Keen On Retirement

Most of the clients I work with that are on the glide slope to retirement are relatively well-prepared. Even so, many have a lingering feeling that they’d like to save a bit more before their retirement party. When you think about your future retirement, are you excited and confident? Or do you feel uncertain and stressed? If you’re looking to save a bit more before you stop working to give you greater confidence, start by taking these six steps.

Our guest today is Mark Wolf. Mark has been a close personal friend of mine for nearly 20 years. He also has a long history in the travel industry, and he is an expert on cruising.

Social Security was originally developed to be just a retirement safety net, but over time benefits grew and the system now covers an estimated 96% of Americans and makes up an average of 40% of a typical retiree’s income.

Sometimes our mind can play behavioral investing tricks on us and cause us to make suboptimal financial decisions. Dr. Daniel Crosby is one of the country’s leading authorities on behavioral investing. He joins the show today to discuss some of the key learnings from his new book, The Laws of Wealth. We review some of the rules of behavioral self-management and cover some key ideas to remember so we can all make sound financial decisions.

Did you know that Keen Wealth Advisors sponsors the Big D Cycling team? As a result of our close partnership with Big D Cycling and our active desire to be involved with community events, we are hosting the inaugural Keen Wealth Classic cyclocross race on November 13th. We hope this event will become a midwest staple for years to come and are honored to be able to help get it started

Without a blueprint, you can’t build a house. And without a map, you wouldn’t set off on a road trip. The same rule goes for retirement planning. When it comes to such a big milestone in life, you need a financial roadmap that navigates you from point A to point B.