Today on the Retirement Café, we are going to talk about the power of planning in reverse order. That may sound a little odd to some, but I think by the end of our episode today Dan and Brent will hel

Today on the Retirement Café, we are going to get into everyone’s favorite topic: Taxes! More specifically, we are going to talk about as a retiree, what issues you should consider when reviewing your

Welcome back as today we are going to finish our two part series on What the Market Taught us in 2021. Last time we talked about who put together this list of lessons can you give us a recap on how th

Theodore Roosevelt once said, “The more you know about the past, the better prepared you are for the future.” Every year the market has a way of reminding us of lessons taught in previous years. Today

Today on The Retirement Café, we discuss common fears that pop up as you approach retirement and some steps you can take to alleviate these fears. Contact: https://www.averywealth.com/ 517-783-1695

Today on The Retirement Café, we are going to discuss creating a charitable giving strategy. As we start a new year, this seems like a great topic to tackle. Contact: https://www.averywealth.com/ 517-

Today on The Retirement Café, we are going to talk about how to critique and analyze your retirement plan through four distinct frames. Contact: https://www.averywealth.com/ 517-783-1695

Today on The Retirement Café, we are going to discuss something that most retirees worry about at some point in retirement: A market crash ruining their retirement. Contact: https://www.averywealth.co

This week on the Retirement Café we are going to discuss the Wealth Planning Pyramid. It’s something Dan and Brent use regularly in their practice, and they felt it would be beneficial to spend some t

One of the buzzwords around financial planning and investment management is fiduciary. On today’s show we are going to spend some time talking about what a fiduciary is and if a fiduciary may be appro