Keen on Retirement

Bill Keen, Matt Wilson, Steve Sanduski
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Keen on Retirement

Do 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.

  1. 2024/12/31

    The Power of Purpose in Your 2025 Planning

    What might be even better than having a Happy New Year? Having a purposeful 2025.  Longevity experts who study "blue zones" where folks live the longest have popularized the Japanese concept of "ikigai," meaning roughly, "having a purpose in life." Their research shows that seniors who are motivated to get out of bed in the morning don't just live longer, they also feel more fulfilled and have healthier habits that nourish their minds, bodies, and souls.  On today's show, we discuss various ways that focusing on purpose could help you set better goals and achieve more in the year ahead.

    45 分鐘

  2. 2024/12/18

    Should Seniors Give It All Away like Buffett or “Die with Zero”?

    Reviewing your estate plan is an important part of the year-end review sessions that we hold at Keen Wealth. At least annually, folks should make sure that their plan is still in sync with how they want to be cared for, how they want their assets distributed, and who they trust to settle their estate and preserve their legacy.  But an estate plan check-up is also a good opportunity to review your feelings around what your money means to you, both while you're still around to enjoy it and after the next generation takes over. On today's show, we discuss lessons from two different approaches to estate planning that all seniors should think about as they prepare their financial plans for a new year.

    42 分鐘

  3. 2024/12/04

    A Keen Wealth Case Study: Planning for Early Retirement Before Age 60

    "Sam" is 58 and he retired at the end of the first quarter of 2024. His wife, "Alice," is 65 and still working as a paid caretaker for the couple's son with special needs. Sam has $400,000 in a Roth IRA, $2 million in a traditional IRA and they have $400,000 in a joint taxable account. In 2024, Sam earned $75,000 and Alice earned $20,000. And, like so many couples in their age range, Sam and Alice want to know if their nest egg is ready to support them as they prepare for retirement. On today's show, we use Keen Wealth's comprehensive planning process to help "Sam and Alice" analyze their financial situation and identify some key decisions they'll need to make to keep their money and their lives in sync.

    47 分鐘

  4. 2024/11/20

    What a Second Trump Term Could Mean for Social Security, Taxes, and Interest Rates

    If there's one thing we know that the financial markets like, it's certainty. And since the 2024 presidential election was settled overnight -- rather than the weeks it took to count votes in 2020 -- the markets have reacted to the certainty of our new political reality with very strong returns. But as Donald Trump prepares to return to the White House, there are still many lingering questions about how the economic vision he laid out on the campaign trail will or won't materialize. On today's show, we explore some of President-elect Trump’s policy proposals and how they could affect your retirement planning.

    39 分鐘

  5. 2024/11/06

    3 Financial Strategies You and Your Advisor Should Consider Before December 31st

    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.

    38 分鐘

  6. 2024/10/30

    Answering Your Questions About the Next Recession, AI Investing, and the Federal Deficit

    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.

    45 分鐘

  7. 2024/10/09

    Will Almost Half of Retirees Run Out of Money?

    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.

    36 分鐘

  8. 2024/09/25

    Will the 2024 Presidential Election Change How Your Capital Gains Are Taxed?

    Between the 24/7 news cycle and the two-year election cycle of our government system, I'm sure I'm not the only one who feels like our country is in a permanent state of campaigning. And that means some folks who do follow politics and their investments closely are often hearing our leaders talk about tax policy every time they turn on the news. However, it's very important to distinguish between what candidates propose on the campaign trail, what's being debated in Congress, and what actually has a chance of becoming law. On today's show, we separate the facts and the fiction from sound bites on capital gains taxes that you might have heard in recent weeks -- and that you're likely to hear a lot more as we head into the final month of the 2024 campaign.

    38 分鐘
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67 則評分

簡介

Do 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.

資訊

  • 創作者
    Bill Keen, Matt Wilson, Steve Sanduski
  • 活躍年代
    2015年 - 2024年
  • 集數
    169
  • 年齡分級
    兒少適宜
  • 版權
    © Keen Wealth Advisors
  • 節目網站
    Keen on Retirement

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