The Retirement Cafe
Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.
Episodes
Understanding Social Security can be confusing, especially when there is a divorce or the death of a spouse. Today we are going to discuss some of the common questions about benefits and ways to maximize the amount of money you receive if you find yourself in either of these situations.
Contact:
517-783-1695
Have you ever wondered if you are putting money in the right place? Today, we are going to discuss the hierarchy of savings vehicles to give you a roadmap for where to put your next dollar of savings. Stay tuned for a very helpful and important conversation with Dan and Brent!
Contact:
517-783-1695
Welcome to the Retirement Café! Today we are going to talk about the power of having a statement of financial purpose and how it can help you improve your financial decision-making and well-being.
Contact:
517-783-1695
Welcome to the Retirement Café! Today we are going to talk about some of the reasons or excuses that families have for not participating in the Financial Planning process and what you can do to start moving forward.
Contact:
517-783-1695
Welcome to the Retirement Café! Today we are going to talk about the 5 Tax Gotchas in Retirement. If you are close to retirement and have been a good saver, your retirement accounts can create tax issues. Not only for you but for your heirs. As the old Morgan Stanley advertisement used to say, “You must pay taxes. But there’s no law that says you’ve gotta leave a tip."
Contact:
517-783-1695
Warren Buffett once said, "Banking is a very good business if you don't do anything dumb." Well, it makes you wonder about the leadership in some of the banks that have failed this year. Today we are going to talk about how banks make money, what can lead to bank failures, and what protection is there for the average American with money they have in the bank or invested in securities.
Contact:
517-783-1...
Welcome to the Retirement Café! Today we are going to talk about predicting the future and why listening to predictions can be such an issue for so many families.
Contact:
517-783-1695
Albert Einstein once said, “Everything should be made as simple as possible, but not simpler.” Today we are going to talk about why the overabundance of financial information and technology tools may be preventing families from achieving financial independence versus helping them.
Contact:
517-783-1695
Welcome to The Retirement Café! Today we are going to discuss what is in the new Secure Act 2.0 which is part of the massive $1.7 trillion omnibus spending bill passed by congress at the end of 2022. Understanding the changes for those working and those retired is important so you can make good financial decisions in 2023 and beyond.
Contact:
517-783-1695
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 we are going to talk about what the market taught us in 2022.
Contact:
517-783-1695
Welcome to the Retirement Café! Today we are going to discuss one of the most important areas of financial planning: Your savings rate. Understanding how to evaluate and improve your savings rate is a key to becoming financially independent and reducing overall stress around money.
Contact:
517-783-1695
Rising inflation rates and volatile stock markets are causing many investors to worry about the future of their investments. Today, we are going to talk about bear markets and some strategies you can use to not only endure but thrive during times of uncertainty.
Contact:
517-783-1695
Welcome to the Retirement Café! It’s a big transition when you leave the workforce to live off your savings, requiring an attitude adjustment. Today we are going to discuss some of the issues to consider when you flip the switch from saving to spending your nest egg.
Contact:
517-783-1695
Today on The Retirement Café, we are going to dive into a simple approach to evaluating investment options that will help you avoid catastrophic results.
Contact:
517-783-1695
Today on The Retirement Café, we are going to talk about seven expenses that can potentially have a massive impact on your retirement and how to properly plan for them.
Contact:
517-783-1695
Today on The Retirement Café, we will be discussing some financial vital signs you should be monitoring in order to reach your financial goals.
Contact:
517-783-1695
Today, we are going to discuss the most common tax questions that we are asked by pre-retirees and retirees.
Contact:
517-783-1695
Today on The Retirement Café, we are going to discuss the recent market drop and if there are any positives that may come out of it.
Contact:
517-783-1695
Today on The Retirement Café, we are going to discuss how retirement planning is like many things in life. As the famous author Robert Burns once said, “The best laid schemes of mice and men go oft awry," and that statement couldn’t be truer when it comes to a retirement income plan.
Contact:
517-783-1695
Today on The Retirement Café, we are going to talk about some important ages everyone needs to know in order to have a successful retirement plan.
Contact:
517-783-1695
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