Keen On Retirement

At Keen Wealth Advisors, we believe that long-term financial success requires a focus on two distinct areas: First, crafting a financial plan specifically tailored to your needs, abilities, and hopes for the future; and second, choosing the right investments to fund the plan.

On today’s show, we try to sort out the facts from the what-ifs, and make some considered observations about what President Trump may mean for taxes. Which proposed reforms are most likely to become law? Will there be a compromise with the Democrats? And what should you be doing to prepare yourself and your money for the next four years?

Ah, retirement. Most everyone who isn’t retired dreams of one day being able to hang it up. But executing on it when the time is right isn’t as easy as it sounds. Whether you have been retired for a number of years or you are just now on the glide slope, there is much more than just money issues to contend with.

As we start the new year, I want to thank you for being part of the Keen on Retirement community and taking the time to listen to our podcasts and read our blog posts. We are truly grateful for the opportunity to work with you and we look forward to an amazing 2017.

Did you know that only 8% of people actually keep their New Year’s Resolutions? Those numbers are pretty dismal. On the surface, it can make the January tradition of goal setting and personal improvement seem somewhat pointless. Although the data on New Year’s Resolutions isn’t very promising, I have learned over the years that the key is “progress not perfection”.

This year, with our blog and podcast, we decided to record the event and share it with our clients who were unable to attend and to share it with the broader community who listen to our podcast and read our blog posts.