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
  • Back to Basics: Simplifying Your Financial Future with Brent Oliver (Ep. 7)

    Back to Basics: Simplifying Your Financial Future with Brent Oliver (Ep. 7)
    Feb 26 2025
    What does “back to basics” mean for your financial planning? In this episode, Dan Reese sits down with Senior Wealth Planner Brent Oliver to explore the foundational aspects of financial planning in their “Back to Basics” series. They discuss practical, actionable tips that help simplify the wealth management process, especially in today’s overwhelming financial world. …

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    32 m
  • Master Your Retirement: Monthly Financial Planning Tips for 2025 (Ep. 6)

    Master Your Retirement: Monthly Financial Planning Tips for 2025 (Ep. 6)
    Feb 12 2025
    What does a financially healthy year look like month by month? In this episode, Dan Reese unpacks a whole year’s worth of strategic financial tips to help you navigate 2025 with confidence. From setting clear goals in January to analyzing your health insurance in October, Dan walks you through a manageable monthly game plan for …

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    33 m
  • Avoiding Common Retirement Blunders (Ep. 5)

    Avoiding Common Retirement Blunders (Ep. 5)
    Oct 30 2024
    What are the biggest financial blunders to dodge as you approach retirement? In this episode, Dan Reese walks us through some key financial missteps that retirees often encounter and shares tips on how to steer clear of them. From budgeting and unexpected expenses to managing taxes and understanding the nuances of Social Security, Dan lays …

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    33 m
  • The Financial Interview: Key Questions for Your Advisor (Ep. 4)

    The Financial Interview: Key Questions for Your Advisor (Ep. 4)
    Oct 9 2024
    Making sound financial decisions requires a solid foundation. One of the pillars of that foundation is choosing the right financial advisor. Selecting the ideal advisor for your unique financial goals and philosophies can change your financial future in the best way possible. But how can we know who is the correct one? What questions can …

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    32 m
  • Behind the Scenes with Avery Wealth: Brent Oliver CFP®’s Story (Ep. 3)

    Behind the Scenes with Avery Wealth: Brent Oliver CFP®’s Story (Ep. 3)
    Sep 25 2024
    Did you know that starting your retirement planning five to ten years in advance could make a substantial difference in your financial stability? In this episode, Dan Reese sits down with Brent Oliver, Senior Wealth Advisor at Avery Wealth, to dive into the importance of starting retirement planning early, the value of understanding your personal …

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    29 m
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