Show overview
Dan has a plan has been publishing since 2024, and across the 2 years since has built a catalogue of 20 episodes. Releases follow a monthly cadence.
None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language News show.
The show is actively publishing — the most recent episode landed 3 weeks ago, with 4 episodes already out so far this year. The busiest year was 2025, with 12 episodes published. Published by UBS.
From the publisher
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.