Shows
Money Tune-Up Show#159 Sean with CNR - Putting Together a Finanical PlanSean and Dan discuss putting together a financial plan considering multiple aspects.
2025-06-2724 minMoney Tune-Up Show#158 Sean with CNR - Assessing RiskSean and Dan discuss risk both from an investment and overall standpoint
2025-06-2726 minMoney Tune-Up Show#140 Build a RidlerThis is the 5th segment of interviews with the Autorama car show founder - Bob Larivee Sr. Dan ties this in with looking at finances using a model which serves like an x-ray.
2025-02-2827 minMoney Tune-Up Show#141 What Can We Learn from BobThis is the final interview with the founder of the Autorama car show - Bob Larivee Sr. Dan summarizes a number of things we can learn from Bob regarding success and particular success with our finances.
2025-02-2827 minMoney Tune-Up Show#131 Care Giver Plan IIIPart three of a four-part series on putting together a care giver plan.
2025-01-2729 minMoney Tune-Up Show#132 Care Giver Plan IVThis is part four of a four-part series on putting together a care giver plan.
2025-01-2728 minMoney Tune-Up Show#130 Care Giver Plan IIThis is part two of a four-part series on putting together a care giver plan.
2025-01-2727 minMoney Tune-Up Show#129 Care Giver Plan IThis is part one of a four-part series on putting together a care giver plan.
2025-01-2728 min
Money Tune-Up Show#127 Business Entities IIThe second of a two-part series on various business entities.
2025-01-0828 minMoney Tune-Up Show#128 An Ideal Financial PlanA description of the characteristics of an Ideal Financial Plan.
2025-01-0828 min
Money Tune-Up Show#126 Business Entities IThe first of a two part series on various business entities.
2025-01-0727 minMoney Tune-Up Show#124 Equitable White Paper - RILLA ReturnsDiscussion on a White Paper by Equitable on how to manage investment risk using a Buffered RILLA Variable Annuity
2024-12-1628 minMoney Tune-Up Show#123_12_10_2024 Sector Returns by MorningstarA discussion about Morningstar's report on reasonable long-term rates of return by market sector leading into a discussion about using a Buffered RILLA Variable Annuity
2024-12-1607 minMoney Tune-Up Show#125 David Blanchett Article - Protected LIfetime IncomeResearch on the effectiveness of adding security to a portfolio to protect lifetime income.
2024-12-1528 minMoney Tune-Up Show#120 Tent Poles 1 - 3 of InvestingWhit Brown with Core Capital covers the first three tent poles of investing utilized by Dimensional Advisors. All of us can learn from what it taught.
2024-11-2627 minMoney Tune-Up Show#122 Tent Pole 6 of InvestingWhit Brown with Core Capital discusses the sixth tent pole of investing utilized by Dimension Advisors. He then covers a few miscellaneous items in investing to watch out for.
2024-11-2628 minMoney Tune-Up Show#121 Tent Poles 4 & 5 of InvestingWhit Brown with Core Capital discusses the fourth and fifth tent poles of investing used by Dimensional Advisors. All investors can learn from these philosophies.
2024-11-2628 minMoney Tune-Up Show#119 The Kiddie Tax - Net Unrealized Income (NUI)An explanation of how the kiddie tax is calculated.
2024-11-0529 minMoney Tune-Up Show#118 Introduction to Whit Brown with CoreCapitalMeet Whit Brown with Core Capital. He has been working with Dimensional Advisor Funds for years.
2024-11-0527 minMoney Tune-Up Show#117 Review of the book The Smartest Investment Book You'll Ever ReadA review of the book - The Smartest Investment Book You'll Ever Read by Dan Solin
2024-11-0528 min
Money Tune-Up Show#116 Notes From Colorado Financial Planning Association Continuing Education Day IINotes from day two of the Colorado Financial Planning Assocation education day.
2024-10-2228 minMoney Tune-Up Show#115 Notes From Colorado Financial Planning Association Continuing Education Day IDay one notes of a day and the Colorado Financial Planning continuing education day.
2024-10-2228 min2024-10-2227 minMoney Tune-Up Show#113 Eight Rules Of Retirement Planning IIIPart 3 of a three-part series on the eight rules of retirement planning.
2024-09-3027 minMoney Tune-Up Show#112 Eight Rules Of Retirement Planning IIPart 2 of a three part series on the rules of retirement planning.
2024-09-3028 minMoney Tune-Up Show#111 Eight Rules Of Retirement Planning IPart 1 of a three-part series on the eight rules of retirement planning.
