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Keen On Retirement

Insights Blog & Podcast

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Travel the World in Style: Exciting International Destinations for Life-Loving Retirees Thumbnail

Travel the World in Style: Exciting International Destinations for Life-Loving Retirees
Retirement Planning Retirement Blog

In Part 1 of this two-part series on luxury travel for retirees, we shared some tips on getting the most vacation for your money and took a brief tour of some U.S. hotspots. In Part 2, we are going to explore some international destinations that you might want to consider adding to your bucket list. With proper planning and budgeting, this could be the year you take your dream vacation or journey somewhere unexpected that opens your eyes to how wide and wonderful the world is.

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Golden Years, Golden Destinations: Experiencing Luxury Travel Post-Retirement Thumbnail

Golden Years, Golden Destinations: Experiencing Luxury Travel Post-Retirement
Retirement Planning Retirement Blog

As we head into the summer vacation season, one item that's high on many travelers’ wish lists is value. With the pandemic finally in the rearview mirror, high demand for travel is driving up costs. Additionally, the markets are still recovering, and consumer prices and inflation are still above average. That's enough to make even affluent retirees nervous about spending money on entertainment and leisure while nervous about their long-term security.

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Answering Your Questions About the Debt Ceiling, Bank Closures, and the Market Outlook Thumbnail

Answering Your Questions About the Debt Ceiling, Bank Closures, and the Market Outlook
Retirement Planning Retirement Forecast Saving Podcast

Matt Wilson's latest Market Update webinar touched on some important topics that you've probably seen in the headlines lately: interest rates, inflation, bank closures, the debt ceiling debate, and economic growth forecasts for the rest of the year. But if you're just getting your info on these things from social media or cable news, Matt's approach was likely a breath of fresh air. At Keen Wealth, we try to provide clear-eyed analysis without the hype so that folks can understand the practical effects that hot-button issues could have on their financial plans and their retirement. On today's show, we recap some of the bullet points from Matt's Q2 Market Update and answer a few follow-up questions from folks who attended the webinar.

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Answering Your Questions about Retirement Spending Thumbnail

Answering Your Questions about Retirement Spending
Medicare Retirement Planning Retirement Tax Saving Financial Planning Investing Podcast

I know I say this every time we answer listener questions, but these are some of my favorite episodes of Keen on Retirement. I love hearing from listeners trying to think through crucial financial planning issues and be proactive about their lives. And I'm thrilled that so many folks in our audience took the time to attend our most recent webinar on Retirement Spending, reflect on the info that Keen Wealth's Matt Wilson presented, and send in thoughtful follow-up questions on a wide range of essential topics.

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Will Declining Life Expectancy in the U.S. Affect Your Retirement Plan? Thumbnail

Will Declining Life Expectancy in the U.S. Affect Your Retirement Plan?
Medicare Retirement Planning Retirement Covid-19 Financial Planning Blog

U.S. life expectancy is trending in the wrong direction for the first time in decades. According to data from the Center for Disease Control, in 2014 the average American was expected to live 78.9 years. In 2021, after several years of plateauing life expectancy, that figure dipped to 76.4 years, the sharpest 2-year decline in over 100 years. From a financial planning perspective, Keen Wealth still believes that folks need to prepare for a retirement that's going to last, potentially, decades. But this latest life expectancy data does raise some important issues about what we can do both individually and in our communities to turn these trends around so that we can all enjoy our golden years to the fullest.

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Answering Your Questions About “Timing” the Retirement Transition Thumbnail

Answering Your Questions About “Timing” the Retirement Transition
Medicare Retirement Planning Retirement Saving Financial Planning Podcast

We received very positive feedback from folks who attended our most recent educational webinar, "Timing is Everything." And, we also received some excellent follow-up questions that we're going to address on today's episode. Our conversation ranges from transportation costs to health insurance and asset allocations. We also discuss what we mean by “timing” in retirement and how Keen Wealth’s comprehensive planning process prepares folks for the best half of life.

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