What I’ve Learned this Summer

Daniel Yerger About the Firm 4 Comments

Guest Written by Samantha Rauch Hello! It’s the end of an era, my nine weeks with MY Wealth Planners has flown by and it’s crazy to think I’ll be back in class in a few short weeks. Dan asked me to write this piece to talk about what I’ve learned about people and their personal finances as a student who …

Best Interest Root Canals

Daniel Yerger About the Firm 4 Comments

“If you went to the dentist and they told you they worked for you, in your best interest, and for a flat fee per procedure performed, would you be upset to know the reason you paid for and got so many root canals is because the crown companies paid the dentist per crown they installed?” Let me just be super …

Introducing the 2020 Summer Intern – Samantha Rauch

Daniel Yerger About the Firm 1 Comment

Hello! My name is Samantha Rauch and I am from a small mountain town called Basalt, Colorado, just outside of Aspen, Colorado. My family and I have lived in Basalt my entire life. I attended Basalt High School where my graduating class was a mere 63 people. Some things I really enjoy doing outside of school include working with children, …

We Have a New Name

Daniel Yerger About 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 …