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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: August, 2016
Aug 24, 2016

Chances are you've received a call from the "IRS" saying you owe money and that you have to pay up immediately.

This type of "IRS" scam can be spotted pretty quickly if you are armed with some basic information.

As you'll learn in today's show, there are ways to protect yourself from these frauds. So please listen in as we discuss how you can avoid being the victim of a scammer.

Aug 10, 2016

If you died today, would you feel comfortable that all your assets are properly titled, your beneficiary designations are in order, and your assets would go to exactly who you want them to go to?

Many people have worked a lifetime to accumulate assets but then fail to take the final step to ensure they are distributed to the right people after they pass.

In today's show, I'm joined by estate planning attorney Jason Salinardi and we discuss how to make sure your assets and life wishes are handled exactly as you desire in the event of your incapacitation or death.

Estate planning is not just for rich people with $10 million estates. We all need an estate plan because a proper estate plan includes more than just your financial assets.

As you'll learn in today's show, a proper estate plan also covers what happens if you become incapacitated, beneficiary protection planning, and legacy planning. In all, there are seven components of a comprehensive estate plan and we discuss all of them in today's episode.

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