I know that retirement is just around the corner for many of my regular listeners and readers, and for many of our clients at Keen Wealth. In fact, some of you may have started 2019 with a resolution to make this your last year of full-time work. Once you’ve decided to retire and that reality starts to sink in, the scope of this life change can be daunting.

Well, we’ve got you covered with this special episode of Keen on Retirement. I went back into past podcasts and blog posts to put together a primer on five ways you can prepare to “retire right” and smooth your transition into retirement. And for those of you that are already retired, this episode will be a nice checklist for things to review and consider along your journey in retirement.

Earlier this year, Vanguard announced the passing of founder John Bogle, one of the best investors of our time and also one of the true innovators in the financial services industry.

Bogle founded Vanguard back in 1974, and one of the very first products they offered was revolutionary: a mutual fund that tracked the S&P 500. Before Vanguard, it was nearly impossible for an individual investor to monitor and invest in the 500 top companies that the Standard and Poor’s index tracks and weights based on performance. Bogle’s fund created a new way for investors of all sizes to tap into the wealth-building power of the markets that other firms have been emulating and refining ever since.

On today’s show, we dig a little deeper into how indexing works in 2019, the differences between passive and active investing strategies, and the key things you need to know if you’re thinking about adding an index to your portfolio.