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"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.
On today's show, we discuss why 2022 should be the year you stop making resolutions and start making action plans to hit your top goals -- especially financial ones.
Providing solid, fact-based content that’s educational and – hopefully! – entertaining is a core component of the Keen Wealth mission. 2021 certainly gave us all plenty to talk about, and as my team shifts its focus to the New Year, we’re already preparing to tackle a slate of topics that are important to folks at every stage of their financial planning.
For the second year in a row, we decided that it would be prudent to hold our Holiday Market Outlook virtually. And while we're disappointed that we can't share the fellowship of our breakfast event with you, please know how grateful the Keen Wealth team is for the privilege of serving as your financial advisor.
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.
In the months since Covid-19 was declared a global pandemic, during which time the Dow Jones has seen the three worst point drops in U.S. history, I’ve had a lot of conversations with our clients about how to manage this volatility now that they’re retired.