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Keen On Retirement

Insights Blog & Podcast

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

What Do Wealth and Comfort Mean in Retirement? Thumbnail

What Do Wealth and Comfort Mean in Retirement?

"Wealthy" is another category that's a lot more relative than people may realize. Sure, we talk about "the 1%" a lot in our society. Others might point to the IRS' tax brackets to gauge wealth. But Charles Schwab's Modern Wealth Survey 2022 shows that people want more from their money than just wealth -- they want to be able to live a life that aligns with what's most important to them.

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Analyzing October’s Bumpy Market History and Other Listener Questions Thumbnail

Analyzing October’s Bumpy Market History and Other Listener Questions

That's probably a big reason why October has a reputation for being the worst month for investing. But as we discuss on today's show, digging into the numbers and taking in the broader historical perspective reveals some more important lessons for investors who get spooked by volatility. We also bring that same long-term perspective to a couple questions our Keen Wealth clients have been asking recently.

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