Keen on Retirement
214 episodes - English - Latest episode: 15 days ago - ★★★★★ - 66 ratingsDo you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
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Episodes
How to Feel Confident Living Off Your Assets Rather Than a Monthly Paycheck in Retirement
April 10, 2024 18:57 - 36 minutes - 28.1 MBMost soon-to-be retirees have a broad understanding of the differences between living off their assets and living off a monthly paycheck. But making that switch and adjusting to new spending habits can be more complicated than you might think, especially if you aren't prepared for the rules around withdrawing from your retirement accounts and how your relationship to your money might change. In his most recent webinar, Matt Wilson, CFP® Chief Investment Officer and President at Keen Wealt...
Stephany Bening Shares Her Remarkable Story of Faith and Forgiveness
March 27, 2024 19:40 - 53 minutes - 42.3 MBThe power of the human spirit. Resilience. Forgiveness. Advocacy. Redemption. Character. Faith. These are just some of the words that came to mind when I reflected on our guest today, Stephany Bening, and the incredible story that she shares on this episode. Stephany and her children suffered a wrenching loss. But, guided by her faith, Stephany was able to turn that experience into a force for good that, hopefully, will make Missouri a lot safer and a little kinder for years to come.
How to Avoid Getting Caught Up in Financial Fraud
March 13, 2024 18:44 - 37 minutes - 28.4 MBIf you go back and skim the 200-plus episodes we've recorded of Keen on Retirement, you'll notice that every year or so, we devote an episode to the latest financial frauds and scams that are making the rounds. Especially as we head into tax season, it's important that folks remember the IRS, the Centers for Medicare and Medicaid Services, and the Social Security Administration are never, ever going to call you and ask for your banking info. We also regularly caution folks against clicking o...
Love and Community Helped My Mother Thrive in Her Golden Years
February 28, 2024 18:29 - 30 minutes - 23.2 MBJust after midnight on New Year's Day of 2012, I was standing in a pizzeria in New York with my wife Carissa. We had just watched “The Ball” drop in Times Square. Frank Sinatra's "New York, New York" was playing over loudspeakers. Confetti was in the air. Spirits were high. And I was filled with gratitude and hope for the year ahead. Then I happened to see an email from my mother come in on my phone. What it said confused and worried me. I showed the email to Carissa, and she confirmed my ...
Will Hitting “Peak 65” Rewrite the Rules for Retirement?
February 14, 2024 20:19 - 31 minutes - 24.9 MBWe spend a lot of time on Keen on Retirement discussing how retirement is changing, from new laws and rules to generational shifts in how seniors work and live. But one constant in the retirement planning process is the importance of the age of 65. Many folks still feel like turning 65 means you've hit "retirement age," even though the government's definition is a bit different. And even if you continue to work well into your 70s, at age 65 there are some important decisions that should b...
Retirement Planning Strategies for Managing Interest Rates, Investment Yields, and 529 Accounts
January 31, 2024 20:15 - 39 minutes - 31 MBMy team at Keen on Retirement has been hard at work analyzing the question that's top-of-mind for many of our listeners. And after crunching the numbers ... Yes, it looks like Taylor Swift will be able to attend the Super Bowl! She's scheduled to perform in Tokyo the night before our Chiefs take on the 49ers, but thanks to a 17-hour time difference -- and, presumably, a private jet -- we do expect to see Taylor in Las Vegas. All kidding aside, I'm especially excited for this round of l...
Keen on Retirement at 200: Reflecting on Our Favorite Episodes
January 17, 2024 21:34 - 41 minutes - 33.4 MBAt the end of 2023, the Keen on Retirement podcast crossed a significant milestone: 200 episodes. To put that number in context, less than half of the 460,080 active shows on Apple Podcasts reach episode 4. It's a real testament to the quality of our discussions, Keen Wealth Advisors' commitment to financial education, the dedication of my cohosts, and the support of our subscribers that Keen on Retirement is still going strong as we begin our 9th year. On today's show, my cohosts and I lo...
Setting New Year’s Goals and Ignoring Old Noise in 2024
January 03, 2024 21:49 - 44 minutes - 35.4 MBHappy 2024 from the team at Keen Wealth Advisors! The Dow sent us into the New Year on a high note -- literally -- by hitting a new all-time high in December on the back of some very positive economic news. Employment and job creation are still strong. It looks like we're going to avoid the recession that some analysts have been predicting for the better part of two years. And the Federal Reserve is hinting that it might be done with interest rate hikes as well. That's a pretty good jum...
