facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Keen On Retirement™

Insights Blog & Podcast

Focused insight on timely, relevant topics. Start planning your retirement. 


Subscribe now & never miss a blog or podcast

Thank you for submitting your information. Please make sure we are on your safe sender list so you don’t miss our emails.




SUBSCRIBE

One Retirement Question, Two Different Answers: Who Should We Trust? Thumbnail

One Retirement Question, Two Different Answers: Who Should We Trust?

Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors. One advisor said they could retire. The other said that they should keep working. So ... Who's right? On today's show, we try to split the tie and help Mark and Lisa set the best course for a successful retirement.

Read More
Should Private Equity Investments Be Part of Your Retirement Plan? Thumbnail

Should Private Equity Investments Be Part of Your Retirement Plan?

If you're only judging based on what's happening in the world and the financial markets, there's never a "perfect" time to retire. But 2025 is throwing a bunch of extra variables at seniors that are adding more complexity to an already complicated decision. Businesses are changing. The rules around investing are changing. And, most importantly, your life is changing. Your financial plan has to be flexible enough to keep pace while also maintaining focus on the best path towards your personal long-term retirement goals. On today's show, we discuss two listener questions that touch on alternative investments and how to think about portfolio management at various stages of your life.

Read More
Thinking About Retiring? Avoid These 5 Common Mistakes! Thumbnail

Thinking About Retiring? Avoid These 5 Common Mistakes!

Are you ready to retire? Great! Why? Because you're turning 65 this year? Or 70? Or 75? Because you've hit your "retirement number" and you feel good about your nest egg? Because you like how the markets are performing? Because you finally paid off your mortgage? All these factors can contribute to a positive retirement transition. But none of them should "trigger" a rush into retirement either. Even if you're retiring in the right time frame, you could move too quickly and make some of these common mistakes that planning ahead with an advisor could help you avoid.

Read More
The Overlooked Risks to Protect Against in a 30-Year Retirement Thumbnail

The Overlooked Risks to Protect Against in a 30-Year Retirement

What's the biggest threat to the long-term security of your retirement plan? Many seniors would answer, "The economy," or "The markets." And that makes sense. No matter how much you try to control your screen time, financial news will always make a big impression on how you feel about your money. But as nerve-wracking as market fluctuations can be in the moment, in the long run, they continue trending upwards and generating positive returns for most investors. That's why a truly comprehensive plan should be prepared to manage not just market fluctuations, but more personal and less obvious threats that can erode a senior's wealth over the course of a 30-year retirement. The next time you meet with your advisor, discuss how your plan protects you and your money against these five threats:

Read More
What to Know and What to Ask When You’re Searching for a Financial Advisor Thumbnail

What to Know and What to Ask When You’re Searching for a Financial Advisor

I believe that The Keen Wealth Advantage helps folks feel more confident about comprehensive financial planning and their road to retirement. I also believe wholeheartedly in the consumer being as educated as possible on their various options before entrusting their planning and investing to any financial advisor. This is one of the key reasons we are now in our 10th year of producing this podcast and blog, answering listener questions and giving listeners a candid “look behind the curtain” on all things personal financial planning. When you're meeting with professionals who could be managing your life savings for the rest of your life, there has to be more than just a personality fit. While personality is important, you also need to know what questions to ask and what warning signs to look for. Do they have a disciplined process and the depth and breadth of experience and resources to undertake this most serious responsibility? Are you able to confidently discern what your overall client experience will look like and know that they take the appropriate steps to ensure your confidential information is protected and that rules and regulations are being complied with? On today's show, we answer two discerning listener questions that should help you have more productive meetings with potential advisors.

Read More
What Today’s Happiest Retirees Got Right (and What You Can Learn from Them) Thumbnail

What Today’s Happiest Retirees Got Right (and What You Can Learn from Them)

At Keen Wealth, we don't just want seniors to make it to retirement -- we want them to set themselves up to enjoy it! And achieving that all-important goal takes more than just hitting a "number" or buying the perfect beachfront condo. According to a recent study by Fidelity, 72% of retirees say that their retirement is "going as planned." These seven practical, actionable steps will help you join their ranks when you're ready.

Read More