PODCAST · business
Keen on Retirement
by Bill Keen, Matt Wilson, Steve Sanduski
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.
Episodes
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The Midterm Elections and Your Money: Why Politics and Portfolios Shouldn't Mix
Election cycles can stir up some intense emotions. And while everyone is entitled to have their individual beliefs, as well as causes and candidates that they support, there's one area where we all need to draw a very strong line: between our politics and our money. In the run-up to any election,...
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Scams Are Getting Smarter in 2026: 5 Habits to Help Protect Your Retirement
The leaves are changing. Sweaters are coming out of closets. Ghosts and monsters are popping up in neighborhood yards. And the Social Security Administration is about to announce the cost-of-living adjustment for 2027. That's why October can be one of the spookiest – and most dangerous – months…
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Smart Strategies to Maximize Your Charitable Giving
Giving back is one of our core values at Keen Wealth. Every year, my wife Carissa, who leads our Keen Community Impact Committee and the Keen Wealth Foundation, works with the committee to bring philanthropic opportunities to our broader team. Together, we identify key initiatives to support...
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Dolly Parton's Planning Ahead Lesson, Plus Three Social Security Questions
Dolly Parton's songs and movies will live on forever. But when the 80-year-old entertainment icon passed away last month, she also left behind an impressive financial legacy that we all can learn from. In a 2020 interview, Parton made it clear that she had no intention of becoming another…
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Don't Let Outdated Money "Rules" Turn Your Retirement Plan into an Antique
"Save more than you spend" sounds like a timeless piece of money advice, as true today as it was two hundred years ago. But in the mid-1800s, many folks believed you needed to spend your money as soon as possible. In fact, saving too much back then could lead to financial ruin! That's just one...
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Making Informed Mortgage Decisions for Your Retirement Plan
Housing is one of the biggest line items on just about any retirement budget. Whether you're still paying a mortgage, looking to escalate your payment schedule so you can retire debt-free, or thinking about relocating or buying a vacation home, where you live plays a significant role in how you...
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Could Looking to Australia's "Super" System Help the U.S. Fix Social Security?
"Ute" (SUV), "chips" (French fries), "sunnies" (sunglasses), and "mates" (friends) are just a few of the slang terms I picked up earlier this year when the Keens visited our family in Brisbane, Australia. Another was "super," which is short for "superannuation." This mandatory savings program is...
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Coordinating A Couple's Financial Plan to Meet an Early Retirement Goal
Keen on Retirement listener "Joe" is 51 and his wife is 60. They are thinking about an early retirement before either of them turns 65. Joe wrote in asking about the best strategy for coordinating Social Security benefits around that retirement goal. Should they take his wife's benefits now?…
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Easing Financial Anxiety Around the Dollar, U.S. Debt, and Retirement
Are you feeling a little more anxious than usual about your money? Given everything that's happening in the world right now, that's perfectly understandable. What concerns me is the rising number of Americans who say that their money worries are nudging them towards high-risk speculation in…
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Avoid These Red Flags to Protect Your Money from the Latest Online Scams
Your phone buzzes with a text message that appears to be from your bank: "Did you authorize a purchase on your debit card at a local apparel shop today? Reply YES if you recognize this. Reply NO if you don't, and a fraud specialist will contact you." You reply, "No." A minute later, your phone...
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Preparing Your Loved One to Manage Their Inheritance and Protect Your Legacy
Are you ready for the Great Wealth Transfer? Financial analysts estimate that older Americans will pass on as much as $124 trillion of personal wealth to their spouses, heirs, and charities over the next 25 years. And, unfortunately, much of that wealth won't survive for another transfer.…
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Can This "Sandwich Generation" Couple Retire in 10 Years?
"Tom and Linda" are a married couple. They're both 55-years-old. Tom works as an operations manager for a regional manufacturer, and Linda works in corporate finance. They are both targeting retirement at age 65. Complicating that 10-year runway is a situation that's becoming more and more common...
