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  • Bracket Biases - with Kenny Gatliff

    Bracket Biases - with Kenny Gatliff
    2022/03/25
    Bracket Biases - with Kenny Gatliff by Dr. Dan Pallesen
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    18 分
  • War and Markets

    War and Markets
    2022/03/11
    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.
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    14 分
  • Insights Into the Financial Planning Industry - with Chad Fletcher, CFP

    Insights Into the Financial Planning Industry - with Chad Fletcher, CFP
    2022/01/27
    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, Chad and Dr. Dan nerd out on the game of golf and the parallels that can be drawn to finance. Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.
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    44 分
  • Expect the Unexpected...and the Expected

    Expect the Unexpected...and the Expected
    2022/01/20
    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.drpallesen.com and on Facebook, LinkedIn, and Instagram.
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    14 分
  • New Year's Resolutions and Alphabet Soup

    New Year's Resolutions and Alphabet Soup
    2022/01/07
    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: Opportunities - T: Threats "WOOP" Method (www.woopmylife.org) - W: Wish - O: Outcome - O: Opportunity - P: Plan "SMART" Goals - S: Specific - M: Measurable - A: Attainable - R: Relevant - T: Time-Oriented Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.
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    21 分
  • The Christmas Money Script Awards

    The Christmas Money Script Awards
    2021/12/21
    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 Status For more information on Money Scripts: https://s3.amazonaws.com/kajabi-storefronts-production/sites/88071/themes/1463604/downloads/fkKzwXp4TnikniUdVLl8_How_clients_money_scripts_predict_their_financial_behaviors-_Journal_of_Financial_Planning-_2012.pdf Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.
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    16 分
  • Managing Risk

    Managing Risk
    2021/12/17
    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. Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.
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    24 分
  • Red, Green, and Rebalancing

    Red, Green, and Rebalancing
    2021/12/09
    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.
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    21 分