As we discuss on today’s show, history tells us that financial planning requires a delicate balance between making the most out of the present and laying the groundwork for success in the future.
Moving into the holiday season, our thoughts naturally turn to the friends and family we're so grateful to have in our lives. Seeing those people may feel extra special if, after a Zoom Thanksgiving in 2020, you're finally going to be able to share your dinner table with loved ones this week.
On today's show, we discuss how to prevent your own estate from getting tangled in red tape and bad blood.
According to a recent poll by CNN, one third of Americans believe that the economy is the most pressing issue facing the country right now. That's not surprising as rising prices continue to hurt folks from the gas pumps to the grocery store and everywhere in between.
That's probably a big reason why October has a reputation for being the worst month for investing. But as we discuss on today's show, digging into the numbers and taking in the broader historical perspective reveals some more important lessons for investors who get spooked by volatility. We also bring that same long-term perspective to a couple questions our Keen Wealth clients have been asking recently.
As retirement nears, folks tend to become very focused on how they're going to spend their money. But figuring out how you're going to spend your time in retirement is every bit as important. According to a 2021 study by Edward Jones and Age Wave, the pandemic renewed the emphasis that people place on purpose. In fact, their survey found that post-pandemic, "Ninety-two percent of retirees now agree that purpose is key to a successful retirement."