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One Big Retirement Question Leads to One Simple Answer

When we open up the mailbag at Keen on Retirement we usually try to answer as many of the thoughtful questions our listeners send us as time allows. But this week is different. On today’s show, we tackle one big retirement question from a listener with a lot on his mind. Retirement is nearing for both him and his wife. Decisions have to be made about portfolio rebalancing, withdrawal rates, and legacy planning. The breadth of issues and wealth of options are intimidating, and worse, this...


Gearing Up for Tax Time: Answering Listener Tax Questions

By the end of February, your financial institutions should have sent you all your relevant tax documents for 2017, like earning statements on your investment accounts, interest earned on savings, etc. If you’re missing anything important, you might want to get in touch with those institutions and make sure the info you need is on its way. This tax season is a bit unique because many people are wondering how the laws passed at the end of last year are going to affect their tax picture and...


Market Volatility is Back: Time to Panic or Just Normal?

The headlines and talking heads painted a very bleak picture last week as the market went through its first significant bout of volatility in two years. But at Keen on Retirement I’m not trying to scare you into clicking on another link or sticking around through the next commercial break. We want to give folks our honest perspective on what’s really going on in the markets and the state of the economy’s fundamentals. So, on today’s show, we take a clear-eyed, long-term look at the recent...


20 Minutes to Live

On January 13th, I was walking through the grocery store with my mother and daughter when I noticed that I’d missed a call from my son, Devin, who was vacationing in Hawaii. I played Devin’s voicemail and listened as he very calmly told me that I didn’t have to worry. The alert of an incoming ballistic missile, headed for Hawaii, had been a false alarm. He was safe, after spending a terrifying 25 minutes huddled in a storm drain with about a dozen other people. This was the first I’d...


What You Need to Know about the New Tax Bill

My team at Keen Wealth has been hard at work pouring over the new tax bill that President Trump signed into law at the end of 2017. There’s much to unpack and a few details that still haven’t settled into place, but I know that my listeners and clients have questions. So while this probably won’t be our only episode this year on what might be the biggest change to the tax code in decades, today we will look at some of the most important changes this bill introduces. Hopefully this...


Insights from Our 20th Annual Holiday Breakfast (Part 2 - Matt Wilson)

We were privileged to have so many clients, family, and friends join us to celebrate our 20th Annual Holiday Breakfast. As is our tradition, we rang in the season with great food, inspiring entertainment, and our Market and Economic Outlook Presentations for 2018. Matt’s presentation, entitled “Focus on the Fundamentals,” gave an outstanding overview of some of the key metrics that drove 2017’s strong markets.


Insights from Our 20th Annual Holiday Breakfast (Part 1 - Bill Keen)

We were privileged to have so many clients, family, and friends join us to celebrate our 20th Annual Holiday Breakfast. As is our tradition, we rang in the season with great food, inspiring entertainment, and our Market and Economic Outlook Presentations for 2018. In my presentation, I gave a brief overview of recent global turbulence as it related to fluctuations within the market.


What is Bitcoin? Blockchain? Should You Buy Some?

At the end of the year the whole internet goes into list-making mode with lists for best movies, best TV shows, best songs, biggest political events and so on. I couldn’t help getting into the spirit a bit myself, so here’s my “Top 3” list of questions that clients and listeners have asked my team at Keen Wealth in 2017: I think we’ve done a good job covering the first two questions in previous episodes this year. So on today’s show, I’m going to cross the final big question of 2017 off...


What We Learned at the Schwab Impact Conference That Could Affect Your Financial Planning

Last week the Keen Wealth leadership team took a trip to Chicago for the Charles Schwab IMPACT® Conference. One of the biggest gatherings in the financial services industry, it is designed to educate attendees on new technologies, trends, and navigating hot-button issues. There were dozens of sessions, hundreds of vendors, and vast opportunities to learn. And Schwab put together an incredible lineup of speakers this year: former UK Prime Minister David Cameron, Washington insider (and...


Looking Back on “Black Monday” for Answers to Key Retirement Questions

2017 just hasn’t gotten any easier, has it? After ten months of natural disasters, internet hacks, political tumult, and celebrity scandal, I know I’m not the only one looking forward to the start of the holiday season for some much-needed light at the end of the tunnel. Hard as it’s been sometimes this year, my team at Keen Wealth always keeps its eyes on the big picture when we’re managing our clients’ money. And just last month, many of us in the financial industry were looking back at...


