Keen On Retirement

We received very enthusiastic responses from folks who attended our recent webinar, Maximizing Social Security Benefits. As always, Matt Wilson, Keen Wealth's President and Chief Investment Officer, did an outstanding job of presenting up-to-the-minute information explaining some strategies for integrating Social Security into a comprehensive financial plan.

As the calendar flips over to Fall, our checklist-driven process at Keen Wealth brings my team to some important action items to help folks prep for the year ahead. In particular, we want to make sure retirees are getting ready to review their Medicare coverage during the upcoming Open Enrollment period in November. And we're also waiting for the Social Security Administration to announce its benefit changes for 2023.

Here are five reasons you should consider adding a few extra days to your next trip.

On today's show, we discuss the differences between estate planning and the comprehensive legacy planning that's part of our checklist-driven process at Keen Wealth.

Headline writers love superlatives: the "biggest" drop, the "highest" inflation rate, the "most" pessimism, and so on. Those words might generate clicks and keep you glued to cable news. But they don't tell the full story of where our economy has been, where it is right now, and where it's probably headed.

Your lifetime of work experience doesn't become any less valuable once you've retired. Many seniors turn to part-time jobs, volunteer positions, tutoring, and mentorship to stay sharp, stay active, connect, and give back in retirement.