Ramp Up to Retirement

Preparing for Retirement: Key Challenges and Solutions

March 26, 2025 | Episode #9

Meet the Guest

Brent Oliver

Brent Oliver is a Senior Wealth Advisor based in Jackson, Michigan, with 11 years of experience in the field. As a CERTIFIED FINANCIAL PLANNER™ professional and Senior Wealth Advisor, Brent helps families identify and work towards achieving their financial goals. His comprehensive approach to wealth management helps families identify where they are today, where they want to be, and what gaps might prevent them from achieving all that is important to them. He has the heart of a teacher and works with clients to ensure they understand why strategies are being employed and how they can help families reach their goals.

Show Notes

Are you wondering about the top pitfalls to avoid as you plan for retirement? Why do so many retirees end up facing unexpected financial challenges?

Tune in to this episode, where Dan Reese, host of “Ramp Up To Retirement,” invites Senior Wealth Advisor Brent Oliver to discuss eight critical retirement blunders you should avoid.

Together, they shed light on common mistakes like underestimating the true cost of health care, overlooking future tax liabilities, and relying too heavily on Social Security. Brent emphasizes the importance of flexible planning and proactive tax strategies, sharing insider tips to help ensure a smooth financial journey into retirement. Whether you’re five years away or already retired, there’s something for everyone in this insightful episode.

Resources

Carson Wealth Retirement Readiness Quiz

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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 ensure your retirement is successful! 

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.

Preparing for Retirement: Key Challenges and Solutions

Meet the Host

Dan Reese

CFP®
Founder, Senior Wealth Advisor