Lessons on Smart Investing and Rich Living from Charlie Munger
December 20, 2023 17:38 - 40 minutes - 92.5 MBOn November 28th, Berkshire Hathaway Vice Chairman Charlie Munger died at age 99. Munger and his partner, Warren Buffett, became billionaire sages whose words reverberated throughout the markets. Their appearances at Berkshire's annual shareholder meetings were appointment viewing for many financial professionals. And while Charlie's "Mungerisms" often served as a succinct counterpoint to Buffett's more loquacious commentaries, the two were almost completely in sync on how they thought about...
Crossing Three Listener Questions Off Your 2024 Financial Planning Checklist
December 06, 2023 15:57 - 39 minutes - 31 MBWhen we fall behind on our holiday shopping lists, there are usually some last-minute deals and expedited shipping options that can help us catch up. But if you fall too far behind on your annual financial planning checklist, you might miss out on some important rule changes or time-sensitive strategies that could impact your retirement next year. Based on the questions we've been fielding lately from Keen on Retirement listeners and readers, I'm glad that so many folks are making time d...
Add Daily Thanksgiving to Your Holiday Routine
November 22, 2023 17:02 - 35 minutes - 28.4 MBBeing grateful can be hard work. The media bombards us with so much bad news, and our lives are so full of everyday stresses that it's easy to lose sight of all the good things we have going for us. And when we're really low, gratitude might even feel a little out of reach. However, as we discuss on today's show, intentionally incorporating gratefulness into your daily routine can create a positive mindset that improves all aspects of your life, from your health and your relationships to...
Coordinating Bonds, Market Returns, and Taxes into a Personalized Retirement Strategy
November 08, 2023 20:20 - 36 minutes - 83.7 MBOne of the reasons my team at Keen Wealth puts so much care into personalizing our comprehensive planning process is that there's no one path to a successful retirement. Yes, we often incorporate some tried-and-true strategies and tools, like diversification, downside volatility protection, and Monte Carlo simulations. But as we discuss on today's show, even professional financial advisors have to sort through a wide array of options to help folks find their optimal plan. When you're managin...
How Social Security, Medicare, and Geopolitics Could Affect Your 2024 Planning
October 25, 2023 18:46 - 37 minutes - 31.7 MBThe comprehensive financial plans we design at Keen Wealth factor in every piece of available information to help folks plan for what we know is coming and prepare for the unexpected. While recent events at home and abroad are raising some new questions, we did learn some important answers last week that will help folks get ready for 2024. On today's show, we discuss listener questions about Social Security, Medicare, Ukraine and Israel, and year-end financial planning.
Your Guide to 2023 Medicare Open Enrollment
October 11, 2023 16:45 - 36 minutes - 26.5 MBThis year's annual Medicare Open Enrollment period runs from October 15th to December 7th. Whether you're already on Medicare or about to claim your benefits for the first time, seniors need to make sure they get the care they need at a price that fits with the rest of their comprehensive financial plan. On today's show, we answer listener questions about Medicare Open Enrollment to help you get ready for this important part of your annual planning process.
4 Case Studies Using Keen Wealth’s Comprehensive Planning
September 27, 2023 21:30 - 40 minutes - 28.5 MBIn a recent survey, non-retired adults told investment firm Schroders that they will need approximately $5,000 per month "to enjoy a comfortable retirement." But is that really enough? Maybe! Studies and surveys like these make for eye-catching headlines, but they skimp on the details. For example, where are these retirees planning on living? $5,000 per month is going to go a lot further in, say, Kansas City than it will on the coasts. When are these folks planning to retire? If it...
Following Up on Our Latest Webinar on Maximizing Social Security Benefits
September 13, 2023 17:10 - 37 minutes - 24.7 MBIt's worth celebrating just about any time our leaders on both sides of the political aisle can meet in the middle. But seniors in Kansas City should all be smiling now that, starting in 2024, they’ll get to enjoy a little bit more of their Social Security benefits. Thanks to a broadly bipartisan vote, Missouri is set to become the 39th state to make Social Security payments exempt from state taxes. Of course, that also means many folks in our audience will have to factor in a new variabl...
