Barron's 2022: Analyzing the Present to Prepare for the Future

Effective financial planning is all about looking ahead. That's true for both people who are working towards retirement, and for my team at Keen Wealth. I believe that our ongoing commitment to educational events, learning, and professional development is essential to the work we do for our clients. And as the founder and CEO, I'm also committed to growing Keen Wealth into a firm folks can trust and count on today, tomorrow, and into the next generation.  On today's show, I discuss some takeaways from the 2022 Barron's Independent Summit in Louisville, as well as a glimpse into the future of Keen Wealth with our Chief Investment Officer and President, Matt Wilson.