Ramp Up to Retirement
Latest Episodes
Avoiding Common Retirement Blunders (Ep. 5)
What are the biggest financial blunders to dodge as you approach retirement? In this episode, Dan Reese walks us through some key financial missteps that retirees often encounter and shares tips on ho
The Financial Interview: Key Questions for Your Advisor (Ep. 4)
Making sound financial decisions requires a solid foundation. One of the pillars of that foundation is choosing the right financial advisor. Selecting the ideal advisor for your unique financial goals
Behind the Scenes with Avery Wealth: Brent Oliver CFP®’s Story (Ep. 3)
Did you know that starting your retirement planning five to ten years in advance could make a substantial difference in your financial stability? In this episode, Dan Reese sits down with Brent Oliver
Avery Wealth’s Mission to Help You Ramp Up to Retirement (Ep. 2)
Are you within five to seven years of retirement and feeling uncertain about the future? Avery Wealth, led by Dan Reese, helps individuals like you redefine retirement and discover new passions. Today
Who is Dan Reese? (Ep. 1)
Are you ready to elevate your financial planning as you approach retirement? Embark on a journey with Dan Reese of Avery Wealth to transform your financial planning into a pathway for a fulfilling ret
Ramp Up to Retirement Coming Soon
Youre nearing your Ramp Up to Retirement, where work will be optional. How do you make the best decisions to set yourself up for success? Tune in to hear from Dan Reese about the decisions and subtle