Controlling the Controllable: Planning Your Retirement Spending

I believe that your retirement equation breaks down into three parts: things that you have total control over (such as how much you save and where you put those savings and investments); things you have some control over (how long you work); and things that you have no control over (short-term market returns, government policy). Your retirement spending is a big focal point when we’re working with our clients at Keen Wealth. This process may initially feel restrictive at times, but...


4 Important Cybersecurity Lessons to Protect Your Info—And Your Money

It happened again! The recent breach at Equifax is the third major cybersecurity disaster of 2017. WannaCry and Petya round out the “big three” that have gained widespread media attention. On top of that, earlier this month we found out that the Yahoo breach from 2013 was far worse than the company thought – 3 BILLION users had their accounts compromised! Over the summer I wrote a blog about how these kinds of hacks and scams are becoming more common, and way more sophisticated. But...


Disaster Strikes! Use This 3-Step Disaster Prep Plan to Minimize the Pain

Maybe the scariest thing about the 2017 hurricane season is that it’s not over yet. It’s hard to imagine dealing with anything more destructive than Harvey, Irma, and Maria this year, but historically, some of the strongest storms have hit the U.S. in October and November. And add in the devastation from the recent large-scale earthquakes, it’s clear that the strain Mother Nature has put on our disaster prep and response services will continue for some time. In life, as in finance, the...


Don’t Let These 3 Big Retirement Questions Derail Your Golden Years

Your vacation is over, your kids are back in school … Time to pack up your swimsuit and eclipse glasses and get back to working on that nest egg! Fall always seems to spark a renewed sense of focus in my clients at Keen Wealth, so for today’s show, we thought it would be a good time to answer three big retirement questions from our listeners. 2017 continues to be a rough-and-tumble year, and when we’re talking about your money, it’s always a good idea to cut through the chatter on the...


2017 Mid-Year Outlook: What Four Key Economic Indicators Project for Your Money

A year ago, on this podcast, we were discussing how the upcoming 2016 presidential election might affect the economy. Then, at the beginning of 2017, my clients and listeners wanted to know if the surprising “Trump rally” was for real, and how the new administration’s plans might affect taxes and popular retirement-planning tools. Now, my clients are asking: “Has the ‘Trump rally’ peaked? Is there something I can do to take advantage? Do I need to prepare my investments for a big correction?”


What My Great Aunt Nina Taught Me About Perspective on the Future

You’ll have to forgive me if I’m feeling a little nostalgic this week, but like many of you, I’m in the process of packing up my son for college. In just the last 18 years of Devin’s life, the world has changed so dramatically. That got me thinking about my Great Aunt Nina, born in 1901, who lived a full and eventful 100 years. It’s truly amazing to think about all the incredible things Aunt Nina saw in the course of her lifetime. But I also think that looking back can provide some...


Cut the Jargon: Here’s What Some Popular Financial Terms Really Mean

If you’re new to investing, or just trying to educate yourself so that you can play a more active role in managing your money, wading through all the financial terms and acronyms used in our industry might make you feel like you’re drowning in alphabet soup. On today’s show, we try to demystify some of these financial terms and acronyms for our listeners. Because we adhere to the fiduciary standard at Keen Wealth, we always put the best interest of our clients first. We want to be as...


Webinar Replay: Retirement Matters

For the first part of our working lives, our retirement plans are on autopilot. We save what we can every month, we contribute to our employer-match 401(k)s, and if we’re living within our means, we don’t think about the plan very much. But at Keen Wealth, we often see that once our clients hit 50, a lightbulb goes on: “My retirement plan is not just numbers on a page. This plan is going to have to sustain me and my family for the rest of our lives.” This webinar covers some common...


Stop #Adulting: Educate Your Kids About Their Money

We’ve all had a good chuckle seeing #adulting and #failuretolaunch on social media, describing the difficulty some millennials have adjusting to adulthood. But the numbers behind the hashtags aren’t funny. For the first time in 130 years, an 18-34-year-old is more likely to be living at home with his or her parents than to be living with a spouse or partner. Incredibly, 25% of adults aged 25-29 are still living at home. No one is teaching your kids basic savings strategies, budgeting, or...


Investing in Your Kids and Grandkids: 529’s, Roth IRA’s, or Outright Gifts?

Retirement planning isn't just about fueling up for the flight to that dream destination. A lot of my clients at Keen Wealth also want to plan the most tax-efficient and responsible ways to set aside resources now that will support their kids and grandkids as they get started on their financial journey. That may mean a college education, buying a first home, or even giving them a head start on their retirement planning. On today's show, we weigh the pros and cons of various investment and...


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