Keen On Retirement

On today’s show, my good friend Dick Blaisdell joins us to share his experiences of what it has been like during his 16 years of retired life to date.

In my last few blogs and podcasts, I’ve discussed how a good financial advisor, operating to the fiduciary standard, can help co-pilot your financial journey into retirement, and prepare you for accompanying changes to your taxes.

One piece of advice we give our clients at Keen Wealth Advisors is to make a financial plan that attempts to minimize surprises in retirement. Without a plan, many retirees get their first big surprise in the second week of April. And it’s not a fun surprise: when you stop receiving a paycheck and start living off your assets and investments, your tax filings can change dramatically.

On today’s show, we tackle this and other common retirement questions submitted by you, our clients and listeners. We do our best to provide expert analysis on the challenges and opportunities facing retirees.

At Keen Wealth Advisors, we believe that long-term financial success requires a focus on two distinct areas: First, crafting a financial plan specifically tailored to your needs, abilities, and hopes for the future; and second, choosing the right investments to fund the plan.

Ah, retirement. Most everyone who isn’t retired dreams of one day being able to hang it up. But executing on it when the time is right isn’t as easy as it sounds. Whether you have been retired for a number of years or you are just now on the glide slope, there is much more than just money issues to contend with.