One Retirement Question, Two Different Answers: Who Should We Trust?
An episode of the Keen on Retirement podcast, hosted by Bill Keen, Matt Wilson, Steve Sanduski, titled "One Retirement Question, Two Different Answers: Who Should We Trust?" was published on September 10, 2025 and runs 44 minutes.
September 10, 2025 ·44m · Keen on Retirement
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Episode Description
Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors.
One advisor said they could retire.
The other said that they should keep working.
So ... Who's right?
On today's show, we try to split the tie and help Mark and Lisa set the best course for a successful retirement.
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