Ramp Up to Retirement

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

Recent Episodes

What Is Your Business Really Worth and How to Increase It Before You Exit (Ep. 28 | Pt. 4)

Posted April 8, 2026 • 00:34:37

Most business owners assume they know what their company is worth, but that number is often far from reality.

What factors actually influence...

What’s Your Number? The Key to Selling Your Business Without Regret (Ep. 27 | Pt. 3)

Posted March 25, 2026 • 00:31:12

Thinking about selling a business is one thing; knowing what you actually need from it is another.

How do you move from guessing a number to...

Life After the Sale: Designing Your Next Chapter Before You Exit (Ep. 26 | Pt. 2)

Posted March 11, 2026 • 00:31:42

What happens when the title you have carried for decades suddenly disappears? How do you prepare for the emotional shift that comes after stepping away...

Value Acceleration vs. Succession Planning for Business Owners (Ep. 25 | Pt. 1)

Posted March 2, 2026 • 00:28:47

Thinking about stepping away from your business someday? The real question is whether you are preparing to leave or preparing to grow.

In this...

What Really Happens Behind the Scenes in a Financial Planning Firm (Ep. 24)

Posted February 11, 2026 • 00:22:40

Most people see one or two meetings a year and assume that’s the whole picture. But real planning is happening year-round, often when no one is sitting...