Most business owners say they feel prepared to step away, but available data suggests gaps in readiness.In this episode, Dan Reese breaks down insights from the National State of Owner Readiness Report and explains common areas where small and mid-sized

Online platforms surface a steady stream of financial content, often from influencers whose guidance is not tailored to individual situations.In this episode of Ramp Up to Retirement, Dan Reese discusses the difference between broad online commentary and

Gold is in the headlines again.Prices are higher this year, we see gold ads on TV, and fear-based marketing may be convincing more retirees to convert their savings into precious metals. But is gold truly as safe as it’s perceived to be, or are in

Mark and Susan thought they did everything right: no debt, over a million saved, markets trending up. But one well-intentioned gift to their kids set off a chain of financial consequences they didnt anticipate.In this episode, Dan Reese is joined by Bre

Did you know that even one extra dollar of income in retirement may trigger higher taxes, Medicare premiums, or health insurance costs?This week, Dan Reese explains common retirement planning situations where a single extra dollar in income can unexpecte

One of the biggest risks to your retirement may not be the market. It could be overconfidence.Dan Reese examines the genuine risks of DIY financial planning, particularly in a world inundated with AI tools and financial influencers who oversimplify compl

Most people think the hard part is saving for retirement, but the real challenge begins when the paychecks stop.Dan Reese walks through the crucial mental and financial shift from accumulation to decumulation and why so many retirees get it wrong. From t

Retirement planning doesnt exist in a vacuum, especially when tax laws are shifting.Dan Reese and guest Brent Oliver, Senior Wealth Advisor at Avery Wealth, break down the latest tax legislation and what it means for your future income, charitable givi

Many people feel confident about Social Security until it’s time to file. Thats when the conflicting advice from neighbors, social media, and self-proclaimed experts can make a complex decision even harder.In this episode, Dan Reese, CFP, breaks

Retirement isnt just about stopping work; its about starting something new.What happens after the celebration, the rest, and the first few months off?In this episode, Dan Reese, CFP, shares how creating a rhythm, not a rigid routine, can bring meanin