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Keen on Retirement

Business & Economics Podcasts

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 Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.

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 Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.

Location:

United States

Description:

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 Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.

Language:

English


Episodes

Election 2020: How the Election Could Impact the Market

10/28/2020
In this webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, will cover a macroeconomic update of the markets, plus the key things we are watching right now and our outlook for the rest of 2020. Some of the topics Matt covers in this webinar include:

Duration:02:12:19

Setting the Record Straight on Three Election Scenarios

10/14/2020
In four of the last five presidential elections, the Democratic and Republican candidates were separated by just 5% of the popular vote. And, in two of those four elections, the winner of the popular vote lost the Electoral College. So, while there’s a lot of anxiety surrounding just how close next month’s election might be, it’s worth noting that our country has made it through some very tight races in recent years. Moreover, if you dig a little deeper into the framework that our Founding...

Duration:01:35:31

When Can We Expect a Covid-19 Vaccine?

9/30/2020
Nearly seven months later the Covid-19 situation remains very fluid. Infection and hospitalization numbers are stabilizing in some states and picking up in others. One constant has been the inspiring work that health care professionals and scientists are doing to help the sick and keep moving forward on a vaccine. I want to make it clear that no one at Keen Wealth claims to be a doctor or an epidemiologist. But during major events that affect our clients’ lives, we do take it upon ourselves...

Duration:00:34:26

5 Ways to Sync Your Financial Plan with Your Family’s Financial Needs

9/16/2020
During the pandemic, we’ve talked quite a bit about potential positive outcomes of this unprecedented experience. One plus that I’ve noticed recently is that more people do seem to recognize the importance of having a financial plan, whether they’re just starting the process or refining some details with their fiduciary advisor in light of all that’s happened this year. On today’s episode, we discuss 5 important areas where a financial plan can help keep your money in sync with your...

Duration:00:36:24

Silencing the Noise: What You Should Know About the Upcoming Election

9/2/2020
In this webinar, Bill Keen and Matt Wilson welcome back Washington insider Greg Valliere for a conversation about the state of the U.S. economy in 2020 as well as a preview of the upcoming presidential election. Some of the topics Greg Valliere discussed with Bill and Matt include:

Duration:04:17:57

Is the Road Through Covid-19 Paved with Gold?

8/12/2020
Whenever the market experiences significant volatility you're likely to see "gold bugs" swarming your social media and cable news feeds. Investing in a commodity like gold that we perceive as "stable" sounds appealing when other investments, like stocks, seem unstable. And it's true that the price of gold has risen in 2020 as the economy continues to adjust to Covid-19. But as we discuss on today's podcast, adding gold to your portfolio is not a surefire way to mitigate risk. And folks who...

Duration:01:56:59

What Impact Could a Joe Biden Presidency Have on Our Economy?

7/29/2020
So much of our focus this year has been on Covid-19 that you might have missed a major milestone that we passed recently. We are now less than 100 days away from what promises to be a very contentious and impactful presidential election. The economic side of the debate has started to take shape now that former Vice President Joe Biden has released some new tax proposals. Of course, any presidential policy pitched on the campaign trail has to be taken with a grain of salt. And in my...

Duration:01:45:04

Are the Markets Out of Touch with Our Economy?

7/15/2020
In this webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, will cover a macroeconomic update of the markets, plus the key things we are watching right now and our outlook for the rest of 2020. Some of the topics Matt covers in this webinar include:

Duration:02:16:13

Anthony Fasano on the Skills That Helped Him Engineer a New Career Path

6/24/2020
More often than not, the skills and processes that make folks successful in one business work in other businesses as well. I think that’s a big reason why Keen Wealth Advisors has been able to establish such a strong relationship with the engineering community in Kansas City and around the country. Engineers respond to our checklist-driven planning process because they use the same kind of diligence in their own work. And we love working with folks who are hardworking, curious, and dedicated...

Duration:00:31:26

What High Frequency Data Tells Us About Economic Recovery From Covid-19

6/10/2020
The May 2020 jobs report could mark a turning point in our country’s struggle to get back on its feet after the Covid-19 pandemic. While some experts were bracing for up to 7 million more lost jobs, instead we got a pleasant surprise: 2.5 million jobs added and a 1.4% drop in unemployment. The markets responded very favorably to this news. But with so many people still out of work and so many communities still struggling, it can feel like Wall Street and Main Street are way out of sync. So,...

