Keen On Retirement™

Now that the SECURE Act has become law, it’s time for the follow-up we promised. Here are the key themes and specific provisions in the SECURE Act that my Keen Wealth team is studying right now:

But sustaining that can-do attitude can be really challenging once we settle back into our daily routines. Study after study has shown that most New Year’s resolutions fail in a matter of weeks. That can lead to feelings of defeat and even depression before the year has even begun.

Many people who are winding down their careers look forward to spending time at home in their retirement. They relish the thought of afternoons on the porch or woodworking in the garage. And with people living longer thanks to medical advances, aging in place has become more widespread.

After a successful career in which he worked to improve competitive balance in the financial markets, Joe had earned the potential for an easy, carefree retirement. But his values, his faith, and his commitment to helping others wouldn’t let him go dormant. Today, I consider Joe to be one of the leading humanitarians and philanthropists here in Kansas City. Joe is an inspiration to me, and to anyone looking for a way to make the second half of their life potentially more meaningful and fulfilling than the first.

On today’s show, we tackle four of the most common Medicare questions we’re fielding from clients at Keen Wealth right now. Hopefully this conversation will help you sort out the important notices about your health care coverage from the junk mail that belongs in your shred pile.

So on today’s show, we’re going to move from the high-level view of the economy down to the trenches here at Keen Wealth. These are the strategies we use for both our working and retired clients during volatile times.