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Keen On Retirement

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Following Up on Our Latest Webinar on Maximizing Social Security Benefits Thumbnail

Following Up on Our Latest Webinar on Maximizing Social Security Benefits

It's worth celebrating just about any time our leaders on both sides of the political aisle can meet in the middle. But seniors in Kansas City, MO should all be smiling now that, starting in 2024, they’ll get to enjoy a little bit more of their Social Security benefits. Thanks to a broadly bipartisan vote, Missouri is set to become the 39th state to make Social Security payments exempt from state taxes. Of course, that also means many folks in our audience will have to factor in a new variable when they're deciding when to take Social Security. Luckily, Matt Wilson, Keen Wealth's Chief Investment Officer and President, recently hosted a comprehensive webinar on Maximizing Social Security Benefits that you can rewatch on our website. Today, we're going to discuss some follow-up questions Matt received from attendees.

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Strengthening Bonds: 7 Activities for Couples in Retirement Thumbnail

Strengthening Bonds: 7 Activities for Couples in Retirement

As retirement closes the chapter of your life as a full-time worker, it opens a new chapter in your relationship with your spouse. Retirement can be a time for couples to reconnect with each other, strengthen bonds, explore new opportunities, and grow together. And now that you’re both free from the time constraints of working and raising a family, you can spend your time sharing activities you've always loved, as well as discovering new passions that could take retirement in surprising directions. I often recommend that new retirees start with a blank sheet of paper or a blank calendar and try to build out what a day, week, month, and year of their ideal retirement would look like. Here are some ideas you can use to fill in all those blocks with fun, fulfilling, and lasting memories.

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Using Personal Storytelling to Craft Your Ideal Retirement Narrative Thumbnail

Using Personal Storytelling to Craft Your Ideal Retirement Narrative

Retirement will close an important chapter in the story of your life. But it also opens a brand-new chapter where you might be able to write stories that you've been dreaming about for decades and others that you've never imagined. Let's talk about how the power of personal storytelling, combined with the support of a comprehensive financial plan, can shape retirement into your vision of happy ever after.

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Busting 4 Myths About the "Sacred Cows" Hurting Your Financial Plan Thumbnail

Busting 4 Myths About the "Sacred Cows" Hurting Your Financial Plan

On today's show, we answer a request from a Keen on Retirement listener who's been reading Garrett B. Gunderson's popular book "Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity." You might have seen some of Gunderson's thoughts about alternative financial strategies passed around online, especially among folks who are skeptical about the markets and the government's role in economic policy. But while there's certainly no one way to create a financial plan, most investors who steer clear of "sacred cows" like investing in a diversified portfolio and funding their retirement accounts could be killing their chances of a secure retirement. Below are several of the points we discuss.

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Coping With the Loss of Identity After Retirement Thumbnail

Coping With the Loss of Identity After Retirement

Seniors who aren't looking forward to retirement usually have more on their minds than just a job. In my experience, reluctant retirees are often struggling with a loss of identity. They're asking themselves complicated personal questions like, What am I going to do all day? What is my purpose at this next stage of life? Who am I if I'm not an engineer, or a doctor, or an executive? Reflecting on these issues and discussing them with friends, family, and your financial advisor ahead of retirement can help you approach this transition from a more positive place. Let's talk about some of the challenges around identity that retirees should be preparing for as well as some of the exciting opportunities you have to look forward to.

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Discussing our Q3 Market Outlook, Bonds, Recessions, and Student Loan Debt Thumbnail

Discussing our Q3 Market Outlook, Bonds, Recessions, and Student Loan Debt

Folks who attended our 2023 Q3 Market Outlook Webinar heard a much more positive message about the economy than the one you might be hearing on social media and cable news. Matt Wilson, Chief Investment Officer and President at Keen Wealth, always follows the latest data towards a no-nonsense picture of where we are and where we could be heading. On today’s show, we discuss why we’re cautiously optimistic about the rest of the year and answer some follow-up questions from webinar attendees.

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