Keen On Retirement

Let's dig into some listener questions and examine where general planning principles meet the personalized, comprehensive planning process we use at Keen Wealth.

Retirement can be a daunting life transition in and of itself. But while many new retirees are trying to figure out who they are without work, another important life role could be changing as well: mom or dad.

Love may be forever, but even the strongest marriages go through their ups and downs. A recent study by the University of Bern analyzed data from more than 165,000 people, aged 20 to 76, to determine if there was a common trajectory to the satisfaction folks in long-term relationships experience.

Effective financial planning is all about looking ahead. That's true for both people who are working towards retirement, and for my team at Keen Wealth. I believe that our ongoing commitment to educational events, learning, and professional development is essential to the work we do for our clients. And as the founder and CEO, I'm also committed to growing Keen Wealth into a firm folks can trust and count on today, tomorrow, and into the next generation.

Bob Buford's HALFTIME: Moving from Success to Significance offers a possible solution that's stuck with me ever since I first read the book about a decade ago. Buford was a successful cable TV exec who revaluated his priorities and made a very intentional plan for the second half of his life. I believe all seniors can adapt his three-part process to their retirement transitions and redefine who they are in a meaningful way.

Here are three things seniors should be thinking about as they plan for their second or third professional act.