Keen On Retirement

At least once per year, I like to pull together the latest data for a blog post or podcast that answers one of the most common questions we get asked at Keen Wealth: "How does my retirement savings compare to other folks my age?"

Let's dig into some listener questions and examine where general planning principles meet the personalized, comprehensive planning process we use at Keen Wealth.

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.