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

    The Financial Interview: Key Questions for Your Advisor (Ep. 4)
    2024/10/09
    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 分
  • 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)
    2024/09/25
    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 分
  • Avery Wealth’s Mission to Help You Ramp Up to Retirement (Ep. 2)

    Avery Wealth’s Mission to Help You Ramp Up to Retirement (Ep. 2)
    2024/09/11
    Are you within five to seven years of retirement and feeling uncertain about the future? Avery Wealth, led by Dan Reese, helps individuals like you redefine retirement and discover new passions. Today on Ramp Up to Retirement, Dan Reese talks about the origins of Avery Wealth and their focus on guiding clients through personalized retirement …

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    23 分
  • Who is Dan Reese? (Ep. 1)

    Who is Dan Reese? (Ep. 1)
    2024/09/11
    Are you ready to elevate your financial planning as you approach retirement? Embark on a journey with Dan Reese of Avery Wealth to transform your financial planning into a pathway for a fulfilling retirement. In this inaugural episode of Ramp Up to Retirement, Dan Reese introduces himself, shares his journey from a curious college student …

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    25 分
  • Ramp Up to Retirement Coming Soon

    Ramp Up to Retirement Coming Soon
    2024/08/27
    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 about the decisions and subtle changes you can make to ensure your retirement is successful!
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    1 分