Keen On Retirement

The numbers are finally out! And that means, if you haven't already started, it's time to get serious about working with your advisor to update your financial plan for 2023. On today's show, we discuss the changes coming to your Social Security and Medicare benefits next year, as well as an important clarification on the rules for inheriting IRAs that could impact how you and your family members think about legacy and tax planning.

I’m excited to announce that the 2nd Edition of my book, Keen on Retirement: Engineering the Second Half of Your Life, is officially available! And for a short time only, you can help us reach best-seller status by grabbing the Kindle ebook for just $0.99!

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.

The successful retirees we work with at Keen Wealth aren't necessarily the folks who head into retirement with the most assets. It's retirees who are filled with the most purpose. Discussing these questions with your spouse and/or financial advisor can help you zero in on that purpose, and the best age for you to retire.

These are just some of the questions that we've been fielding about the IRA at Keen Wealth. On today's show, we answer these questions and discuss five major bullet points about the new law.

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