Understanding Social Security If You’re Divorced or Widowed
The Retirement Cafe
by Dan Reese
5M ago
Understanding Social Security can be confusing, especially when there is a divorce or the death of a spouse. Today we are going to discuss some of the common questions about benefits and ways to maximize the amount of money you receive if you find yourself in either of these situations.    Contact: https://www.averywealth.com/ 517-783-1695 ..read more
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The Savings Hierarchy: Are You Putting Money In The Right Place?
The Retirement Cafe
by Dan Reese
5M ago
Have you ever wondered if you are putting money in the right place? Today, we are going to discuss the hierarchy of savings vehicles to give you a roadmap for where to put your next dollar of savings. Stay tuned for a very helpful and important conversation with Dan and Brent!   Contact: https://www.averywealth.com/ 517-783-1695 ..read more
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The Power of a Statement of Financial Purpose
The Retirement Cafe
by Dan Reese
5M ago
Welcome to the Retirement Café! Today we are going to talk about the power of having a statement of financial purpose and how it can help you improve your financial decision-making and well-being.   Contact: https://www.averywealth.com/ 517-783-1695     ..read more
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Why Families Shy Away from Financial Planning
The Retirement Cafe
by Dan Reese
5M ago
Welcome to the Retirement Café! Today we are going to talk about some of the reasons or excuses that families have for not participating in the Financial Planning process and what you can do to start moving forward. Contact: https://www.averywealth.com/ 517-783-1695 ..read more
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Ep 73: 5 Tax Gotchas in Retirement
The Retirement Cafe
by Dan Reese
5M ago
Welcome to the Retirement Café! Today we are going to talk about the 5 Tax Gotchas in Retirement. If you are close to retirement and have been a good saver, your retirement accounts can create tax issues. Not only for you but for your heirs. As the old Morgan Stanley advertisement used to say, “You must pay taxes. But there’s no law that says you’ve gotta leave a tip." Contact: https://www.averywealth.com/ 517-783-1695 ..read more
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Ep 72: Bank Failures and My Money
The Retirement Cafe
by Dan Reese
5M ago
Warren Buffett once said, "Banking is a very good business if you don't do anything dumb." Well, it makes you wonder about the leadership in some of the banks that have failed this year. Today we are going to talk about how banks make money, what can lead to bank failures, and what protection is there for the average American with money they have in the bank or invested in securities. Contact: https://www.averywealth.com/ 517-783-1695 ..read more
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Ep 71: The Pitfalls of Predictions
The Retirement Cafe
by Dan Reese
5M ago
Welcome to the Retirement Café! Today we are going to talk about predicting the future and why listening to predictions can be such an issue for so many families. Contact: https://www.averywealth.com/ 517-783-1695 ..read more
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Ep 70: Simplify for Financial Success
The Retirement Cafe
by Dan Reese
5M ago
Albert Einstein once said, “Everything should be made as simple as possible, but not simpler.” Today we are going to talk about why the overabundance of financial information and technology tools may be preventing families from achieving financial independence versus helping them. Contact: https://www.averywealth.com/ 517-783-1695 ..read more
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Ep 69: Breaking Down SECURE Act 2.0
The Retirement Cafe
by Dan Reese
5M ago
Welcome to The Retirement Café! Today we are going to discuss what is in the new Secure Act 2.0 which is part of the massive $1.7 trillion omnibus spending bill passed by congress at the end of 2022. Understanding the changes for those working and those retired is important so you can make good financial decisions in 2023 and beyond. Contact: https://www.averywealth.com/ 517-783-1695 ..read more
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Ep 68: What the Market Taught Us in 2022
The Retirement Cafe
by Dan Reese
5M ago
Theodore 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 talk about what the market taught us in 2022. Contact: https://www.averywealth.com/ 517-783-1695 ..read more
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