Taking the Leap Ep. 1 – Dr. Chris McGilvray

Daniel YergerVideo Leave a Comment

Interview with Dr. Chris McGilvray, DM. Today we discuss: Running and operating a brick and mortar business Being a research practitioner How to balance multiple boards, a full-time job, and a full-time business, on top of being a parent Observations and advice for pursuing multiple professional goals simultaneously

Alphabet Soup – Professional Designations

Daniel YergerAbout the Firm, Financial Planning Leave a Comment

What? There are too many letters after my name? I don’t see how my full list of professional degrees and professional designations are an issue! So what if my name is Daniel M. Yerger Masters of Business Administration Certified Financial Planner Chartered Financial Consultant Accredited Investment Fiduciary Certified Divorce Financial Analyst. …Okay you might have a point. But seriously, all …

What does Fee Only mean for you?

Daniel YergerAbout the Firm, Financial Planning Leave a Comment

Big question, loaded question, a lotta people ask me that question. (Ten points if you get the reference.) Back in August of 2018, I wrote a piece called “In the Trenches”, talking about how the talking heads of financial planning got together and decided that financial planning itself wasn’t enough, but that the future of financial planners lay in being …

We Have a New Name

Daniel YergerAbout the Firm Leave a Comment

Big news, or old news, depending on where you sit, but we’ve changed our name to MY Wealth Planners™. Now I know what you’re thinking, “Dan, didn’t we already see something about this last year?” You did, but there’s a big difference underneath. Last year when we adjusted the name of my financial planning practice, we were effectively operating as …