All Episodes (103)
From new to old
From new to old
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1. Understanding Social Security If You’re Divorced or Widowed
Jul 20,2023 29:25 -
2. The Savings Hierarchy: Are You Putting Money In The Right Place?
Jul 06,2023 30:43 -
3. The Power of a Statement of Financial Purpose
Jun 15,2023 28:29 -
4. Why Families Shy Away from Financial Planning
Jun 01,2023 30:37 -
5. Ep 73: 5 Tax Gotchas in Retirement
Apr 13,2023 23:55 -
6. Ep 72: Bank Failures and My Money
Mar 23,2023 28:42 -
8. Ep 70: Simplify for Financial Success
Mar 02,2023 29:51 -
9. Ep 69: Breaking Down SECURE Act 2.0
Feb 16,2023 31:13 -
10. Ep 68: What the Market Taught Us in 2022
Feb 02,2023 35:18 -
11. Ep 67: How to Evaluate and Improve Your Savings Rate
Jan 19,2023 35:54 -
12. Ep 66: Five Strategies to Thrive in a Bear Market
Jan 05,2023 30:58 -
19. Ep 59: Your Retirement Plan is Already Broke
Sep 15,2022 25:52 -
21. Ep 57: Avoid the Noise for a Successful Retirement
Aug 18,2022 28:40 -
22. Ep 56: Spending Patterns in Retirement
Aug 04,2022 22:43 -
23. Ep 55: What Should My Investments Return?
Jul 21,2022 31:25 -
24. Ep 54: Common Retirement Questions
Jul 07,2022 31:00 -
25. Ep 53: Is There Hidden Money In Your Retirement Plan?
Jun 16,2022 27:12 -
26. Ep 52: A 5 Step Process for Selecting Investment Funds
Jun 02,2022 28:07 -
27. Ep 51: Interest Rates, Inflation, and Your Investment Strategy
May 19,2022 34:49 -
29. Ep 49: Protecting What’s Yours While You’re Alive
Apr 21,2022 23:59 -
30. Ep 48: Are Investors Their Own Worst Enemy?
Apr 07,2022 42:16 -
31. Ep 47: The Power of Planning in Reverse Order
Mar 17,2022 28:41 -
32. Ep 46: 2022 Tax Issues for Retirees
Mar 03,2022 31:14 -
33. Ep 45: What the Market Taught Us In 2021 - Part 2
Feb 17,2022 31:32 -
34. Ep 44: What the Market Taught Us In 2021 - Part 1
Feb 03,2022 35:21 -
39. Ep 39: The Wealth Planning Pyramid
Oct 21,2021 25:26 -
40. Ep 38: Should I Be Working With A Fiduciary?
Oct 07,2021 33:18 -
41. Ep 37: All About Roth IRAs
Sep 23,2021 26:39 -
42. Ep 36: All About Required Minimum Distributions
Sep 09,2021 30:24 -
43. Ep 35: Sudden Wealth - Blessing Or A Curse?
Aug 19,2021 27:21 -
44. Ep 34: Avoid the Herd! Get Your Free College Money Report
Aug 05,2021 26:28 -
45. Ep 33: Is A Picture Worth A Thousand Words With Your Money?
Jul 15,2021 20:06 -
47. Ep 31: Success Key - Tracking Your Past, Present and Future
Jun 17,2021 22:26 -
48. Ep 30: Understanding Your Tax Return Is The Key To Building Wealth
Jun 03,2021 30:55 -
49. Ep 29: Does Diversification Even Matter?
May 20,2021 24:32 -
50. Ep 28: Why You Need a Retirement Income Plan
May 06,2021 27:24 -
51. Ep 27: How to Avoid Medicare Penalties
Apr 15,2021 30:43 -
52. Ep 26: 5 Keys to Avoiding College Debt
Apr 01,2021 28:51 -
53. Ep 25: What Should Your Financial Goals Be?
Mar 18,2021 25:26 -
55. Ep 23: Is Your Annual Investment Review Actually Helping You?
Feb 18,2021 31:15 -
56. Ep 22: How Years Like 2020 Can Ruin Your Financial Plan
Feb 04,2021 25:50 -
57. Ep 21: Four Stages of Money - Your Legacy
Jan 21,2021 27:22 -
58. Ep 20: Four Stages of Money - The Distribution Phase
Jan 07,2021 37:31 -
59. Ep 19: Four Stages of Money - Transitioning Into Retirement
Dec 17,2020 30:31 -
60. Ep 18: Four Stages of Money - Accumulation
Dec 10,2020 29:27 -
61. Ep 17: The Essential Planning Checklist
Nov 19,2020 27:29 -
62. Ep 16: Savvy Social Security Planning
Nov 05,2020 20:44 -
63. Ep 15: How to Pick a College You Can Afford
Oct 15,2020 28:33 -
64. Ep 14: How College Debt Can Ruin Your Retirement
Oct 01,2020 20:17 -
65. Ep 13: The Dangers Of Only Saving To A 401(k)
Sep 17,2020 21:38 -
66. Ep 12: Mortgage Planning in a Low Interest Rate Environment
Sep 03,2020 20:18 -
69. Ep 9: The Advisory Process - Protect Phase
Jul 16,2020 21:30 -
70. Ep 8: The Advisory Process - Build Phase
Jul 02,2020 19:59 -
71. Ep 7: The Advisory Process - The Design Phase
Jun 18,2020 18:13 -
72. Ep 6: Challenge of Investing Outside of the Plan
Jun 12,2020 18:27 -
73. Ep 5: How Important is an Advisor's Process to My Financial Success?
Jun 12,2020 13:33 -
74. Ep 4: What Are My Costs When Working With an Advisor?
Jun 12,2020 15:14 -
75. Ep 3: What Type of Advisor is Best for Me and My Goals?
Jun 12,2020 11:50 -
76. Ep 2: Do You Need an Advisor?
Jun 12,2020 11:39 -
77. Ep 1: Get to Know Dan, Brent & the Podcast
Jun 12,2020 14:17 -
78. Opportunity Riding On A Dangerous Wind
Apr 12,2018 53:55 -
79. Is The Customer Always Right?
Apr 05,2018 53:55 -
82. The Market Crash Hall Of Fame
Mar 15,2018 53:55 -
86. This One's On The House
Feb 08,2018 53:55
The Retirement Cafe
Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.
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