Keen On Retirement™

On today’s show, we discuss the essential steps everyone needs to take to create an estate plan, and how your estate fits in with your big picture financial planning as well.

My Keen Wealth team can help you make well-informed decisions for your retirement. We can help you figure out how much to save and invest. We can help you figure out an annual withdrawal rate that will keep you happy and active without breaking the bank. We can put you in touch with the right tax and health care pros. We can help get your estate in order. Heck, we’ll even sit down with your children and explain to them the importance of starting their own financial plans as early as possible.

At our 2017 Holiday Breakfast, Matt Wilson and I gave a presentation to our clients, families, and friends that analyzed the state of the economy at the end of a record year and attempted some predictions for where we could be headed in 2018.

When people ask, “How’s the market doing?” the response is typically based on how the Dow Jones Industrial Average is doing (Dow for short). The Dow has been around since the late 1800s, so it has a long history of measuring how the US stock market has performed.

On today’s show, we discuss how to keep media scare tactics out of your head, out of your decision-making, and out of your portfolio.

Recently I took an amazing flight with my son, Devin, to St. George, Utah, near the Grand Canyon. Devin is a certified private pilot studying for his instrument rating, so it was a big help to have someone with his skill and knowledge in the copilot seat helping with navigation, communications with air traffic control, and helping to perform crosschecks – all of which make for a safe flight.