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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: May, 2022
May 25, 2022

Market volatility. Inflation. Supply chain issues. Midterm primaries. War. Record gas prices. Rising COVID cases. 

There's a little something to make everyone nervous about our global economic picture right now. That's why I thought it was important to devote another episode of our podcast to answering some of the questions that we've been fielding at Keen Wealth. 

I hope that our perspective on these important issues will provide counterbalance to some of the headlines you might be seeing on social media and cable news. That's not to say everything is rosy right now in our economy. But if you step back and take in the whole picture, there are some positive indicators flying slightly under the radar and, potentially, some opportunities that could be advantageous for your long-term financial planning. 

May 11, 2022

Whether you're an early retiree or a senior in the more traditional 65+ age range, my team at Keen Wealth understands that you have questions about navigating this major life transition.

But, as we discuss on today's episode, very few retirement questions have simple answers.

Arriving at the best decisions for you, your family, and your money is rarely as easy as following a rule of thumb or crunching your numbers one more time. A financial plan should be designed to provide for every aspect of your life. And as your life changes, a good plan should be ready to change with it.

Let's dig into some listener questions and examine where general planning principles meet the personalized, comprehensive planning process we use at Keen Wealth.

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