Shows
Ramp Up to RetirementAre Business Owners Ready for the $14 Trillion Exit Wave? (Ep. 22)Most business owners say they feel prepared to step away, but available data suggests gaps in readiness.
In this episode, Dan Reese breaks down insights from the National State of Owner Readiness Report and explains common areas where small and mid-sized business owners may lack preparation for a significant financial transition. With a large portion of many owners’ net worth tied up in their business, exit planning often involves business, personal, and financial considerations.
Dan walks through common elements often associated with readiness, including understanding business value, identifying wealth gaps, and planning considerations for life af...
2025-12-2435 minRamp Up to RetirementThe Risk of Following TikTok Finance (Ep. 21)Online platforms surface a steady stream of financial content, often from influencers whose guidance is not tailored to individual situations.
In this episode of Ramp Up to Retirement, Dan Reese discusses the difference between broad online commentary and fiduciary planning, and how that gap can affect real retirement decisions. He walks through examples involving Roth conversions, Social Security timing, and investment choices that are sometimes framed too broadly in short-form content.
What to expect:
How social algorithms can pull you into financial advice content
Possible motivations behind influencer content
What fiduciary standards require (and...
2025-12-1029 minRamp Up to Retirement“Should I Own Gold?” (Ep. 20)Gold is in the headlines again.
Prices are higher this year, we see gold ads on TV, and fear-based marketing may be convincing more retirees to convert their savings into precious metals. But is gold truly as safe as it’s perceived to be, or are investors falling for glitter over substance?
Dan Reese delivers a calm, factual look at the emotional and financial realities of gold investing. From physical bars to ETFs, Dan explains the pros, cons, and costly surprises many people overlook, especially when they’re acting out of fear.
Here’s what...
2025-11-2623 minRamp Up to RetirementThe $150,000 Gift That Derailed Their Retirement with Brent Oliver (Ep. 19)Mark and Susan thought they did everything right: no debt, over a million saved, markets trending up. But one well-intentioned gift to their kids set off a chain of financial consequences they didn’t anticipate.
In this episode, Dan Reese is joined by Brent Oliver for a hypothetical case study exploring how using the concept of a financial “postmortem”, an exercise in looking back to uncover what went wrong and why. You’ll hear how early retirement optimism, overconfidence, and lack of a coordinated plan may result in unexpected taxes, reduced income, and potential long-term challenges.
Here’s...
2025-11-1233 minRamp Up to RetirementThe $1 Mistake That Could Cost You Thousands in Retirement (Ep. 18)Did you know that even one extra dollar of income in retirement may trigger higher taxes, Medicare premiums, or health insurance costs?
This week, Dan Reese explains common retirement planning situations where a single extra dollar in income can unexpectedly spike your taxes, Medicare premiums, and insurance costs. From IRMAA surcharges to Social Security taxation rules to ACA subsidy limits, Dan explains how understanding these often overlooked thresholds can help retirees make more informed financial decisions.
He also walks through smart strategies to avoid them, like Roth conversions, withdrawal sequencing, and charitable giving tactics that...
2025-09-2434 minRamp Up to RetirementThe Danger of Not Knowing What You Don’t Know (Ep. 17)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 planning, particularly in a world inundated with AI tools and financial influencers who oversimplify complex decisions. From emotional investing to overlooked tax landmines and Medicare surprises, Dan breaks down why retirement planning involves more than simply choosing investments.
You’ll learn how behavioral biases, sequence-of-return risk, and misunderstood withdrawal strategies may impact your financial future if overlooked.
What to expect:
Why investment planning is the “easy” part...
2025-09-1134 minRamp Up to RetirementYou’ve Retired. Now What? The Hardest Financial Shift You’ll Ever Make (Ep. 16)Most people think the hard part is saving for retirement, but the real challenge begins when the paychecks stop.
Dan Reese walks through the crucial mental and financial shift from accumulation to decumulation and why so many retirees get it wrong. From tax surprises and market volatility to emotional roadblocks and overlooked estate planning, Dan breaks down the common pitfalls and shares what it takes to create a truly sustainable income plan.
You’ll learn how to map out long-term tax liabilities, balance guaranteed vs. variable income, and build financial confidence in retirement.
Wh...
2025-08-2734 minRamp Up to RetirementOne Big Beautiful Bill: Tax Changes Every Retiree Needs to Know with Brent Oliver (Ep. 15)Retirement planning doesn’t exist in a vacuum, especially when tax laws are shifting.
Dan Reese and guest Brent Oliver, Senior Wealth Advisor at Avery Wealth, break down the latest tax legislation and what it means for your future income, charitable giving, and estate plans.
From the extension of lower tax brackets to the expanded standard deduction and SALT cap increase, Dan and Brent cut through the noise to highlight some impactful changes for retirees and pre-retirees. They also explain how to leverage tax-smart strategies, like qualified charitable distributions, to help make the most of you...
2025-08-1335 minRamp Up to RetirementSocial Security Myths That May Derail Your Retirement Strategy (Ep. 14)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 experts can make a complex decision even harder.
In this episode, Dan Reese, CFP®, breaks down the most common Social Security myths and explains how decisions around claiming, spousal benefits, and timing can affect your broader retirement strategy.
Whether you’re married, divorced, or filing solo, Dan shares key considerations that may help you make a more informed decision and avoid unintended tax and income surprises later on.
What to...
2025-07-2332 minRamp Up to RetirementBuilding a Purposeful Retirement Rhythm (Ep. 13)Retirement isn’t just about stopping work; it’s about starting something new.
What happens after the celebration, the rest, and the first few months off?
In this episode, Dan Reese, CFP®, shares how creating a rhythm, not a rigid routine, can bring meaning, fulfillment, and balance to your retirement years.
