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The Retirement Cafe
The Retirement Cafe episodes
- Ep 47: The Power of Planning in Reverse OrderToday on the Retirement Café, we are going to talk about the power of planning in reverse order. That may sound a little odd to some, but I think by the end of our episode today Dan and Brent will help you to see the power of this concept.Contact:https://www.averywealth.com/517-783-169529 min
- Ep 46: 2022 Tax Issues for RetireesToday on the Retirement Café, we are going to get into everyone’s favorite topic: Taxes! More specifically, we are going to talk about as a retiree, what issues you should consider when reviewing your 2021 return.Contact:https://www.averywealth.com/517-783-169532 min
- Ep 45: What the Market Taught Us In 2021 - Part 2Welcome back as today we are going to finish our two part series on What the Market Taught us in 2021. Last time we talked about who put together this list of lessons can you give us a recap on how this came about.Link To Article: https://bit.ly/3rdkV6DContact:https://www.averywealth.com/517-783-169532 min
- Ep 44: What the Market Taught Us In 2021 - Part 1Theodore Roosevelt once said, “The more you know about the past, the better prepared you are for the future.” Every year the market has a way of reminding us of lessons taught in previous years. Today we are going to begin a two-part series on What the Market Taught us in 2021.Link To Article: https://bit.ly/3AMXunQContact:https://www.averywealth.com/517-783-169536 min
- Ep 43: Managing the Fear of RetirementToday on The Retirement Café, we discuss common fears that pop up as you approach retirement and some steps you can take to alleviate these fears.Contact:https://www.averywealth.com/517-783-169524 min
- Ep 42: Creating Your Charitable Giving StrategyToday on The Retirement Café, we are going to discuss creating a charitable giving strategy. As we start a new year, this seems like a great topic to tackle.Contact:https://www.averywealth.com/517-783-169529 min
- Ep 41: Critiquing Your Plan Through 4 FramesToday on The Retirement Café, we are going to talk about how to critique and analyze your retirement plan through four distinct frames.Contact:https://www.averywealth.com/517-783-169524 min
- Ep 40: Will a Market Crash Ruin Your RetirementToday on The Retirement Café, we are going to discuss something that most retirees worry about at some point in retirement: A market crash ruining their retirement.Contact:https://www.averywealth.com/517-783-169530 min
- Ep 39: The Wealth Planning PyramidThis week on the Retirement Café we are going to discuss the Wealth Planning Pyramid. It’s something Dan and Brent use regularly in their practice, and they felt it would be beneficial to spend some time reviewing it.Contact:https://www.averywealth.com/517-783-169526 min
- Ep 38: Should I Be Working With A Fiduciary?One of the buzzwords around financial planning and investment management is fiduciary. On today’s show we are going to spend some time talking about what a fiduciary is and if a fiduciary may be appropriate for your needs.Contact:https://www.averywealth.com/517-783-169534 min
About The Retirement Cafe
From the publisher's feed
Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.