We’re always happy to hear from Keen on Retirement listeners! On this week’s show, we’re answering a question from Chuck in Los Angeles that we’ve also been fielding from some of our clients at Keen Wealth:
Hi Bill,
I looked through your podcasts in search of one dealing with reverse mortgages. From what I have seen in the L.A. Times, this can be an important subject for retirees. I was hoping you would consider doing a podcast on this. Apparently, a reverse mortgage can make or break a person's financial situation and/or that of a survivor depending on the several options connected with them.
So, what exactly is a reverse mortgage? What are the options that Chuck alludes to in his question? And is Magnum, P.I. giving you good advice in all those TV ads you’ve been seeing?
In my experience, the folks who have the most positive financial outcomes are often the ones who are the most engaged in the planning process.
Now, that doesn’t mean I expect my clients to become expert portfolio managers! But if you’re working with a fiduciary advisor who is paying close attention to the issues of the day, you’re likely to feel more at ease about your investment strategy and more confident about reaching your long-term financial goals. That’s why educational seminars and webinars are such an important part of the Keen Wealth mission.
And that’s why I’m excited to bring you this special Market Update webinar presented by Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, and a frequent guest on my Keen on Retirement podcast.
In his presentation, Matt touches on some topics that I know are on your mind right now, including:
I really appreciate all the clients and friends of the firm who took time out of their day to attend Matt’s webinar.
Whether you want to review this presentation again or are checking it out for the first time, you can click below to watch the video, listen to the audio as a podcast, or read the transcript.
Stay tuned to Keen on Retirement for information about upcoming events!
“If something happened to me, what would happen to my family?”
I know this question is on the minds of many of the clients at Keen Wealth. It’s also the question that inspired my guest on today’s podcast, Polly Bartle Blomquist, to transition from family law to elder law and estate planning.
“After I had kids, I realized the gravity of parenting,” Polly remembers. “Really, families did not know the process by which to ensure that their families were protected, and I became passionate about that. I learned everything that I could possibly learn and then went out on my own and started practicing estate planning.”
On today’s show, Polly shares her expert tips for preserving wealth, protecting your best interests, and creating a legally durable legacy plan that will honor your last wishes.