“That episode with Celia Dodd is great.
I really appreciated it as someone who is trying to enhance my financial coaching skills. Dan is absolutely not a stranger to this aspect of “retirement” planning either.
I’ve added her book to my wish list!”
Cheis Adams APFS via Apple Podcasts ·
Great Britain ·
06/18/23
“An enlightening series of conversations between experts who share their experience and academic research on the various challenges applicable to the next phase of life. As a practicing adviser, the conversations have helped me help my clients with various challenges on the run up to, and during,...”Read full review »
Jason.Barefoot via Apple Podcasts ·
Great Britain ·
12/08/23
“For anyone interested in their financial and future wellbeing (er most of us?) this is an informative and interesting series. Great subjects and guests, well presented”
Hampshire Hynesy via Apple Podcasts ·
Great Britain ·
11/06/23
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