He also explains how tools, planning, and a little structure may help retirees feel more confident about how they spend their time.
Dan discusses:
The psychological shift from a structured work schedule to open retirement time, and why having no cal...
2025-07-0929 min
25 O'ClockThe Flying Vees (w. Phillip Reese of Your Next Favorite Band)Dan shares a conversation between The Flying Vees and Phillip Reese of Your Next Favorite Band. Originally airing back in April, the band members Brechyn Chase, Shannon Vasile, Caitlin Ramsey, and Hannah Taylor talk about how they all met and formed the band back in 2018. Even though they can go a while between times they see each other, they're able to dial in quickly when they get chance to rehearse and perform, and their harmonies and stage show are proof of how naturally this all comes to them. The Flying Vees have a brand new EP coming o...
2025-07-081h 05Ramp Up to RetirementEarly Retirement Right for You? Key Considerations and Strategies (Ep. 12)What are the highs and lows of early retirement? We’re exploring whether it’s everything it’s cracked up to be and the steps needed to make it work for you.
Join Dan Reese from Avery Wealth as he delves into the pros and cons of early retirement. They discuss the allure of having more control over your time and the potential pitfalls that can trip you up. From understanding longevity risks to healthcare gaps and tax implications, this episode aims to provide a balanced perspective on retiring ahead of the traditional timeline. Dan also shares real-l...
2025-05-2833 minRamp Up to RetirementNavigating Market Volatility: How Emotions Impact Your Investments (Ep. 11)What drives your investment decisions—logic or emotion?
In this episode of Ramp Up Your Retirement, Dan Reese of Avery Wealth explores how political emotions can influence investor behavior and market perceptions. From election-year anxiety to partisan-driven reactions, Dan unpacks why it’s essential to stay grounded and stick to a long-term plan, regardless of who’s in office.
Dan discusses:
How emotions play into investment decisions. (00:01:36)
The rational behavior of markets in the long term. (00:02:46)
The dangers of reacting to political shifts in investment strategies. (00:03:56)
Real-world examples of market reactions post-elections. (00:07:18)
Strategies to stay the co...
2025-05-2128 minRamp Up to RetirementThe Importance of Communication in Estate Planning (Ep. 10)What does it take to help ensure your wealth supports your family and favorite causes even after you’re gone?
In this episode, Dan Reese CFP® discusses the critical aspects of estate planning, focusing on inheritance and the importance of communication. Discover why talking about money with family isn’t as taboo as you might think and learn ways you can make these conversations more frequent and meaningful. Dan walks through traditional practices and innovative solutions, like family meetings and donor-advised funds, showcasing the power of teamwork in pursuing a legacy that aligns with your values.
Dan...
2025-04-0930 minRamp Up to RetirementPreparing for Retirement: Key Challenges and Solutions (Ep. 9)Are you wondering about the top pitfalls to avoid as you plan for retirement? Why do so many retirees end up facing unexpected financial challenges?
Tune in to this episode, where Dan Reese, host of “Ramp Up To Retirement,” invites Senior Wealth Advisor Brent Oliver to discuss eight critical retirement blunders you should avoid.
Together, they shed light on common mistakes like underestimating the true cost of health care, overlooking future tax liabilities, and relying too heavily on Social Security. Brent emphasizes the importance of flexible planning and proactive tax strategies, sharing insider tips to help...
2025-03-2635 minRamp Up to RetirementAligning Tax Planning with Retirement Planning (Ep. 8)What can a well-thought-out tax strategy do for your retirement?
In this episode, Dan Reese delves into the crucial topic of tax planning, a subject that can significantly impact your financial future. Dan guides listeners through key strategies to help optimize tax outcomes, from tax loss harvesting to the advantages of 529 plans and health savings accounts. He sheds light on Roth conversions and charitable giving, offering practical advice for effective tax management. Dan brings clarity to complex topics, ensuring listeners are well-prepared for tax season and beyond.
Dan discusses:
(04:00) Tax loss harvesting and its b...
2025-03-1138 minRamp Up to RetirementBack to Basics: Simplifying Your Financial Future with Brent Oliver (Ep. 7)What does “back to basics” mean for your financial planning?
In this episode, Dan Reese sits down with Senior Wealth Planner Brent Oliver to explore the foundational aspects of financial planning in their “Back to Basics” series. They discuss practical, actionable tips that help simplify the wealth management process, especially in today’s overwhelming financial world. Tune in to learn how to better identify your financial goals, prioritize budgeting at every life stage, and understand the power of compounding returns.
Dan and Brent discuss:
(05:06) The importance of setting and prioritizing financial goals
(07:09) Why budgeting is essentia...
2025-02-2632 minRamp Up to RetirementMaster Your Retirement: Monthly Financial Planning Tips for 2025 (Ep. 6)What does a financially healthy year look like month by month?
In this episode, Dan Reese unpacks a whole year’s worth of strategic financial tips to help you navigate 2025 with confidence. From setting clear goals in January to analyzing your health insurance in October, Dan walks you through a manageable monthly game plan for boosting your financial well-being. Whether you’re tackling taxes or reevaluating your subscriptions, there’s a practical step for everyone looking to build a solid financial future.
Dan discusses:
(01:53) Setting achievable financial goals for January
(05:14) Organizing for tax season in Febr...
2025-02-1233 min
The Dirt Dog Pod700 Milkshakes in 60 Minutes - Dan Reese, President of The Milkshake FactoryDan Reese tells us all about the amazing story of a family making chocolate for over 100 years that decided to get into the milkshake game. Dan moved from a high-level corporate job at Kraft Heinz to bootstrap it with a 4th generation chocolatier and shares the lessons he learned on the way. This is one you won't want to miss.In this episode, we discuss: Dan's shift from a large corporation to a family-owned chocolate business. The amazing story of a family business that after 100 years decided to shift their focus and grow...
