100 episodes

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.

Keen on Retirement Bill Keen

    • Investing
    • 4.5 • 56 Ratings

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.

    Don’t Tell My Stepmom What She Can’t Do “At Her Age”

    Don’t Tell My Stepmom What She Can’t Do “At Her Age”

    I’ve wanted Irene Smith to be a guest on my podcast for a long time.

    And not just because she’s my stepmother.

    When we’ve talked to folks whom I would consider “successful retirees” on this show, there’s a common theme: stay active. Whether you continue to work, start volunteering, or throw yourself into a favorite sport or hobby, retirees have to make an intentional effort to get off the couch and maintain connections to their communities and their loved ones.

    • 36 min
    Comprehensive Financial Planning Can Help You Live Your Values in 2021

    Comprehensive Financial Planning Can Help You Live Your Values in 2021

    On today’s show we discuss values and how a comprehensive financial plan can help support them. We also tie this theme into some interesting new data about retirement prep and a potential sequel to the SECURE Act that’s being discussed in Congress.

    • 33 min
    Lessons Learned from 2020 and 2021 Forecast: Are You Ready?

    Lessons Learned from 2020 and 2021 Forecast: Are You Ready?

    In the latest edition of his annual Market Outlook Presentation, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, covers:
    • Forecast for 2021
    • Review and analysis of markets during 2020
    • The current state of the economy
    • What impact the vaccine may have

    • 35 min
    Could Joe Biden and Congress Cooperate on Social Security Reform?

    Could Joe Biden and Congress Cooperate on Social Security Reform?

    As we move closer to Joe Biden’s swearing-in on January 20th, we thought it would be a good time to remind folks of some changes that are coming to Social Security next year and also discuss potential changes that the President-elect pitched on the campaign trail.

    • 33 min
    What Divided Government and Potential Covid Vaccines Could Mean for 2021

    What Divided Government and Potential Covid Vaccines Could Mean for 2021

    On today’s show, we discuss how the markets have reacted to the election and the pandemic with an eye towards 2021.

    • 28 min
    Election 2020: How the Election Could Impact the Market

    Election 2020: How the Election Could Impact the Market

    In this webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, will cover a macroeconomic update of the markets, plus the key things we are watching right now and our outlook for the rest of 2020.

    Some of the topics Matt covers in this webinar include:

    The upcoming election and implications for your investments
    Update on Covid-19
    The status of the economic recovery
    Our outlook for the remainder of 2020

    • 57 min

Customer Reviews

4.5 out of 5
56 Ratings

56 Ratings

Rev elite ,

Good podcast

Just found is podcast and have have learned a lot binging the shows

Cadie M. ,

Amazing

A great podcast with very useful information accessible to all ages! Mr. Keen has a wonderful way of speaking and often has on very helpful and informative guests. Not much of a podcast person, but this is definitely one I can come back to every time!

JoshCrist ,

Empowering, insightful and actionable! 🙌

Whether you’re just starting out on your retirement journey, looking to level up your investing game or just want to broaden your mindset around wealth creation - this is a must-listen podcast for you. Bill (and Steve!) do an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of creating, and sustaining, a retirement that matches your values. Each conversation is empowering, easy to dive into and levels you up no matter where you are in your journey. Highly recommend listening and subscribing!

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