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Caring for Your Parents, Your Community, Your Happiness, and Your Retirement
Feeling happy? That could be because spring has finally sprung here in the Midwest. Or, more specifically, it could be because you're part of the Keen Wealth audience right here in Overland Park! A recent report by WalletHub ranked the 182 "Happiest Cities in America." The researchers evaluated…
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How Can You Protect Your Purchasing Power Against Inflation and Higher Taxes?
It's "a tradition unlike any other." The $1.50 pimento cheese sandwich. Every year at the Masters, you'll hear TV commentators wax nostalgic about what makes the world's most famous golf tournament unique: the course, the history, the cell phone ban. And those sandwiches, which, at the very first...
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Should Your Retirement Spending Change Due to Inflation and Volatility?
When I think about the start of spring, I think about spending the Easter holiday with my family, the colors returning to our green spaces, a little more sunshine, and maybe a shower or two. Hail the size of baseballs? Not a part of my vision! But that's what a massive storm brought to Kansas…
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Staying the Course Through AI Upheaval, Tax Changes, and Geopolitical Uncertainty
The 2026 news cycle is spinning at a dizzying pace. Technology is rapidly upending how we work and live. With midterm elections on the horizon, our leaders in Washington are sharpening their visions for the future and policy proposals. And geopolitical tensions across the globe are giving…
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What Questions Should Retirees Be Asking … BEFORE They Retire?
Matt Wilson, Keen Wealth's Chief Investment Officer and President, recently hosted an excellent webinar on Tax Planning Through the Four Stages of Retirement. In addition to providing a thorough overview of the tax issues that seniors should be prepared for, Matt also wanted to remind folks that...
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Navigating the 2026 Tax Landscape: Why You Need a "Human in the Loop"
According to the most recent available data, the IRS collected $5.1 trillion in taxes in 2024. Just ten years earlier, it collected $3.1 trillion. We all grumble about paying the government this time of year. And gathering all our forms and statements while we're in the middle of a partial…
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Answering Listener Questions about Security Theft, Double-Dipping Donations, and Tariff Checks for Seniors
When was the last time you checked your penny jar? If it's looking a little emptier than usual, that might be because we're in the middle of a penny shortage! The U.S. Mint has ceased production of the penny because the cost of making one ($0.0369) is now almost four times what it's worth as…
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How the "One Big Beautiful Bill" Is Changing the Tax Landscape for Retirees
During my recent trip to Australia, I learned that navigating a foreign country can feel normal but different all at the same time. On the one hand, my family and I enjoyed the familiar experiences of being on vacation, such as unplugging from our daily routines, relaxing on a long flight, seeing...
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Words of Wisdom for Redefining Wealth in 2026
The freshness of the New Year can also help us gain a fresh perspective on what's really important and what we want to accomplish. From a comprehensive financial planning perspective, that might mean looking beyond your numbers and thinking about what your money is really for. On today's show, my...
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Is Dow 100,000 Closer Than You Think?
Longtime Keen on Retirement listeners and friends of the firm are probably familiar with The Big Hat. Matt Wilson, our Chief Investment Officer and President, is the proud owner of an oversized Dow 100,000 cap that he wears on our show from time to time. And when folks visit our offices, such as...
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Are You on Track for an "Average" Retirement?
"How am I doing?" "Am I falling behind my peers?" "Do I have enough money?" "How does my nest egg measure up?" My team at Keen Wealth spends a lot of time talking folks through these kinds of questions. And, as the years go by and folks enter their 50s, 60s and beyond, that conversation evolves…
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Put a Bow on 2025 With Our Year-End Tax Planning Checklist
Does your financial team provide you with comprehensive tax planning, or just annual tax reporting? When you file your 2025 taxes next April, you're essentially just reporting your financial data from the previous year. At Keen Wealth, tax planning is a proactive, year-round process we use to put...
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Avoid These 3 Wrong Turns from the Kyle Busch Insurance Lawsuit
"This sounds too good to be true, but you've got to believe in those that are looking at it for you and trusting in the people with Pacific Life email addresses that are sending you the documents." So many stories of financial fraud and mismanagement boil down to statements just like this one.…
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Managing Risks and Uncertainty Around the Government Shutdown, Stock Prices, and Market Bubbles
"Risk" and "uncertainty" are similar concepts. But your financial plan has to be prepared to cope with both. I think that mix is what's making some folks a little uneasy right now. In addition to the typical risks that all investors accept, we're also dealing with uncertainty around the…
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Will Tax Rates and the Government Shutdown Affect Your 2026 Financial Planning?
