The Retirement Cafe

Ep 20: Four Stages of Money - The Distribution Phase

Now that you have accumulated money and have transitioned into retirement, it's important to strategically plan out how you will use your assets to live off of. We discuss how to make your distribution plan efficient and a couple things to take a closer look at when you enter this phase.

Contact:

https://www.averywealth.com/

517-783-1695

Ep 19: Four Stages of Money - Transitioning Into Retirement

This week we are diving into part two of our four-part series on the different stages of money, which includes accumulation, transitioning into retirement, the distribution phase, and your legacy. So today we get to talk about what many people get most excited about, transitioning into retirement.

Contact:

https://www.averywealth.com/

517-783-1695

Ep 18: Four Stages of Money - Accumulation

This week we are kicking off a 4-part series on the different stages of money, which include accumulation, transitioning to retirement, the distribution phase, and your legacy. Over these sessions we hope to give our listeners some key elements to focus on during these different stages so they can optimize their long-term financial health.

Contact:

https://www.averywealth.com/

517-783-1695

Ep 17: The Essential Planning Checklist

There 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

Ep 16: Savvy Social Security Planning

Social 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

Ep 15: How to Pick a College You Can Afford

On the last episode we talked about how college debt is ruining family’s ability to retire on- time. For parents, the debt is impacting their retirement savings and for their kids, they are often times drowning in debt before they even get started. Today we are going to talk about how you can make an informed, intentional decision when picking a college so that you can avoid some common mistakes families make when sending their kids to college.

Contact:

https://www.averywealth.com/

517-783-1695

Ep 14: How College Debt Can Ruin Your Retirement

We have all see the statistic on college debt and today we are starting a two-part series on late- stage college planning. Today’s podcast part one that will cover why college debt is an issue for families, how it is impacting them and how to avoid common mistakes.

Contact:

https://www.averywealth.com/

517-783-1695

Ep 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

Ep 12: Mortgage Planning in a Low Interest Rate Environment

Mortgage 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

Ep 11: The Difficulty Of Financial Planning After The Death Of A Spouse

It 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

Ep 10: Risk Tolerance

Most 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

 

Ep 9: The Advisory Process - Protect Phase

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 final part, which is protecting your plan.

Contact:

https://www.averywealth.com/

517-783-1695

Ep 8: The Advisory Process - Build Phase

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 second part, which is building your plan.

Contact:

https://www.averywealth.com/

517-783-1695

Ep 7: The Advisory Process - The Design Phase

Over 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

Ep 6: Challenge of Investing Outside of the Plan

Many 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

Ep 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

Ep 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

Ep 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

Ep 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

Ep 1: Get to Know Dan, Brent & the Podcast

Welcome 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

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