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.
UBS advisor podcasts
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.
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.
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.
One Year Later: The Ask Dan Episode
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
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.
