Keen On Retirement

Here's a brief agenda that will help you cover the basics and prepare you and your loved ones for one of life's most challenging transitions.

On today's show, we (briefly) debate the pros and cons of leaving our clocks alone before digging into the details of SECURE Act 2.0 that could affect retirement if this new bill is passed.

Retirement can be a daunting life transition in and of itself. But while many new retirees are trying to figure out who they are without work, another important life role could be changing as well: mom or dad.

On today's episode, we discuss why some financial plans fail and how working with an advisor who cares about more than just your money can help.

Love may be forever, but even the strongest marriages go through their ups and downs. A recent study by the University of Bern analyzed data from more than 165,000 people, aged 20 to 76, to determine if there was a common trajectory to the satisfaction folks in long-term relationships experience.

Effective financial planning is all about looking ahead. That's true for both people who are working towards retirement, and for my team at Keen Wealth. I believe that our ongoing commitment to educational events, learning, and professional development is essential to the work we do for our clients. And as the founder and CEO, I'm also committed to growing Keen Wealth into a firm folks can trust and count on today, tomorrow, and into the next generation.