Keen on Retirement

Weighing the Pros and Cons of Medicare Advantage Plans

Are Joe Namath and William Shatner giving you the best possible advice about Medicare? During...

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• 2 días

How to Feel Confident Living Off Your Assets Rather Than a Monthly Paycheck in Retirement

Most soon-to-be retirees have a broad understanding of the differences between living off their...

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• 16 días

Stephany Bening Shares Her Remarkable Story of Faith and Forgiveness

The power of the human spirit. Resilience. Forgiveness. Advocacy. Redemption. Character. Faith....

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• 30 días

How to Avoid Getting Caught Up in Financial Fraud

If you go back and skim the 200-plus episodes we've recorded of Keen on Retirement, you'll notice...

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• 1 mes

Love and Community Helped My Mother Thrive in Her Golden Years

Just after midnight on New Year's Day of 2012, I was standing in a pizzeria in New York with my...

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• 2 meses

Will Hitting “Peak 65” Rewrite the Rules for Retirement?

We spend a lot of time on Keen on Retirement discussing how retirement is changing, from new laws...

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• 2 meses

Retirement Planning Strategies for Managing Interest Rates, Investment Yields, and 529 Accounts

My team at Keen on Retirement has been hard at work analyzing the question that's top-of-mind for...

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• 3 meses

Keen on Retirement at 200: Reflecting on Our Favorite Episodes

At the end of 2023, the Keen on Retirement podcast crossed a significant milestone: 200 episodes....

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• 3 meses

Setting New Year’s Goals and Ignoring Old Noise in 2024

Happy 2024 from the team at Keen Wealth Advisors! The Dow sent us into the New Year on a high...

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• 4 meses

Lessons on Smart Investing and Rich Living from Charlie Munger

On November 28th, Berkshire Hathaway Vice Chairman Charlie Munger died at age 99. Munger and his...

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• 4 meses

Crossing Three Listener Questions Off Your 2024 Financial Planning Checklist

When we fall behind on our holiday shopping lists, there are usually some last-minute deals and...

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• 5 meses

Add Daily Thanksgiving to Your Holiday Routine

Being grateful can be hard work. The media bombards us with so much bad news, and our lives are...

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• 5 meses

Coordinating Bonds, Market Returns, and Taxes into a Personalized Retirement Strategy

One of the reasons my team at Keen Wealth puts so much care into personalizing our comprehensive...

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• 5 meses

How Social Security, Medicare, and Geopolitics Could Affect Your 2024 Planning

The comprehensive financial plans we design at Keen Wealth factor in every piece of available...

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• 6 meses

Your Guide to 2023 Medicare Open Enrollment

This year's annual Medicare Open Enrollment period runs from October 15th to December 7th....

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• 6 meses

4 Case Studies Using Keen Wealth’s Comprehensive Planning

In a recent survey, non-retired adults told investment firm Schroders that they will need...

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• 7 meses

Following Up on Our Latest Webinar on Maximizing Social Security Benefits

It's worth celebrating just about any time our leaders on both sides of the political aisle can...

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• 7 meses

Protect Your Info and Your Money from Fraud with These Cybersecurity Tips from Jeff Lanza

Today marks the third time I've had the honor to welcome retired FBI Special Agent Jeff Lanza to...

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• 8 meses

Busting 4 Myths About the "Sacred Cows" Hurting Your Financial Plan

On today's show, we answer a request from a Keen on Retirement listener who's been reading...

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• 8 meses

Discussing our Q3 Market Outlook, Bonds, Recessions, and Student Loan Debt

Folks who attended our 2023 Q3 Market Outlook Webinar heard a much more positive message about...

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• 9 meses