Ramp Up to Retirement Podcast Por Dan Reese arte de portada

Ramp Up to Retirement

Ramp Up to Retirement

De: Dan Reese
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You’re nearing your Ramp Up to Retirement, where work will be optional. How do you make the best decisions to set yourself up for success? Tune in to hear from Dan Reese Founder, Senior Wealth Advisor about the decisions and subtle changes you can make to ensure your retirement is successful!Copyright ©️ Ramp Up to Retirement 2024 Economía
Episodios
  • The $1 Mistake That Could Cost You Thousands in Retirement (Ep. 18)

    The $1 Mistake That Could Cost You Thousands in Retirement (Ep. 18)
    Sep 24 2025
    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 …

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    34 m
  • The Danger of Not Knowing What You Don’t Know (Ep. 17)

    The Danger of Not Knowing What You Don’t Know (Ep. 17)
    Sep 11 2025
    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 …

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    35 m
  • You’ve Retired. Now What? The Hardest Financial Shift You’ll Ever Make (Ep. 16)

    You’ve Retired. Now What? The Hardest Financial Shift You’ll Ever Make (Ep. 16)
    Aug 27 2025
    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 …

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    35 m
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