2024-09-3028 minMoney Tune-Up Show#109 The Reverse Mortgage As A Tool For The MIddle ClassHow the middle class can utilize the Reverse Mortgage
2024-09-1928 minMoney Tune-Up Show#108 Use Of The Reverse Mortgage With The Safe Withdrawal MethodThis podcast teaches you how to leverage a reverse mortgage with the withdrawal method of retirement income planning
2024-09-1928 minMoney Tune-Up Show#110 Using The Reverse Mortgage As A Volatility BufferHow to use a Reverse Mortgage as a Volatility Buffer to increase retirement income.
2024-09-1929 minMoney Tune-Up Show#107 Credit Rating AgenciesLearn how credit rating agencies play a vital role in evaluating the financial creditworthiness of individual securities, businesss and insurance companies.
2024-08-1529 minMoney Tune-Up Show#106 Investment TerminologyLearn about various terminology used in and investments and how it is used to evaluate performance.
2024-08-1528 minMoney Tune-Up Show#105 Move An AssetLearn how various kinds of assets are transferred without paying tax through IRS code 1031s & 1035s and the movement of retirement account assets.
2024-08-1528 minMoney Tune-Up Show#104 Medicare Prescription Drugs Part DGuest Steve Thomas and Dan discuss Part D Prescription drug coverage for Medicare
2024-08-1228 minMoney Tune-Up Show#103 Why HECM FHA Insurance IIPart II of good reasons to have FHA Insurance on a Reverse Mortgage HECM loan.
2024-08-1228 minMoney Tune-Up Show#102 Be Careful Why 1 - 800 Buy Term May Be So Cheap IIThis is the 2nd episode covering reasons why 1-800 call in term life insurance may be so cheap. Be AWARE
2024-08-1228 minMoney Tune-Up Show#101 Be Careful Why 1 - 800 Buy Term May Be So Cheap ILearn about some of the underlying problems with purchasing term life insurance through 1 -800 Buy Term.
2024-08-0727 minMoney Tune-Up Show#100 Why HECM FHA Insurance ILearn about the various benefits FHA insurance brings to a HECM Reverse Mortgage.
2024-08-0728 minMoney Tune-Up Show#99 What I DoLearn what I do as a financial planner to assist you with your personal or business finances.
2024-08-0728 minMoney Tune-Up Show#98 The Social Security Trust Fund And U.S. DebtLearn how the Social Security Trust fund is funded and how it is dependent on the solvency of the U.S. government in general.
2024-08-0728 minMoney Tune-Up Show#97 Calculating Your Primary Insurance Amount With SSLearn how your monthly retirement Social Security Check is calculated
2024-08-0728 minMoney Tune-Up ShowPodcast#96 Five Distinguishing Factors Of InvestmentsFive distinguishing factors that set investments apart from other financial instruments.
2024-06-2427 minMoney Tune-Up ShowPodcast#95 Ways To Use Equity With RM IIIUnderstand the various ways the equity in your home can be utilized with a reverse mortgage.
2024-06-2427 minMoney Tune-Up ShowPodcast#94 Eight Investment RisksLearn about the eight specific risks an investment can contain
2024-06-2427 minMoney Tune-Up ShowPodcast#93 Beneficiaries II & NonForfeiture ValuesLearn more about the use of a beneficiary and what is offered through non-forfeiture values in a life insurance contract.
2024-06-1927 minMoney Tune-Up ShowPodcast#92 Misc. Topics Regarding MedicareSteve and I cover a variety of topics pertaining to Medicare.
2024-06-1929 minMoney Tune-Up ShowPodcast#91 BeneficiariesLearn how beneficiaries can be used to pass money to the people you desire.
2024-06-1928 minMoney Tune-Up ShowPodcast#90 Evaluating A Financial Planning Firm From Their WebsiteLearn how you can study a financial office's website to determine philosophies and their approach to finance.
2024-06-1927 minMoney Tune-Up ShowPodcast#89 Price To Earnings RatiosLearn what the Price to Earnings Ratio indicates with stock
2024-06-1929 minMoney Tune-Up ShowPodcast#88 Ways To Use Home Equity With Reverse Mortgage IILearn about ways the equity in your home can be used with the use of a reverse mortgage.
2024-06-1929 minMoney Tune-Up ShowPodcast#87 One Flow Of MoneyIn this episode we will explore more details regarding the transfer of investment returns into life insurance to enhance retirement income strategies.
