Ramp Up to Retirement

Dan Reese

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!

  1. 6D AGO

    The $150,000 Gift That Derailed Their Retirement with Brent Oliver (Ep. 19)

    Mark and Susan thought they did everything right: no debt, over a million saved, markets trending up. But one well-intentioned gift to their kids set off a chain of financial consequences they didn’t anticipate. In this episode, Dan Reese is joined by Brent Oliver for a hypothetical case study exploring how using the concept of … Read More Read More

    33 min

  2. SEP 24

    The $1 Mistake That Could Cost You Thousands in Retirement (Ep. 18)

    Did you know that even one extra dollar of income in retirement may trigger higher taxes, Medicare premiums, or health insurance costs? This week, Dan Reese explains common retirement planning situations where a single extra dollar in income can unexpectedly spike your taxes, Medicare premiums, and insurance costs. From IRMAA surcharges to Social Security taxation … Read More Read More

    34 min

  3. SEP 11

    The Danger of Not Knowing What You Don’t Know (Ep. 17)

    One of the biggest risks to your retirement may not be the market. It could be overconfidence. Dan Reese examines the genuine risks of DIY financial planning, particularly in a world inundated with AI tools and financial influencers who oversimplify complex decisions. From emotional investing to overlooked tax landmines and Medicare surprises, Dan breaks down … Read More Read More

    35 min

  4. AUG 27

    You’ve Retired. Now What? The Hardest Financial Shift You’ll Ever Make (Ep. 16)

    Most people think the hard part is saving for retirement, but the real challenge begins when the paychecks stop. Dan Reese walks through the crucial mental and financial shift from accumulation to decumulation and why so many retirees get it wrong. From tax surprises and market volatility to emotional roadblocks and overlooked estate planning, Dan … Read More Read More

    35 min

  5. AUG 13

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

    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 … Read More Read More

    36 min

  6. JUL 23

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

    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 … Read More Read More

    33 min

  7. JUL 9

    Building a Purposeful Retirement Rhythm (Ep. 13)

    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, … Read More Read More

    30 min

  8. MAY 28

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

    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 … Read More Read More

    34 min
See All (20)

About

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!

Information

  • Creator
    Dan Reese
  • Years Active
    2024 - 2025
  • Episodes
    20
  • Rating
    Clean
  • Copyright
    Copyright ©️ Ramp Up to Retirement 2024
  • Show Website
    Ramp Up to Retirement