facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Keen On Retirement

Insights Blog & Podcast

Focused insight on timely, relevant topics. Start planning your retirement. 


Subscribe now & never miss a blog or podcast

Thank you for submitting your info, we have recieved your email and will be in touch shortly.

Travel the World in Style: Exciting International Destinations for Life-Loving Retirees Thumbnail

Travel the World in Style: Exciting International Destinations for Life-Loving Retirees
Retirement Planning Retirement Blog

In Part 1 of this two-part series on luxury travel for retirees, we shared some tips on getting the most vacation for your money and took a brief tour of some U.S. hotspots. In Part 2, we are going to explore some international destinations that you might want to consider adding to your bucket list. With proper planning and budgeting, this could be the year you take your dream vacation or journey somewhere unexpected that opens your eyes to how wide and wonderful the world is.

Read More
Keen Wealth’s Checklist for Caring for Elderly Relatives Thumbnail

Keen Wealth’s Checklist for Caring for Elderly Relatives
Medicare Retirement Saving Financial Planning Podcast

On today's show, we discuss a topic that many of us will deal with from multiple angles: caring for elderly family members. Many baby boomers who are transitioning into retirement have also become caregivers for their parents or older relatives. At the same time, these retirees may be beginning to talk to their children or grandchildren about some estate planning basics and how they want to be cared for if they start to experience a decline later in life. These are some of the most challenging decisions to make and some of the hardest conversations to have. But making a plan while you and the people you're caring for are still healthy and opening up about your wishes with loved ones can make the tough times we all experience in life a little bit easier down the road.

Read More
Golden Years, Golden Destinations: Experiencing Luxury Travel Post-Retirement Thumbnail

Golden Years, Golden Destinations: Experiencing Luxury Travel Post-Retirement
Retirement Planning Retirement Blog

As we head into the summer vacation season, one item that's high on many travelers’ wish lists is value. With the pandemic finally in the rearview mirror, high demand for travel is driving up costs. Additionally, the markets are still recovering, and consumer prices and inflation are still above average. That's enough to make even affluent retirees nervous about spending money on entertainment and leisure while nervous about their long-term security.

Read More
Answering Your Questions About the Debt Ceiling, Bank Closures, and the Market Outlook Thumbnail

Answering Your Questions About the Debt Ceiling, Bank Closures, and the Market Outlook
Retirement Planning Retirement Forecast Saving Podcast

Matt Wilson's latest Market Update webinar touched on some important topics that you've probably seen in the headlines lately: interest rates, inflation, bank closures, the debt ceiling debate, and economic growth forecasts for the rest of the year. But if you're just getting your info on these things from social media or cable news, Matt's approach was likely a breath of fresh air. At Keen Wealth, we try to provide clear-eyed analysis without the hype so that folks can understand the practical effects that hot-button issues could have on their financial plans and their retirement. On today's show, we recap some of the bullet points from Matt's Q2 Market Update and answer a few follow-up questions from folks who attended the webinar.

Read More
Should You Unretire? Thumbnail

Should You Unretire?
Medicare Retirement Tax Financial Planning Investing Blog

For previous generations of seniors, "retirement" meant the end of work, period. The modern version of retirement often isn't that cut and dry. A growing number of seniors who have achieved total financial independence are "unretiring" not because they need money, but because working in some capacity makes their golden years more purposeful and enjoyable. If any of these thoughts about unretiring ring a bell, it might be time to sit down with your advisor and talk about what returning to the workforce could mean for your financial plan.

Read More
Tax Season May Be Ending But Effective Tax Planning Never Stops Thumbnail

Tax Season May Be Ending But Effective Tax Planning Never Stops
Medicare Retirement Tax Podcast

Why are we talking taxes on today’s episode, when the 2022 tax season is already over? Because taxes are a constantly evolving part of a comprehensive financial plan. The rules around tax planning and retirement change. Your taxable income changes. And, most importantly, your life changes. Today, we discuss some of the tax items on our checklist-driven planning process at Keen Wealth that keep every part of a financial plan in sync throughout the year.

Read More