What does it take to help ensure your wealth supports your family and favorite causes even after youre gone? In this episode, Dan Reese CFP discusses the critical aspects of estate planning, focusin

Are you wondering about the top pitfalls to avoid as you plan for retirement? Why do so many retirees end up facing unexpected financial challenges? Tune in to this episode, where Dan Reese, host of

What can a well-thought-out tax strategy do for your retirement? In this episode, Dan Reese delves into the crucial topic of tax planning, a subject that can significantly impact your financial future

What does back to basics mean for your financial planning? In this episode, Dan Reese sits down with Senior Wealth Planner Brent Oliver to explore the foundational aspects of financial planning in t

What does a financially healthy year look like month by month? In this episode, Dan Reese unpacks a whole years worth of strategic financial tips to help you navigate 2025 with confidence. From setti

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

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

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

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

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