Keen on Retirement

Auteur(s): Bill Keen Matt Wilson Steve Sanduski
  • Résumé

  • 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
    Voir plus Voir moins
Épisodes
  • The Hidden Money Traps That Could Derail Your Retirement
    Feb 12 2025

    If you're spending a lot of your day scrolling on social media or glued to cable news, you might feel like your emotions are running a little high right now.

    Major life transitions can also cause our feelings to spike, whether we're getting ready to send a kid to college or thinking about retiring.

    But while letting your feelings in is just part of being human, letting too much emotion seep into your financial decision-making can be catastrophic for your long-term security.

    On today's show, we discuss financial biases that we all should be on the lookout for as we try to manage both our emotions and our money.

    Voir plus Voir moins
    36 min
  • Natural Disasters, Bitcoin, and Market Uncertainty: What Every Investor Needs to Know to Stay Sane and Solvent
    Jan 29 2025

    A New Year brings excitement, hope, and a little extra motivation to achieve some major goals. But 2025 has also brought some uncertainty as well. Political, economic, environmental, and technological events have all made big headlines, sometimes all on the same day. If you're feeling a little unsure about your financial planning right now, you're not alone.

    So, on today's show, we answer three timely listener questions that hopefully will give folks some perspective on where the economy is right now, where we could be headed, and how to set the best course for the rest of the year.

    Voir plus Voir moins
    36 min
  • Here’s How Social Security, Retirement Planning, and Taxes are Changing in 2025
    Jan 15 2025

    Happy 2025!

    At Keen Wealth, we're often of two minds at the beginning of the New Year. On the one hand, Tax Day is just around the corner, so we're helping folks put a bow on last year's financials and making sure they not missing out on any potentially advantageous moves.

    But this New Year also means a new president, a new congress, new laws, new facts and figures, and lots of new legislative proposals.

    On today's show, we discuss some important changes coming to Social Security and retirement accounts in 2025, as well as the items that could be at the top of President-elect Trump's economic agenda.

    Voir plus Voir moins
    34 min

Ce que les auditeurs disent de Keen on Retirement

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.