95 episodes
Your Telecom Retirement Dennis O'Keefe
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- Business
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4.9 • 7 Ratings
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Dial into the secrets of telecom retirement with Dennis O'Keefe, a seasoned CERTIFIED FINANCIAL PLANNER™ with over 30 years of expertise. Whether you're on the verge of retirement, thinking about making a career change, or considering buyout offers, make this podcast your go-to guide as a telecom employee.
Gain exclusive strategies tailored to your company-specific benefits, hear real-life stories from telecom insiders, and absorb invaluable wisdom from our guest leaders.
Your Telecom Retirement awaits.
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Are You Watching Your 401(k) Enough?
How can you effectively oversee your retirement savings with minimal effort? What strategies can you employ to ensure your investments align with your retirement goals? In this episode, Dennis O’Keefe shares his insights on simplifying the management of your 401(k). He provides practical tips for understanding your investment options, the importance of asset allocation, and … Read More Read More
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How To Pick Your Financial Advisor
Choosing a financial advisor is a significant decision that can shape your financial future. In this episode, Dennis O’Keefe shares his insights on the criteria and designations to consider, how technology has evolved the nature of the client-advisor relationship, and what it means to be a fiduciary advisor. He emphasizes the importance of trust, and … Read More Read More
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Are You FED Up?
The Federal Reserve often finds itself at the center of various conspiracy theories and misunderstandings. What is the truth behind this financial institution that holds significant influence over the economy? How does it impact our personal financial decisions? This week, Dennis O’Keefe debunks common misconceptions about the Federal Reserve. He provides a historical perspective on … Read More Read More
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Rescuing Your Abandoned 401(k)s
Unlike Little Orphan Annie who found her happily ever after, an abandoned 401(k) might not find a proper home for years, sometimes even decades. When plans are walked away from and forgotten, they lose the opportunity to thrive and fulfill their intended purpose. You need to rescue your abandoned 401(k)s! Gain the motivation to reclaim … Read More Read More
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Estate Planning Unveiled: Snowstorms, Fresh Bread, and Future-Proofing Your Life
Imagine you're cozy at home, snow gently falling outside - a perfect setting for a deep dive into something unexpectedly intriguing: Estate Planning.
Yes, you read that right.
But before you scroll past, let me tell you, this isn't your average financial advice session around estate planning!
On this episode of “Your Telecom Retirement,” you’ll discover a world where snowstorms, freshly baked bread, and strategic planning collide, offering you insights into preparing for the future without the dread and boredom you might expect.
By the end of this episode, you'll see estate planning in a new light. It's not just about legal documents and financial strategies; it's about ensuring peace of mind during snowstorms and all of life's other unexpected events.
So, grab a warm drink, settle in, and let's unravel the mysteries of estate planning together!
EPISODE LINKS
You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin
ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure -
Beyond the Paycheck- Mastering the Art of Stress-Free Retirement
Imagine stepping off a cliff with nothing but your wits and a parachute woven from your life's savings and decisions.
Sound thrilling? Terrifying?
Welcome to retirement - a leap into the unknown that many find more daunting than any adventure.
On this episode of “Your Telecom Retirement,” I pull back the curtain on the enigma of transitioning from a full-time career to the golden years of retirement.
It’s not just about saying goodbye to your desk or work Zoom calls; it’s about reshaping your entire existence.
Retirement might seem like a distant shore, but with the right map, you can navigate these waters with confidence and grace. Whether you’re two, five, or ten years away from retirement, this episode is your compass to a fulfilling and stress-free transition!
EPISODE LINKS
You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin
ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure
Customer Reviews
Financial Advice for the Average Person
This podcast stands out as being relatable for people who don’t want to spend all their time planning their finances but do want to be knowledgeable about issues that pertain to them.
It’s not just for telecom employees. This pertains to everyone. Dennis OKeefe combines financial advice with good stories that illustrate his points.
Always a Great Listen!
Dennis always had great advice! Even if you aren’t a Verizon employee, he has great advice and presents the opportunity to learn and understand in this podcast.
Awesome
Very insightful!