HeyJaredDan has a plan
Welcome to Dan has a plan, a finance podcast that goes beyond the balance sheet! I’m Daniel B. Smith, a Certified Financial Planner at UBS Wealth Management. I’m also a husband and father, a baseball enthusiast, and I make a mean bolognese.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 18, 2026
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- Earliest in this view
- Jul 27, 2026
Latest episodes
Plan for a Band with Peter Brown (opens the original)
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Ever wanted to start a band? Then this is the episode for you. Dan and Alanna sit down with Peter Brown, an IT professional and guitarist of successful metal band, Hath, to talk about what it really takes to turn a passion project into a self-sustaining business. Rock on!
Summer Break: The Best of Ask Dan (opens the original)
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For summer break, Dan and Alanna are bringing you the very best of their Ask Dan segment. Revisit favorite questions, unforgettable moments, and timeless advice in this special compilation episode.
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