2025-01-1758 minRamp Up to RetirementAvoiding Common Retirement Blunders (Ep. 5)What are the biggest financial blunders to dodge as you approach retirement?
In this episode, Dan Reese walks us through some key financial missteps that retirees often encounter and shares tips on how to steer clear of them. From budgeting and unexpected expenses to managing taxes and understanding the nuances of Social Security, Dan lays a foundation for avoiding these pitfalls. You’ll also learn about the importance of incorporating healthcare costs and planning for longevity into your retirement strategy.
Dan discusses:
(02:29) Budgeting beyond the essentials to accommodate unexpected expenses
(05:31) Healthcare costs and planning for...
2024-10-3033 minRamp Up to RetirementThe Financial Interview: Key Questions for Your Advisor (Ep. 4)Making sound financial decisions requires a solid foundation. One of the pillars of that foundation is choosing the right financial advisor.
Selecting the ideal advisor for your unique financial goals and philosophies can change your financial future in the best way possible.
But how can we know who is the correct one? What questions can we ask?
In this episode, Dan Reese provides insights into the questions clients can ask, both before and after partnering with a financial advisor, as open and honest communication is one of the key fundamentals when establishing a...
2024-10-0931 minRamp Up to RetirementBehind the Scenes with Avery Wealth: Brent Oliver CFP®’s Story (Ep. 3)Did you know that starting your retirement planning five to ten years in advance could make a substantial difference in your financial stability?
In this episode, Dan Reese sits down with Brent Oliver, Senior Wealth Advisor at Avery Wealth, to dive into the importance of starting retirement planning early, the value of understanding your personal goals, and the impact of a fiduciary relationship. Brent shares his unique path into the industry and underscores the importance of personal values in financial planning. With a rich history of collaboration and a shared passion for helping clients achieve their financial...
2024-09-2528 min
Hindsight Retros PodcastThe Polish MishapBefore smartphones, international travelers relied on their wits, resourcefulness, and...charades! Join John and Dan Reese as they relive a travel adventure that took an unexpected turn.About our GuestsDan Reese works with nonprofits and government entities to reduce and end youth homelessness. He lives in Bellingham, WA. He is the brother of host John Reese, and they share a father.Main Takeaways from this EpisodeRedirect Panic Into Problem-solving Energy: Panic can result in amygdala hijack, which can result in us taking action that is out of proportion to...
2024-09-2153 minRamp Up to RetirementAvery Wealth’s Mission to Help You Ramp Up to Retirement (Ep. 2)Are you within five to seven years of retirement and feeling uncertain about the future? Avery Wealth, led by Dan Reese, helps individuals like you redefine retirement and discover new passions.
Today on Ramp Up to Retirement, Dan Reese talks about the origins of Avery Wealth and their focus on guiding clients through personalized retirement planning. He shares heartwarming stories of clients who found newfound enthusiasm in retirement by exploring their passions. Tune in to learn how a professional and relatable financial advisor can help you navigate your retirement journey.
Dan discusses:
His transition f...
2024-09-1122 minRamp Up to RetirementWho is Dan Reese? (Ep. 1)Are you ready to elevate your financial planning as you approach retirement? Embark on a journey with Dan Reese of Avery Wealth to transform your financial planning into a pathway for pursuing a fulfilling retirement.
In this inaugural episode of Ramp Up to Retirement, Dan Reese introduces himself, shares his journey from a curious college student to a certified financial planner with a passion for guiding individuals toward a fulfilling retirement, and talks about why a Certified Financial Planner professional is crucial for helping navigatinge toward a stress-free retirement. Discover how Dan’s approach at Avery Wealth, fo...
2024-09-1124 minRamp Up to RetirementRamp Up to Retirement Coming SoonYou’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 about the decisions and subtle changes you can make to ensure your retirement is successful!
2024-08-2700 min
Stay In Good CompanyS5. | E4. Brae | Victoria, Australia | Chef Dan Hunter’s Innovative And Sustainable Approach To Authentic Australian Cuisine And Hospitality“Brae is funny in the sense that it's a very small farm if you're a farmer, it's an enormous farm if you're a restaurateur. We're super proud of everything that we produce and we do so in a way that's very holistic and very clean. They all have serious value to us and they turn into products which are very valuable in the sense that they're made with care, they're high quality, they're organic and so, we love those things.”
We’re in great company with Chef Dan Hunter, Founder and Owner of Brae, a restaurant, organic farm a...
2024-02-2951 min
The Fire Break | Innovations in WildfireDan Reese, Aerial FirefighterIn this episode of The Fire Break, Steve Wolf hosts Dan Reese, an experienced aerial firefighter with a rich background in forestry and fire suppression. Reese shares insights into the evolution of aerial firefighting, emphasizing the importance of early and effective response to wildfires. He discusses the challenges and innovations in the field, including the use of large air tankers and the critical role of human efforts on the ground. Reese highlights the necessity for homeowners to take proactive measures in fireproofing their properties, underlining the collective responsibility in wildfire management. This conversation sheds light on the complexities of...
2024-02-211h 02
The Bone in PodcastBTP: Does Reese Get Her Pieces Out?In today's episode we talk about Ann Bush and her pushy sales tactics. Mel has a problem but we're not really sure what. Dan reveals his hatred for humankind while Reese reveals a whole lot more!!!
