Keen On Retirement

This time last year, many seniors had never heard of Zoom or made a video call. You knew about Netflix and Apple TV, but maybe you were waiting for your grandkids to set them up for you the next time they visited. You had social media accounts, but those were just for sharing family photos. After learning how to connect, stay informed, and keep yourself entertained during the pandemic, I’ll bet your cell phone and other household technology are much less intimidating than they used to be. So, if your TV and movie queue is starting to thin out, this might be the perfect time to explore podcasts.

A recent study by Valuegraphics analyzed more than 500,000 surveys in 152 languages and determined that there are 56 values that drive all of human behavior. While the results did show some significant cultural differences between how these values are ranked, the top responses show that there is a lot of commonality when it comes to the really important things in life.

Today, a successful retirement requires much more purposeful planning that accounts for major generational changes in how we work and live. I believe that engineering a modern retirement blueprint starts with four essential building blocks: Health, Family, Purpose, and Comprehensive Financial Planning.

Today, a successful retirement requires much more purposeful planning that accounts for major generational changes in how we work and live. I believe that engineering a modern retirement blueprint starts with four essential building blocks: Health, Family, Purpose, and Comprehensive Financial Planning.

December is usually when we hold our annual Holiday Breakfast and Market Outlook Presentation at Keen Wealth. Unfortunately, due to COVID-19, we had to move this year’s event online. The in-person educational and appreciation events we host at Keen Wealth have grown into a unique hallmark of our firm and are very important to us – especially the fellowship of our Holiday Breakfast. We look forward to getting back to hosting these events in the very near future.

Today, a successful retirement requires much more purposeful planning that accounts for major generational changes in how we work and live. I believe that engineering a modern retirement blueprint starts with four essential building blocks: Health, Family, Purpose, and Comprehensive Financial Planning.