Keen On Retirement™

During the pandemic, we’ve talked quite a bit about potential positive outcomes of this unprecedented experience. One plus that I’ve noticed recently is that more people do seem to recognize the importance of having a financial plan, whether they’re just starting the process or refining some details with their fiduciary advisor in light of all that’s happened this year.

Retirement means that you're done working full time, but it doesn't necessarily mean that you're done making money.

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.

Whether you’re about to wrap up a successful engineering career or prepping one last entrepreneurial sale, you’ve developed a wide variety of professional skills over the decades. Many seniors resist retirement because they don’t realize just how valuable and useful those skills still are once they do retire.

On today’s show, we talk about how to make sure “pay to play” scenarios aren’t impacting your financial planning. We also discuss some important questions you should ask potential advisors to make sure your best interests are protected.

More often than not, the skills and processes that make folks successful in one business work in other businesses as well. I think that’s a big reason why Keen Wealth Advisors has been able to establish such a strong relationship with the engineering community in Kansas City and around the country. Engineers respond to our checklist-driven planning process because they use the same kind of diligence in their own work. And we love working with folks who are hardworking, curious, and dedicated to following through on a plan.