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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: September, 2022
Sep 29, 2022

Ongoing market fluctuations have caused many of us to ask some of the same questions in 2022. Are we headed for a recession? Will inflation subside sooner than later? Should the Federal Reserve have moved earlier or has it done too much?

I hope that listening to today's episode will help folks understand why there are no simple answers to any of these questions. And, perhaps more importantly, I hope our listeners will come away with a better appreciation for how a comprehensive financial plan can help you answer the most important questions of all: How does what's happening in the markets affect my nest egg and my retirement? And ultimately, we I be ok?

Sep 14, 2022

We received very enthusiastic responses from folks who attended our recent webinar, Maximizing Social Security Benefits. As always, Matt Wilson, Keen Wealth's President and Chief Investment Officer, presented up-to-the-minute information explaining some strategies for integrating Social Security into a comprehensive financial plan. 

On today's show, we're complementing that webinar by answering some of the follow-up questions that Matt fielded. Taken together, this podcast and webinar will give you a thorough overview of Social Security, as well as important insights into the finer details and some recent changes that we've been monitoring at Keen Wealth. 

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