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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: August, 2017
Aug 30, 2017

A year ago, on this podcast, we were discussing how the upcoming 2016 presidential election might affect the economy. Then, at the beginning of 2017, my clients and listeners wanted to know if the surprising “Trump rally” was for real, and how the new administration’s plans might affect taxes and popular retirement-planning tools. Now, my clients are asking: “Has the ‘Trump rally’ peaked? Is there something I can do to take advantage? Do I need to prepare my investments for a big correction?”

Aug 3, 2017

You’ll have to forgive me if I’m feeling a little nostalgic this week, but like many of you, I’m in the process of packing up my son for college. In just the last 18 years of Devin’s life, the world has changed so dramatically.

That got me thinking about my Great Aunt Nina, born in 1901, who lived a full and eventful 100 years. It’s truly amazing to think about all the incredible things Aunt Nina saw in the course of her lifetime. But I also think that looking back can provide some perspective, and some reassurance, to anyone worried about the future.

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