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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: April, 2017
Apr 19, 2017

The 2016 presidential election was filled with uncertainty, including how a President Trump or a President Clinton would affect the stock market.

Last summer, when we discussed the potential impact of the election on the broader economic picture, many experts believed that Donald Trump would be bad for the markets. That prediction seemed to bear out on Election Night: as Trump's odds increased, the futures market decreased.

But then, around 2:00 am, a funny thing happened. The market flipped. And we've been riding a Trump rally ever since.

On today's show, we discuss the Trump rally and the market outlook for the rest of 2017.

Apr 5, 2017

Whether you are currently enrolled in Medicare or are planning for it in the future, this episode will provide you with important information you need to be aware of. Medicare’s options and intricacies can be overwhelming if you’re not prepared for them - and like many issues in financial planning - they are a moving target.

That’s why at Keen Wealth Advisors we encourage our clients to talk to a licensed professional like our guest today, Cindy Stonum. Integrating your healthcare plan with your financial plan for retirement is an important way to make sure you’ve budgeted for regular monthly needs, and for any surprises that might spring up.

On today’s show, Cindy walks us through the process of evaluating, choosing, and continuing to review the best Medicare options for your retirement situation. As you listen in, you will be surprised at the many tips and insights that Cindy shares.

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