Keen on Retirement

Bill Keen, Matt Wilson, Steve Sanduski
  • 4.6 (67)
  • INVESTING
  • UPDATED BIWEEKLY

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. 6D AGO

    Managing Risks and Uncertainty Around the Government Shutdown, Stock Prices, and Market Bubbles

    "Risk" and "uncertainty" are similar concepts. But your financial plan has to be prepared to cope with both. I think that mix is what's making some folks a little uneasy right now. In addition to the typical risks that all investors accept, we're also dealing with uncertainty around the government shutdown and what the effects on the economy will be until our leaders get back to the negotiating table. And, despite strong market returns this year, some observers are uncertain about the outsized impact that big tech companies might be having on portfolios. On today's show, we try to clear away some of the fog around the shutdown and the latest market data so that folks can start clarifying their plans for 2026.

    45 min

  2. OCT 22

    Will Tax Rates and the Government Shutdown Affect Your 2026 Financial Planning?

    Change is in the air every fall – not just in the leaves and weather, but in your financial planning.  At this time of year, the federal government announces some important rate adjustments that affect tax planning and retirement benefits for the year ahead.  And complicating matters this fall is a government shutdown that has many seniors worried about the benefits and services that they've earned, and that they rely on.  On today's show, we answer questions from some very astute listeners in the Keen on Retirement audience who are already looking ahead and wondering what they need to prepare for as we move towards the end of the year.

    39 min

  3. OCT 8

    Lessons on Managing Life-Changing Money from Lotto Winners and Successful Retirees

    In 1988, William Post won $16.2 million in the Pennsylvania lottery.  A year later, he was $1 million in debt.  First, he splurged: houses, cars, a plane. Then a former girlfriend sued him for a third of his winnings. His brother was arrested and convicted for hiring a hitman to kill Post and his then-wife in hopes that he'd inherit a share. And after sinking money into a failing family business, Post spent time in jail for firing a gun over the head of a bill collector.  In the end, Post said he was happier living quietly on $450 a month and food stamps than he was when he was rich.  Post's story is an extreme example of the bad decisions and bad luck that leave so many lotto winners wishing they'd never won at all. But while you're more likely to be struck by lightning than hit the winning numbers, an inheritance, a promotion, a legal settlement, selling a business, and reaching retirement can all create significant windfall scenarios as well.  On today's show, we offer some tips on how to manage life-changing money, including tax planning, dealing with friends and family, and the kind of team that can help you protect your assets.

    35 min

  4. SEP 24

    Special Guest Carissa Keen on How the Keen Wealth Foundation Is Making an Impact and Sharing Guidelines to Help You Evaluate Your Own Charitable Giving Strategy

    Charitable giving is a cornerstone of many comprehensive retirement plans.  It's also a cornerstone of our mission at Keen Wealth Advisors. Our whole team takes great pride in serving as active members of our community, whether we're making monetary grants or lending a hand to projects around the greater Kansas City area. And through the efforts of the Keen Wealth Foundation, we're able to identify causes where we can have a high impact and share what we've learned about effective giving with friends and clients of the firm.  On today's show, I'm honored to welcome the director of the Keen Wealth Foundation, my wife Carissa Keen, to discuss our philanthropic mission. Carissa also shares some best practices and a checklist that can help you feel more confident as you evaluate and consider which charitable causes and organizations you may want to support.

    42 min

  5. SEP 10

    One Retirement Question, Two Different Answers: Who Should We Trust?

    Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors. One advisor said they could retire. The other said that they should keep working. So ... Who's right? On today's show, we try to split the tie and help Mark and Lisa set the best course for a successful retirement.

    44 min

  6. AUG 27

    Should Private Equity Investments Be Part of Your Retirement Plan?

    If you're only judging based on what's happening in the world and the financial markets, there's never a "perfect" time to retire. But 2025 is throwing a bunch of extra variables at seniors that are adding more complexity to an already complicated decision. Businesses are changing. The rules around investing are changing. And, most importantly, your life is changing. Your financial plan has to be flexible enough to keep pace while also maintaining focus on the best path towards your personal long-term retirement goals. On today's show, we discuss two listener questions that touch on alternative investments and how to think about portfolio management at various stages of your life.

    39 min

  7. AUG 13

    A Keen Wealth Case Study: Can We Retire Comfortably at 65?

    Last week, I discussed how Keen Wealth's comprehensive planning process might assess a multi-million-dollar nest egg. I think these hypotheticals, including some back-of-the-napkin math, are useful in illustrating how retirement planning can work, and also the limits of focusing exclusively on your numbers.  However, in the Keen Wealth offices, we don't work with hypotheticals. We work with real people, their real savings, their hopes, dreams, worries, and goals for the future. Every day, we help hardworking folks navigate complex financial issues that touch every part of their lives. We're honored that our clients have entrusted us with the responsibility of managing assets they've spent decades earning, and we want them to feel confident about their path to retirement.  On today's show, we explore the Keen Wealth Advantage in action as we help a couple answer one of life's most important questions: Can we retire?

    51 min

  8. JUL 30

    Don't Engage: Protecting Your Info and Your Money from the Latest Scams

    According to a report from the Federal Trade Commission, Americans lost $12.5 billion to scams in 2024, a 25% increase from 2023.  That's why episodes like this one are among my least favorite to record and also among the most important.  We've all heard about so many folks losing large sums of money because they answered the wrong phone call or clicked on the wrong email link. The greed, cruelty, and, yes, ingenuity of today's fraudsters is only growing along with the technology available to them. Keeping our audience updated on the latest scams is an important part of Keen Wealth's educational mission.  On today's show, we discuss warning signs that you may be dealing with a scammer, as well as best practices for safeguarding your personal information and your nest egg.

    41 min
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4.6
out of 5
67 Ratings

About

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.

Information

  • Creator
    Bill Keen, Matt Wilson, Steve Sanduski
  • Years Active
    2015 - 2025
  • Episodes
    190
  • Rating
    Clean
  • Copyright
    © Keen Wealth Advisors
  • Show Website
    Keen on Retirement

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