May 2025 – Ramp Up to Retirement

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

By Ramp Up to Retirement | May 28, 2025

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 your time and the potential pitfalls that can trip you up. From understanding longevity risks to healthcare gaps and tax implications, this episode aims to provide a balanced perspective on retiring ahead of the traditional timeline. Dan also shares real-life client stories, offering insights into the emotional and financial preparations necessary for this life stage.

Dan discusses:

Longevity Risks in Early Retirement (00:09:57)
Healthcare Coverage Before Medicare (00:11:47)
Sequence of Returns Risk (00:13:01)
Social Security Timing and Benefits (00:14:13)
Emotional and Purposeful Transition (00:22:06)

Resources:

Carson Wealth Retirement Readiness Quiz

Connect with Dan Reese CFP®:

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Navigating Market Volatility: How Emotions Impact Your Investments (Ep. 11)

By Ramp Up to Retirement | May 21, 2025

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 office.

Dan discusses:

How emotions play into investment decisions. (00:01:36)
The rational behavior of markets in the long term. (00:02:46)
The dangers of reacting to political shifts in investment strategies. (00:03:56)
Real-world examples of market reactions post-elections. (00:07:18)
Strategies to stay the course during market volatility. (00:14:45)
And more