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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.

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

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

Ep 54: Common Retirement Questions

7/7/2022
Today on The Retirement Café, we are going to do something a little different. Instead of focusing on one topic, we are going to answer a handful of common retirement questions that listeners have asked Dan and Brent over the years. Obviously, we can’t answer them all in one episode, so we are focusing on some of the more common one’s. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:31:00

Ep 53: Is There Hidden Money In Your Retirement Plan?

6/16/2022
Welcome to the Retirement Café. We will be discussing some strategies that may help you save money in your retirement plan. Tune in today to see if you may be able to find those missing dollars. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:27:12

Ep 52: A 5 Step Process for Selecting Investment Funds

6/2/2022
Welcome to the Retirement Café. It's no secret that the financial world can be overwhelming and it can be difficult to make a decision with all the information out there. Today we hope to provide some clarity and lay out 5 steps to help you out when you go to choose an investment fund. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:28:06

Ep 51: Interest Rates, Inflation, and Your Investment Strategy

5/19/2022
Welcome to the Retirement Café. There is a lot going on in the world right now. The Federal Reserve just raised rates for the first time since 2018. Inflation is at the highest level in years and the conflict between the Ukraine and Russia have created uncertainty. Today we are going to talk a little bit about each of these areas and what these influences mean to you and your investments. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:34:48

Ep 50: Protecting What’s Yours After You Pass

5/5/2022
Welcome to the Retirement Café. Today we are going to talk about the three hurdles you need to clear in order to ensure that your wishes are carried out when you are no longer here. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:33:47

Ep 49: Protecting What’s Yours While You’re Alive

4/21/2022
Today on the Retirement Café, we are going to talk about why having your goals and wishes in your estate plan is so crucial. This will not only give you peace of mind, but your loved ones as well. This ensures that everything goes smoothly in a time of high stress and emotion. Dan and Brent will talk about the things you should get in place while you are still in good health and the difference this can make. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:23:58

Ep 48: Are Investors Their Own Worst Enemy?

4/7/2022
Today on the Retirement Café, we are going to discuss how we get in our own way when it comes to money. As humans, we feel a wide variety of emotions and can act irrationally because of them. When putting together a long term retirement plan, these emotions often cause problems and can be a detriment if not kept in check. Dan and Brent will discuss some of the ways we can combat these emotions on today's show. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:42:16

Ep 47: The Power of Planning in Reverse Order

3/17/2022
Today on the Retirement Café, we are going to talk about the power of planning in reverse order. That may sound a little odd to some, but I think by the end of our episode today Dan and Brent will help you to see the power of this concept. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:28:40

Ep 46: 2022 Tax Issues for Retirees

3/3/2022
Today on the Retirement Café, we are going to get into everyone’s favorite topic: Taxes! More specifically, we are going to talk about as a retiree, what issues you should consider when reviewing your 2021 return. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:31:14

Ep 45: What the Market Taught Us In 2021 - Part 2

2/17/2022
Welcome back as today we are going to finish our two part series on What the Market Taught us in 2021. Last time we talked about who put together this list of lessons can you give us a recap on how this came about. Link To Article: https://bit.ly/3rdkV6D Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:31:32

Ep 44: What the Market Taught Us In 2021 - Part 1

2/3/2022
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 begin a two-part series on What the Market Taught us in 2021. Link To Article: https://bit.ly/3AMXunQ Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:35:21

Ep 43: Managing the Fear of Retirement

1/20/2022
Today on The Retirement Café, we discuss common fears that pop up as you approach retirement and some steps you can take to alleviate these fears. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:23:16

Ep 42: Creating Your Charitable Giving Strategy

1/6/2022
Today on The Retirement Café, we are going to discuss creating a charitable giving strategy. As we start a new year, this seems like a great topic to tackle. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:28:35

Ep 41: Critiquing Your Plan Through 4 Frames

12/9/2021
Today on The Retirement Café, we are going to talk about how to critique and analyze your retirement plan through four distinct frames. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:23:15

Ep 40: Will a Market Crash Ruin Your Retirement

11/23/2021
Today on The Retirement Café, we are going to discuss something that most retirees worry about at some point in retirement: A market crash ruining their retirement. Contact: https://www.averywealth.com/ 517-783-1695

Duration:00:29:27