Welcome to Dan has a plan, a finance podcast that goes beyond the balance sheet! I’m Daniel B. Smith, a Certified Financial Advisor 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-host Alanna. Tune in as we chat with experts from every field, diving into the topics that matter most to you and your family’s financial success.
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Welcome to Dan has a plan, a finance podcast that goes beyond the balance sheet! I’m Daniel B. Smith, a Certified Financial Advisor 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-host Alanna. Tune in as we chat with experts from every field, diving into the topics that matter most to you and your family’s financial success.
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 questions on retirement, risk, and the value of a Certified Financial Planner.
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-free answers—from budgeting and debt to retirement and college savings.
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 insurance, they share tips on planning for life’s unexpected emergencies.
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 down memory lane, this episode is for you.
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 about how his late father left a lasting impact on his life.
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 humor, they’ll change how you see your outlets, chargers, and even your water pressure.
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 fail. With candid stories, sports metaphors, and lots of laughs, they explore how failure can be emotional, instructional—and even optimistic.
Dan and Alanna interview Theresa Cudequest, who has dedicated her life to service. She shares how volunteering has broadened her perspective, deepened her skills, and built lasting bonds. Theresa reflects on the unexpected rewards of giving back.
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 financial challenges of special education, and how she built a space where neurodiverse kids can thrive.
Dan and Alanna chat with college counseling expert Dominick Gliatta about college planning. Learn tips on finding the right college fit, maximizing financial aid, and exploring alternative education paths. Perfect for students, parents, and educators looking to successfully navigate the college admissions process.
Dan and Alanna interview Rebecca Guterman, a Registered Dietitian in NYC specializing in oncology nutrition and cancer prevention. Rebecca shares some must-know advice for keeping healthy through the holiday season, plus practical tips to navigate festive feasts and everyday meals with ease.
Dan and Alanna chat with Dr. Sarah Paradiso, a veterinarian from Hamilton Animal Care, about the ins and outs of pet ownership. From vet visits and grooming costs, to emergency care and pet insurance, Dr. Sarah shares some great tips on choosing the right pet for your lifestyle, and why having an emergency fund for your pet is a must.
Dan and Alanna sit down with Denise Catalanotto, Community Sales Director at Brightview Senior Living. They chat about the financial and social aspects of planning for the golden years, with practical tips on cost, and how to have these conversations early and often for a smooth transition into senior living.
Welcome to this introductory episode of “Dan has a plan: Beyond the Balance Sheet.” Join UBS financial advisor Daniel B. Smith of Family Wealth Management, and his daughter Alanna as they launch a podcast that’s not just about numbers, but dreams and goals. Dan shares his journey from small-town aspirations to financial wisdom, while Alanna brings a fresh perspective, asking the questions you're curious about. Discover why financial planning should start early, and how it can help you focus on what truly makes you happy.
Welcome to Dan has a plan, a finance podcast that goes beyond the balance sheet! I’m Daniel B. Smith, a Certified Financial Advisor 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-host Alanna. Tune in as we chat with experts from every field, diving into the topics that matter most to you and your family’s financial success.
