Keen on Retirement
By Bill Keen
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Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join wealth advisor Bill Keen as we discuss money, life, and everything in between that you need to know to live the life you dream of. So whether you’re on your way to retirement or already there, these shows will educate, entertain, and guide you to living the dream.
||CleanLimiting surprises in retirement, understanding taxes, and getting beneficiaries right||Common retirement questions submitted by you, our clients and listeners. We do our best to provide expert analysis on the challenges and opportunities facing retirees.||2/8/2017||Free||View in iTunes|
||CleanHow President Trump's Tax Plan May Affect Your Pocketbook||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 your taxes.||1/24/2017||Free||View in iTunes|
||CleanSix Keys to Staying Young at Heart in Retirement||Today, we're going to share some thoughts on staying young at heart no matter what the calendar says your age is.||1/11/2017||Free||View in iTunes|
||CleanHoliday Breakfast Part II: Matt Wilson Delivering Forecast 2017 “Perspective”||Matt Wilson delivers our outlook for 2017||12/28/2016||Free||View in iTunes|
||CleanHoliday Breakfast Part I: Bill Keen Team Member Intros and Business Philosophy||Bill introduces the team and discusses the business philosophy and culture of the firm.||12/28/2016||Free||View in iTunes|
||CleanWhat is the Most Important Piece of a Puzzle?||if I asked you, "What is the most important piece of the puzzle?" how would you answer?||12/17/2016||Free||View in iTunes|
||CleanShould You Worry About Trump's Impact on Your Portfolio?||Our new president has big plans for the economy. Will they help or hurt you?||11/22/2016||Free||View in iTunes|
||CleanHow to Have Courageous Conversations With Elderly Parents||We can't avoid aging but we can take steps today to help ensure that we and our loved ones are physically safe and prepared financially and legally for the complications that aging often brings.||11/9/2016||Free||View in iTunes|
||CleanThis was fun. Have you tried it?||Once you've taken care of the money aspect of retirement, how do you make sure you enjoy your time in retirement?||10/27/2016||Free||View in iTunes|
||CleanAre You Losing Thousands of Dollars by Making These Behavioral Investing Mistakes?||Sometimes our mind can play behavioral investing tricks on us and cause us to make suboptimal financial decisions.||10/13/2016||Free||View in iTunes|
||CleanShould You Delay Taking Social Security Payments and Other Client Questions||We discuss several questions from our clients and listeners||9/20/2016||Free||View in iTunes|
||CleanWill You Run Out of Money in Retirement?||In today's show, we take you behind the curtain and discuss our financial planning process. You'll learn what goes into a plan, how numbers are calculated, and how they are personalized for each of our clients.||9/8/2016||Free||View in iTunes|
||CleanAre You Getting Scammed by the "IRS?"||What's worse than having the IRS contact you? How about having somebody impersonating the IRS and trying to scam you out of your money? Unfortunately, that is happening a lot lately.||8/24/2016||Free||View in iTunes|
||CleanDon't Make the Mistake of Letting the State Determine Your Estate Plan||You don't want to die without having done this first.||8/10/2016||Free||View in iTunes|
||CleanWashington Insider Greg Valliere on Donald Trump, Hillary Clinton, and Revving Up the Economy||Here's the inside scoop on Donald Trump, Hillary Clinton, and this captivating political season||7/27/2016||Free||View in iTunes|
||CleanHere's How to Get More Income in a Low Interest Rate World||In today's episode we discuss ramping up your income by owning dividend-paying stocks.||7/13/2016||Free||View in iTunes|
||CleanWhat are Bonds and How Do They Fit in Your Portfolio?||Today's episode is a basic primer on bonds and how they are a key building block in a diversified portfolio.||6/29/2016||Free||View in iTunes|
||CleanHow to Find a Financial Advisor That's Right for You||We'll help make the job of finding a financial advisor easier by discussing what questions to ask and what characteristics to look for.||6/8/2016||Free||View in iTunes|
||CleanWhat We Learned From Attending the Berkshire Hathaway Meeting With Warren Buffett||You can learn a lot by hanging around Warren Buffett and Charlie Munger for six hours. Today, we're going to discuss what we learned by attending the Berkshire Hathaway annual meeting in Omaha.||5/25/2016||Free||View in iTunes|
||CleanHere's how to maximize your return on life||Bill Keen and Mitch Anthony discuss the 10 dimensions of the Return on Life Index and how to maximize your Return on Life||5/2/2016||Free||View in iTunes|
||CleanCan you really get a better return on life?||Author Mitch Anthony joins the show to discuss getting a "return on life" instead of just a "return on investment."||4/25/2016||Free||View in iTunes|
||CleanOn the mind of retirees - listener questions answered||Bill Keen answers some common questions he hears from retirees about retirement income, IRAs, Taxes, and paying off your mortgage||4/11/2016||Free||View in iTunes|
||CleanSurprisingly, it may be time to retire retirement||Retiring early without something to retire to may be hazardous to your health||3/21/2016||Free||View in iTunes|
||CleanStop! Telltale signs you may be failing at retirement||A significant number of retirees are failing at retirement to some degree and in today's episode, we discuss what failing means and how you can avoid it.||3/7/2016||Free||View in iTunes|
||CleanThe Best Investors Rarely Make These Behavioral Mistakes||When it comes to making money decisions, humans are not always logical.||2/22/2016||Free||View in iTunes|
||CleanMake Better Money Decisions by Learning This Market History Lesson||"History doesn't repeat itself, but it rhymes," according to a popular Wall Street saying that is often (mis)attributed to Mark Twain. No matter the source, it makes good copy! Looking beyond its cleverness, the saying does make sense. History never exact||2/8/2016||Free||View in iTunes|
||CleanBreaking Noise: How the Best Investors Separate the News From the Noise||Noisy headlines often distract investors from their long-term plans. Here's how to overcome that.||1/25/2016||Free||View in iTunes|
||CleanHitting These Ages Triggers Critical Financial Planning Decisions||When you hit these age milestones, it's time to make some important financial decisions||1/11/2016||Free||View in iTunes|
||CleanHappiness in Retirement? You Bet and Here's How||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.||11/17/2015||Free||View in iTunes|
||CleanWhen is the Best Time to Retire? (Hint: It's not when you think)||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.||11/10/2015||Free||View in iTunes|
||CleanWhat Exactly is a "Financial Plan?"||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.||11/3/2015||Free||View in iTunes|
||CleanIntroducing the Keen on Retirement Podcast||Wealth advisor Bill Keen and his host Steve Sanduski discuss what this new podcast is about and what listeners can expect from it.||11/1/2015||Free||View in iTunes|
Helps prepare you for successful retirement
Bill Keen is a long-time financial advisor and he does an excellent job discussing the issues related to retiring, both from a financial standpoint and from a lifestyle standpoint. You’ll learn about he markets, investing, as well as the “softer” side of having an enjoyable retirement.
This podcast has really gotten me thinking. Looking forward to future episodes.
Great podcast about all the issues facing retirees today.