2024-02-0956 min
The Big Picture Blueprint: Navigating Land, Real Estate, and Business SuccessHow to Net Multiple 7 Figures a Year with Land Featuring Pete ReeseJoin us as we pull back the curtain on the world of land investing with Pete Reese, a seasoned investor who has built a successful enterprise from the ground up. Pete's strategy is as straightforward as it gets — send out more mail, secure more deals, and invest heavily in marketing. It's not a get-rich-quick scheme, but a business that requires dedication, strategy, and a whole lot of grit.Dive into the nitty-gritty of land investing as Pete shares valuable insights on hiring the right people, building a positive team culture, and the significance of a strong team mi...
2023-11-1354 min
Flip It On Its HeadAuthor Dan BredesonI dip into my list of awesome friends for my guest on this episode of FLIP IT ON ITS HEAD, author Dan Bredeson joins me to discuss his new book SEEDS OF CULTURE. Dan shares how what he learned growing up on farm in Wisconsin to be the best way to influence culture in any organization. But we also dive into his life as a farm kid, and how from those humble beginnings went on to being a sales leader at a Fortune 500 company, a stay-at-home-dad home schooling his kids through COVID, and a graduate student securing a masters...
2023-10-1353 min
Franchise EmpiresBuilding a Dessert Empire - Meet Dan Reese of Milkshake FactoryDiscover the sweet success story of the Milkshake Factory, a beloved Pittsburgh-based franchise that has captured the hearts (and taste buds) of locals and celebrities alike. Join The Wolf as he chats with Dan Reese, the business mastermind behind the franchise, as they discuss the key ingredients to their success, their unique partnership with Costco, and the challenges and rewards of growing a franchise.From their homemade vanilla base to their commitment to quality and operational efficiency, The Milkshake Factory has become a community favorite for chocolate lovers. Learn how their family legacy and...
2023-08-2955 min
The Retirement CafeThe Savings Hierarchy: Are You Putting Money In The Right Place?Have you ever wondered if you are putting money in the right place? Today, we are going to discuss the hierarchy of savings vehicles to give you a roadmap for where to put your next dollar of savings. Stay tuned for a very helpful and important conversation with Dan and Brent!
Contact:
https://www.averywealth.com/
517-783-1695
2023-07-0630 min
The Admired Advisor PodcastEmpowering the Next Generation of Investors with Dan ReeseTraditionally, younger individuals seeking financial advice find themselves entangled in a broken system. They are often required to purchase financial products or services to access professional advice. Unfortunately, this model is inherently flawed, as the advice they receive tends to be biased and skewed toward the products or services offered. To empower young investors, they need to break free from the system and learn the cornerstones of successful investing. In this episode, Steve talks with Dan Reese, Founder and President of Avery Wealth. Dan began his career in 1994 working with State Farm Insurance. In 2000, Dan opened his...
2023-05-2935 minThe Retirement CafeEp 54: Common Retirement QuestionsToday 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
2022-07-0731 min
In Ohio Country TodayIn Ohio Country Today with Jenna ReeseHost Dan Wilson is joined by Jenna Reese, Executive Director of the Ohio Forestry Association - Started in 1903 as the Ohio State Forestry Society, the association is Ohio’s oldest conservation organization.
2022-07-0127 minThe Retirement CafeEp 49: Protecting What’s Yours While You’re AliveToday 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
2022-04-2123 minThe Retirement CafeEp 48: Are Investors Their Own Worst Enemy?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
2022-04-0700 minThe Retirement CafeEp 47: The Power of Planning in Reverse OrderToday 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
2022-03-1728 min
Reese's PieceEpisode 50 - Dan is back!Record Date: January 24, 2022In this episode, Dan and I discuss childhood movies, meditation, and dating apps as compared to my experiences on friend apps. Dan Uhler's Gabage Time Radio:https://open.spotify.com/show/5x3JpPpFh6jNdtNdrmDsPD?si=IiOOZZsGRziUESBnq9MYtw&dl_branch=1Waste of Time Podcast Spotify link:https://open.spotify.com/show/568egvekX2hCJsW4KcJe3K?si=K0m2SATlTyKdBX0A6USnSQJosh Duey's Podcast, "What Duey Do", is on SoundCloud:https://soundcloud.com/joshua-duey
2022-01-252h 02
Reese's PieceEpisode 49 - Reese shakes off the cobwebs with DanRecord Date: January 18, 2022In this episode, I have Dan on finally. We talk about his fantasy football podcast, football positions, titans of media and their obligations to society, and working out. Dan Uhler's Gabage Time Radio:https://open.spotify.com/show/5x3JpPpFh6jNdtNdrmDsPD?si=IiOOZZsGRziUESBnq9MYtw&dl_branch=1Waste of Time Podcast Spotify link:https://open.spotify.com/show/568egvekX2hCJsW4KcJe3K?si=K0m2SATlTyKdBX0A6USnSQJosh Duey's Podcast, "What Duey Do", is on S...
2022-01-191h 30
The Dirt A Mountainboard PodcastThe Dirt - Ep 3 - Tom 'Jolly' Reese - 'Get your arse out then!'Dan and Sloggs are joined by Tom 'Jolly' Reese to talk all things mountainboard and more on The Dirt.
2021-11-191h 37The Retirement CafeEp 39: The Wealth Planning PyramidThis week on the Retirement Café we are going to discuss the Wealth Planning Pyramid. It’s something Dan and Brent use regularly in their practice, and they felt it would be beneficial to spend some time reviewing it.
