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.
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.
16 Dec 2025
Plan for Purpose with Rev. Rich Hong
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.
18 Nov 2025
Plan for Division 3 Athletics with Bruce Haberli
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.
15 Oct 2025
Plan for Family Wealth Management with Kristen Marino
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.
Contact information
Contact information
Daniel B. Smith
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652
