In this second presentation, my colleague Matt Wilson helps us understand what’s happening with interest rates, with wages and inflation, and with Trump’s policies. Are we heading into trade wars? What will happen to healthcare? What’s going on in the financial markets?

Matt does a terrific job of putting all these things into perspective in an informative and entertaining way. On top of that, he helps us understand what we should do with all this information. Because as I like to say, we can talk all we want about the headlines, but it’s what we do in the trenches that really makes a difference for our clients.

In this first of two presentations, I spend about 20 minutes and introduce several new Keen Wealth Advisors team members and share our business philosophy. I think it’s important for our clients to know how we operate our firm and understand the culture that we purposely create.

Most of us have put together a jigsaw puzzle at some point in our life. But if I asked you, "What is the most important piece of the puzzle?" how would you answer?

Well, my co-host Steve hit me cold with that question and it led to a great discussion about the importance of vision and clarity in building a successful financial plan and living a fulfilling life.

In today's episode, we also share a few of our favorite quotes and discuss some of the lessons learned behind them. We even got a few chuckles from sharing some "funny" quotes about money.

As we near the end of the year, I want to thank you for being part of the Keen on Retirement community and taking the time to listen to our podcasts and read our blog posts. We are truly grateful for the opportunity to work with you and we look forward to an amazing 2017.

At Keen Wealth Advisors, we spend a lot of time helping you build financial security. Yet all that financial security could become secondary when you feel a lump in the breast, the car behind you on the freeway doesn’t stop in time, or you slip on the ice in the winter and your whole world becomes directed to your immediate health care needs. If that happens, your focus turns to trying to get the best medical care possible.

In today's episode, we discuss how to get the best medical care possible and share simple things you can do to make better healthcare choices. Our guest is Leslie Michelson. For several decades, Leslie has been at the forefront of helping people get the best healthcare possible.

Leslie is the author of The Patient's Playbook and host of The No-Mistake Zone Podcast. I highly recommend both.

I think you'll appreciate this show as we touch on the importance of having a primary care physician, how to ensure you are on top of the right medications and treatment options, and how to rally a team of physicians so that you have the best folks talking of you when the situation arises.