Ramp Up to Retirement

Ramp Up to Retirement

You’re 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 Founder, Senior Wealth Advisor about the decisions and subtle changes you can make to ensure your retirement is successful!

Episodes

One Big Beautiful Bill: Tax Changes Every Retiree Needs to Know with Brent Oliver (Ep. 15)

August 13, 2025 • 35 mins
Retirement planning doesn’t 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 giving, and estate plans. From the extension of lower tax brackets to the expanded standard …

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Social Security Myths That May Derail Your Retirement Strategy (Ep. 14)

July 23, 2025 • 32 mins
Many people feel confident about Social Security until it’s time to file. That’s 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 down the most common Social Security myths and explains how decisions around claiming, spousal benefits, and timing …

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Building a Purposeful Retirement Rhythm (Ep. 13)

July 9, 2025 • 29 mins
Retirement isn’t just about stopping work; it’s 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 meaning, fulfillment, and balance to your retirement years. He also explains how tools, planning, …

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Early Retirement Right for You? Key Considerations and Strategies (Ep. 12)

May 28, 2025 • 33 mins
What are the highs and lows of early retirement? We’re exploring whether it’s everything it’s cracked up to be and the steps needed to make it work for you. Join Dan Reese from Avery Wealth as he delves into the pros and cons of early retirement. They discuss the allure of having more control over …

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Navigating Market Volatility: How Emotions Impact Your Investments (Ep. 11)

May 21, 2025 • 28 mins
What drives your investment decisions—logic or emotion?  In this episode of Ramp Up Your Retirement, Dan Reese of Avery Wealth explores how political emotions can influence investor behavior and market perceptions. From election-year anxiety to partisan-driven reactions, Dan unpacks why it’s essential to stay grounded and stick to a long-term plan, regardless of who’s in …

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The Importance of Communication in Estate Planning (Ep. 10)

April 9, 2025 • 30 mins
What does it take to help ensure your wealth supports your family and favorite causes even after you’re gone? In this episode, Dan Reese CFP® discusses the critical aspects of estate planning, focusing on inheritance and the importance of communication. Discover why talking about money with family isn’t as taboo as you might think and …

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Preparing for Retirement: Key Challenges and Solutions (Ep. 9)

March 26, 2025 • 35 mins
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 “Ramp Up To Retirement,” invites Senior Wealth Advisor Brent Oliver to discuss eight critical retirement blunders you should avoid. Together, …

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Aligning Tax Planning with Retirement Planning (Ep. 8)

March 11, 2025 • 38 mins
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. Dan guides listeners through key strategies to help optimize tax outcomes, from tax loss harvesting to the advantages of 529 plans and health …

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Back to Basics: Simplifying Your Financial Future with Brent Oliver (Ep. 7)

February 26, 2025 • 32 mins
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 their “Back to Basics” series. They discuss practical, actionable tips that help simplify the wealth management process, especially in today’s overwhelming financial world. …

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Master Your Retirement: Monthly Financial Planning Tips for 2025 (Ep. 6)

February 12, 2025 • 33 mins
What does a financially healthy year look like month by month? In this episode, Dan Reese unpacks a whole year’s worth of strategic financial tips to help you navigate 2025 with confidence. From setting clear goals in January to analyzing your health insurance in October, Dan walks you through a manageable monthly game plan for …

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Avoiding Common Retirement Blunders (Ep. 5)

October 30, 2024 • 33 mins
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 how to steer clear of them. From budgeting and unexpected expenses to managing taxes and understanding the nuances of Social Security, Dan lays …

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The Financial Interview: Key Questions for Your Advisor (Ep. 4)

October 9, 2024 • 31 mins
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 and philosophies can change your financial future in the best way possible. But how can we know who is the correct one? What questions can …

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Behind the Scenes with Avery Wealth: Brent Oliver CFP®’s Story (Ep. 3)

September 25, 2024 • 28 mins
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, Senior Wealth Advisor at Avery Wealth, to dive into the importance of starting retirement planning early, the value of understanding your personal …

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Avery Wealth’s Mission to Help You Ramp Up to Retirement (Ep. 2)

September 11, 2024 • 22 mins
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 on Ramp Up to Retirement, Dan Reese talks about the origins of Avery Wealth and their focus on guiding clients through personalized retirement …

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Who is Dan Reese? (Ep. 1)

September 11, 2024 • 24 mins
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 retirement. In this inaugural episode of Ramp Up to Retirement, Dan Reese introduces himself, shares his journey from a curious college student …

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Ramp Up to Retirement Coming Soon

August 27, 2024 • 30 secs
You’re 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 changes you can make to ensure your retirement is successful! 
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Transcript

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