Dan has a plan

Daniel B. Smith

Booking Overview

This is a personal finance and financial-planning interview show focused on helping individuals and families connect money decisions with long-term life goals, with recurring guests who offer practical expertise or firsthand experience. Credible pitches include certified financial professionals, retirement and caregiving specialists, estate-planning experts, collectors of alternative assets, and people with compelling longevity or life-transition perspectives; booking difficulty is low because recent guests are accessible professionals and relatable individuals rather than highly prominent public figures.

Metrics

Episodes: 23

Frequency: Monthly

Rating: 5.0/5.0

Estimated listeners: 100 - 1,000

Gender skew: Neutral

Listener location: USA

YouTube: 40.4k subscribers

Instagram: 8.2k followers

Contact Information

Publicly listed emails

sh-advisorpodcasts@ubs.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Daniel B. Smith - Certified Financial Planner and UBS Wealth Management advisor with 34 years of experience in the finance industry.

Booking Intelligence

Booking Requirements

low

Typical Credentials:

Practical financial, retirement, caregiving, or family-planning expertise, or compelling firsthand experience with major life transitions, longevity, collecting, or alternative assets.

Required Achievements:

Professional expertise in financial planning or related family and retirement issues, Relevant firsthand experience with retirement, caregiving, longevity, or alternative assets

Recent Guest Discussions

Scott Bracken - Collecting And Restoring Classic Cars, Inheriting A Classic Corvette, And Classic Cars As An Alternative Asset

Joe Marsigliano - Retirement Transitions, Caregiving, Time, Identity, And Purpose After Leaving The Workforce

Ken Florio - Longevity, Financial Habits, Social Connection, Enjoyment, And Planning For A Meaningful Future

Recent Topics

Financial Planning, Retirement, Personal Finance, Family Finances, Wealth Management

Episodes

Here's the recent few episodes on

Dan has a plan

Plan for a Baby with Joyce Jacobson

September 21, 2026

Planning for a baby takes more than a birth plan. Registered Nurse Joyce Jacobson joins Dan and Alanna to share practical advice for every stage, from pregnancy and newborn care, to navigating the costs and beautiful chaos of becoming a parent.

Plan for a Band with Peter Brown

August 18, 2026

Ever wanted to start a band? Then this is the episode for you. Dan and Alanna sit down with Peter Brown, an IT professional and guitarist of successful metal band, Hath, to talk about what it really takes to turn a passion project into a self-sustaining business. Rock on!

Summer Break: The Best of Ask Dan

July 27, 2026

For summer break, Dan and Alanna are bringing you the very best of their Ask Dan segment. Revisit favorite questions, unforgettable moments, and timeless advice in this special compilation episode.

Publicly listed emails

sh-advisorpodcasts@ubs.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Get your clients booked on top podcasts

Try us risk free with a FREE 3 days trial.

Start Your Free Trial

Join hundreds of PR teams using Podseeker to pitch and land bookings