Keen On Retirement™

Generally, on Keen on Retirement, we don’t like to discuss proposals that are floating around in Washington. There’s so much politicized chatter in our newsfeeds every day that we prefer to wait until the facts get separated from the fiction, all the dust settles, and a new law is actually put into effect. But we’re making an exception on today’s episode for the SECURE Act of 2019, which passed the House back in May and is currently kicking around in the Senate. The discussion surrounding the House version of the bill gives us some important insights on what the government is thinking about your nest egg and the future of retirement planning.

I talk a lot in my blogs and podcasts about understanding how to separate the news from the noise. 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 the second quarter of 2019 in the markets and in the economy.

It’s easy to slip into this kind of thinking when you read about the biggest companies in the world achieving a trillion-dollar valuation. Once upon a time, you could have bought that stock for peanuts, and today you’d be sitting on a fortune!

On this special episode of Keen on Retirement, Don talks about his transition from a successful broadcasting and media career to running a nonprofit organization. We also explore Angel Flight’s mission and how Don views retirement. Hopefully, this conversation will give you a new perspective on how reaching out into your community can make any stage of your life more rewarding.

So, what exactly is a reverse mortgage? What are the options that Chuck alludes to in his question? And is Magnum, P.I. giving you good advice in all those TV ads you’ve been seeing?

In my experience, the folks who have the most positive financial outcomes are often the ones who are the most engaged in the planning process. Now, that doesn’t mean I expect my clients to become expert portfolio managers! But if you’re working with a fiduciary advisor who is paying close attention to the issues of the day, you’re likely to feel more at ease about your investment strategy and more confident about reaching your long-term financial goals.