The Retirement Cafe

By Dan Reese

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

  1. 1.
    Ep 34: Avoid the Herd! Get Your Free College Money Report
    26:31
  2. 2.
    Ep 33: Is A Picture Worth A Thousand Words With Your Money?
    20:09
  3. 3.
    Ep 32: The Groundhog 401(K)
    24:52
  4. 4.
    Ep 31: Success Key - Tracking Your Past, Present and Future
    22:29
  5. 5.
    Ep 30: Understanding Your Tax Return Is The Key To Building Wealth
    31:00
  6. 6.
    Ep 29: Does Diversification Even Matter?
    24:35
  7. 7.
    Ep 28: Why You Need a Retirement Income Plan
    27:28
  8. 8.
    Ep 27: How to Avoid Medicare Penalties
    30:47
  1. 9.
    Ep 26: 5 Keys to Avoiding College Debt
    28:55
  2. 10.
    Ep 25: What Should Your Financial Goals Be?
    25:29
  3. 11.
    Ep 24: GameStop, Bitcoin, and Diet Pills
    33:47
  4. 12.
    Ep 23: Is Your Annual Investment Review Actually Helping You?
    31:20
  5. 13.
    Ep 22: How Years Like 2020 Can Ruin Your Financial Plan
    25:54
  6. 14.
    Ep 21: Four Stages of Money - Your Legacy
    27:26
  7. 15.
    Ep 20: Four Stages of Money - The Distribution Phase
    37:36
  8. 16.
    Ep 19: Four Stages of Money - Transitioning Into Retirement
    30:35
  9. 17.
    Ep 18: Four Stages of Money - Accumulation
    29:31
  10. 18.
    Ep 17: The Essential Planning Checklist
    27:33
  11. 19.
    Ep 16: Savvy Social Security Planning
    20:47
  12. 20.
    Ep 15: How to Pick a College You Can Afford
    28:37
  13. 21.
    Ep 14: How College Debt Can Ruin Your Retirement
    20:20
  14. 22.
    Ep 13: The Dangers Of Only Saving To A 401(k)
    21:40
  15. 23.
    Ep 12: Mortgage Planning in a Low Interest Rate Environment
    20:19
  16. 24.
    Ep 11: The Difficulty Of Financial Planning After The Death Of A Spouse
    18:36
  17. 25.
    Ep 10: Risk Tolerance
    18:59
  18. 26.
    Ep 9: The Advisory Process - Protect Phase
    21:31
  19. 27.
    Ep 8: The Advisory Process - Build Phase
    20:01
  20. 28.
    Ep 7: The Advisory Process - The Design Phase
    18:15
  21. 29.
    Ep 6: Challenge of Investing Outside of the Plan
    18:29
  22. 30.
    Ep 5: How Important is an Advisor's Process to My Financial Success?
    13:34
  23. 31.
    Ep 4: What Are My Costs When Working With an Advisor?
    15:16
  24. 32.
    Ep 3: What Type of Advisor is Best for Me and My Goals?
    11:51
  25. 33.
    Ep 2: Do You Need an Advisor?
    11:40
  26. 34.
    Ep 1: Get to Know Dan, Brent & the Podcast
    14:19
  27. 35.
    Opportunity Riding On A Dangerous Wind
    54:00
  28. 36.
    Is The Customer Always Right?
    54:00
  29. 37.
    Your Financial Philosophy
    54:00
  30. 38.
    Risks And Statistics
    54:00
  31. 39.
    The Market Crash Hall Of Fame
    54:00
  32. 40.
    Is The Customer Always Right?
    54:00
  33. 41.
    Defense Mechanisms
    54:00
  34. 42.
    Let's Talk About The Weather
    54:00
  35. 43.
    Stock Market Update
    54:00
  36. 44.
    This One's On The House
    54:00
  37. 45.
    Don't Ruin Your Retirement
    54:00
  38. 46.
    The Market Crash Survival Guide
    54:00
  39. 47.
    False Hope
    54:00
  40. 48.
    Actions Speak Louder Than Words
    54:00
  41. 49.
    Common Portfolio Mistakes
    54:00
  42. 50.
    New Year's Resolutions
    54:00

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