UBS advisor podcasts
Dan has a plan
Follow Dan has a plan across the charts and keep up with new listener reviews. Get the updates in your inbox.
Track this podcast · 7 days freeCard required. Cancel anytime. Choose your plan at signup.
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.
UBS AG
Sign up to track rankings and reviews from Spotify, Apple Podcasts and more.