Keen On Retirement

When it comes to your money, certain decisions are triggered simply because of your age. For example, age 62 is the earliest you can start receiving Social Security payments, other than receiving a widow’s benefit. Other important ages for financial planning include 55, 59-1/2, 60, 62, 65, 66, 67, 70, and 70-1/2. Join us as we explore the age-related decisions you need to make to ensure you end up with the highest amount of after-tax savings and income as possible.

By the time people reach their early to mid-60s, they can expect to live another 20 - 30 years. What will you do to make sure those retirement years are filled with the right mix of family, fun, meaning, and vitality? You've no doubt heard stories of people who retire and suddenly find themselves less happy than their pre-retirement days. It doesn't have to be that way. With some basic planning and introspection, your retirement years can be the most fulfilling of your life. Today, Bill shares some insight and stories about how to live "happily ever after" in those years we call retirement.

Do I have enough money to retire? That's one of the most popular questions people ask financial advisors and usually it's a pretty straightforward calculation. Unfortunately, having enough money to retire is only one piece of the retirement puzzle. Often times people forget the emotional aspect of retirement and how a lack of preparation in this area can derail what was otherwise a sound financial decision to retire. Today, Bill tackles this retirement question head on and addresses the issues potential retirees need to consider to ensure their retirement years are fulfilling and meaningful.

Historically, the phrase “financial plan” conjured up images of a 200 page book filled with charts and spreadsheets. While they contained valuable information, often times they were reviewed once then put on the shelf to collect dust. Today, new technology and a better understanding of how people consume information have combined to make the financial planning process a practical and effective way to  plan for your future. Listen as Bill Keen discusses what “financial planning” looks like today and how having a plan and updating it regularly could be your ticket to financial freedom.  

In our inaugural episode, you'll learn why we're doing this podcast, what some of our upcoming topics will be, and you'll learn the backstory of wealth advisor Bill Keen and the life experiences that shaped him. Throughout the podcast, we’ll 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.