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

The $1 Mistake That Could Cost You Thousands in Retirement (Ep. 18)

Posted September 24, 2025 • 00:34:06

Did you know that even one extra dollar of income in retirement may trigger higher taxes, Medicare premiums, or health insurance costs?

This...

The Danger of Not Knowing What You Don’t Know (Ep. 17)

Posted September 11, 2025 • 00:34:32

One of the biggest risks to your retirement may not be the market. It could be overconfidence.

Dan Reese examines the genuine risks of DIY financial...

You’ve Retired. Now What? The Hardest Financial Shift You’ll Ever Make (Ep. 16)

Posted August 27, 2025 • 00:34:52

Most people think the hard part is saving for retirement, but the real challenge begins when the paychecks stop.

Dan Reese walks through the...

One Big Beautiful Bill: Tax Changes Every Retiree Needs to Know with Brent Oliver (Ep. 15)

Posted August 13, 2025 • 00:35:54

Retirement planning doesn’t exist in a vacuum, especially when tax laws are shifting.

Dan Reese and guest Brent Oliver, Senior Wealth Advisor...

Social Security Myths That May Derail Your Retirement Strategy (Ep. 14)

Posted July 23, 2025 • 00:32:36

Many people feel confident about Social Security until it’s time to file. That’s when the conflicting advice from neighbors, social media, and self-proclaimed...