Ramp Up to Retirement

Latest Episodes
Preparing for Retirement: Key Challenges and Solutions (Ep. 9)
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
Aligning Tax Planning with Retirement Planning (Ep. 8)
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
Back to Basics: Simplifying Your Financial Future with Brent Oliver (Ep. 7)
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
Master Your Retirement: Monthly Financial Planning Tips for 2025 (Ep. 6)
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
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