Gold is in the headlines again. Prices are higher this year, we see gold ads on TV, and fear-based marketing may be convincing more retirees to convert their savings into precious metals. But is gold truly as safe as it’s perceived to be, or are investors falling for glitter over substance? Dan Reese delivers a …
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 …
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 …
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 …
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 …
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 …
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 …
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, …
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 …
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 …