MY Wealth Planners

05/05/2026

This week, we're sharing three practical principles we use to evaluate decisions and provide feedback.

Daniel M. Yerger, Ph.D., MBA, CFP®, ChFC®, AIF®, discusses three practical principles he uses day-by-day to assess credibility and assist in decision making.

04/27/2026

I've written a weekly article since January of 2020, but this week marks the first time I'm publishing on a different platform! We've hired two partner-track planning analysts in the past few months, and as part of that journey (and all our other hiring to date), we've been sharing our recruiting process. This week, we shared on the Nerds Eye View blog the best practices that attracted dozens of high-quality candidates to our small firm's job postings, and why transparency and signaling are two powerful tools for attracting top talent. Thank you to the Kitces team for the invitation to share this toolkit.

When hiring, financial planning firms will seek the best possible candidate for the position. Yet the best candidates don’t appear without careful planning.

04/01/2026

Hello friends, family, and colleagues! I'm delighted to share that today I'm releasing my new book: "Secrets of the Rich: What the Wealthy Don't Want You To Know About Money". This is an in-depth text on the various financial topics and points of knowledge that the ultra-affluent attempt to conceal from everyday Americans. The book delves into the deepest and darkest corners of the ultra-wealthy's secrets to dig up only the most important things they don't want you to know about money.

This is an excellent read for your roommate from college who's always starting a new venture, that client that is always bringing you a tiktok video of the day on tax tricks, and your brother in law who is too deep into crypto for their own good. I hope you enjoy it as much as I enjoyed researching it.

https://a.co/d/04oJVlod

03/03/2026

Hey folks, we're hiring an in-person Wealth Planning Analyst position starting in June. If you or someone you know is interested, please feel free to apply or send them our way!

Use this page to Apply for a Financial Planning Analyst Job at MY Wealth Plan.

02/24/2026

A common case study we encounter here in Longmont is a married couple where one works under PERA and the other works for a private employer. This week, we discuss common and powerful planning dynamics at work for this kind of household.

https://www.mywealthplanners.com/2026/02/24/the-art-of-pera-private-employer-planning/

01/06/2026

See people arguing over fees versus commissions today? Well, it turns out that's an almost 50-year old argument. While it's far from settled, we can look to the trend line over half a century to see which side has been winning the argument.

Daniel M. Yerger, Ph.D., MBA, CFP®, ChFC®, AIF®, discusses the evolution in the financial advice industry that has steadily shifted the focus away from product.

10/23/2025

We're excited to announce we're hiring two financial planning analysts! These are both lead planner and partner-track positions, with anticipated start dates in early January and June of 2026. If you're interested in a salaried entry-level position at a fee-only financial planning firm in Colorado's beautiful front range, take a look and apply!

Use this page to Apply for a Financial Planning Analyst Job at MY Wealth Plan.

09/17/2025

Dr. Dan was pleased to be recognized in this month's NAPFA Volunteer Spotlight. It's a great organization that does fantastic work, advancing the public interest through support and advocacy for fee-only financial planning. It wouldn't be possible without the team at MY Wealth Planners.

09/16/2025

Following up on yesterday's podcast episode, today we're sharing a highlight of how harmful a bad financial plan can actually be, detailing the financial harms of just two of the many bad recommendations in the podcast yesterday.

Daniel M. Yerger, Ph.D., MBA, CFP®, ChFC®, AIF®, discusses the case study reviewed on "The Science of Wealth" earlier this week, and details its many harms.

08/20/2025

Hello everyone!

MY Wealth Planners is hiring again. We are seeking an entry-level Wealth Planner Assistant, who will support our team with assorted administrative and office management tasks. If you or someone you know are interested, apply or tell them to apply ASAP. We got 222 applications in the first 72 hours last time we opened a position, so this will probably close fast!

MY Wealth Planners