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Keen On Retirement

Insights Blog & Podcast

Focused insight on timely, relevant topics. Start planning your retirement. 


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Trick Question: When is the Best Time to Retire From a Financial Standpoint? Thumbnail

Trick Question: When is the Best Time to Retire From a Financial Standpoint?

This is one of my favorite questions to ask clients and guests at the many seminars we host throughout the year. And because we’re privileged to work with such outstanding folks at Keen Wealth, I get a lot of very smart answers, such as: “59 ½, because I won’t be penalized for making withdrawals from my retirement accounts.” That’s true.

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Angel Flight Central’s Don Sumple on How Volunteering Can Add More Meaning to Your Life Thumbnail

Angel Flight Central’s Don Sumple on How Volunteering Can Add More Meaning to Your Life

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.

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5 "Retirement Regrets" That You Can Avoid Thumbnail

5 "Retirement Regrets" That You Can Avoid

Coulda. Shoulda. Woulda. Three words we never want to hear from our Keen Wealth clients who are well into their retirements. And, I’m happy to say, three words we don’t hear very often! But we do work with retirees who tell us that there are things they wish they’d done differently. What’s interesting is that the major retirement regrets that clients share don’t really have to do with how their financial planning played out. Instead, these folks regret decisions they did, and didn’t, make that impacted how they lived in retirement.

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