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Ramp Up to Retirement

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by Dan Reese

33 episodes

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Podcast Overview

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 Founder, Senior Wealth Advisor about the decisions and subtle changes you can make to ensure your retirement is successful!

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Publishing Since

8/27/2024

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Recent Episodes

June 10, 2026

What Happens After You Sell Your Business? (Ep. 32 | Pt. 8)

Selling your business may feel like the finish line, but for many owners, it can mark the start of a completely new chapter. One surprising statistic discussed in this episode: nearly 70% of business owners report regretting the sale within a year. In many cases, owners may feel unprepared for what comes next. In this episode, Dan Reese wraps up the business exit-planning series by exploring the emotional, financial, and personal realities that follow a business sale. From the shift in identity that happens after stepping away from daily operations to the challenge of transitioning from entrepreneur to investor, Dan explains why many business owners find that a successful transition involves more than just the valuation. Dan discusses: <ul> <li style="font-weight: 400;" aria-level="1">Why many business owners experience emotional challenges after selling</li> <li style="font-weight: 400;" aria-level="1">The difference between building wealth and preserving it</li> <li style="font-weight: 400;" aria-level="1">How fear and emotion can impact investing after a liquidity event</li> <li style="font-weight: 400;" aria-level="1">Why tax planning can play an important role before and after a sale</li> <li style="font-weight: 400;" aria-level="1">And more!</li> </ul> If you’re a business owner thinking about an exit, or already navigating life after one, this episode offers perspective on navigating the transition after a business sale. Whether you’re years away from selling your business or already thinking about life after work, this episode offers insight into building a retirement plan designed to align with your financial goals, personal priorities, and long-term legacy. Resources: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.carsonwealth.com/retirement-planning-quiz/">Carson Wealth Retirement Readiness Quiz</a></li> </ul> Connect with Dan Reese CFP®: <ul> <li style="font-weight: 400;" aria-level="1"><a href="http://www.averywealth.com/">Avery Wealth</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/averywealth/">LinkedIn: Avery Wealth</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/danreeseaverywealth">LinkedIn: Dan Reese</a></li> </ul>

May 27, 2026

Choosing the Right Exit Path for Your Business (Ep. 31 | Pt. 7)

Selling a business involves both financial and personal considerations, and the transition path you choose may influence your long-term business, employee, and personal goals. In this episode, the seventh in the business exit planning series, Dan Reese walks through the most common exit paths available to business owners, including strategic sales, private equity, ESOPs, management buyouts, and family transitions. He breaks down the pros and cons of each, explains how payment structures like earnouts and lump sums work, and addresses what buyers are actually looking for. Dan also highlights the biggest mistakes owners make, from waiting too long to ignoring tax planning and cultural fit. Dan discusses: <ul> <li style="font-weight: 400;" aria-level="1">How a strategic sale may result in higher valuations when a buyer sees immediate synergies with your existing business and processes</li> <li style="font-weight: 400;" aria-level="1">Why private equity may involve a larger upfront payment structure, and how earnouts and equity shares factor into the deal structure</li> <li style="font-weight: 400;" aria-level="1">How ESOPs may provide tax-related considerations, employee ownership opportunities, and continuity planning benefits for some companies for owners who want a gradual exit</li> <li style="font-weight: 400;" aria-level="1">Why the highest purchase price may not align with an owner’s broader priorities when legacy, culture, and employee impact matter to you</li> <li style="font-weight: 400;" aria-level="1">How procrastinating on exit planning and value acceleration may limit flexibility and preparation during a future transition</li> <li style="font-weight: 400;" aria-level="1">And more!</li> </ul> Resources: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.carsonwealth.com/retirement-planning-quiz/">Carson Wealth Retirement Readiness Quiz</a></li> </ul> Connect with Dan Reese CFP®: <ul> <li style="font-weight: 400;" aria-level="1"><a href="http://www.averywealth.com/">Avery Wealth</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/averywealth/">LinkedIn: Avery Wealth</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/danreeseaverywealth">LinkedIn: Dan Reese</a></li> </ul>

May 20, 2026

Building Business Value Beyond the Numbers (Ep. 30 | Pt. 6)

What contributes to a business’s value when it’s time to step away? Is it just the numbers, or is there something deeper that drives what buyers may be willing to pay? In this episode, Dan Reese breaks down part 6 of the business exit series, focusing on ways to potentially enhance business value before a sale. He explains why financials alone do not tell the full story and introduces four key drivers, human, customer, structural, and social capital, that can influence valuation. Dan walks through how leadership, customer structure, internal processes, and reputation can shape buyer perception and future potential. Dan discusses: <ul> <li style="font-weight: 400;" aria-level="1">Why two businesses with identical financials can sell for very different prices based on structure and team strength</li> <li style="font-weight: 400;" aria-level="1">How recurring revenue and customer diversification may support stability and buyer confidence</li> <li style="font-weight: 400;" aria-level="1">The importance of human capital and building a team that can support long-term business continuity</li> <li style="font-weight: 400;" aria-level="1">How structural capital, including processes and systems, may improve scalability and transferability</li> <li style="font-weight: 400;" aria-level="1">Why social capital and reputation can play a role in how buyers evaluate long-term potential</li> <li style="font-weight: 400;" aria-level="1">And more!</li> </ul> Resources: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.carsonwealth.com/retirement-planning-quiz/">Carson Wealth Retirement Readiness Quiz</a></li> </ul> Connect with Dan Reese CFP®: <ul> <li style="font-weight: 400;" aria-level="1"><a href="http://www.averywealth.com/">Avery Wealth</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/averywealth/">LinkedIn: Avery Wealth</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/danreeseaverywealth">LinkedIn: Dan Reese</a></li> </ul>

33 total episodes available

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What is Ramp Up to Retirement?: 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 Founder, Senior Wealth Advisor about the decisions and subtle changes you can make to ensure your retirement is successful!
How often does this podcast release new episodes?: This podcast updates weekly.
Where can I listen to this podcast?: This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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