Change is in the air every fall – not just in the leaves and weather, but in your financial planning. At this time of year, the federal government announces some important rate adjustments that affect tax planning and retirement benefits for the year ahead. And complicating matters this fall is a...
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Lessons on Managing Life-Changing Money from Lotto Winners and Successful Retirees
In 1988, William Post won $16.2 million in the Pennsylvania lottery. A year later, he was $1 million in debt. First, he splurged: houses, cars, a plane. Then a former girlfriend sued him for a third of his winnings. His brother was arrested and convicted for hiring a hitman to kill Post and his...
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Special Guest Carissa Keen on How the Keen Wealth Foundation Is Making an Impact and Sharing Guidelines to Help You Evaluate Your Own Charitable Giving Strategy
Charitable giving is a cornerstone of many comprehensive retirement plans. It's also a cornerstone of our mission at Keen Wealth Advisors. Our whole team takes great pride in serving as active members of our community, whether we're making monetary grants or lending a hand to projects around the...
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One Retirement Question, Two Different Answers: Who Should We Trust?
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...
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Should Private Equity Investments Be Part of Your Retirement Plan?
If you're only judging based on what's happening in the world and the financial markets, there's never a "perfect" time to retire. But 2025 is throwing a bunch of extra variables at seniors that are adding more complexity to an already complicated decision. Businesses are changing. The rules…
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A Keen Wealth Case Study: Can We Retire Comfortably at 65?
Last week, I discussed how Keen Wealth's comprehensive planning process might assess a multi-million-dollar nest egg. I think these hypotheticals, including some back-of-the-napkin math, are useful in illustrating how retirement planning can work, and also the limits of focusing exclusively on…
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Don't Engage: Protecting Your Info and Your Money from the Latest Scams
According to a report from the Federal Trade Commission, Americans lost $12.5 billion to scams in 2024, a 25% increase from 2023. That's why episodes like this one are among my least favorite to record and also among the most important. We've all heard about so many folks losing large sums of…
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What Seniors Need to Know About The One Big Beautiful Bill and Their Retirement Plans
Well ... we were wrong. During our previous discussion about The One Big Beautiful Bill, we predicted that the final law would probably pass with a different name. But, instead of the acronyms we're used to seeing lately, like the SECURE Act (Setting Every Community Up for Retirement…
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What to Know and What to Ask When You're Searching for a Financial Advisor
I believe that The Keen Wealth Advantage helps folks feel more confident about comprehensive financial planning and their road to retirement. I also believe wholeheartedly in the consumer being as educated as possible on their various options before entrusting their planning and investing to any...
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One, Big, Beautiful Podcast About 2025 Tax Policy
By the time it works through Congress to President Trump's desk, The One, Big, Beautiful Bill will probably have a few different details, and a different name. But the version of the bill that recently passed in the House gives us a fair indication of where tax policy could be headed for the next...
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Should You Consider Taking Social Security Before Age 70?
According to a recent Wall Street Journal article, there were 580,887 pending Social Security claims in March 2025. That's an increase of more than 80,000 from a year ago. Many of those claimants are seniors who have not yet reached their reach full retirement age. I'd love to believe that the...
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Keen Wealth's Q2 Market Update: Who's Driving Market Moves and How Should Investors React?
Matt Wilson, Chief Investment Officer and President of Keen Wealth, sure had a lot to work with when he put together his 2025 Q2 Market Update Webinar! It's been an eventful few months for the economy, and Matt delivered a clear analysis of everything from growth trends and interest rate...
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4 Warning Signs That You Might Be Receiving Bad Financial Advice
Folks reach out to Keen Wealth for all sorts of reasons, at all different points in their lives. We talk to young couples just starting out who want to put themselves on a path towards financial security. New retirees want to feel secure about transitioning away from work. Older seniors come to…
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Should Tariffs and Market Volatility Change Your Retirement Timeline?
