The Retirement Cafe

De: Dan Reese
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  • Resumen

  • Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.
    Copyright Dan Reese 2020
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Economía Finanzas Personales Política y Gobierno
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Episodios
  • Understanding Social Security If You’re Divorced or Widowed

    Understanding Social Security If You’re Divorced or Widowed
    Jul 20 2023

    Understanding Social Security can be confusing, especially when there is a divorce or the death of a spouse. Today we are going to discuss some of the common questions about benefits and ways to maximize the amount of money you receive if you find yourself in either of these situations. 

     

    Contact:

    https://www.averywealth.com/

    517-783-1695
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    29 m
  • The Savings Hierarchy: Are You Putting Money In The Right Place?

    The Savings Hierarchy: Are You Putting Money In The Right Place?
    Jul 6 2023

    Have you ever wondered if you are putting money in the right place? Today, we are going to discuss the hierarchy of savings vehicles to give you a roadmap for where to put your next dollar of savings. Stay tuned for a very helpful and important conversation with Dan and Brent!

     

    Contact:

    https://www.averywealth.com/

    517-783-1695
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    31 m
  • The Power of a Statement of Financial Purpose

    The Power of a Statement of Financial Purpose
    Jun 15 2023

    Welcome to the Retirement Café! Today we are going to talk about the power of having a statement of financial purpose and how it can help you improve your financial decision-making and well-being.

     

    Contact:

    https://www.averywealth.com/

    517-783-1695

     

     
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    28 m
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