Info

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.
RSS Feed
Keen on Retirement
2024
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
November


All Episodes
Archives
Now displaying: September, 2016
Sep 20, 2016

Should you delay taking social security payments? When you're retired, should you still try to "save" money each month and put it in a bank account just like you did before you retired?

Those are just a couple of the questions we address in today's show that were prompted from what our client's are asking us.

As we meet with our clients, we enjoy learning what questions they have and what issues are concerning them. So today, our episode is devoted to discussing some of the common questions we're hearing right now from our clients.

Sep 8, 2016

Do I have enough money to retire comfortably? That's the most common question I get asked. And my answer is always the same--let's go through the financial planing process, put a plan together, and see what the numbers indicate.

In today's show, we take you behind the curtain and discuss our financial planning process. You'll learn what goes into a plan, how numbers are calculated, and how they are personalized for each of our clients.

 

 

1