Summary:

In this episode of Maxed Out Man, Kevin Davis speaks with financial advisor Daniel Poppers about the importance of planning for both financial and personal success. Daniel, who has over 11 years of experience in the financial industry, shares how his father’s experiences inspired him to become an advisor focused on helping men achieve their ideal life.

The conversation covers a range of topics, from the mistakes people make in their financial planning to the importance of starting early to build long-term wealth. Daniel also shares insights on the emotional side of financial planning, how to balance wealth with happiness, and the importance of delayed gratification. He emphasizes that success isn’t just about money—it’s about creating a fulfilling and meaningful life, and financial planning is just one tool to achieve that.

Key Takeaways:

1. Financial Planning Is Key: Planning early can help avoid financial stress later in life. Waiting too long to plan for retirement can make it difficult to reach financial goals.
2. Mindset Matters: The right mindset is crucial for both financial and personal success. Managing emotional responses to market fluctuations can make or break long-term investments.
3. Wealth Beyond Money: True success is about balancing finances with personal fulfillment. Daniel emphasizes that money is a tool for creating an ideal life, not the ultimate goal.
4. Start Early: For young people, putting away money in a Roth IRA or taking advantage of employer matching programs can make a huge difference by the time they reach retirement.
5. Delayed Gratification: Sacrificing some instant pleasures for long-term financial stability can lead to a more secure and fulfilling future.

About Daniel:

Daniel Poppers is a proud father and loves spending time outdoors with his 3 children – pursuing their Ideal Life. Outside of the office and the stock market, you can find Daniel somewhere taking advantage of this golden state – in the surf or snow – boating, fishing, taking photographs, playing hockey or performing on stage.

Daniel Poppers has been in the financial industry since 2013. Before joining LPL Financial in 2017 and later partnering with long-time colleague and friend, Jim den Dulk in 2020, he built his business at Edward Jones, where he was recognized and awarded for opening his own office in Folsom, CA from scratch.

Daniel has always been an entrepreneur at heart and is proud to be an independent financial advisor with LPL Financial where he is able to tailor product and service offerings more closely to the needs and preferences of his clients and is able to truly focus on a fiduciary standard and put clients’ interests first without corporate pressures.

*The information in this material is not intended as investment, tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Daniel Poppers is a Registered Representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Golden State Wealth Management, a registered investment advisor. Ideal Life Wealth Management, LLC and Golden State Wealth Management are separate entities from LPL Financial. CA Insurance License #0I75225.

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