Keen On Retirement

Thanks to the tremendous support of the Keen Wealth community, our podcast audience, and readers of our blog, I'm thrilled to announce that that the 2nd Edition of Keen on Retirement: Engineering The Second Half Of Your Life has hit Amazon's best-seller list! I think one of the reasons that folks have connected with the book is that I try to present up-to-date information on things like the SECURE Act and Medicare with an eye towards the big picture. And I think maintaining that wider perspective in your financial planning has only become more important since I published the 1st Edition of the book in 2019. The pandemic accelerated so many things in our society, from how we connect and communicate to how our government thinks about retirement. If you aren't working with an advisor and following a comprehensive financial plan, it's very easy to let the news of the day or the hot get-rich-quick pitch lead you off the path towards a safe, secure, and fulfilling retirement. On today's show, we talk about some of the additions I made to the 2nd Edition of my book. I sincerely hope that this new material and our discussion broadens your own perspective and helps you maintain focus on sound financial planning principles.

Among the many things that I’m thankful for this year – and every year – is the incredible team here at Keen Wealth Advisors. I wanted to open up my annual Thanksgiving post to give my team an opportunity to express their gratitude and share a little bit of their lives and work with our audience.

What does "wealth" mean to you? For some folks, wealth is a salary level that will provide a better life for their families. Other people define wealth by having the means to do what they want, when they want, or buy what they want, when they want. And for many older Americans, wealth might be a number that they want to hit as they approach retirement age.

On our last episode, we ran through the changes to Medicare and Social Security that will affect seniors' benefits next year. Today, we're going to complete our 2023 planning picture by discussing tax brackets and contribution limits for retirement accounts. We also examine whether or not gold and real estate should factor into your financial planning given the current levels of inflation.

The numbers are finally out! And that means, if you haven't already started, it's time to get serious about working with your advisor to update your financial plan for 2023. On today's show, we discuss the changes coming to your Social Security and Medicare benefits next year, as well as an important clarification on the rules for inheriting IRAs that could impact how you and your family members think about legacy and tax planning.

I’m excited to announce that the 2nd Edition of my book, Keen on Retirement: Engineering the Second Half of Your Life, is officially available! And for a short time only, you can help us reach best-seller status by grabbing the Kindle ebook for just $0.99!