• Ramp Up to Retirement

  • De: Dan Reese
  • Podcast

Ramp Up to Retirement

De: Dan Reese
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  • Resumen

  • 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
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Economía
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Episodios
  • The Importance of Communication in Estate Planning (Ep. 10)

    The Importance of Communication in Estate Planning (Ep. 10)
    Apr 9 2025
    What does it take to help ensure your wealth supports your family and favorite causes even after you’re gone? In this episode, Dan Reese CFP® discusses the critical aspects of estate planning, focusing on inheritance and the importance of communication. Discover why talking about money with family isn’t as taboo as you might think and …

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    31 m
  • Preparing for Retirement: Key Challenges and Solutions (Ep. 9)

    Preparing for Retirement: Key Challenges and Solutions (Ep. 9)
    Mar 26 2025
    Are you wondering about the top pitfalls to avoid as you plan for retirement? Why do so many retirees end up facing unexpected financial challenges? Tune in to this episode, where Dan Reese, host of “Ramp Up To Retirement,” invites Senior Wealth Advisor Brent Oliver to discuss eight critical retirement blunders you should avoid. Together, …

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    35 m
  • Aligning Tax Planning with Retirement Planning (Ep. 8)

    Aligning Tax Planning with Retirement Planning (Ep. 8)
    Mar 11 2025
    What can a well-thought-out tax strategy do for your retirement? In this episode, Dan Reese delves into the crucial topic of tax planning, a subject that can significantly impact your financial future. Dan guides listeners through key strategies to help optimize tax outcomes, from tax loss harvesting to the advantages of 529 plans and health …

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    38 m
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