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 an

Many people feel confident about Social Security until its time to file. Thats when the conflicting advice from neighbors, social media, and self-proclaimed experts can make a complex decision even

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 c

What are the highs and lows of early retirement? Were exploring whether its everything its cracked up to be and the steps needed to make it work for you. Join Dan Reese from Avery Wealth as he delv

What drives your investment decisionslogic or emotion? In this episode of Ramp Up Your Retirement, Dan Reese of Avery Wealth explores how political emotions can influence investor behavior and marke

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