When we're working with our clients at Keen Wealth Advisors, we understand that retirement planning is much more than just "getting the numbers right." Yes, you have to track your investments, budget your monthly bills, and calculate how living off retirement assets is going to affect your taxes. But a successful retirement is more than just a spreadsheet -- it's a whole new chapter of your life, and, with good planning, it can be a great chapter.

On today’s show, my good friend Dick Blaisdell joins us to share his experiences of what it has been like during his 16 years of retired life to date.

Whether you're a long-term retiree or are on the glide slope, it's that time of year again to collect all of your various documents and prepare to file your taxes.

Where your income is coming from, how it's reported, what forms you use, what has been withheld -- these are all things that need to be gathered and accounted for. It can be confusing and it seems that so much continues to change with respect to filing your tax returns.

On today's show, we offer some timely and helpful advice on things we see the most in our firm during tax season. This episode will be especially helpful if you're new to the various 1099 forms.