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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 Risk of Following TikTok Finance (Ep. 21)

    The Risk of Following TikTok Finance (Ep. 21)
    Dec 10 2025
    Online platforms surface a steady stream of financial content, often from influencers whose guidance is not tailored to individual situations. In this episode of Ramp Up to Retirement, Dan Reese discusses the difference between broad online commentary and fiduciary planning, and how that gap can affect real retirement decisions. He walks through examples involving Roth …

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    29 m
  • “Should I Own Gold?” (Ep. 20)

    “Should I Own Gold?” (Ep. 20)
    Nov 26 2025
    Gold is in the headlines again. Prices are higher this year, we see gold ads on TV, and fear-based marketing may be convincing more retirees to convert their savings into precious metals. But is gold truly as safe as it’s perceived to be, or are investors falling for glitter over substance? Dan Reese delivers a …

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    24 m
  • The $150,000 Gift That Derailed Their Retirement with Brent Oliver (Ep. 19)

    The $150,000 Gift That Derailed Their Retirement with Brent Oliver (Ep. 19)
    Nov 12 2025
    Mark and Susan thought they did everything right: no debt, over a million saved, markets trending up. But one well-intentioned gift to their kids set off a chain of financial consequences they didn’t anticipate. In this episode, Dan Reese is joined by Brent Oliver for a hypothetical case study exploring how using the concept of …

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    33 m
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