2024-06-0428 minMoney Tune-Up ShowPodcast#86 Flatten Tax Spend Down And a Long CICThis is the 4th part of a series on tax deferral. In this episode you will be exposed to the strategy of combing the flattening of tax, asset spend down and leveraging a long compound interest curve to improve retirement income.
2024-06-0328 minMoney Tune-Up ShowPodcast#85 Flatten TaxThe third part in a series of various tax deferred accounts. This episode introduces the concept of flattening tax.
2024-06-0327 minMoney Tune-Up ShowPodcast#84 Tax Free Vs. Tax Ded.Part II of a series on the difference between tax deferred, tax free and tax deductible accounts.
2024-06-0328 minMoney Tune-Up ShowPodcast#83 Tax TubesLearn the difference between tax deferred, tax free and tax deductible accounts.
2024-06-0328 minMoney Tune-Up ShowPodcast#82 Reverse Mortgage W Peggy Sage Use Of Equity IWays home equity can be used with a reverse mortgage - Part I
2024-06-0328 minMoney Tune-Up ShowPodcast#81 Deductive Vs. Inductive Reasoning IIIThe Financial Industry, Including the planning community counts on you taking the easy path to making financial decisions - Deductive reasoning. Learn how inductive reasoning can help you make better decisions.
2024-05-1527 minMoney Tune-Up ShowPodcast#80 Deductive Vs. Inductive Reasoning IILearn how financial institutions count on you using Deductive reasoning to make your financial decisions.
2024-05-1527 minMoney Tune-Up ShowPodcast#79 Deductive Vs. Inductive Reasoning IA study of deductive and inductive reasoning helps us understand how financial institutions lead us to purchase their products.
2024-05-1527 minMoney Tune-Up ShowPodcast#77 Various Roles Of People Who Can Impact Your FinancesPeople with various roles can impact the decisions you make regarding your finances. Who are they?
2024-04-0228 minMoney Tune-Up ShowPodcast#78 What Medicare Does Not PayIt is just as important to understand what Medicare does not cover as it is to understand what is covered.
2024-04-0226 minMoney Tune-Up ShowPodcast#76 Professionals Who Can Impact Your FinancesLearn more about the various kinds of professionals who can impact your decisions regarding your finances.
2024-04-0227 minMoney Tune-Up ShowPodcast#75 Macro Manager IIThis is the second of a four-part series of on managing your finances in a Macro Financial Manager instead of black box financial planning.
2023-12-3126 minMoney Tune-Up ShowPodcast#74 Macro Manager IThis is the first part of a four-part series on addressing personal financial planning from a Macro Economic perspective.
2023-12-3127 min2023-12-3128 minMoney Tune-Up ShowPodcast#72 Reverse MortgageThree necessary items which must be in place for each reverse mortgage.
2023-12-3128 minMoney Tune-Up ShowPodcast#71 Dave Ramsey - Spoken Like A True LIfe Ins Agent - TylerListen to a critique by a Chartered LIfe Underwriter (CLU) of Dave Ramsey's discussion with Tyler a life insurance agent.
2023-12-0828 minMoney Tune-Up ShowPodcast#70 How A Widow Could Be Devastated Using Dave Ramsey's AdviceLearn how a widow could be devastated if her family followed Dave Ramsey's advice using his rate of return assumptions.
2023-12-0828 minMoney Tune-Up ShowPodcast#69 An Efficient Financial PlanLearn what traits are included in an efficient financial plan.
2023-12-0627 minMoney Tune-Up ShowPodcast#68 A Typical Financial PlanLearn what a typical financial plan looks like - referred to as a black box financial plan.
2023-12-0628 minMoney Tune-Up ShowPodcast#66 Cont. Intro To Specialist -Paying For Health Related Expenses In RetirementSteve Thomas is someone who helps people explore ways to pay for health-related expenses in retirement. Get to know him.
2023-12-0528 minMoney Tune-Up ShowPodcast#65 Introduction To Retirement Medical Expense SpecialistMeet a specialist who focuses on paying for medical/health related expenses in retirement.
2023-12-0528 min2023-12-0528 min2023-11-2028 min2023-11-2027 minMoney Tune-Up ShowPodcast#60 Type Of Property For Reverse MortgagesLearn about the various types of property that qualify for a reverse mortgage and the financial assessment to be approved.
2023-11-2028 minMoney Tune-Up ShowPodcast#59 Clark Howard On Fiduciary IIThe second episode evaluating Clark Howard on what it means to be a fiduciary.
2023-11-1928 minMoney Tune-Up ShowPodcast#58 Clark Howard On Fiduciary IThe first of two episodes evaluating Clark Howards take on being a Fiduciary.
