Keen On Retirement™

Last week’s job numbers have had a big impact on this week’s main topic of discussion: reopening.

We’ve all just gone through one of the most tumultuous weeks in recent American history – not just for the financial markets, but for how we live our everyday lives. So we’re releasing this podcast episode a little earlier than usual so that you can get our latest take on the coronavirus situation and the broader economic picture.

This time last year, the big story in finance was gearing up for our first go around with the new tax laws that were passed at the end of 2017.

There’s a good reason why many fiduciary advisors have replaced the outdated phrase “retirement planning” with terms like “life-centered planning” when describing what we do.

In this Market Update Webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, takes a look back at what happened in 2019 in the markets and in the economy. And even more importantly, Matt takes a look ahead at what may be in store for 2020. Some of the topics Matt covers in this webinar include: Upcoming election Current corporate earnings outlook Recession risks Health of the jobs market What the leading indicators are telling us Our expectations for the stock market for 2020

Clients and friends of Keen Wealth have questions surrounding the Setting Every Community Up For Retirement Enhancement (SECURE) Act that was passed at the end of 2019. And with good reason! In many ways, the SECURE Act represents a significant rethink of retirement and estate planning. The government has recognized that as folks begin working longer at a wider variety of jobs, individuals need to start taking more personal responsibility for their retirement planning.