Protect Your Info and Your Money from Fraud with These Cybersecurity Tips from Jeff Lanza
August 30, 2023 17:11 - 42 minutes - 27.4 MBToday marks the third time I've had the honor to welcome retired FBI Special Agent Jeff Lanza to our podcast. In his 20-plus-year career, Jeff investigated cybercrime, fraud, organized crime, human trafficking, and terrorism. Jeff is now a regular on TV news, including CNBC, the Fox News Channel, "The Today Show," and "Good Morning America." He's the author of two books and has spoken around the globe and in 49 states, including lecturing at Princeton and Harvard Universities. On this ...
Busting 4 Myths About the "Sacred Cows" Hurting Your Financial Plan
August 16, 2023 16:32 - 33 minutes - 23.7 MBOn today's show, we answer a request from a Keen on Retirement listener who's been reading Garrett B. Gunderson's popular book "Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity." You might have seen some of Gunderson's thoughts about alternative financial strategies passed around online, especially among folks who are skeptical about the markets and the government's role in economic policy. But while there's certainly no one way to create a financial pl...
Discussing our Q3 Market Outlook, Bonds, Recessions, and Student Loan Debt
August 02, 2023 14:49 - 38 minutes - 26.9 MBFolks who attended our 2023 Q3 Market Outlook Webinar heard a much more positive message about the economy than the one you might be hearing on social media and cable news. Matt Wilson, Chief Investment Officer and President at Keen Wealth, always follows the latest data towards a no-nonsense picture of where we are and where we could be heading. On today’s show, we discuss why we’re cautiously optimistic about the rest of the year and answer some follow-up questions from webinar attendees.
What Taylor Swift's Tour Can Teach Us About the "Eras" of Retirement
July 19, 2023 18:24 - 39 minutes - 27.7 MBI am not what the kids would call a "Swiftie," but I recognize talent when I see it! So how did I end up in the capacity crowd at Arrowhead Stadium last week watching Taylor Swift? On today's show, we talk about my family's experience at "The Eras Tour" and tie that incredible night into a larger discussion about what money is really for, especially in retirement.
Answering Your Questions About Paying Taxes in Retirement
July 05, 2023 14:29 - 33 minutes - 77.8 MBWithout careful analysis and planning, taxes can become one of the biggest expenses for retirees -- if not the biggest. Matt Wilson, Chief Investment Officer and President of Keen Wealth Advisors, recently hosted a webinar discussing the tax issues you could face at four stages of retirement. Today's podcast episode hits on some of Matt's key points and answers important follow-up questions from webinar attendees. Together, this content provides a full picture of how Keen Wealth integrate...
The Latest on Interest Rates, Inflation, and Your Retirement Plan
June 21, 2023 21:00 - 33 minutes - 30.1 MBAt its meeting on June 14th, the Federal Reserve did something that it hasn't done in 15 months: it decided not to raise interest rates. This slight pause in the Fed's battle against inflation gives us an opportunity to discuss the state of our economy and the markets at the midway point of 2023. On today's show, we take stock of the latest market data, put current inflation and interest rates in their proper context, and consider the United States' place in the global economy.
Can Financial Planning Help You Get More Happiness From Your Money?
June 07, 2023 16:44 - 39 minutes - 28.5 MBThe connection between money and happiness has always been one of the most personal and complicated parts of the financial planning process. After all, "happiness" means something different to all of us. And those definitions can change as we progress through life, especially when we're navigating meaningful life transitions. On today's show, we dive into some new research on money and happiness. We also discuss some of the important things in life that money can and can't buy and how a co...
Keen Wealth’s Checklist for Caring for Elderly Relatives
May 24, 2023 14:36 - 34 minutes - 24.6 MBOn today's show, we discuss a topic that many of us will deal with from multiple angles: caring for elderly family members. Many baby boomers who are transitioning into retirement have also become caregivers for their parents or older relatives. At the same time, these retirees may be beginning to talk to their children or grandchildren about some estate planning basics and how they want to be cared for if they start to experience a decline later in life. These are some of the most challen...