Contact:
https://www.averywealth.com/
517-783-1695
2021-10-2125 min
Big Kitty BroadcastKyle Reese calls upon you, to be worthy of him.Growing up Kyle Reese was the man. He was the one that took on an incredible challenge: help a woman fight persecution. While the Terminator was a violent action packed scifi mega fest, it was also teaching us that protection, the honor of going back in time to protect a woman was so fucking worth it. As a young boy it drilled into me, not only what tech could do, and i could dream, but who doesn't want to be Kyle Reese? Of course, he's there to save her, cause one day she will be the mother that saves hum...
2021-09-0226 minThe Retirement CafeEp 35: Sudden Wealth - Blessing Or A Curse?When we think about receiving a large lump sum of money, we tend to look at that as a positive thing. However, if you look at the statistics among NFL players and lottery winners, they end up filing for bankruptcy only a couple years after receiving those big checks. On today's show, Dan and Brent talk about some proactive steps you should take when receiving a large amount of money and where most people go wrong.
Contact:
https://www.averywealth.com/
517-783-1695
2021-08-1927 minThe Retirement CafeEp 34: Avoid the Herd! Get Your Free College Money ReportCollege is one of the most expensive investments you will make in your life. But most people do not shop for college in the same way they would for a house, or car. Instead, they ask their child what university they're interested in, visit the campus, and worry about the cost later. Dan and Brent talk to us about a tool that will help compare prices between different universities and help shop smarter for college.
Contact:
https://www.averywealth.com/
517-783-1695
2021-08-0526 min
Inner Peace w/ Dr. ReeseThe Mind-Body Syndrome w/ Dan BuglioIn episode # 106, Dr Reese sits down with Dan Buglio, a TMS coach. They discuss what TMS is and how it can create back pain, neck pain, stomach issues, insomnia and more. They also discuss the work of Dr. John Sarno, how the medical system can traumatize us, the power of the brain, and the roadmap to relieving chronic pain. Plus - What does Howard Stern have to do with TMS?
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2021-08-011h 09The Retirement CafeEp 33: Is A Picture Worth A Thousand Words With Your Money?On this show, we want you to look at your finances in a different way: visually. Research shows that many people learn and understand concepts better when they can see them in a visual format versus in other ways. So Brent and Dan are going to break this down today and discuss some of the tools they use to present information visually.
Contact:
https://www.averywealth.com/
517-783-1695
2021-07-1520 minThe Retirement CafeEp 31: Success Key - Tracking Your Past, Present and FutureToday’s episode is all about keeping tabs on where you have been, where you are currently, and where you are heading. Dan and Brent consider this one of the biggest keys to long-term success. It also can be one of the most challenging tasks when dealing with money.
Contact:
https://www.averywealth.com/
517-783-1695
2021-06-1700 minThe Retirement CafeEp 28: Why You Need a Retirement Income PlanThere are many people that feel like they will never be able to retire. They worry that they will not have enough money to live off of to be comfortable, but this can be solved by developing an income plan. Knowing where your different streams of income are coming from each month can ease this worry and give you the confidence to finally retire. Dan and Brent talk us through how they build income plans for their clients and what considerations they have to make throughout this process.
Contact:
https://www.averywealth.com/
517...
2021-05-0600 minThe Retirement CafeEp 27: How to Avoid Medicare PenaltiesMedicare can be difficult to understand because it contains a variety of moving parts. There are a lot of misconceptions about the coverage you receive and what the different parts provide. Dan and Brent look to clear up some confusion with Medicare and discuss the penalties if you apply late and some possible remedies to solve that situation.
Contact:
https://www.averywealth.com/
517-783-1695
2021-04-1500 min
Capability AmplifierMeet the Guy Who Taught Reese Witherspoon and Bradley Cooper How to SingYou’ve heard the expression, “find your voice,” but what does that really mean?We all have a “voice” but do you think about using it to get more of what you want out of life?Better relationships, better business deals, more exposure, more income…Roger Love says we need to think about the sounds we make to have great conversations and move people emotionally, showcasing the very best of who we are in every business, or personal conversation and situation.Roger has worked with some of the most fam...
2021-03-171h 08The Retirement CafeEp 23: Is Your Annual Investment Review Actually Helping You?Most financial professionals make it a point to have an annual review done with you to look over your portfolio and see how everything has been doing. These reviews should make you feel secure in your plan moving forward, however, some advisors have this review to see if they can sell you another financial product. Dan and Brent talk today on what their annual reviews look like and some red flags you should be weary of.
Contact:
https://www.averywealth.com/
517-783-1695
2021-02-1831 minThe Retirement CafeEp 22: How Years Like 2020 Can Ruin Your Financial Plan2020 was not an easy year to be an investor in the stock market. After nearly a decade of a bull market, things quickly took a sharp downturn in March with news of the pandemic. This decline instilled fear in a lot of people and caused some to even pull their money out of the market at a loss. Today the Dan and Brent look back on the stock market's performance for 2020 and put some numbers behind a hypothetical portfolio going through a year like 2020.
Contact:
https://www.averywealth.com/
517-783-1695
2021-02-0400 min
Writers On The Beat: Crime Writers and Crime FightersWRITERS ON THE BEAT: Acclaimed USA Today and International Bestseller Dan Petrosini on Reader ExperienceFor this episode of Writers On The Beat, acclaimed USA Today and Amazon international bestseller Dan Petrosini steps into the Interrogation Room to clear up a few things.Dan wrote his first story at the age of ten.. Having written and published more than twenty novels, his works include several standalones and twelve installments of his Detective Luca Mystery Series. Despite having no personal law enforcement experience, Dan’s research and technical advisors allow him to compose very realistic stories and craft complex, relatable characters and investigators. In addition to writing fiction, he also believes in transmitting a...
2021-01-0721 minThe Retirement CafeEp 17: The Essential Planning ChecklistThere are a few essential documents that you should have taken care of, so if something were to happen to you, your loved ones aren't guessing on what to do. Brent and Dan run through this checklist and give examples of how helpful this has been for some of their clients.
