Keen on Retirement

著者: Bill Keen Matt Wilson Steve Sanduski
  • サマリー

  • Co-hosts Bill Keen, Matt Wilson, and Steve Sanduski take you through the financial planning process to help ensure you make smart decisions about your money and your life. Whether you’re on your way to retirement or already there, these shows will educate you, entertain you, and guide you to living the life you dream about.
    Keen Wealth Advisors
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あらすじ・解説

Co-hosts Bill Keen, Matt Wilson, and Steve Sanduski take you through the financial planning process to help ensure you make smart decisions about your money and your life. Whether you’re on your way to retirement or already there, these shows will educate you, entertain you, and guide you to living the life you dream about.
Keen Wealth Advisors
エピソード
  • Answering Your Questions About the Next Recession, AI Investing, and the Federal Deficit
    2024/10/30

    With the presidential election less than a week away, I know many folks are feeling like the present is on pause while we’re waiting on some important answers about the future.

    Matt Wilson, Keen Wealth’s Chief Investment Officer and President, analyzed the latest data surrounding the election, the health of the economy, and the early outlook for 2025 in his recent 2024 Q4 Market Update Webinar. Today we’re going to discuss some follow-up questions from webinar attendees that should provide a little more clarity about the relationship between your short-term and long-term financial planning.

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    45 分
  • Will Almost Half of Retirees Run Out of Money?
    2024/10/09

    If I were to make a list of the most common money worries that I've helped seniors deal with in my 30-plus years as a financial advisor, running out of money in retirement would probably be number one. Even folks who have been following a comprehensive financial plan and building wealth for decades can struggle with the idea of cashing their final paychecks and living off their nest eggs.

    So, I understand why a headline like "New study finds many seniors who retire at 65 will run out of money" can make some folks question their retirement plans. On today's show, we unpack the details of that study and discuss a practical approach to preparing for and enjoying your golden years.

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    36 分
  • Will the 2024 Presidential Election Change How Your Capital Gains Are Taxed?
    2024/09/25

    Between the 24/7 news cycle and the two-year election cycle of our government system, I'm sure I'm not the only one who feels like our country is in a permanent state of campaigning. And that means some folks who do follow politics and their investments closely are often hearing our leaders talk about tax policy every time they turn on the news.

    However, it's very important to distinguish between what candidates propose on the campaign trail, what's being debated in Congress, and what actually has a chance of becoming law.

    On today's show, we separate the facts and the fiction from sound bites on capital gains taxes that you might have heard in recent weeks -- and that you're likely to hear a lot more as we head into the final month of the 2024 campaign.

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    38 分

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