Introducing Dan has a plan: Beyond the Balance Sheet

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.

Episode metadata supplied by the publisher feed · Published Sep 26, 2024

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Introducing Dan has a plan: Beyond the Balance Sheet

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