All Episodes
Keen on Retirement — 279 episodes · page 1 of 3
The Midterm Elections and Your Money: Why Politics and Portfolios Shouldn't Mix
Scams Are Getting Smarter in 2026: 5 Habits to Help Protect Your Retirement
Smart Strategies to Maximize Your Charitable Giving
Dolly Parton's Planning Ahead Lesson, Plus Three Social Security Questions
Don't Let Outdated Money "Rules" Turn Your Retirement Plan into an Antique
Making Informed Mortgage Decisions for Your Retirement Plan
Could Looking to Australia's "Super" System Help the U.S. Fix Social Security?
Coordinating A Couple's Financial Plan to Meet an Early Retirement Goal
Easing Financial Anxiety Around the Dollar, U.S. Debt, and Retirement
Avoid These Red Flags to Protect Your Money from the Latest Online Scams
Preparing Your Loved One to Manage Their Inheritance and Protect Your Legacy
Can This "Sandwich Generation" Couple Retire in 10 Years?
Caring for Your Parents, Your Community, Your Happiness, and Your Retirement
How Can You Protect Your Purchasing Power Against Inflation and Higher Taxes?
Should Your Retirement Spending Change Due to Inflation and Volatility?
Staying the Course Through AI Upheaval, Tax Changes, and Geopolitical Uncertainty
What Questions Should Retirees Be Asking … BEFORE They Retire?
Navigating the 2026 Tax Landscape: Why You Need a "Human in the Loop"
Answering Listener Questions about Security Theft, Double-Dipping Donations, and Tariff Checks for Seniors
How the "One Big Beautiful Bill" Is Changing the Tax Landscape for Retirees
Words of Wisdom for Redefining Wealth in 2026
Is Dow 100,000 Closer Than You Think?
Are You on Track for an "Average" Retirement?
Put a Bow on 2025 With Our Year-End Tax Planning Checklist
Avoid These 3 Wrong Turns from the Kyle Busch Insurance Lawsuit
Managing Risks and Uncertainty Around the Government Shutdown, Stock Prices, and Market Bubbles
Will Tax Rates and the Government Shutdown Affect Your 2026 Financial Planning?
Lessons on Managing Life-Changing Money from Lotto Winners and Successful Retirees
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
One Retirement Question, Two Different Answers: Who Should We Trust?
Should Private Equity Investments Be Part of Your Retirement Plan?
A Keen Wealth Case Study: Can We Retire Comfortably at 65?
Don't Engage: Protecting Your Info and Your Money from the Latest Scams
What Seniors Need to Know About The One Big Beautiful Bill and Their Retirement Plans
What to Know and What to Ask When You're Searching for a Financial Advisor
One, Big, Beautiful Podcast About 2025 Tax Policy
Should You Consider Taking Social Security Before Age 70?
Keen Wealth's Q2 Market Update: Who's Driving Market Moves and How Should Investors React?
4 Warning Signs That You Might Be Receiving Bad Financial Advice
Should Tariffs and Market Volatility Change Your Retirement Timeline?
Could Tariff Turbulence Create Opportunities for Your Financial Plan?
Answering Last-Minute Tax Questions and Preparing for 2025
4 Common and Costly Tax Prep Mistakes That Your Advisor Can Help You Avoid
The Hidden Money Traps That Could Derail Your Retirement
Natural Disasters, Bitcoin, and Market Uncertainty: What Every Investor Needs to Know to Stay Sane and Solvent
Here's How Social Security, Retirement Planning, and Taxes are Changing in 2025
The Power of Purpose in Your 2025 Planning
Should Seniors Give It All Away like Buffett or "Die with Zero"?
A Keen Wealth Case Study: Planning for Early Retirement Before Age 60
What a Second Trump Term Could Mean for Social Security, Taxes, and Interest Rates
3 Financial Strategies You and Your Advisor Should Consider Before December 31st
Answering Your Questions About the Next Recession, AI Investing, and the Federal Deficit
Will Almost Half of Retirees Run Out of Money?
Will the 2024 Presidential Election Change How Your Capital Gains Are Taxed?
Reflecting on the Historical and Financial Lessons of 9/11
5 Keys to Protecting Your Money and Your Relationships When Lending to Loved Ones
Weighing the Pros and Cons of Taking Social Security at Age 62
Get Tax Smart: Insights on Gold, Mistakes, and IRA Forms
What Impact Will the 2024 Elections Have on Your Financial Plan?
Customizing Your Estate Plan to Your Family's Unique Needs
A Keen Wealth Advisors Case Study: "Can We Retire With a $3.3 Million Nest Egg?"
A Comprehensive Financial Plan for Achieving an Early Retirement Goal
Using a Team-Based, Comprehensive Financial Planning Approach to Secure Your Retirement Future
Retirement on the Horizon? Here's What You Need to Know About the Economy in 2024
Weighing the Pros and Cons of Medicare Advantage Plans
How to Feel Confident Living Off Your Assets Rather Than a Monthly Paycheck in Retirement
Stephany Bening Shares Her Remarkable Story of Faith and Forgiveness
How to Avoid Getting Caught Up in Financial Fraud
Love and Community Helped My Mother Thrive in Her Golden Years
Will Hitting "Peak 65" Rewrite the Rules for Retirement?
Retirement Planning Strategies for Managing Interest Rates, Investment Yields, and 529 Accounts
Keen on Retirement at 200: Reflecting on Our Favorite Episodes
Setting New Year's Goals and Ignoring Old Noise in 2024
Lessons on Smart Investing and Rich Living from Charlie Munger
Crossing Three Listener Questions Off Your 2024 Financial Planning Checklist
Add Daily Thanksgiving to Your Holiday Routine
Coordinating Bonds, Market Returns, and Taxes into a Personalized Retirement Strategy
How Social Security, Medicare, and Geopolitics Could Affect Your 2024 Planning
Your Guide to 2023 Medicare Open Enrollment
4 Case Studies Using Keen Wealth's Comprehensive Planning
Following Up on Our Latest Webinar on Maximizing Social Security Benefits
Protect Your Info and Your Money from Fraud with These Cybersecurity Tips from Jeff Lanza
Busting 4 Myths About the "Sacred Cows" Hurting Your Financial Plan
Discussing our Q3 Market Outlook, Bonds, Recessions, and Student Loan Debt
What Taylor Swift's Tour Can Teach Us About the "Eras" of Retirement
Answering Your Questions About Paying Taxes in Retirement
The Latest on Interest Rates, Inflation, and Your Retirement Plan
Can Financial Planning Help You Get More Happiness From Your Money?
Keen Wealth's Checklist for Caring for Elderly Relatives
Answering Your Questions About the Debt Ceiling, Bank Closures, and the Market Outlook
Tax Season May Be Ending But Effective Tax Planning Never Stops
Answering Your Questions about Retirement Spending
Insights on Interest Rates, the Banking System, and Your Financial Plan from the 2023 Barron's Summit
Answering Your Questions About "Timing" the Retirement Transition
From 38 Years at Black & Veatch to Living a Full Retirement
Answering Listener Questions on the SECURE Act 2.0 and Maximizing Retirement Resources
What Can You Expect in a First Meeting with Keen Wealth Advisors?
What's New for Retirees in SECURE Act 2.0?
Follow Your Values Towards Better Goals in 2023
Henderson Engineers Puts People First with New ESOP