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Keen On Retirement

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Lessons on Smart Investing and Rich Living from Charlie Munger Thumbnail

Lessons on Smart Investing and Rich Living from Charlie Munger

On November 28th, Berkshire Hathaway Vice Chairman Charlie Munger died at age 99. Munger and his partner, Warren Buffett, became billionaire sages whose words reverberated throughout the markets. Their appearances at Berkshire's annual shareholder meetings were appointment viewing for many financial professionals. And while Charlie's "Mungerisms" often served as a succinct counterpoint to Buffett's more loquacious commentaries, the two were almost completely in sync on how they thought about work, investing, and philanthropy. On today's show, we reflect on the lives and legacies of these two business icons and discuss what lessons investors and seniors can learn from their phenomenal success.

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Crossing Three Listener Questions Off Your 2024 Financial Planning Checklist Thumbnail

Crossing Three Listener Questions Off Your 2024 Financial Planning Checklist

When we fall behind on our holiday shopping lists, there are usually some last-minute deals and expedited shipping options that can help us catch up. But if you fall too far behind on your annual financial planning checklist, you might miss out on some important rule changes or time-sensitive strategies that could impact your retirement next year. Based on the questions we've been fielding lately from Keen on Retirement listeners and readers, I'm glad that so many folks are making time during the holiday hustle and bustle to think about some important issues and get a jump on their 2024 financial planning. On today's show, we discuss popular questions about next year's tax brackets, a controversial video about retirement withdrawals that's been making the rounds on social media, and how seniors should be planning for long-term care.

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Add Daily Thanksgiving to Your Holiday Routine Thumbnail

Add Daily Thanksgiving to Your Holiday Routine

Being grateful can be hard work. The media bombards us with so much bad news, and our lives are so full of everyday stresses that it's easy to lose sight of all the good things we have going for us. And when we're really low, gratitude might even feel a little out of reach. However, as we discuss on today's show, intentionally incorporating gratefulness into your daily routine can create a positive mindset that improves all aspects of your life, from your health and your relationships to your financial planning.

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How to Adopt a Holistic and Proactive Approach So You Thrive in Retirement Thumbnail

How to Adopt a Holistic and Proactive Approach So You Thrive in Retirement

Retirees have earned every minute of R&R that they want to enjoy. But your favorite lounge chair probably isn't going to fulfill you all by itself for the years, if not decades, of senior living you have in front of you. The happiest retirees we work with at Keen Wealth find that sweet spot between taking it easy and being proactive about how they use their time. Try using some combination of these five ideas to experience more from life in your own retirement.

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Coordinating Bonds, Market Returns, and Taxes into a Personalized Retirement Strategy  Thumbnail

Coordinating Bonds, Market Returns, and Taxes into a Personalized Retirement Strategy

One of the reasons my team at Keen Wealth puts so much care into personalizing our comprehensive planning process is that there's no one path to a successful retirement. Yes, we often incorporate some tried-and-true strategies and tools, like diversification, downside volatility protection, and Monte Carlo simulations. But as we discuss on today's show, even professional financial advisors have to sort through a wide array of options to help folks find their optimal plan. When you're managing your finances on your own, those options can be overwhelming and, in some cases, a little dangerous for your money. After discussing four listener questions, I'd also like to share some exciting personal news and thank my alma mater, the University of Central Missouri.

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What Most People Get Wrong When Determining Retirement Income Withdrawal Rates Thumbnail

What Most People Get Wrong When Determining Retirement Income Withdrawal Rates

Many seniors have a "retirement number" stuck in their heads. It could be a net-worth goal that you want to hit so you can live an affluent, carefree retirement. Or it could be an amount you want to see compounding in your savings account. Maybe you've run some “4% Rule” calculations or plugged your financial info into a free "Monte Carlo Simulation Tool" to figure out your probability of running out of money. Unfortunately, focusing exclusively on these kinds of numbers could be more harmful than helpful when it comes time to plan for withdrawals in retirement. I think discussing four different approaches to financial planning may help folks see the bigger retirement picture and feel more confident about how they will spend their money.

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