The Retirement Cafe

Over the next three episodes we will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the first part, which is designing your plan.

Contact:

https://www.averywealth.com/

517-783-1695

Many families have been worried about the declining value of their portfolios and it's opened their eyes to the shortfalls in their investment strategies. Let's talk about the challenges people face when they work without a plan and what you can do to begin that process.

Contact:

https://www.averywealth.com/

517-783-1695

Dan and Brent typically hear four key questions from people that are deciding whether or not to work with a financial advisor. On this episode, we'll explain why a process is essential for building a plan that you know will cover every detail of your retirement.

Contact:

https://www.averywealth.com/

517-783-1695

Dan and Brent typically hear four key questions from people that are deciding whether or not to work with a financial advisor. On this episode, we'll address one of the most important questions that gets asked by explaining how fees are structured, different costs you could incur, and how to find out the exact answer.

Contact:

https://www.averywealth.com/

517-783-1695

Dan and Brent typically hear four key questions from people that are deciding whether or not to work with a financial advisor. On this episode, we'll explain the four different levels of advisor and how to identify which is best for you.

Contact:

https://www.averywealth.com/

517-783-1695

Dan and Brent typically hear four key questions from people that are deciding whether or not to work with a financial advisor. On this episode, we'll talk about how you determine if an adivsor is something you need for your retirement.

Contact:

https://www.averywealth.com/

517-783-1695

Welcome to The Retirement Cafe Podcast with Dan Reese and Brent Oliver. On this first episode, we get to know some personal information about the guys as well as their goals for this podcast.

Contact:

https://www.averywealth.com/

517-783-1695

Explore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Learn the dirty little secrets of the financial industry. Finally, make sure you never make certain assumptions about retirement.

Remember that old retail saying "the customer is always right?" We'll explain why that might not always be the case. Later, we'll take your questions on houses and how they'll affect your portfolio. We'll also explore how certain financial principles have become obsolete.

Dan and Brent get philosophical, and ponder important financial questions. We'll also give you the good news and bad news about your finances. Finally, join us as we unpack long-term care.