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Keen on Retirement

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.
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Now displaying: May, 2016
May 26, 2016

Today, we're going to discuss what we learned by attending the Berkshire Hathaway annual meeting in Omaha.

Warren Buffett and Charlie Munger are considered two of the most successful investors of all-time and each year, they answer questions in front of tens of thousands of people at the Berkshire Hathaway annual stockholder's meeting.

At Keen Wealth Advisors, we believe it's critically important to be life long learners. Things change so quickly in our world that as an advisor, we intentionally invest part of our time attending conferences and being around other people from whom we can learn.

Recently, Matt Wilson from our office drove to Omaha to attend the Berkshire Hathaway stockholder's meeting while I was in California meeting with a group of 60 experts in their respective fields sharing best practices.

You, our clients, benefit because we take what we learn and reinvest it right back into our processes to help our clients make smarter decisions about their money and their life.

May 3, 2016

Are you maximizing your Return on Life? If you could categorize your life satisfaction into 10 dimensions and then start making intentional decisions to become happier and more fulfilled in each area, would that be worth spending some time on?

Last episode we introduced the concept of Return on Life (ROL) and today we’re going to discuss the 10 dimensions of the Return on Life index. By understanding what these 10 components are, rating your satisfaction in each area, then making a decision on what you’ll do to “get happier” in that area, you’ll live a much more fulfilling life.

This is Part II of our conversation with author and retirement expert Mitch Anthony.

Often times people get so busy just keeping up with the day-to-day stuff of life that they let life happen to them as opposed to living their life by design. Today’s conversation is an opportunity for you to consciously think about what’s working and what’s not working in your life so you can make a change for the better and maximize your Return on Life.

At Keen Wealth Advisors we take a “whole person” approach to working with our clients. We view money as a tool to help our clients live life on their terms. Let’s dive in and see how you can use the money tool to get a better Return on Life.

 

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