Keen On Retirement

To help me explore these important intersections, I'm thrilled to welcome Dr. Megan McCoy to today's episode. Dr. McCoy is a licensed Marriage and Family Therapist and a Certified Financial Therapist-I. At Kansas State University, she's a Professor of Practice and Director of the Financial Planning Masters Program and key faculty in the Financial Therapy Certificate Program. Dr. McCoy is also an Executive Board member for the Financial Therapy Association and the Associate Editor of the Journal of Financial Therapy.

"Wealthy" is another category that's a lot more relative than people may realize. Sure, we talk about "the 1%" a lot in our society. Others might point to the IRS' tax brackets to gauge wealth. But Charles Schwab's Modern Wealth Survey 2022 shows that people want more from their money than just wealth -- they want to be able to live a life that aligns with what's most important to them.

There's a little something to make everyone nervous about our global economic picture right now. That's why I thought it was important to devote another episode of our podcast to answering some of the questions that we've been fielding at Keen Wealth.

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.