Ramp Up to Retirement
The Danger of Not Knowing What You Don’t Know
Key Takeaways
- Why investment planning is the “easy” part, but is rarely done well
- The psychological traps of self-managing your money
- Medicare costs, IRMAA, and the illusion of “free” healthcare
- How a CFP helps you see what you don’t know and plan for what comes next
Show Notes
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.
Resources
Carson Wealth Retirement Readiness Quiz
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.