Dr. Dan reflects on the war in Ukraine and the impact of past geopolitical events on the market.Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.

Insights Into the Financial Planning Industry - with Chad Fletcher, CFP

Jan 27th, 2022 43m 48s

Dr. Dan sits down with his colleague, Chad Fletcher to discuss his background in finance. Chad was initially an insurance salesman who eventually became a financial planner and he discusses some of the differences between those roles. Finally,

Expect the Unexpected...and the Expected

Jan 20th, 2022 14m

As with any year, 2022 will have its unexpected events that will impact your investments. But there are also a few things that we can expect. Dr. Dan discusses both the unexpected and expected as we head into 2022.Connect with Dr. Dan at www.

New Year's Resolutions and Alphabet Soup

Jan 7th, 2022 20m 45s

Dr. Dan kicks off the new year discussing New Year's Resolutions and how to best maintain them. He offers 3 simple strategies to follow in order to make sure those resolutions stick:"SWOT" Analysis- S: Strengths- W: Weaknesses- O: Opportun

The Christmas Money Script Awards

Dec 21st, 2021 15m 53s

In the final episode of the year, Dr. Dan hands out the Money Script Awards. A runner-up and winner for each of the four Money Scripts are identified.Money Scripts Review:- Money Avoidance- Money Vigilance- Money Worship- Money StatusFo

Managing Risk

Dec 17th, 2021 23m 35s

Dr. Dan dives into the exciting world of insurance and risk management. Did you know there are different types of risk? Not all risk needs to be insured. Join Dr. Dan to learn how to begin identifying and managing the risk in your life.Connec

Red, Green, and Rebalancing

Dec 9th, 2021 20m 58s

Dr. Dan gets into the psychology of color, specifically red and green and shares a story of an individual who lost out because he saw red. Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.

The Psychology of the Emergency Fund

Dec 3rd, 2021 31m 16s

Dr. Dan vents some of his concerns with tapping into your retirement account to pay off debt and offers some practical steps to pay off debt while preserving the retirement account. He also talks about the place a well-established Emergency Fun

'Tis The Season . . . For Roth Conversions

Nov 19th, 2021 17m 28s

The Roth conversion can be a great mechanism to maximize value in your retirement portfolio. Dr. Dan discusses 5 common misconceptions or Myths that he encounters around Roth conversions.Connect with Dr. Dan at www.drpallesen.com and on Faceb

Homeostasis and Money

Nov 12th, 2021 23m 18s

Dr. Dan explores the concept of homeostasis as it relates to our money. He offers some questions/topics to discuss with your partner to help bring financial equilibrium into our lives.Connect with Dr. Dan at www.drpallesen.com and on Facebook

Scrolling Zillow and Credit Scores

Nov 4th, 2021 21m 50s

Dr. Dan offers his musings on Zillow and why it may make sense to NOT pay off your home. He also reviews the five categories that make up your credit score.Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.

The Psychology of Giving - with Charlie Bresler

Oct 29th, 2021 43m 47s

Dr. Dan sits back down with Charlie Bresler to dig deeper into the psychology of giving. They explore the 5 identified obstacles to giving from Peter Singer's The Life You Can Save and how we can be better givers.Book (Free Download): The Lif

Effective Giving - with Charlie Bresler

Oct 22nd, 2021 45m 29s

Dr. Dan sits down with Charlie Bresler. Charlie is a psychologist and the former president of The Men's Wearhouse. He is the Co-Founder with Peter Singer of The Life You Can Save and he currently serves as a board member. Charlie offers wonderf

The Value Of Time

Oct 7th, 2021 15m 24s

Time is one of our most precious and limited resources. Dr. Dan discusses some of his own realizations of how important time is and how we can spend our money in ways to give the gift of time to others and to ourselves.Charity Water: https://

Thank You Senator Roth

Sep 9th, 2021 18m 46s

This is the final episode in what has become a series of what to do when you are starting to save for your retirement. Dr. Dan spends time focusing on the Roth account and why it can be a crucial part of your financial success.Connect with Dr

Where Should I Save?

Sep 3rd, 2021 17m 54s

Dr. Dan goes through a typical savings strategy. Where should you save your first dollars every year? What about the later dollars? The right progression of saving is very important.Connect with Dr. Dan at www.drpallesen.com and on Facebook,

Financial Discipline. Be Like Linnea - with Linnea Pallesen

Aug 26th, 2021 27m 9s

If last week's episode was about what not to do in your 20's, this week was all about what to do right. Dr. Dan interviews his little sister, Linnea Pallesen. Linnea is a great example of how to create financial discipline at an early age.Con

I Lost Over $500,000. Don't Be Like Me

Aug 20th, 2021 21m 26s

Dr. Dan gets extremely vulnerable in this week's episode. He warns of the dangers and ultimate impact on your financial life by making several mistakes early on. Don't lose out on hundreds of thousands of dollars. Don't be like Dr. Dan.Connec

How to Make Better Decisions

Jul 23rd, 2021 17m 11s

Dr. Dan identifies five types of difficult decisions and offers three practical steps to make better choices that align with our pursuit of wealth, health, and happiness.Thaler and Sustein's classic "Nudge" is referenced throughout the episod

It's All An Excuse To Be Together

Jul 15th, 2021 15m 35s

In this week's episode, Dr. Dan discusses the effects of the COVID-19 pandemic on mental health. Specifically, what impact does prolonged isolation have on our well-being. He references the ground breaking but controversial research by Harry Ha

Back To The Basics

Jul 9th, 2021 16m 52s

Dr. Dan gets back to the basics of financial planning. No matter your age, you need a starting point when it comes to getting your financial life together and Dr. Dan offers some practical first steps.Connect with Dr. Dan at www.drpallesen.co

Regression and Money

Jun 29th, 2021 18m 52s

Dr. Dan gives a family update as well as tips to help a child who is showing behavioral regression. Then he dives into behavioral regression and money.Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.

I'll Take Wisdom Over Youth

May 27th, 2021 15m 5s

Dr. Dan expresses his gratitude for the wisdom and experience on his advisory team and talks about the danger of jumping to conclusions when it comes to making decisions around money.Check out the top-notch financial blog by Kenny Gatliff, CF

How To Train Your Elephant

May 19th, 2021 16m 28s

Dr. Dan returns to one of his favorite Buddhist teachings this week on the podcast as he discusses the conflicting parts within each of us. Learn how to start working with (rather than against) your powerful subconscious mind.For more insight