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 why retirement planning involves more than simply choosing investments.
You’ll learn how behavioral biases, sequence-of-return risk, and misunderstood withdrawal strategies may impact your financial future if overlooked.
What to expect:
Why investment planning is the “easy” part, but is rarely done well
The psychological traps of self-managing your money
Medicare costs, IRMAA, and the illusion of “free” healthcare
How a CFP helps you see what you don’t know and plan for what comes next
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 pursuing a fulfilling retirement.
In this inaugural episode of Ramp Up to Retirement, Dan Reese introduces himself, shares his journey from a curious college student to a certified financial planner with a passion for guiding individuals toward a fulfilling retirement, and talks about why a Certified Financial Planner professional is crucial for helping navigatinge toward a stress-free retirement. Discover how Dan’s approach at Avery Wealth, founded on fiduciary duty, places your needs at the forefront of financial planning.
Dan discusses:
The importance of a financial plan before pursuing investment avenues
Understanding the role and value of a Certified Financial Planner professional in guiding your retirement journey
Organizing finances to lead a fulfilling life and achievepursue personal freedom in retirement
The significance of understanding and managing risk in investment planning
How Avery Wealth’s fiduciary duty helps ensures your interests are always prioritized
His passion for comprehensive financial planning and coaching in his community
And more
Stay tuned to learn more about Avery Wealth in episode 2. Subscribe so you don’t miss an episode uncovering actionable insights on investments, tax planning, and making those pivotal pre-retirement decisions with confidence.
The opinions voiced in Ramp Up to Retirement with Dan Reese are for generalinformation only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show may not be affiliated with CWM, LLC. Views and comments by guests may not be representative of CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
