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

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

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)

Aligning Tax Planning with Retirement Planning (Ep. 8)

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)

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

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)

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

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

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

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)

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

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)

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

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)

Who is Dan Reese? (Ep. 1)

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

Ramp Up to Retirement Coming Soon

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!