Welcome to the first Build Your Wealth podcast with Dr. Danae McDaniel and sponserd by Lighthouse Financial Services, Inc. Today is all about formal greetings and introductions.  Get to know our firm and the services we offer.

Introductions

Learn more about Lighthouse Financial and Dr. Danae McDaniel's personal investing style and approach to money 
management.  She'll also discuss on topics regarding day trading Bogleheads, and alternative investments.

Our Investment Philosophy

What is Financial Planning and how can a Certified Financial Planner (CFP) help? n this episode of Build Your Wealth, Dr. Danae McDaniel shares her process in creating a financial plan for her clients and what to look for when searching for a CFP.

What is Financial Planning?

Dr. Danae McDaniel will bring light and clarity to the convoluted industry of financial advising.  Learn about different advisory designations, fee structures, and styles, including human vs. robot advisory services.

Not All Advisors Are The Same

Is life insurance right for you? What Type do you need? Dr. Danae McDaniel goes over these common questions in the hope of helping you make an informed decision before signing a contract.

Different Types of Life Insurance

Cash Flow

Dr. Danae McDaniel goes over what it means to be a landlord and what are some pros and cons of owning a rental property.

Rental Property and Depreciation

Lighthouse Financial Services, Inc., (LFS) is registered with the SEC and has provided high quality, comprehensive Wealth Management, and Investment Management services on a "fee-only" platform since 1992. We specialize in helping high net worth families invest and plan their financial futures.