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

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Recent Episodes

Roth Conversions for High Earners: Timing, Taxes, and Long-Term Control (Ep. 23)

Posted January 28, 2026 • 00:27:45

Retirement tax decisions often feel simple on the surface, but the ripple effects can last decades. The real question is not whether taxes will be paid,...

Are Business Owners Ready for the $14 Trillion Exit Wave? (Ep. 22)

Posted December 24, 2025 • 00:35:46

Most business owners say they feel prepared to step away, but available data suggests gaps in readiness.

In this episode, Dan Reese breaks down...

The Risk of Following TikTok Finance (Ep. 21)

Posted December 10, 2025 • 00:29:05

Online platforms surface a steady stream of financial content, often from influencers whose guidance is not tailored to individual situations.

In...

“Should I Own Gold?” (Ep. 20)

Posted November 26, 2025 • 00:23:43

Gold is in the headlines again.

Prices are higher this year, we see gold ads on TV, and fear-based marketing may be convincing more retirees...

The $150,000 Gift That Derailed Their Retirement with Brent Oliver (Ep. 19)

Posted November 12, 2025 • 00:33:01

Mark and Susan thought they did everything right: no debt, over a million saved, markets trending up. But one well-intentioned gift to their kids set...