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 has a plan
Claim This Podcastby UBS advisor podcasts
5.0(17 reviews)
15 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
35
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality12
Social0
YouTube93
Engagement51
Podcast Overview
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.
Language
🇺🇲
Publishing Since
9/16/2024
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35
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality12
Social0
YouTube93
Engagement51
6
Excellent Areas
2
Good Performance
11
Growth Opportunities
excellent
Website Presence
1 link(s)
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good
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3.0/5
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Recent Episodes
November 18, 2025
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 in their financial futures.
October 15, 2025
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 questions on retirement, risk, and the value of a Certified Financial Planner.
September 9, 2025
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-free answers—from budgeting and debt to retirement and college savings.
15 total episodes available
Recent guests on Dan has a plan
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Mike Worthington
Guest
Dominick Gliatta
Guest
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Frequently asked questions
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- What is Dan has a plan?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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