Last week, I discussed how Keen Wealth's comprehensive planning process might assess a multi-million-dollar nest egg. I think these hypotheticals, including some back-of-the-napkin math, are useful in illustrating how retirement planning can work, and also the limits of focusing exclusively on your numbers.

However, in the Keen Wealth offices, we don't work with hypotheticals. We work with real people, their real savings, their hopes, dreams, worries, and goals for the future.
Every day, we help hardworking folks navigate complex financial issues that touch every part of their lives. We're honored that our clients have entrusted us with the responsibility of managing assets they've spent decades earning, and we want them to feel confident about their path to retirement.

On today's show, we explore the Keen Wealth Advantage in action as we help a couple answer one of life's most important questions: Can we retire?

According to a report from the Federal Trade Commission, Americans lost $12.5 billion to scams in 2024, a 25% increase from 2023.

That's why episodes like this one are among my least favorite to record and also among the most important.

We’ve all heard about so many folks losing large sums of money because they answered the wrong phone call or clicked on the wrong email link. The greed, cruelty, and, yes, ingenuity of today's fraudsters is only growing along with the technology available to them. Keeping our audience updated on the latest scams is an important part of Keen Wealth's educational mission.

On today's show, we discuss warning signs that you may be dealing with a scammer, as well as best practices for safeguarding your personal information and your nest egg.

Well ... we were wrong.

During our previous discussion about The One Big Beautiful Bill, we predicted that the final law would probably pass with a different name.

But, instead of the acronyms we're used to seeing lately, like the SECURE Act (Setting Every Community Up for Retirement Enhancement), President Trump and Congress stuck with the original title. For the most part, the final bill also maintains the big picture tax policy objectives that President Trump has been discussing since the start of his second term.

On today's show, we focus on the portions of the One Big Beautiful Bill that could have the biggest impact on retirement planning.