Answering Listener Questions About Transitioning Into Retirement
Let's dig into some listener questions and examine where general planning principles meet the personalized, comprehensive planning process we use at Keen Wealth.
Use This Agenda to Talk to Your Adult Children About Your Estate Plan
Here's a brief agenda that will help you cover the basics and prepare you and your loved ones for one of life's most challenging transitions.
How the SECURE Act 2.0 Could Affect Retirement Planning
On today's show, we (briefly) debate the pros and cons of leaving our clocks alone before digging into the details of SECURE Act 2.0 that could affect retirement if this new bill is passed.
4 Ways to Fill Your Empty Nest in Retirement
Retirement can be a daunting life transition in and of itself. But while many new retirees are trying to figure out who they are without work, another important life role could be changing as well: mom or dad.
Why Do Some Financial Plans Fail?
On today's episode, we discuss why some financial plans fail and how working with an advisor who cares about more than just your money can help.
3 Personal and Financial Strategies for Improving Your Relationship in Retirement
Love may be forever, but even the strongest marriages go through their ups and downs. A recent study by the University of Bern analyzed data from more than 165,000 people, aged 20 to 76, to determine if there was a common trajectory to the satisfaction folks in long-term relationships experience.