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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: October, 2016
Oct 27, 2016

As you know, the name of our podcast is Keen On Retirement. Normally, we talk about things like Social Security and retirement income. But today we're going to talk about the fun part of retirement.

Our guest today is Mark Wolf. Mark is a close personal friend of mine for nearly 20 years. I'm very fortunate to call him a friend. He also has a long history in the travel industry, and he is an expert on cruising.

Carissa and I returned from a European cruise a few weeks ago. It made me think about how nice it would be to have someone come on the show, especially someone as close as Mark, to talk about spending some time cruising in your retirement.

Mark has 50 years of experience in the travel industry and he shares some tips and pointers on how to get the most our of your cruising experience. Whether you've been on a cruise before or not, Mark has some great ideas and thoughts on how to make your next cruise your best cruise.

Oct 13, 2016

Dr. Daniel Crosby is one of the country's leading authorities on behavioral investing. He joins the show today to discuss some of the key learnings from his new book, The Laws of Wealth. We review some of the rules of behavioral self-management and cover some key ideas to remember so we can all make sound financial decisions.

One of the most important things we do at Keen Wealth Advisors is educating and helping our clients and listeners to be engaged in the planning process. I believe in lifetime learning, and that’s why we reached out to Dr. Crosby and asked him to be on the show. We like to collaborate with the best of the best, find out what's working and bring those ideas to our clients through our podcast and our meetings.

As Dr. Crosby said on the podcast, "Behavioral finance tries to account for the messiness of imperfect human decision-making and amend it to make it a little bit closer to perfect."

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