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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: July, 2022
Jul 20, 2022

"It depends!"

You'll hear us say that a lot on today's episode, in which we answer some very thoughtful and wide-ranging retirement questions from our listeners.

I hope our longer answers on these important topics are a reminder that while there are some universal principles upon which you can build a financial plan, the long-term success of that plan will depend on how you and your advisor work together to find the best solutions for your specific needs and goals.

Jul 6, 2022

Headline writers love superlatives: the "biggest" drop, the "highest" inflation rate, the "most" pessimism, and so on. Those words might generate clicks and keep you glued to cable news. But they don't tell the full story of where our economy has been, where it is right now, and where it's probably headed.

On today's show, we look to history for perspective on our current challenges and discuss some important opportunities that many investors should be thinking about during this market correction.

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