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.
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.
An Example of Our Checklist-Driven Financial Planning Process
I often describe the financial planning we do at Keen Wealth as a checklist-driven process. Using checklists does not just ensure that my team always has the relevant issues covered. It gives financial planning a structure that helps folks understand how their money is working for them.
How Geopolitical Events Affect the Markets
Talking about a personal investment plan against the backdrop of a major crisis may not seem appropriate. Obviously, the situation in Ukraine right now and the suffering of its people transcend the issues we usually discuss on our podcast.
The Financial Advantages of Growing Older
Getting older isn't easy. Aches and pains can start to pile up and linger longer than they used to. Making necessary choices about estate planning can cause people to confront their own mortality. And transitioning into retirement can pose some significant financial as well as psychological challenges.
What’s the Best Way to Achieve Your Giving Goals for 2022?
As divided as Americans may be about a whole bunch of issues, it's heartening to see that we do still agree on the importance of giving back. According to recent reports, as America faced some of its toughest challenges ever in 2020, charitable giving rose 5.1% to a record $471.44 billion.