Keen On Retirement™

On today's show, we discuss the differences between estate planning and the comprehensive legacy planning that's part of our checklist-driven process at Keen Wealth.

There are many reasons why people decide to start working with a financial advisor. Sometimes, the trigger is a major life event, such as getting married, starting a new job, or preparing for retirement.

I hope our longer answers on these important topics are a reminder that while there are some universal principles upon which you can build a financial plan, the long-term success of that plan will depend on how you and your advisor work together to find the best solutions for your specific needs and goals.

Here are three strategies for weathering this bout of volatility that I hope you'll think about and discuss with your financial advisor.

Headline writers love superlatives: the "biggest" drop, the "highest" inflation rate, the "most" pessimism, and so on. Those words might generate clicks and keep you glued to cable news. But they don't tell the full story of where our economy has been, where it is right now, and where it's probably headed.

Your lifetime of work experience doesn't become any less valuable once you've retired. Many seniors turn to part-time jobs, volunteer positions, tutoring, and mentorship to stay sharp, stay active, connect, and give back in retirement.