2023-11-1926 minMoney Tune-Up ShowPodcast#57 Fiduciary VII Example FirmsLearn to identify what type of financial firm you could be dealing with by what they say about themselves.
2023-09-1826 minMoney Tune-Up ShowPodcast#56 Fiduciary VI What They Can't DoYour Fiduciary may be limited in what they can do for you. Learn why.
2023-09-1828 minMoney Tune-Up ShowPodcast#55 Fiduciary V SlantedYour Fiduciaries Advice might not be as unbiased as you think.
2023-09-1827 min2023-09-1828 min2023-09-1827 min
2023-09-1827 min2023-09-1827 minMoney Tune-Up ShowPodcast#50 Value Of A 401(k) MatchThe value of your employers match is worth more when you are older
2023-09-1828 min2023-09-1828 minMoney Tune-Up ShowPodcast#47 Net Amount At Risk Dave Ramsey IIDave Ramsey has continued to pass on a lie he learned from Art Williams. Learn what that lie is here.
2023-09-0427 minMoney Tune-Up ShowPodcast#46 Net Amount At Risk Dave Ramsey IDave Ramsey lies about Permanent Life insurance. Learn what he is not telling you the truth about.
2023-09-0428 minMoney Tune-Up ShowPodcast#45 The Truth About Term LIfe Insurance RatesLearn how term life insurance is designed to be cheap for awhile.
2023-09-0428 minMoney Tune-Up ShowPodcast#44 Rules For Financial PlanningHow do you know if your financial decisions are the right ones? Learn about financial planning rules.
2023-09-0427 minMoney Tune-Up ShowPodcast#43 Unconditional Financial SuccessA financial plan should work in most if not all circumstances. Why would we settle for anything less?
2023-09-0428 minMoney Tune-Up ShowPodcast#42 Reverse Mortgage SpecificsLearn the specifics today's reverse mortgages.
2023-09-0428 minMoney Tune-Up ShowPodcast#41 Review Of 1st 40 PodcastsA review of the first 40 Money Tune up show podcasts.
2023-09-0427 minMoney Tune-Up ShowPodcast#40 Taxes It's Hard To Get AheadWhat are all the taxes that make it so hard to get ahead?
2023-09-0427 min2023-09-0428 minMoney Tune-Up ShowPodcast#38 Modern Portfolio Theory IThe basic foundation behind most portfolio structure today.
2023-09-0428 min
Money Tune-Up ShowPodcast#2 All About DanDan Flanscha is a Certified Financial Planner and Chartered Life Underwriter. Dan is also a Chartered Financial Consultant, Retirement Income Certified Professional, financial advisor, financial planner, teacher and professor. Dan educates you on ways to be a good steward of your money by paying attention to topics typically ignored in financial planning.
Dan's licensing and life and health insurance give him a broad perspective and another way he can assist you with your finances. This program is designed to build on itself and we encourage you to tune in daily!
2023-07-0627 minMoney Tune-Up ShowPodcast#3 Financial SilosDan Flanscha is a Certified Financial Planner and Chartered Life Underwriter. Dan is also a Chartered Financial Consultant, Retirement Income Certified Professional, financial advisor, financial planner, teacher and professor. Dan educates you on ways to be a good steward of your money by paying attention to topics typically ignored in financial planning.
Dan's licensing and life and health insurance give him a broad perspective and another way he can assist you with your finances. This program is designed to build on itself and we encourage you to tune in daily!
2023-07-0628 minMoney Tune-Up ShowPodcast#1 Get to know to know the Money Tune Up ShowDan Flanscha is a Certified Financial Planner and Chartered Life Underwriter. Dan is also a Chartered Financial Consultant, Retirement Income Certified Professional, financial advisor, financial planner, teacher and professor. Dan educates you on ways to be a good steward of your money by paying attention to topics typically ignored in financial planning.
Dan's licensing and life and health insurance give him a broad perspective and another way he can assist you with your finances. This program is designed to build on itself and we encourage you to tune in daily!
2023-07-0528 minMoney Tune-Up ShowPodcast#4 More on Financial SilosDan Flanscha is a Certified Financial Planner and Chartered Life Underwriter. Dan is also a Chartered Financial Consultant, Retirement Income Certified Professional, financial advisor, financial planner, teacher and professor. Dan educates you on ways to be a good steward of your money by paying attention to topics typically ignored in financial planning.
Dan's licensing and life and health insurance give him a broad perspective and another way he can assist you with your finances. This program is designed to build on itself and we encourage you to tune in daily!
2023-07-0528 min