"Jim" (66) and "Karen" (64) both retired in the last six months. Jim has an IRA with $900,000, and Karen has a Roth IRA with $300,000. They inherited a brokerage account with $600,000 and a cost basis of $500,000. They have $100,000 in an emergency cash fund. Jim is receiving his Social Security...
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Could Tariff Turbulence Create Opportunities for Your Financial Plan?
Tariffs are nothing new. They've been implemented at several points in U.S. history, including as recently as 2018. But there are a confluence of factors surrounding President Trump's current round of tariffs that make it worth discussing. On today's show, we round up questions we've been…
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Answering Last-Minute Tax Questions and Preparing for 2025
With about a month until Tax Day on Tuesday, April 15th, you should, ideally, have all your financial documents collected. It might be a good idea to check in one last time with your financial advisor before you send your 2024 data to your CPA or start plugging away on your favorite tax software....
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4 Common and Costly Tax Prep Mistakes That Your Advisor Can Help You Avoid
The words "fun" and "taxes" probably don't go together in your mind. But, as I mention on today's episode, they do at Keen Wealth! Helping folks be good stewards of their money so that they can enjoy life to the fullest is one of the most rewarding parts of being a financial advisor. And as Tax…
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The Hidden Money Traps That Could Derail Your Retirement
If you're spending a lot of your day scrolling on social media or glued to cable news, you might feel like your emotions are running a little high right now. Major life transitions can also cause our feelings to spike, whether we're getting ready to send a kid to college or thinking about…
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Natural Disasters, Bitcoin, and Market Uncertainty: What Every Investor Needs to Know to Stay Sane and Solvent
A New Year brings excitement, hope, and a little extra motivation to achieve some major goals. But 2025 has also brought some uncertainty as well. Political, economic, environmental, and technological events have all made big headlines, sometimes all on the same day. If you're feeling a little...
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Here's How Social Security, Retirement Planning, and Taxes are Changing in 2025
Happy 2025! At Keen Wealth, we're often of two minds at the beginning of the New Year. On the one hand, Tax Day is just around the corner, so we're helping folks put a bow on last year's financials and making sure they not missing out on any potentially advantageous moves. But this New Year also...
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The Power of Purpose in Your 2025 Planning
What might be even better than having a Happy New Year? Having a purposeful 2025. Longevity experts who study "blue zones" where folks live the longest have popularized the Japanese concept of "ikigai," meaning roughly, "having a purpose in life." Their research shows that seniors who are…
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Should Seniors Give It All Away like Buffett or "Die with Zero"?
Reviewing your estate plan is an important part of the year-end review sessions that we hold at Keen Wealth. At least annually, folks should make sure that their plan is still in sync with how they want to be cared for, how they want their assets distributed, and who they trust to settle their...
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A Keen Wealth Case Study: Planning for Early Retirement Before Age 60
"Sam" is 58 and he retired at the end of the first quarter of 2024. His wife, "Alice," is 65 and still working as a paid caretaker for the couple's son with special needs. Sam has $400,000 in a Roth IRA, $2 million in a traditional IRA and they have $400,000 in a joint taxable account. In 2024…
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What a Second Trump Term Could Mean for Social Security, Taxes, and Interest Rates
If there's one thing we know that the financial markets like, it's certainty. And since the 2024 presidential election was settled overnight -- rather than the weeks it took to count votes in 2020 -- the markets have reacted to the certainty of our new political reality with very strong returns....
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ABOUT THIS SHOW
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.
HOSTED BY
Bill Keen, Matt Wilson, Steve Sanduski
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Frequently Asked Questions
How many episodes does Keen on Retirement have?
Keen on Retirement currently has 279 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Keen on Retirement about?
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...
How often does Keen on Retirement release new episodes?
Keen on Retirement publishes regularly with 279 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Keen on Retirement?
You can listen to Keen on Retirement on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Keen on Retirement?
Keen on Retirement is created and hosted by Bill Keen, Matt Wilson, Steve Sanduski.
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