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 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.
15 Oct 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.
9 Sept 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.
20 Aug 2025
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 insurance, they share tips on planning for life’s unexpected emergencies.
21 Jul 2025
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 down memory lane, this episode is for you.
17 Jun 2025
Father’s Day Episode with Mike Worthington
Mike Worthington shares with Dan and Alanna how his father's values shaped his life, revealing the lasting impact parents have on our financial perspectives in this interview.
13 May 2025
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 humor, they’ll change how you see your outlets, chargers, and even your water pressure.
15 Apr 2025
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 fail. With candid stories, sports metaphors, and lots of laughs, they explore how failure can be emotional, instructional—and even optimistic.
18 Mar 2025
Plan for Volunteerism with Theresa Cudequest
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.
18 Feb 2025
Plan for Autism Awareness
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.
13 Jan 2025
Plan for College with Dominick Gliatta
College counseling expert Dominick Gliatta shares actionable advice on finding the right college fit, maximizing financial aid, and exploring alternative education paths for successful college admissions.
13 Dec 2024
Plan for Nutrition with Rebecca Guterman
Dan and Alanna interview Registered Dietitian Rebecca Guterman, sharing must-know nutrition advice for staying healthy through the holiday season and navigating festive feasts with ease.
18 Nov 2024
Plan for Pets with Sarah Paradiso
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.
14 Oct 2024
Plan for Senior Living with Denise Catalanotto
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.
16 Sept 2024
Introducing Dan has a plan: Beyond the Balance Sheet
Welcome to this introductory episode of Dan has a plan
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
4,130,113
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
12 ratings
Spotify
5.0 / 5
6 ratings
Podcast Authority Score: 35 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
12
Social presence
0
YouTube
93
Engagement
51
Contact Dan has a plan
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Dan has a plan
Who hosts Dan has a plan?
Alanna and Dan host the show. Published by UBS advisor podcasts.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does Dan has a plan take guests?
Yes. Guests have been identified in episode analyses.
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