The Retirement Cafe Podcast

The Retirement Cafe

Dan Reese
Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.
Ep 68: What the Market Taught Us in 2022
Theodore Roosevelt once said, “The more you know about the past, the better prepared you are for the future.” Every year the market has a way of reminding us of lessons taught in previous years. Today we are going to talk about what the market taught us in 2022. Contact: https://www.averywealth.com/ 517-783-1695
Feb 2, 2023
35 min
Ep 67: How to Evaluate and Improve Your Savings Rate
Welcome to the Retirement Café! Today we are going to discuss one of the most important areas of financial planning: Your savings rate. Understanding how to evaluate and improve your savings rate is a key to becoming financially independent and reducing overall stress around money. Contact: https://www.averywealth.com/ 517-783-1695
Jan 19, 2023
35 min
Ep 66: Five Strategies to Thrive in a Bear Market
Rising inflation rates and volatile stock markets are causing many investors to worry about the future of their investments. Today, we are going to talk about bear markets and some strategies you can use to not only endure but thrive during times of uncertainty. Contact: https://www.averywealth.com/ 517-783-1695
Jan 5, 2023
30 min
Ep 65: Cracking the Nest Egg - When Accumulation Becomes Distribution
Welcome to the Retirement Café! It’s a big transition when you leave the workforce to live off your savings, requiring an attitude adjustment. Today we are going to discuss some of the issues to consider when you flip the switch from saving to spending your nest egg. Contact: https://www.averywealth.com/ 517-783-1695
Dec 15, 2022
27 min
Ep 64: Avoiding Catastrophic Investments
Today on The Retirement Café, we are going to dive into a simple approach to evaluating investment options that will help you avoid catastrophic results. Contact: https://www.averywealth.com/ 517-783-1695
Dec 1, 2022
26 min
Ep 63: Seven Retirement Expenses You Can’t Afford to Ignore
Today on The Retirement Café, we are going to talk about seven expenses that can potentially have a massive impact on your retirement and how to properly plan for them. Contact: https://www.averywealth.com/ 517-783-1695
Nov 17, 2022
24 min
Ep 62: How Monitoring Financial Vital Signs Can Improve Outcomes
Today on The Retirement Café, we will be discussing some financial vital signs you should be monitoring in order to reach your financial goals. Contact: https://www.averywealth.com/ 517-783-1695
Nov 3, 2022
30 min
Ep 61: Common Retirement Tax Questions
Today, we are going to discuss the most common tax questions that we are asked by pre-retirees and retirees. Contact: https://www.averywealth.com/ 517-783-1695
Oct 20, 2022
28 min
Ep 60: Will Short Term Pain Lead to Long Term Gain?
Today on The Retirement Café, we are going to discuss the recent market drop and if there are any positives that may come out of it. Contact: https://www.averywealth.com/ 517-783-1695
Oct 6, 2022
35 min
Ep 59: Your Retirement Plan is Already Broke
Today on The Retirement Café, we are going to discuss how retirement planning is like many things in life. As the famous author Robert Burns once said, “The best laid schemes of mice and men go oft awry," and that statement couldn’t be truer when it comes to a retirement income plan. Contact: https://www.averywealth.com/ 517-783-1695
Sep 15, 2022
25 min
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