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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: January, 2017
Jan 24, 2017

As the IRS starts rolling out its forms to taxpayers, there’s a lot of uncertainty and misinformation, clouding big picture tax issues for both individuals and corporations.

A good advisory firm is proactive and thinking ahead on behalf of its clients. Good firms consider market realities rather than the high emotions that dominate the current political landscape. We try to help our clients think about their money in the same way and we are continually monitoring the on-going changes to tax structure so that we understand how our clients will be impacted.

On today’s show, we try to sort out the facts from the what-ifs, and make some considered observations about what President Trump may mean for your taxes. Which proposed reforms are most likely to become law? Will there be a compromise with the Democrats? And what should you be doing to prepare yourself and your money for the next four years?

Jan 11, 2017

The legendary baseball player Satchel Paige famously asked, "How old would you be if you didn't know how old you are?" Chronologically, the calendar may say we're a certain age, but how old do you feel?

Today, we're going to share some thoughts on staying young at heart no matter what the calendar says your age is.

We all know how important it is to have a hobby and stay social. You hear that in all the different retirement planning pieces that come out, but I wanted to go a little deeper today and share things that I've seen in my 25 years of practice that are working for people.

These are things that I'm seeing my clients do to keep themselves staying young, productive, happy, content, and growing in retirement.

As we start the new 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.

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