Dan 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. 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.
20 May 2026
Plan for the Sandwich Generation
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.
22 Apr 2026
Plan for Rewiring Retirement with Joe Marsigliano
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.
25 Mar 2026
Plan for 95 with Ken Florio
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.
25 Feb 2026
Plan for a Well-Balanced Life with Dr. Fara White
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.
20 Jan 2026
Plan for a Pivot with Mike Marri
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.
Contact information
Contact information
Daniel B. Smith
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
