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Keen On Retirement

Insights Blog & Podcast

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

The Truth Behind the Numbers That Could Impact Your Retirement Thumbnail

The Truth Behind the Numbers That Could Impact Your Retirement

How many times have you read some variation of this headline, or heard that number thrown around in casual conversation? You might have even used this “conventional wisdom” to talk yourself out of starting your own company. Fifty percent makes it sounds like your odds of success are on par with flipping a coin and guessing heads or tails. But that’s the tricky thing about numbers: taken out of context, they can be deceiving. Let’s dig into that 50% a little deeper and ask, “Why do half of small businesses close?” According to the Small Business Administration, the number one reason, yes, is a lack of revenue. Number two? The owner retires. Number three? The owner sells the company. So, two of the top three reasons that most small businesses close aren’t necessarily negative! They might even represent a lifetime of fulfilling work leading to a profitable exit for the business owner! Recently, you might have come across some big numbers related to our economy that have you nervous about your nest egg. On today’s show, we dig into those numbers as well to separate the facts from the hype.

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10 Years After the Great Financial Crisis, Did We Learn Our Lesson? Thumbnail

10 Years After the Great Financial Crisis, Did We Learn Our Lesson?

In March of 2009, the markets bottomed out in the aftermath of the housing crisis and bank collapses. Gigantic financial institutions teetered on bankruptcy and scrambled for government support. Millions of ordinary folks lost their homes or their jobs, and all saw their retirement savings decline in value. In the moment, it was hard to imagine how our economy would get back to normal.

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Hopeful Politics: “Insider” Insights from My Recent Visit to D.C. Thumbnail

Hopeful Politics: “Insider” Insights from My Recent Visit to D.C.

As much as we caution investors against making knee-jerk reactions to the news, your investments and your long-term planning don’t exist in a vacuum either. That’s why when I attend conferences like the Barron’s Top Independent Advisors Summit or the Schwab Impact Conference, I like to come back with a report that I think will be beneficial to my clients and listeners. It’s just another way that we at Keen Wealth try to give the folks we work with a comprehensive financial-planning experience.

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Three Ways to Avoid the Downside of Retirement Thumbnail

Three Ways to Avoid the Downside of Retirement

In order to avoid this downside of retirement, my Keen Wealth team works to determine not only our clients’ financial needs, but we also work to understand their psychological and emotional needs. We like to really get to know our clients so that we can plan together for a meaningful retirement in which financial security and an active, engaged, fulfilling lifestyle go hand-in-hand.

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