Answering Your Questions About the Debt Ceiling, Bank Closures, and the Market Outlook
May 10, 2023 14:34 - 42 minutes - 37.6 MBMatt Wilson's latest Market Update webinar touched on some important topics that you've probably seen in the headlines lately: interest rates, inflation, bank closures, the debt ceiling debate, and economic growth forecasts for the rest of the year. But if you're just getting your info on these things from social media or cable news, Matt's approach was likely a breath of fresh air. At Keen Wealth, we try to provide clear-eyed analysis without the hype so that folks can understand the practi...
Tax Season May Be Ending But Effective Tax Planning Never Stops
April 26, 2023 14:42 - 34 minutes - 24.7 MBWhy are we talking taxes on today’s episode, when the 2022 tax season is already over? Because taxes are a constantly evolving part of a comprehensive financial plan. The rules around tax planning and retirement change. Your taxable income changes. And, most importantly, your life changes. Today, we discuss some of the tax items on our checklist-driven planning process at Keen Wealth that keep every part of a financial plan in sync throughout the year.
Answering Your Questions about Retirement Spending
April 12, 2023 19:29 - 41 minutes - 27.7 MBI know I say this every time we answer listener questions, but these are some of my favorite episodes of Keen on Retirement. I love hearing from listeners trying to think through crucial financial planning issues and be proactive about their lives. And I'm thrilled that so many folks in our audience took the time to attend our most recent webinar on Retirement Spending, reflect on the info that Keen Wealth's Matt Wilson presented, and send in thoughtful follow-up questions on a wide range of...
Insights on Interest Rates, the Banking System, and Your Financial Plan from the 2023 Barron’s Summit
March 29, 2023 16:24 - 40 minutes - 33.1 MBEarlier this month, I attended The Barron’s Advisor Independent Summit in Dallas with Keen Wealth's Chief Investment Officer and President, Matt Wilson. It's a real privilege to be invited to this annual conference where we can talk to and learn from some of the top minds in finance. While the program had been scheduled well in advance, the recent bank collapses in California and New York became one of the dominant topics. Matt and I recorded today's show live at the Summit so that we cou...
Answering Your Questions About “Timing” the Retirement Transition
March 15, 2023 15:10 - 40 minutes - 28.2 MBWe received very positive feedback from folks who attended our most recent educational webinar, "Timing is Everything." And, we also received some excellent follow-up questions that we're going to address on today's episode. Our conversation ranges from transportation costs to health insurance and asset allocations. We also discuss what we mean by “timing” in retirement and how Keen Wealth’s comprehensive planning process prepares folks for the best half of life.
From 38 Years at Black & Veatch to Living a Full Retirement
March 01, 2023 15:19 - 37 minutes - 25.7 MBAll of us Chiefs fans have incredible memories of watching Super Bowl LVII that we're going to treasure forever. But not many of us had a seat as close to the action as my guest today, Teresa Hannon. "This game was such a nail biter," Teresa told me, "and where I sat was lower level, right by where the winning field goal was made. Just seeing it go through the goal post right by where I was sitting was incredible. And Arizona had perfect weather, it was 75 degrees every day there. The stad...
Answering Listener Questions on the SECURE Act 2.0 and Maximizing Retirement Resources
February 15, 2023 15:56 - 23 minutes - 15.1 MBIt's clear from our latest batch of listener questions that the Keen on Retirement audience has been paying attention to how recent legislation is affecting retirement planning. But today's episode should also clarify just how challenging it can be for folks to find the answers they need when so many details keep changing. My team at Keen Wealth doesn't just dig into the fine print: we understand how to apply these rules to individual financial scenarios and create appropriate outcomes for f...
What Can You Expect in a First Meeting with Keen Wealth Advisors?
February 01, 2023 20:39 - 44 minutes - 41.1 MB"Sean" is 60, and he wants to retire by the end of this year. His wife, "Mary," is also 60, and she wants to retire in two-to-three years. Maybe. Sean has an IRA worth $1,000,000 and a health savings account with $5,000 in it. Mary has a 401(k) worth $800,000, an IRA worth $700,000, and company stock worth $100,000. They also have cash savings of about $600,000. They want to be able to spend $120,000 per year in retirement. Like many couples heading into their golden years, Sean and Ma...
What’s New for Retirees in SECURE Act 2.0?
January 18, 2023 19:46 - 40 minutes - 27.3 MBWhen our leaders in Washington passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act in 2019, it marked a major change in retirement planning. In a sense, the government was codifying advice that many financial advisors -- including my team at Keen Wealth -- had been giving for years. The next generation of retirees is going to live longer, with more active lives than any before it. Very few younger workers are going to stay at the same company for decades and earn ge...
