On this episode of the Horizon Wealth Retirement Podcast, Dan dives into the basics of investing in a way that is accessible and understandable. They cover essential topics such as stocks, bonds, mutual funds, and ETFs, explaining their roles in an investment portfolio, the risks and benefits associated with each, and how to choose the right investment strategy based on individual goals and risk tolerance. The conversation also addresses common myths about investing, emphasizing the importance of patience, research, and diversification.

Keep More, Pay Later: The Power of Deferred Sales Trusts
18:23

Capital Gains: Strategies the Wealthy Actually Use
20:32

Investing 101 Part 2
26:21