with psychiatrist Dr. Fara White about the connection between mental health and financial planning. Together they explore anxiety, identity, and why true securi…
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Plan for a Pivot with Mike Marri
Dan and Alanna chat with entrepreneur Mike Marri about knowing when it’s time to pivot—and how to turn reinvention into long-term success. From musician to business builder, Mike s…
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Plan for Purpose with Rev. Rich Hong
Dan and Alanna sit down with Rev. Rich Hong to talk about something deeper than Holiday financial stress. It’s a conversation about how people find meaning amid chaos and why looki…
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Plan for Division 3 Athletics with Bruce Haberli
Dan and Alanna sit down with Bruce Haberli, Head Wrestling Coach at NYU, to talk about work ethic, pursuing your passion, and helping college students find balance—both in life and…
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Plan for Family Wealth Management with Kristen Marino
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 questio…
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One Year Later: The Ask Dan Episode
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-…
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Plan for Emergency Medicine with Dr. Vinny Costa
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 in…
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Plan for Third Grade with Kimmy Johnson
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…
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Father’s Day Episode with Mike Worthington
In this special Father’s Day episode, Dan and Alanna explore how our parents’ values mold our money mindset. Tune in for a personal conversation with Mike Worthington, who speaks a…
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Plan for Autism Awareness with Diane Lento
Dan and Alanna talk with Diane Lento, who founded a school for children with autism after her daughter’s diagnosis. She shares her journey as a parent and advocate, the unique fina…
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Plan for Electricity with Glenn Bickford
Dan and Alanna talk with electrician Glenn Bickford about the hidden risks of modern electricity, from overloaded power strips to EV chargers. With practical tips and a dose of hum…
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Plan for Failure with Dan and Alanna
In this father-daughter episode, Daniel and Alanna dive into a topic we all wrestle with—failure. From personal setbacks to market volatility, they unpack what it really means to f…