Follow Your Values Towards Better Goals in 2023
January 04, 2023 20:04 - 32 minutes - 22.5 MBWe're only a few days into 2023, but the stats tell us that plenty of folks are already struggling with their New Year's resolutions. In 2019, Strava, a social network for athletes, determined that 80% of people who made New Year's resolutions abandoned them by the second week of January. A 2021 CBS News poll found that 4% of individuals who make resolutions actually accomplish everything; 8% meet most of their goals; 16% meet some. On today's show, we talk about some strategies that coul...
Henderson Engineers Puts People First with New ESOP
December 14, 2022 21:49 - 48 minutes - 43.1 MBBecause of the strong ties that Keen Wealth has established with metro Kansas City’s thriving engineering community, we’ve gained real appreciation for the power of employee stock ownership plans, or ESOPs. The Harvard Business Review study shows that companies that implement this unique structure dramatically improve their performance by empowering their workers to think and act like owners. ESOPs can also improve workforce retention, which is a boon for both young workers seeking career st...
Lessons in Successful Long-Term Planning from the 2nd Edition of Keen on Retirement
November 30, 2022 20:29 - 33 minutes - 23 MBThanks to the tremendous support of the Keen Wealth community, our podcast audience, and readers of our blog, I'm thrilled to announce that the 2nd Edition of Keen on Retirement: Engineering The Second Half Of Your Life has hit Amazon's best-seller list! I think one of the reasons that folks have connected with the book is that I try to present up-to-date information on things like the SECURE Act and Medicare with an eye towards the big picture. And I think maintaining that wider perspe...
Do Gold and Real Estate Fit Inside Your IRA?
November 09, 2022 21:17 - 37 minutes - 26 MBOn our last episode, we ran through the changes to Medicare and Social Security that will affect seniors' benefits next year. Today, we're going to complete our 2023 planning picture by discussing tax brackets and contribution limits for retirement accounts. We also examine whether or not gold and real estate should factor into your financial planning given the current levels of inflation.
Reviewing the Latest Changes to Social Security, Medicare, and Inherited IRAs
November 02, 2022 22:50 - 32 minutes - 24 MBThe numbers are finally out! And that means, if you haven't already started, it's time to get serious about working with your advisor to update your financial plan for 2023. On today's show, we discuss the changes coming to your Social Security and Medicare benefits next year, as well as an important clarification on the rules for inheriting IRAs that could impact how you and your family members think about legacy and tax planning.
Are We Going to Be OK? A Keen on Retirement Case Study
October 12, 2022 20:45 - 35 minutes - 23.4 MB"Ben" and "Shirley" are 62 years old and married. Shirley retired at the beginning of 2022. Ben is still working, earning $130,000 per year and taking home about $7,000 every month. If Ben retired right now, he'd be eligible for $24,000 per year in Social Security; Shirley could collect $20,000. Ben has a 401(k) worth $1.1 million; Shirley's 401(k) is worth $300,000. They have $45,000 in Roth IRA accounts and $50,000 spread across their checking and savings. Their home is worth $400,00...
What Market Fluctuations Mean for Your Retirement Plan
September 29, 2022 00:32 - 37 minutes - 27.3 MBOngoing market fluctuations have caused many of us to ask some of the same questions in 2022. Are we headed for a recession? Will inflation subside sooner than later? Should the Federal Reserve have moved earlier or has it done too much? I hope that listening to today's episode will help folks understand why there are no simple answers to any of these questions. And, perhaps more importantly, I hope our listeners will come away with a better appreciation for how a comprehensive financial p...
Answering Your Questions About Maximizing Social Security Benefits
September 14, 2022 20:32 - 31 minutes - 23 MBWe received very enthusiastic responses from folks who attended our recent webinar, Maximizing Social Security Benefits. As always, Matt Wilson, Keen Wealth's President and Chief Investment Officer, presented up-to-the-minute information explaining some strategies for integrating Social Security into a comprehensive financial plan. On today's show, we're complementing that webinar by answering some of the follow-up questions that Matt fielded. Taken together, this podcast and webinar will...
