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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. 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.

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Check latest episodes from Dan has a plan podcast

Plan for Living Abroad with Ivan Belcic

2026/10/21

What does it really take to build a life abroad? Dan and Alanna welcome Ivan Belcic to share his journey from New Jersey to Shanghai to Prague—plus, Dan answers a listener’s question about budgeting for a semester abroad.

Plan for a Baby with Joyce Jacobson

2026/09/21

Planning for a baby takes more than a birth plan. Registered Nurse Joyce Jacobson joins Dan and Alanna to share practical advice for every stage, from pregnancy and newborn care, to navigating the costs and beautiful chaos of becoming a parent.

Plan for a Band with Peter Brown

2026/08/18

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

2026/07/27

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.

Plan for Classic Cars with Scott & Scott Bracken

2026/06/15

Dan and Alanna welcome a special father-son duo to celebrate Father’s Day. Scott Bracken and his son are lifelong collectors and restorers of classic cars. Dan answers a listener question about inheriting a classic Corvette as an alternative asset.

Plan for the Sandwich Generation

2026/05/20

Dan and Alanna tackle the realities of the “sandwich generation” — balancing kids heading to college, aging parents, and the financial and emotional stress that comes with caring for everyone at once.

Plan for Rewiring Retirement with Joe Marsigliano

2026/04/22

Recent reitree, Joe Marsigliano, joins Dan and Alanna to talk about the reality of retirement—where even the best financial plan can’t predict life’s biggest pivots. From “financial breathing” to caregiving, Joe shares how retirement is really about rewiring your time, identity, and purpose.

Plan for 95 with Ken Florio

2026/03/25

A 95-year-old Navy veteran shares stories of a life well-lived. Dan and Alanna explore how “pay yourself first,” staying connected to people, and defining your own version of fun can help you enjoy today while planning for a long, meaningful future.

Plan for a Well-Balanced Life with Dr. Fara White

2026/02/25

Dan and Alanna talk with psychiatrist Dr. Fara White about the connection between mental health and financial planning. Together they explore anxiety, identity, and why true security comes from balance—not just numbers.

Plan for a Pivot with Mike Marri

2026/01/20

Dan and Alanna chat with entrepreneur Mike Marri about knowing when it’s time to pivot—and how to turn reinvention into long-term success. From musician to business builder, Mike shares hard-earned lessons on risk, resilience, and trusting your instincts when the path changes.

Plan for Purpose with Rev. Rich Hong

2025/12/16

Dan and Alanna sit down with Rev. Rich Hong to talk about something deeper than Holiday financial stress. It’s a conversation about how people find meaning amid chaos and why looking through the “front windshield” of your life matters more than the rearview mirror.

Plan for Division 3 Athletics with Bruce Haberli

2025/11/18

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.

Plan for Family Wealth Management with Kristen Marino

2025/10/13

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.

One Year Later: The Ask Dan Episode

2025/10/13

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.

Plan for Emergency Medicine with Dr. Vinny Costa

2025/08/20

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.