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Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.... more
FAQs about The Retirement Cafe:How many episodes does The Retirement Cafe have?The podcast currently has 106 episodes available.
January 11, 2018Actions Speak Louder Than WordsLearn to invest like a genius and determine whether you need a traditional or Roth IRA. Finally, let's make sure your financial actions are lining up with your words....more54minPlay
January 04, 2018Common Portfolio MistakesDiscover what common mistakes you could be making in your portfolio. We'll also share some strategies that just don't work and listen to the wisdom of Mark Twain....more54minPlay
December 28, 2017New Year's ResolutionsHere comes 2018! Kick off the new year with your own financial checklist. Later on, discover the hidden gems in your portfolio and take inventory of your biggest assets....more54minPlay
December 14, 2017The Financial PuzzleRetirement planning is like a crossword puzzle. Find out how one wrong "answer" will affect the rest of your retirement plan. Later on, life happens. Learn how different events should factor into your portfolio....more54minPlay
December 07, 2017Staying On CourseGetting lost is never fun. This week, make sure you don't get lost in your financial planning. We'll also confidently proclaim financial truth and discover the different stages of retirement....more54minPlay
November 30, 2017The Desire To RetireExplore your inner desire to retire, set firm financial goals, and discover how to complete a roth conversion along the way....more54minPlay
November 21, 2017Awkward ConversationsWe'll tell you about the awkward conversations you might have with your advisor. We'll also keep you from sabotaging your financial health and correct your estate planning mistakes....more54minPlay
November 16, 2017The Retirement FarmWe'll teach you the lies you learn in broker school and take a trip to the retirement farm....more54minPlay
November 09, 2017All About The BenjaminsEveryone likes a healthy bank account. Learn the value of keeping a little cash on hand. Guard yourself against financial media and start preparing your end of the year checklist....more54minPlay
November 02, 2017Defense MechanismsDetermine whether you're defensive when talking about retirement. Learn why mutual funds are out of style and whether debt is good in retirement....more54minPlay
FAQs about The Retirement Cafe:How many episodes does The Retirement Cafe have?The podcast currently has 106 episodes available.