Contact:
https://www.averywealth.com/
517-783-1695
2020-11-1900 minThe Retirement CafeEp 16: Savvy Social Security PlanningSocial Security is one of the most complex components to a financial plan. That's why Dan and Brent created a handout to help clients understand Social Security better. We'll go through the 4 insights on their handout today to hopefully give some guidance to the listeners out there.
Contact:
https://www.averywealth.com/
517-783-1695
2020-11-0500 min
Ultra 64 : Wii UniverseMario Party 3 (with Dan Reese, Rosie Crow, and Nicole Vettese)We fought through global pandemics and skies choked with ash, but we still managed to squeeze out a socially-distanced four-player session of MARIO PARTY 3! Take that! We're joined once again by our favorite party people Dan Reese, Rosie Crow, and Nicole Vettese as we play through one of the series' most divisive titles, a game that made a lot of big changes that haven't returned since. Plus, Nicole takes us through the clever new Dual Mode, and we discuss the overwhelming cuteness of a little guy named Tumble.
Hosted by Steve Guntli and Woody Ciskowski
Lo...
2020-09-191h 17The Retirement CafeEp 13: The Dangers Of Only Saving To A 401(k)For many years, people have put the majority of what they saved for retirement into a 401k account. This can create some complications down the road because it is a pre-tax investment vehicle. Dan and Brent talk to us today on why you may want to consider other types of investments to avoid a huge tax bill in the future.
Contact:
https://www.averywealth.com/
517-783-1695
2020-09-1700 minThe Retirement CafeEp 12: Mortgage Planning in a Low Interest Rate EnvironmentMortgage rates are at historically low rates right now and this has caused a lot of people to think about buying a house. Dan and Brent will give us a run down of what to know when it comes to finding the right mortgage that fits you and your lifestyle.
Contact:
https://www.averywealth.com/
517-783-1695
2020-09-0320 minThe Retirement CafeEp 11: The Difficulty Of Financial Planning After The Death Of A SpouseIt is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.
Contact:
https://www.averywealth.com/
517-783-1695
2020-08-2018 minThe Retirement CafeEp 10: Risk ToleranceMost people don’t realize what their risk tolerance is and how much it can affect their portfolio. We discuss three important considerations wehn trying to determine how much risk someone can truly handle
Contact:
https://www.averywealth.com/
517-783-1695
2020-08-0618 minThe Retirement CafeEp 9: The Advisory Process - Protect PhaseWe will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the final part, which is protecting your plan.
Contact:
https://www.averywealth.com/
517-783-1695
2020-07-1621 min
The Profitable Advisor PodcastThe Advisor Who Owns His Market with Reese HarperOver the past few episodes, we’ve spent a lot of time on target marketing because we feel it’s such an important piece to building a profitable business. Today we’re taking the conversation a step further and introducing you to an advisor that’s built a national business focused strictly one on profession: dentists. It might seem like an extremely specific niche but it works very well, and there’s a lot we can learn. Meet Reese Harper, Founder and CEO of Dentist Advisors. He designed a powerful service platform called Elements which is used by...
2020-07-1542 minThe Retirement CafeEp 8: The Advisory Process - Build PhaseWe will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the second part, which is building your plan.
Contact:
https://www.averywealth.com/
517-783-1695
2020-07-0219 minThe Retirement CafeEp 7: The Advisory Process - The Design PhaseOver the next three episodes we will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the first part, which is designing your plan.
Contact:
https://www.averywealth.com/
517-783-1695
2020-06-1818 minThe Retirement CafeEp 6: Challenge of Investing Outside of the PlanMany families have been worried about the declining value of their portfolios and it's opened their eyes to the shortfalls in their investment strategies. Let's talk about the challenges people face when they work without a plan and what you can do to begin that process.
Contact:
https://www.averywealth.com/
517-783-1695
2020-06-1200 minThe Retirement CafeEp 5: How Important is an Advisor's Process to My Financial Success?Dan and Brent typically hear four key questions from people that are deciding whether or not to work with a financial advisor. On this episode, we'll explain why a process is essential for building a plan that you know will cover every detail of your retirement.
Contact:
https://www.averywealth.com/
517-783-1695
2020-06-1200 minThe Retirement CafeEp 4: What Are My Costs When Working With an Advisor?Dan and Brent typically hear four key questions from people that are deciding whether or not to work with a financial advisor. On this episode, we'll address one of the most important questions that gets asked by explaining how fees are structured, different costs you could incur, and how to find out the exact answer.
Contact:
https://www.averywealth.com/
517-783-1695
2020-06-1215 minThe Retirement CafeEp 3: What Type of Advisor is Best for Me and My Goals?Dan and Brent typically hear four key questions from people that are deciding whether or not to work with a financial advisor. On this episode, we'll explain the four different levels of advisor and how to identify which is best for you.
Contact:
https://www.averywealth.com/
517-783-1695
2020-06-1211 minThe Retirement CafeEp 2: Do You Need an Advisor?Dan and Brent typically hear four key questions from people that are deciding whether or not to work with a financial advisor. On this episode, we'll talk about how you determine if an adivsor is something you need for your retirement.
Contact:
https://www.averywealth.com/
517-783-1695
2020-06-1211 minThe Retirement CafeEp 1: Get to Know Dan, Brent & the PodcastWelcome to The Retirement Cafe Podcast with Dan Reese and Brent Oliver. On this first episode, we get to know some personal information about the guys as well as their goals for this podcast.
