Keen on Retirement
214 episodes - English - Latest episode: 26 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
What We Learned From Attending the Berkshire Hathaway Meeting With Warren Buffett
May 26, 2016 06:00 - 28 minutes - 39.4 MBToday, we're going to discuss what we learned by attending the Berkshire Hathaway annual meeting in Omaha. Warren Buffett and Charlie Munger are considered two of the most successful investors of all-time and each year, they answer questions in front of tens of thousands of people at the Berkshire Hathaway annual stockholder's meeting. At Keen Wealth Advisors, we believe it's critically important to be life long learners. Things change so quickly in our world that as an advisor, we inten...
Here's how to maximize your return on life
May 03, 2016 06:00 - 42 minutes - 38.9 MBAre you maximizing your Return on Life? If you could categorize your life satisfaction into 10 dimensions and then start making intentional decisions to become happier and more fulfilled in each area, would that be worth spending some time on? Last episode we introduced the concept of Return on Life (ROL) and today we’re going to discuss the 10 dimensions of the Return on Life index. By understanding what these 10 components are, rating your satisfaction in each area, then making a decision...
Can you really get a better return on life?
April 26, 2016 06:00 - 26 minutes - 35.9 MBMost financial people talk about return on investment. Today, we’re going to talk about “return on life” with author and retirement expert Mitch Anthony. Mitch describes return on life in a couple ways. First, it’s about getting the best life you can with the money you have and second, it’s about managing your money in a way that improves your life. This is Part I of a two-part show on how to significantly increase your “return on life.” Imagine a picture of a sailboat whose sail is made ...
On the mind of retirees - listener questions answered
April 12, 2016 06:00 - 36 minutes - 50.1 MBShould retirees "work" in retirement doing something they love? How does that affect your Social Security income? Is paying off your mortgage before you retire a good idea or are you better off with the extra cash cushion? What should you do when you inherit an IRA from your spouse? Those are just a few of the questions we'll answer in today's podcast. You asked them and we're answering. There are two aspects to retirement planning. First--and this is the one that often gets the most atten...
Surprisingly, it may be time to retire retirement
March 22, 2016 06:00 - 30 minutes - 27.6 MBIs retirement a concept that has outlived its usefulness? Does retirement kill more people than hard work ever did? Is retirement a one-way trip to insignificance? Some people think the answer is "yes" to all three of these questions. Today, we'll explore these questions and a few more as we take a look at what other people are saying about retirement and whether we think they're correct...or just misguided.
Stop! Telltale signs you may be failing at retirement
March 08, 2016 07:00 - 26 minutes - 36.5 MBI've been a wealth advisor for more than 20 years and I've seen many people absolutely love and thrive during their retirement years. They planned well, they knew what to expect, and even when life threw them a curve ball, they found effective ways to deal with it. But I've also seen folks who for one reason or another, never quite experienced the retirement they hoped for and are failing at retirement in certain areas. And I'm not just talking about money here. Many of the reasons why peopl...
The Best Investors Rarely Make These Behavioral Mistakes
February 23, 2016 07:00 - 30 minutes - 41.7 MBDo you remember back in the late 1990s when the stock market was soaring and technology stocks reached astronomical valuations? Or how about the mid-2000s when real estate prices soared and people were making money flipping houses? Those are just a couple examples of how emotions and psychology led people to bid up prices way beyond a reasonable value. In recent years, a new field of study called "behavioral finance" has arisen to study how psychology plays an important role in how we make ...
Make Better Money Decisions by Learning This Market History Lesson
February 08, 2016 20:00 - 32 minutes - 30 MBThanks to Ibbotson Associates, a Morningstar company, we have reliable data on the historical returns of several major asset classes dating back to 1926. Going back that far covers the Great Depression as well as numerous bull and bear markets, the stock market crash of 1987, the Great Recession of 2007 - 2009, and the ensuing bull market that is still in place today. In today's show, we discuss financial market history and the lessons we can learn from studying the historical returns of c...
Breaking Noise: How the Best Investors Separate the News From the Noise
January 26, 2016 07:00 - 34 minutes - 31.7 MB"Fear sells" is perhaps one way to describe why financial media plays upon human emotions to draw more readers. Unfortunately, investors who are drawn to scary headlines sometimes make bad investment decisions because they let their emotions get in the way. One way to overcome the "noisy headline" problem is to better understand the cyclical nature of the economy and the financial markets. To help explain the business and stock market cycles, Bill Keen invited his Keen Wealth Advisors asso...
Hitting These Ages Triggers Critical Financial Planning Decisions
January 11, 2016 20:00 - 26 minutes - 24 MBWhen it comes to your money, certain decisions are triggered simply because of your age. For example, age 62 is the earliest you can start receiving Social Security payments, other than receiving a widow’s benefit. Other important ages for financial planning include 55, 59-1/2, 60, 62, 65, 66, 67, 70, and 70-1/2. Join us as we explore the age-related decisions you need to make to ensure you end up with the highest amount of after-tax savings and income as possible.
Happiness in Retirement? You Bet and Here's How
November 17, 2015 13:00 - 29 minutes - 27.4 MBBy the time people reach their early to mid-60s, they can expect to live another 20 - 30 years. What will you do to make sure those retirement years are filled with the right mix of family, fun, meaning, and vitality? You've no doubt heard stories of people who retire and suddenly find themselves less happy than their pre-retirement days. It doesn't have to be that way. With some basic planning and introspection, your retirement years can be the most fulfilling of your life. Today, Bill sh...
When is the Best Time to Retire? (Hint: It's not when you think)
November 10, 2015 17:00 - 30 minutes - 27.9 MBDo I have enough money to retire? That's one of the most popular questions people ask financial advisors and usually it's a pretty straightforward calculation. Unfortunately, having enough money to retire is only one piece of the retirement puzzle. Often times people forget the emotional aspect of retirement and how a lack of preparation in this area can derail what was otherwise a sound financial decision to retire. Today, Bill tackles this retirement question head on and addresses the is...
What Exactly is a "Financial Plan?"
November 03, 2015 17:00 - 38 minutes - 35.5 MBHistorically, the phrase “financial plan” conjured up images of a 200 page book filled with charts and spreadsheets. While they contained valuable information, often times they were reviewed once then put on the shelf to collect dust. Today, new technology and a better understanding of how people consume information have combined to make the financial planning process a practical and effective way to plan for your future. Listen as Bill Keen discusses what “financial planning” looks like ...
Introducing the Keen on Retirement Podcast
November 01, 2015 17:00 - 35 minutes - 32.4 MBIn our inaugural episode, you'll learn why we're doing this podcast, what some of our upcoming topics will be, and you'll learn the backstory of wealth advisor Bill Keen and the life experiences that shaped him. Throughout the podcast, we’ll take you through the financial planning process to help ensure you make smart decisions about your money and your life. Whether you’re on your way to retirement or already there, these shows will educate you, entertain you, and guide you to living the ...