Ramp Up to Retirement

Ramp Up to Retirement


Latest Episodes

Avoiding Common Retirement Blunders (Ep. 5)
October 30, 2024

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)
October 09, 2024

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)
September 25, 2024

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)
September 11, 2024

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)
September 11, 2024

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
August 27, 2024

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