Contact:
https://www.averywealth.com/
517-783-1695
2020-06-1200 min
Crack the Customer Code419: Dan Reese, Community and CXThe online world has changed a lot since its inception. We now have a world where you can find a like-minded community online, no matter what your interests are. We talk about online communities with Dan Reese, the Chief Customer Officer at Higher Logic. Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-05-1224 minUltra 64 : Wii UniverseStar Wars: Rogue Squadron (with Josiah Coolidge and Dan Reese)We're closing the books on STAR WARS on the N64 this week, as we play STAR WARS: ROGUE SQUADRON, one of the system's most acclaimed! STAR WARS superfans Josiah Coolidge and Dan Reese join us as catch up on the world of STAR WARS, discuss the strange and sad history of Factor 5, and see if we can crash into a stormtrooper on the ground with an X-Wing (spoiler: you totally can).
Hosted by Steve Guntli and Woody Ciskowski
Logo by Steve Guntli / Updated logo by Barry Shaw
Theme song: "Truck" by The Octopus Pro...
2020-03-071h 15
Ultra 64 : Wii UniverseMike Piazza's Strike Zone / Triple Play 2000 / Bottom of the 9th (with Dan Reese)Whether you're a baseball fan or a baseball hater, rejoice! Because this week we're talkin' baseball for the very last time! Dan Reese joins us to dig in to GT's MIKE PIAZZA'S STRIKE ZONE, EA's TRIPLE PLAY 2000, and Konami's BOTTOM OF THE 9TH! Plus, the great home run record chase of 1998, and an amazing letter from a listener in the heart of the coronavirus outbreak!
Hosted by Steve Guntli and Woody Ciskowski
Logo by Steve Guntli / Updated logo by Barry Shaw
Theme song: "Truck" by The Octopus Project (theoctopusproject.com)
ultra64podc...
2020-02-291h 11Ultra 64 : Wii UniverseDonald Duck Goin' Quackers / Duck Dodgers starring Daffy Duck (with Zoe Bronstein and Dan Reese)This week, we're making two of pop culture's most iconic ducks face off in a no-holds-barred fight to the finish! Actually, we're playing two pleasant, low-stakes platformers, and we're having a good time doing it. Duck expert Dan Reese and duck novice Zoe Bronstein join us to talk the history of the two famous ducks, find a pretty decent CRASH BANDICOOT analog on the N64, and delve into some of the more... unsavory elements of a duck's anatomy.
Hosted by Steve Guntli and Woody Ciskowski
Logo by Steve Guntli / Updated logo by Barry Shaw
T...
2020-01-181h 10Ultra 64 : Wii UniverseStar Wars Episode 1: Battle for Naboo (with Dan Reese)Yippee! This week we're playing STAR WARS EPISODE 1: BATTLE FOR NABOO, and to mark the occasion, we did the unthinkable and rewatched the disastrous 1999 blockbuster THE PHANTOM MENACE to see if it's as bad as we remember (it really, really is)! We're joined by STAR WARS superfan Dan Reese, who gritted his teeth and endured both EPISODE 1 and this car combat game that really pushes the limits of what the human eye can interpret.
Hosted by Steve Guntli and Woody Ciskowski
Logo by Steve Guntli / Updated logo by Barry Shaw
Theme song: "Truck" by...
2019-11-2353 min
Writers On The Beat: Crime Writers and Crime FightersWRITERS ON THE BEAT: Bestselling Author and Educator Dan Petrosini on Research & MotivationAuthor and educator Dan Petrosini steps into the Interrogation Room to clear up a few things about his writing and craft. Dan has traveled the globe extensively and plucks ideas for novels from his experiences and observations. Perpetually in the midst of another book, Dan has taught at several colleges in the Northeast and splits his time between Florida and New York City where he was born. His most recent release, UNCERTAIN STAKES, features Detective Luca of the Collier County Sheriff's Office in Southwest Florida, which is the real-life home of a portion of Everglades National Park, the city...
2019-11-1036 min
Ultra 64 : Wii UniverseWheel of Fortune / Jeopardy! (with Dan Reese, Tyler Detrick, and Melanie Strickland)Spin that wheel and phrase all your answers in the form of a question, because we're playing the game versions of game show staples WHEEL OF FORTUNE and JEOPARDY! Tyler Detrick and Melanie Strickland, hosts of the Bard Alcohol Content podcast, and fan favorite Dan Reese are back to talk Trebek, game show history, and weird FMV game show hosts! Plus, the antics of Fungus and Jeff!
Hosted by Steve Guntli and Woody Ciskowski
Logo by Steve Guntli
Theme song: "Truck" by The Octopus Project (theoctopusproject.com)
ultra64podcast.com
Tw...
2019-05-051h 13
The OHMazing® Way with Beth Reese, PhDDan Houston and the Dharma of Healing, Happiness, and Mastering Your Wildly Important Goals“This work is a commitment to developing yourself and being better everyday, and being more of a contribution to other people…” ~ Dan Houston
Join The OHMazing® Way podcast creator, producer and host, Beth Reese, PhD, E-RYT, RCYT, in conversation with Dan Houston, M.Ed, E-RYT. In this podcast Dan shares about loss and light with family members experiencing cancer, including how his father kicked it to the curb. He shares how living life intentionally, generating your path or dharma, empowers us to deliver on our wildly important goals. In the second half he teaches a graceful breathing practic...
2019-05-0144 minUltra 64 : Wii UniverseMario Party 2 (with Nicole Vettese, Rosie Crow, and Dan Reese)The original kombatants return for another round of minigame-fueled mayhem as we make our long-belated return to MARIO PARTY! Rosie Crow, Dan Reese, and Nicole Vettese are back and raring to take the crown back from last time's party champion, Woody. Plus, cowboy hats!
