
A Simple Checklist Saves Lives...and Improves Financial Planning Outcomes
Financial planning can be complex and overwhelming and that’s why we look for ways to keep the process organized and on track.
Financial planning can be complex and overwhelming and that’s why we look for ways to keep the process organized and on track.
You’ve looked forward to retiring for years. It’s going to be so much fun, right? Today, we’ll discuss how finding happiness in retirement is a direct result of how you prepare for it.
People throw around the phrase “financial plan” rather loosely. Today, we’ll discuss how we define what a financial plan is and why everyone should have one.
If you could perfectly time your retirement, when would that be? Today, we’ll discuss the factors that affect when you’ll retire and how you can take more control to retire on your terms.
Welcome! In this first episode you’ll meet Bill Keen of Keen Wealth Advisors and discover why we’re doing this retirement podcast and what topics you can expect to learn about in the months ahead.