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The Retirement Cafe

Business & Economics Podcasts

Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.

Location:

United States

Description:

Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.

Language:

English


Episodes

Why Families Shy Away from Financial Planning

6/1/2023
Welcome to the Retirement Café! Today we are going to talk about some of the reasons or excuses that families have for not participating in the Financial Planning process and what you can do to start moving forward. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:30:37

Ep 73: 5 Tax Gotchas in Retirement

4/13/2023
Welcome to the Retirement Café! Today we are going to talk about the 5 Tax Gotchas in Retirement. If you are close to retirement and have been a good saver, your retirement accounts can create tax issues. Not only for you but for your heirs. As the old Morgan Stanley advertisement used to say, “You must pay taxes. But there’s no law that says you’ve gotta leave a tip." Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:23:55

Ep 72: Bank Failures and My Money

3/23/2023
Warren Buffett once said, "Banking is a very good business if you don't do anything dumb." Well, it makes you wonder about the leadership in some of the banks that have failed this year. Today we are going to talk about how banks make money, what can lead to bank failures, and what protection is there for the average American with money they have in the bank or invested in securities. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:28:42

Ep 71: The Pitfalls of Predictions

3/16/2023
Welcome to the Retirement Café! Today we are going to talk about predicting the future and why listening to predictions can be such an issue for so many families. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:25:32

Ep 70: Simplify for Financial Success

3/2/2023
Albert Einstein once said, “Everything should be made as simple as possible, but not simpler.” Today we are going to talk about why the overabundance of financial information and technology tools may be preventing families from achieving financial independence versus helping them. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:29:51

Ep 69: Breaking Down SECURE Act 2.0

2/16/2023
Welcome to The Retirement Café! Today we are going to discuss what is in the new Secure Act 2.0 which is part of the massive $1.7 trillion omnibus spending bill passed by congress at the end of 2022. Understanding the changes for those working and those retired is important so you can make good financial decisions in 2023 and beyond. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:31:13

Ep 68: What the Market Taught Us in 2022

2/2/2023
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

Duration:00:35:18

Ep 67: How to Evaluate and Improve Your Savings Rate

1/19/2023
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

Duration:00:35:54

Ep 66: Five Strategies to Thrive in a Bear Market

1/5/2023
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

Duration:00:30:57

Ep 65: Cracking the Nest Egg - When Accumulation Becomes Distribution

12/15/2022
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

Duration:00:27:26

Ep 64: Avoiding Catastrophic Investments

12/1/2022
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

Duration:00:25:20

Ep 63: Seven Retirement Expenses You Can’t Afford to Ignore

11/17/2022
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

Duration:00:24:10

Ep 62: How Monitoring Financial Vital Signs Can Improve Outcomes

11/3/2022
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

Duration:00:30:22

Ep 61: Common Retirement Tax Questions

10/20/2022
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

Duration:00:28:54

Ep 60: Will Short Term Pain Lead to Long Term Gain?

10/6/2022
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

Duration:00:35:56

Ep 59: Your Retirement Plan is Already Broke

9/15/2022
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

Duration:00:25:51

Ep 58: 10 Important Ages for Retirement Success

9/1/2022
Today on The Retirement Café, we are going to talk about some important ages everyone needs to know in order to have a successful retirement plan. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:32:32

Ep 57: Avoid the Noise for a Successful Retirement

8/18/2022
Today on The Retirement Café, we are going to discuss how to deal with all of the noise that we are all bombarded with on a daily basis around money. The noise can cause stress and make it difficult to relax and enjoy the retirement that you worked hard to achieve. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:28:40

Ep 56: Spending Patterns in Retirement

8/4/2022
Today on The Retirement Café, we are going to discuss what statistics show us that families actually spend in retirement. Determining a spending plan in retirement is one of the most important things in developing a solid retirement plan. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:22:43

Ep 55: What Should My Investments Return?

7/21/2022
Today on The Retirement Café, we are going to discuss realistic expectations for investment returns. Many times, families have a hard time determining how they are doing with their investments, so today we are going to discuss historical information to give you a better idea on how to judge your results. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:31:25