Hosted by Steve Guntli and Woody Ciskowski
Logo by Steve Guntli
Theme song: "Truck" by The Octopus Project (theoctopusproject.com)
ultra64podcast.com
Twitter: @ultra64podcast
Email: ultra64podcast@gmail.com
YouTube: Ultra 64 Podcast
Next week's episode: Space Station Silicon...
2019-04-1351 minUltra 64 : Wii UniverseAll-Star Baseball 99 - 2001 (with Josiah Coolidge and Dan Reese)We're trying something a little different this week! Since baseball is inherently kind of boring to talk about, and since we've already covered it once before, this week Steve and Woody provide running commentary as Josiah Coolidge and Dan Reese play ALL-STAR BASEBALL live in the studio! Expect thrilling action, rambling non-sequitors, inappropriate references to 9/11, and lots of cheesy announcer voices!
Hosted by Steve Guntli and Woody Ciskowski
Logo by Steve Guntli
Theme song: "Truck" by The Octopus Project (theoctopusproject.com)
ultra64podcast.com
Twitter: @ultra64podcast
Email...
2018-11-2544 min
Bong DanReese Bongdan Break It Down Live In Studio Freestyle Prague DJ ZkušebnaReese Bongdan Break It Down Live In Studio Freestyle Prague DJ Zkušebna by Bong Dan
2018-09-0603 minThe Retirement CafeOpportunity Riding On A Dangerous WindExplore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Learn the dirty little secrets of the financial industry. Finally, make sure you never make certain assumptions about retirement.
2018-04-1253 minThe Retirement CafeIs The Customer Always Right?Remember that old retail saying "the customer is always right?" We'll explain why that might not always be the case. Later, we'll take your questions on houses and how they'll affect your portfolio. We'll also explore how certain financial principles have become obsolete.
2018-04-0553 minThe Retirement CafeYour Financial PhilosophyDan and Brent get philosophical, and ponder important financial questions. We'll also give you the good news and bad news about your finances. Finally, join us as we unpack long-term care.
2018-03-2953 minThe Retirement CafeRisks And StatisticsLearn the different types of risk that could affect your portfolio. Get a gut reaction from Dan and Brent on some crucial statistics. Finally, we'll give you three qualities of money.
2018-03-2253 minThe Retirement CafeThe Market Crash Hall Of FameDan and Brent tour the "Market Crash Hall Of Fame", and go over some of the famous crashes in American history. Be sure you are prepared for the next one. Then, they'll discuss some things that are never said about finances, as well as things in the investment world that could drive you crazy.
2018-03-1553 minThe Retirement CafeIs The Customer Always Right?Remember that old retail saying "the customer is always right?" We'll explain why that might not always be the case. We'll also grade your financial competency and unpack the concept of variable annuities.
2018-03-0853 minThe Retirement CafeDefense MechanismsDetermine whether you're defensive when talking about retirement. Learn why mutual funds are out of style and whether debt is good in retirement.
2018-03-0153 minThe Retirement CafeLet's Talk About The WeatherThere are financial lessons to be learned from almost every area of life. Let's see what we can learn from the weather. We'll also establish some financial commandments and spend time talking directly to the Baby Boomers who are listening.
2018-02-2200 minThe Retirement CafeStock Market UpdateWatch out for market volatility. We'll prepare you for the ups and downs on Wall Street. We'll also examine the power of hindsight and take a look at some stuff you just need to know.
2018-02-1500 minThe Retirement CafeThis One's On The HouseIn the spirit of the Olympics, learn how financial planning could be similar to your favorite event. We'll also take your questions on houses and how they'll affect your portfolio. Finally, we'll explore how certain financial principles have become obsolete.
2018-02-0853 minThe Retirement CafeDon't Ruin Your RetirementMake sure you're avoiding key behaviors that could ruin your retirement. We'll also discuss longevity and examine a recent case study on IRAs.
2018-02-0153 minThe Retirement CafeThe Market Crash Survival GuideWary of another market crash? Have no fear. Listen for our Market Crash Survival Guide. We'll also help you as you build your financial house and discuss financial challenges unique to women.
2018-01-2553 minThe Retirement CafeFalse HopeStop clinging to false hope in your portfolio. Learn the classic mistakes you could be making as a pre-retireee, and unpack the challenges you might face after the death of a spouse.
2018-01-1853 minThe Retirement CafeActions Speak Louder Than WordsLearn to invest like a genius and determine whether you need a traditional or Roth IRA. Finally, let's make sure your financial actions are lining up with your words.
2018-01-1153 minThe Retirement CafeCommon Portfolio MistakesDiscover what common mistakes you could be making in your portfolio. We'll also share some strategies that just don't work and listen to the wisdom of Mark Twain.
2018-01-0400 minThe Retirement CafeNew Year's ResolutionsHere comes 2018! Kick off the new year with your own financial checklist. Later on, discover the hidden gems in your portfolio and take inventory of your biggest assets.
2017-12-2853 min
PipersPicks.TV (OLD version-closing)PQP #010 (small): Ariana Grande Talks Victorious & Dan Schneider!ARIANA GRANDE INTERVIEW about VCTORIOUS & DAN SCHNEIDER w PRO KID REPORTER PIPER REESE! (PQP 010)
Super-Tween Hollywood entertainment reporter Piper Reese from Piper's Picks TV catches up with the beautiful and talented Ariana Grande from Nickelodeon's "Victorious" on the red carpet! Check out chat when the Planet's Youngest Podcaster starts diggin' for details on Danwarp and Hungry Girl! Witness what happens when a system override warps back to ANOTHER Ariana run-in! It's another quirky Piper's QUICK Picks! Check it out, yo!
2010-06-0802 min