Ramp Up to Retirement

Building a Purposeful Retirement Rhythm

July 9, 2025 | Episode #13

Show Notes

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.

Resources

Carson Wealth Retirement Readiness Quiz

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Avery Wealth Insights

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About the Podcast

You’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 CFP®, Founder, Senior Wealth Advisor at Avery Wealth about the decisions and subtle changes you can make to ensure your retirement is successful! 

As you approach life’s next chapter, we’re here to guide you through the intricacies of financial planning. We’ll help you stay focused on what truly matters as you navigate your retirement journey, overcome financial challenges, and leave a lasting legacy.

Building a Purposeful Retirement Rhythm

Meet the Host

Dan Reese

CFP®
Founder, Senior Wealth Advisor

Disclosure

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Avery Wealth. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.