Dan Reese
The Retirement CafeEpisodes
Episodes of The Retirement Cafe
Mark All
Search Episodes...
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 f
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
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
Welcome to the Retirement Café! Today we are going to talk about some of the reasons or excuses that families have for not participating in the Financial Planning process and what you can do to start moving forward.Contact:https://www.averywe
Welcome to the Retirement Café! Today we are going to talk about the 5 Tax Gotchas in Retirement. If you are close to retirement and have been a good saver, your retirement accounts can create tax issues. Not only for you but for your heirs. As
Warren Buffett once said, "Banking is a very good business if you don't do anything dumb." Well, it makes you wonder about the leadership in some of the banks that have failed this year. Today we are going to talk about how banks make money, wh
Welcome to the Retirement Café! Today we are going to talk about predicting the future and why listening to predictions can be such an issue for so many families.Contact:https://www.averywealth.com/517-783-1695
Albert Einstein once said, “Everything should be made as simple as possible, but not simpler.” Today we are going to talk about why the overabundance of financial information and technology tools may be preventing families from achieving financ
Welcome to The Retirement Café! Today we are going to discuss what is in the new Secure Act 2.0 which is part of the massive $1.7 trillion omnibus spending bill passed by congress at the end of 2022. Understanding the changes for those working
Theodore Roosevelt once said, “The more you know about the past, the better prepared you are for the future.” Every year the market has a way of reminding us of lessons taught in previous years. Today we are going to talk about what the market
Welcome to the Retirement Café! Today we are going to discuss one of the most important areas of financial planning: Your savings rate. Understanding how to evaluate and improve your savings rate is a key to becoming financially independent and
Rising inflation rates and volatile stock markets are causing many investors to worry about the future of their investments. Today, we are going to talk about bear markets and some strategies you can use to not only endure but thrive during tim
Welcome to the Retirement Café! It’s a big transition when you leave the workforce to live off your savings, requiring an attitude adjustment. Today we are going to discuss some of the issues to consider when you flip the switch from saving to
Today on The Retirement Café, we are going to dive into a simple approach to evaluating investment options that will help you avoid catastrophic results.Contact:https://www.averywealth.com/517-783-1695
Today on The Retirement Café, we are going to talk about seven expenses that can potentially have a massive impact on your retirement and how to properly plan for them.Contact:https://www.averywealth.com/517-783-1695
Today on The Retirement Café, we will be discussing some financial vital signs you should be monitoring in order to reach your financial goals.Contact:https://www.averywealth.com/517-783-1695
Today, we are going to discuss the most common tax questions that we are asked by pre-retirees and retirees.Contact:https://www.averywealth.com/517-783-1695
Today on The Retirement Café, we are going to discuss the recent market drop and if there are any positives that may come out of it.Contact:https://www.averywealth.com/517-783-1695
Today on The Retirement Café, we are going to discuss how retirement planning is like many things in life. As the famous author Robert Burns once said, “The best laid schemes of mice and men go oft awry," and that statement couldn’t be truer wh
Today on The Retirement Café, we are going to talk about some important ages everyone needs to know in order to have a successful retirement plan.Contact:https://www.averywealth.com/517-783-1695
Today on The Retirement Café, we are going to discuss how to deal with all of the noise that we are all bombarded with on a daily basis around money. The noise can cause stress and make it difficult to relax and enjoy the retirement that you wo
Today on The Retirement Café, we are going to discuss what statistics show us that families actually spend in retirement. Determining a spending plan in retirement is one of the most important things in developing a solid retirement plan.Conta
Today on The Retirement Café, we are going to discuss realistic expectations for investment returns. Many times, families have a hard time determining how they are doing with their investments, so today we are going to discuss historical inform
Today on The Retirement Café, we are going to do something a little different. Instead of focusing on one topic, we are going to answer a handful of common retirement questions that listeners have asked Dan and Brent over the years. Obviously,
Welcome to the Retirement Café. We will be discussing some strategies that may help you save money in your retirement plan. Tune in today to see if you may be able to find those missing dollars.Contact:https://www.averywealth.com/517-783-169
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us