Thank You Senator Roth

Released Thursday, 9th September 2021

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Thank You Senator Roth

Thursday, 9th September 2021

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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. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.

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The Behavioral Wealth Podcast

The Behavioral Wealth podcast with Dr. Dan is a discussion of the behaviors that people use to tap into their ability to achieve wealth, health and happiness. Dr. Dan is a financial psychologist and he is passionate about helping others live their best lives. He is a licensed clinical psychologist and financial advisor whose focus is in the field of Positive Psychology and Behavioral Finance. Dr. Dan’s approach with people is to focus on strengths and bring clarity to the issues of purpose and meaning in their lives. He has worked in many settings including counseling centers, private practice, military clinics, and even federal prisons. Dr. Dan currently serves as the Chief of Investor Behavior at Keystone Wealth Partners.

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