They Didn’t Teach Us That

Daniel Yerger About the Firm 2 Comments

It’s no surprise that we don’t know everything. Bring up a topic such as rocket science or neurosurgery and anyone will throw up their hands and say, “I don’t know anything about that,” except, of course, for the rocket scientists and the neurosurgeons. Yet, as we move down the spectrum of complexity, people become more confident, even bolder in their …

NexGen Gathering 2022

Daniel Yerger About the Firm 2 Comments

I’m writing this on a plane flight to the Financial Planning Association’s NexGen Gathering. There’s a bit of warm nostalgia in being on this flight; not because I have a deep fondness for packaged pretzels or half-cans of ginger ale, but because NexGen Gathering has been a significant touchstone in my professional career. The last time NexGen Gathering was held …

Allianz Scandal and Altruist Announcement

Daniel Yerger About the Firm, Financial Planning 1 Comment

The Allianz Scandal Today the SEC announced that it had reached a settlement with Allianz to the tune of a billion-dollar fine and five billion dollars in restitution to victims of a fraudulent portfolio management scheme. In short, three of its senior portfolio managers had glossed over the potential risks of an options trading strategy that was sold to 114 …

Why I Wrote the Book

Daniel Yerger About the Firm, Financial Planning 1 Comment

If you read our email over the weekend, you know that I published a book, that was ranked as the #1 New Release in Wealth Management on Amazon! That said, the book is not targeted at our clients, nor is it an investing or personal finance book. So why did I write the book? First and foremost, the reason is …

2021 Wrap-Up & 2022 Vision

Daniel Yerger About the Firm 2 Comments

Hello everyone, thank you for coming to our Ted Talk this week! Today we’re going to cover the state of the firm, the mission of the firm, and the 2022 vision going forward. A Bit of History The firm started as Daniel’s personal financial planning practice in 2015, originally affiliated with Waddell & Reed Financial Advisors as an independent practice. …

What We’ve Been Up To

Daniel Yerger About the Firm 4 Comments

Well, the cat’s out of the bag. Yesterday, Investopedia announced its Top 100 Financial Advisors of 2021, and we were ecstatic to learn that Daniel Yerger was one of the award recipients and the only one representing Colorado. Notably, the Top 100 from Investopedia is different from many awards in the financial industry. It’s not uncommon to see lists of …

Firms Charging over 2% in the State of Colorado and who have offices within 10 miles of MY Wealth Planners LLC

Daniel Yerger About the Firm, Financial Planning 1 Comment

Primerica   Fee Type Annual Fee Program Fee 2.24% Up Front Revenue Sharing 0.25% Quarterly Revenue Sharing 0.0175% Annual Cost to Clients in the First Year 2.56% Disclosure of Revenue Sharing Regulatory Filings for Advisory Services Merrill Fee Type Annual Fee Merrill Lynch Fee Rate 2.00% Style Manager Rate 0.65% Revenue Sharing ? Annual Cost to Clients in the First …

A Career in Financial Planning

Daniel Yerger About the Firm Leave a Comment

This week I’m taking a step back from the usual general education content to write specifically on the topic of careers in financial planning. This piece is specifically for financial planners (either aspiring or firm owning), so if you are part of the general public and have no interest in financial planning careers and business models, this is a good …

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 …