Anticipating Changes to Social Security and Medicare in 2023
August 31, 2022 20:04 - 36 minutes - 26.9 MBAs the calendar flips over to Fall, our checklist-driven process at Keen Wealth brings my team to some important action items to help folks prep for the year ahead. In particular, we want to make sure retirees are getting ready to review their Medicare coverage during the upcoming Open Enrollment period in November. And we're also waiting for the Social Security Administration to announce its benefit changes for 2023. On today's show, we dig into some of the annual adjustments that could ...
What Retirees Need to Know About the Inflation Reduction Act
August 17, 2022 18:46 - 30 minutes - 22.6 MBWhat's in a name? On Tuesday, President Biden signed the Inflation Reduction Act (IRA) into law (and let’s not confuse this IRA with the older “IRA” as in Individual Retirement Account). That's certainly less of a mouthful than, say, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and its proposed sequel. But will the IRA actually have an impact on inflation? Will it change how IRAs work? And what's this carried interest tax loophole that everyone was so work...
Creating a Legacy Plan That’s More Than Just Your Money
August 03, 2022 19:43 - 34 minutes - 26 MBUsually, the last part of a financial plan that folks want to talk about is their estate planning. People expect the conversation will be morbid, depressing, and depending on the family situation, maybe even a bit contentious. And while it's true that this can be an emotionally challenging process, I believe that there are ways to reframe how we think about estate planning so that we can feel more positive about what we're going to leave behind. On today's show, we discuss the differences ...
Answering Listener Questions During a Volatile Summer
July 20, 2022 21:18 - 46 minutes - 33.6 MB"It depends!" You'll hear us say that a lot on today's episode, in which we answer some very thoughtful and wide-ranging retirement questions from our listeners. I hope our longer answers on these important topics are a reminder that while there are some universal principles upon which you can build a financial plan, the long-term success of that plan will depend on how you and your advisor work together to find the best solutions for your specific needs and goals.
Embracing Optimism and Looking for Investment Opportunities
July 06, 2022 17:19 - 41 minutes - 37.9 MBHeadline writers love superlatives: the "biggest" drop, the "highest" inflation rate, the "most" pessimism, and so on. Those words might generate clicks and keep you glued to cable news. But they don't tell the full story of where our economy has been, where it is right now, and where it's probably headed. On today's show, we look to history for perspective on our current challenges and discuss some important opportunities that many investors should be thinking about during this market cor...
Separating the Good News from the Bad Headlines in the Latest Social Security Report
June 22, 2022 17:37 - 40 minutes - 29.2 MBLast year, when the Social Security Board of Trustees released its annual report, there was quite a bit of handwringing. The economic hardships of 2020 had depleted reserves quicker than anticipated and projections were showing that Social Security could run out in 2034, one year ahead of previous estimates. By then, Social Security would only be able to pay approximately 78% of expected benefits to retirees. As we discuss on today's episode, this year's report, released on June 2nd, is a...
Developing a Healthy Relationship With Money
June 08, 2022 18:44 - 48 minutes - 35.8 MBWhat's your earliest memory about money? For me, it's the anxiety I felt as a boy, sitting in my father's apartment, waiting for his unemployment check to hit our mailbox. He suffered at times from anxiety and depression, which wasn't understood very well back then, so steady work was always a challenge for him. I remember buying him lunch at a malt shop once I started working -- not because I was trying to show how grown up, I was, but because we really needed the five dollars. Those for...
Recession Worries, I Bonds, and More Listener Questions
May 25, 2022 16:24 - 36 minutes - 26.3 MBMarket volatility. Inflation. Supply chain issues. Midterm primaries. War. Record gas prices. Rising COVID cases. There's a little something to make everyone nervous about our global economic picture right now. That's why I thought it was important to devote another episode of our podcast to answering some of the questions that we've been fielding at Keen Wealth. I hope that our perspective on these important issues will provide counterbalance to some of the headlines you might be seei...
Answering Listener Questions About Transitioning Into Retirement
May 11, 2022 21:41 - 34 minutes - 25.9 MBWhether you're an early retiree or a senior in the more traditional 65+ age range, my team at Keen Wealth understands that you have questions about navigating this major life transition. But, as we discuss on today's episode, very few retirement questions have simple answers. Arriving at the best decisions for you, your family, and your money is rarely as easy as following a rule of thumb or crunching your numbers one more time. A financial plan should be designed to provide for every as...