Tag: Retirement Lifestyle
Building a Purposeful Retirement Rhythm (Ep. 13)

Building a Purposeful Retirement Rhythm (Ep. 13)

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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, and a little structure may help retirees feel more confident about how they spend their time.

Dan discusses: 

  • The psychological shift from a structured work schedule to open retirement time, and why having no calendar at all can feel overwhelming
  • The importance of creating a “retirement rhythm” that includes regular fitness, faith-based, social, and mentally stimulating activities
  • How having something on the calendar, whether it’s travel, events, or weekly routines, can add structure and anticipation
  • How ChatGPT can be a creative tool to help retirees plan weekly routines
  • The need to balance structure with flexibility, leaving room for spontaneity while still maintaining core habits that support well-being
  • And more!

Resources:

Connect with Dan Reese, CFP®:

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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)

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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 planning. He shares heartwarming stories of clients who found newfound enthusiasm in retirement by exploring their passions. Tune in to learn how a professional and relatable financial advisor can help you navigate your retirement journey.

Dan discusses: 

  • His transition from being a State Farm agent to founding Avery Wealth, focusing on comprehensive retirement planning
  • How Avery Wealth assists clients in envisioning and planning their ideal retirement lifestyle
  • The importance of staying engaged and finding fulfilling activities in retirement
  • What his practice looks like at Avery Wealth
  • Avery Wealth’s holistic approach to meeting new clients
  • What to expect in your first meeting with him at Avery Wealth
  • What to expect in our next episode
  • And more

Resources:

Connect with Dan Reese CFP®:

Disclosure

The opinions voiced in Ramp Up to Retirement with Dan Reese are for general information 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.

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