Duration:01:48:38

A Frontline View of Opening America’s Workplaces Again

5/27/2020
Recently I had the honor of participating in a video conference with CEOs and small business owners in the greater Kansas City area where we shared our perspectives on how to reopen our local economy safely and effectively. The organizer of that call was our region’s advocate at the Small Business Administration, and my guest today, Adrienne Vallejo Foster. Adrienne is currently running for Congress in the Third Congressional District of Kansas. She's a former mayor who also served as...

Duration:01:25:29

New Coronavirus-Related Distributions Could Help Folks as the Country Begins Reopening

5/13/2020
Last week’s job numbers have had a big impact on this week’s main topic of discussion: reopening. Communities around the country are starting to establish guidelines that will, hopefully, allow more folks to get back to work while also keeping the spread of COVID-19 in check. In the meantime, folks who are hurting are starting to get some relief via extended unemployment benefits and federal tax rebate checks. Others are weighing new options created by the CARES Act, including...

Duration:01:36:58

Negative Oil Prices, Tax Day in July, and Getting Our “Acts” Together

4/29/2020
I’m really happy that clients and other friends of Keen Wealth have continued to ask us questions about their financial planning over the past month or so. Those questions tell me that even as we’re dealing with all of the uncontrollable stresses surrounding the COVID-19 pandemic, folks are keeping at least one eye on the things they can control. There is still business to be conducted, bills and taxes to pay, and both short and long-term plans to make. And as an essential business, Keen...

Duration:01:41:16

Answering Three Common Listener Questions Sparked by COVID-19

4/15/2020
We’re getting our first small glimpses of light at the end of the COVID-19 tunnel this week. Spread of the disease could be peaking. The markets are starting to look a bit more stable. And our political and health care leaders are in the very early stages of discussing how and when to reopen businesses. Still, I know we’re all dealing with a lot of anxiety and uncertainty, both in our personal lives and when we step back to take in the big picture. On today’s show, we check in on the...

Duration:01:31:32

Making Sense of Recent Market Movements and How the CARES Act Affects Your Retirement Planning

4/1/2020
The coronavirus pandemic continues to make recent market swings difficult to follow. Are the markets recovering or not? Are we still bearish or heading back to bullish? And what do these movements mean for your retirement planning? Today’s episode is another up-to-the-minute look at the current economic situation.

Duration:01:32:15

Coping with Uncertainty During the Coronavirus Pandemic

3/18/2020
We’ve all just gone through one of the most tumultuous weeks in recent American history – not just for the financial markets, but for how we live our everyday lives. So we’re releasing this podcast episode a little earlier than usual so that you can get our latest take on the coronavirus situation and the broader economic picture.

Duration:00:33:40

Special Update on the Coronavirus, the Financial Markets, and Your Investments

3/4/2020
For today’s show, we put in some overtime to get you our up-to-the-minute take on how the coronavirus outbreak is affecting financial markets. The short version: Outside shocks to the financial markets, like the coronavirus, can't be predicted, but we do plan for them. Outbreaks like Ebola, Zika, MERS and SARS have rattled the markets before. And while past performance does not guarantee future returns, after downturns like the one we’re experiencing right now, the markets are typically on...

Duration:00:25:52

Is an Election Year Recession on the Horizon?

2/19/2020
In this Market Update Webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, takes a look back at what happened in 2019 in the markets and in the economy. And even more importantly, Matt takes a look ahead at what may be in store for 2020. Some of the topics Matt covers in this webinar include:

Duration:01:08:51

3 Major SECURE Act Provisions You Need to Discuss With Your Fiduciary Advisor

2/5/2020
Clients and friends of Keen Wealth have questions surrounding the Setting Every Community Up For Retirement Enhancement (SECURE) Act that was passed at the end of 2019. And with good reason! In many ways, the SECURE Act represents a significant rethink of retirement and estate planning. The government has recognized that as folks begin working longer at a wider variety of jobs, individuals need to start taking more personal responsibility for their retirement planning. This shift will affect...

Duration:00:41:33

Engineering Retirement

1/22/2020
I am honored that Anthony Fasano, Founder of the Engineering Management Institute, recently invited me to be a guest on his podcast, "The Engineering Career Coach." Anthony is a professional engineer who learned early in his career that the success of an engineering firm relied heavily on its employees' ability to communicate and mange effectively. Anthony founded the Engineering Management Institute to bring his passion for engineering management training to engineering organizations...

Duration:01:25:29