Keen on Retirement

著者: Bill Keen Matt Wilson Steve Sanduski
  • サマリー

  • Co-hosts Bill Keen, Matt Wilson, and Steve Sanduski 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 life you dream about.
    Keen Wealth Advisors
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あらすじ・解説

Co-hosts Bill Keen, Matt Wilson, and Steve Sanduski 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 life you dream about.
Keen Wealth Advisors
エピソード
  • 3 Financial Strategies You and Your Advisor Should Consider Before December 31st
    2024/11/06

    At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning calendars, the end of the year is also an important deadline for some moves that could lower your tax bill.

    On today's show, we discuss three financial strategies that you and your advisor should consider before December 31st.

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    38 分
  • Answering Your Questions About the Next Recession, AI Investing, and the Federal Deficit
    2024/10/30

    With the presidential election less than a week away, I know many folks are feeling like the present is on pause while we’re waiting on some important answers about the future.

    Matt Wilson, Keen Wealth’s Chief Investment Officer and President, analyzed the latest data surrounding the election, the health of the economy, and the early outlook for 2025 in his recent 2024 Q4 Market Update Webinar. Today we’re going to discuss some follow-up questions from webinar attendees that should provide a little more clarity about the relationship between your short-term and long-term financial planning.

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    45 分
  • Will Almost Half of Retirees Run Out of Money?
    2024/10/09

    If I were to make a list of the most common money worries that I've helped seniors deal with in my 30-plus years as a financial advisor, running out of money in retirement would probably be number one. Even folks who have been following a comprehensive financial plan and building wealth for decades can struggle with the idea of cashing their final paychecks and living off their nest eggs.

    So, I understand why a headline like "New study finds many seniors who retire at 65 will run out of money" can make some folks question their retirement plans. On today's show, we unpack the details of that study and discuss a practical approach to preparing for and enjoying your golden years.

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    36 分

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