Ramp Up to Retirement

Hosted by Dan Reese CFP®, Founder, Senior Wealth Advisor at Avery Wealth. Tune in to learn about how you can make informed decisions and work toward setting yourself up for a successful retirement.

 

  • Retirement Decision-Making: Offers guidance to help make informed decisions regarding your retirement.
  • Professional Advice: Features insights from Dan Reese CFP®, a Senior Wealth Advisor, on financial planning and subtle changes for retirement readiness.
  • Holistic Approach: Focuses on navigating financial challenges, staying focused on priorities, and leaving a lasting legacy in retirement.
See All Episodes

Recent Episodes

Managing Business Risk Before an Exit (Pt. 5)

May 6, 2026 | Episode #29
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What Is Your Business Really Worth and How to Increase It Before You Exit (Pt. 4)

April 8, 2026 | Episode #28
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What’s Your Number? The Key to Selling Your Business Without Regret (Pt. 3)

March 25, 2026 | Episode #27
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Life After the Sale: Designing Your Next Chapter Before You Exit (Pt. 2)

March 11, 2026 | Episode #26
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Value Acceleration vs. Succession Planning for Business Owners (Pt. 1)

March 4, 2026 | Episode #25
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What Really Happens Behind the Scenes in a Financial Planning Firm

February 11, 2026 | Episode #24
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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 plan for a successful retirement!

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.

Meet the Host

Dan Reese

CFP®, AIF®, CEPA®
Founder, Senior Wealth Advisor
The opinions voiced in Ramp Up to Retirement with Dan Reese are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show may not be affiliated with CWM, LLC. Views and comments by guests may not be representative of CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.