160: How to Get Wealthier with Dan Solin

Dan Solin is the New York Times bestselling author of the Smartest series of books, which include The Smartest Investment Book You’ll Ever Read, The Smartest 401(k) Book You’ll Ever Read, The Smartest Retirement Book You’ll Ever Read, The Smartest Portfolio You’ll Ever Own, The Smartest Sales Book You’ll Ever Read and The Smartest Money Book You’ll Ever Read. He is also the author of Ask: How to Relate to Anyone and Does Your Broker Owe You Money?

In 2005, he testified as an investor advocate before the Subcommittee on Capital Markets, Insurance and Government Sponsored Enterprises of the Committee on Financial Services in the U.S. House of Representatives.

His latest book is Wealthier: The Investing Field Guide for Millennials. The website for Wealthier is https://wealthierbook.com.

Dan is a regular blogger for Advisor Perspectives.

Dan graduated from Johns Hopkins University and the University of Pennsylvania Law School.  

He practiced law in New York City for many years before retiring. As an attorney, he represented many investors harmed by the misconduct of brokers.

He was formerly a registered investment advisor with several prominent advisory firms.

He resides in Bonita Springs, FL with his wife, Patricia.

In this episode Luis and Dan discuss:

·        Why investing does not need to be complicated

·        Tips for Millennials and anyone getting started in their financial journey

·        How to eliminate distractions in life and get focused on your goals

·        Focusing on what matters most

And much more…..

Resources:

Get the book: Wealthier – The Investing Field Guide for Millennials

Follow Dan on Facebook

Connect with Dan on LinkedIn

Follow Dan on Instagram

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Follow Dan on Tik Tok

Get Dan’s Books on Amazon

Find a financial advisor on the XYPN Planning Network

Get The Little Book of Common Sense Investing by Jack Bogle on Amazon

Get the If You Can book by William Bernstein on Amazon