February 2025 – Ramp Up to Retirement

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

By Ramp Up to Retirement | February 26, 2025

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. Tune in to learn how to better identify your financial goals, prioritize budgeting at every life stage, and understand the power of compounding returns.

Dan and Brent discuss:

(05:06) The importance of setting and prioritizing financial goals
(07:09) Why budgeting is essential at every stage of life
(09:14) Understanding the difference between financial needs and wants
(11:04) How engaging a financial coach can provide accountability and guidance
(19:31) Practical tips on diversifying your financial life beyond just investments
And more

Resources:

Carson Wealth Retirement Readiness Quiz

Connect with Dan Reese CFP®:

Connect with Brent Oliver:

About our Guest:

Brent Oliver is a Senior Wealth Advisor based in Jackson, Michigan with 11 years of experience in the field. As a CERTIFIED FINANCIAL PLANNER™ professional and Senior Wealth Advisor, Brent helps families identify and work towards achieving their financial goals. His comprehensive approach to wealth management helps families identify where they are today, where they want to be and what gaps might be preventing them from achieving all that is important to them. He has the heart of a teacher and works with clients to ensure they understand why strategies are being employed and how they can help families reach their goals.

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

By Ramp Up to Retirement | February 12, 2025

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 boosting your financial well-being. Whether you’re tackling taxes or reevaluating your subscriptions, there’s a practical step for everyone looking to build a solid financial future.

Dan discusses: