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.
21 Sep 2026
Plan for a Baby with Joyce Jacobson
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.
18 Aug 2026
Plan for a Band with Peter Brown
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!
27 Jul 2026
Summer Break: The Best of Ask Dan
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.
15 Jun 2026
Plan for Classic Cars with Scott & Scott Bracken
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.
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.
Contact information
Contact information
Daniel B. Smith
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
