Many of my new clients want to know if they have enough money to retire. Once I explain that, at Keen Wealth, we don’t believe folks should be focused on hitting some magic number, the follow-up question is almost always, “OK … But how do my assets compare with other people my age?”
A few years ago, I was intrigued by the many news stories I was seeing about the new “tiny homes” helping homeless veterans around Kansas City. I reached out and connected with the Veterans Community Project, and the more I learned, the more impressed I was by the impact that the VCP is having. One number really stood out: over 90% of the veterans whom the VCP work with are able to get back on their feet and reacclimate into society.
When we’ve talked to folks whom I would consider “successful retirees” on this show, there’s a common theme: stay active. Whether you continue to work, start volunteering, or throw yourself into a favorite sport or hobby, retirees have to make an intentional effort to get off the couch and maintain connections to their communities and their loved ones.
This time last year, many seniors had never heard of Zoom or made a video call. You knew about Netflix and Apple TV, but maybe you were waiting for your grandkids to set them up for you the next time they visited. You had social media accounts, but those were just for sharing family photos. After learning how to connect, stay informed, and keep yourself entertained during the pandemic, I’ll bet your cell phone and other household technology are much less intimidating than they used to be. So, if your TV and movie queue is starting to thin out, this might be the perfect time to explore podcasts.
“To all the clients I’ve worked with over the years, thank you for demonstrating that through hard work, character, and responsibility, it is possible to start from nothing and build a fulfilling retirement for you and your families."
“If something happened to me, what would happen to my family?” I know this question is on the minds of many of the clients at Keen Wealth. It’s also the question that inspired my guest on today’s podcast, Polly Bartle Blomquist, to transition from family law to elder law and estate planning.