All Episodes
Keen on Retirement — 272 episodes
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
Lessons in Successful Long-Term Planning from the 2nd Edition of Keen on Retirement
Do Gold and Real Estate Fit Inside Your IRA?
Reviewing the Latest Changes to Social Security, Medicare, and Inherited IRAs
Are We Going to Be OK? A Keen on Retirement Case Study
What Market Fluctuations Mean for Your Retirement Plan
Answering Your Questions About Maximizing Social Security Benefits
Anticipating Changes to Social Security and Medicare in 2023
What Retirees Need to Know About the Inflation Reduction Act
Creating a Legacy Plan That's More Than Just Your Money
Answering Listener Questions During a Volatile Summer
Embracing Optimism and Looking for Investment Opportunities
Separating the Good News from the Bad Headlines in the Latest Social Security Report
Developing a Healthy Relationship With Money
Recession Worries, I Bonds, and More Listener Questions
Answering Listener Questions About Transitioning Into Retirement
How the SECURE Act 2.0 Could Affect Retirement Planning
Why Do Some Financial Plans Fail?
Barron's 2022: Analyzing the Present to Prepare for the Future
Control the Controllable and Prevent 4 Common Tax Mistakes
How Geopolitical Events Affect the Markets
How to Avoid Penalties When Accessing Your Retirement Money Early
Sorting Through the Health Care Options for Pre-65 Retirees
What's the Best Way to Achieve Your Giving Goals for 2022?
The Best New Year's Resolution: Set More Meaningful Goals in 2022
Lessons Learned From 2021 and a Primer on 2022
Change is Constant with Financial Planning, But We've Got You Covered
These 5 Estate Planning Mistakes Made Bad Headlines for Big Celebrities
Analyzing October's Bumpy Market History and Other Listener Questions
Deficits, Inflation, and Your Retirement Planning
Will the Build Back Better Plan Affect Your Tax Planning?
Know Your Options for the 2021 Medicare Open Enrollment Period
How Much (If Any) Long-Term Care Will You Need in Retirement?
Former FBI Special Agent Jeff Lanza on the Latest in Cybersecurity
Here's How Inflation Will Affect Your Social Security Benefits Next Year
Keeping Your Financial Plan in Sync with an Early Retirement Goal
Is Your Retirement Plan Ready For Higher Inflation?
Is the Housing Market Boom Headed for Another Bust?
A Bitcoin Primer from Keen on Retirement Co-Host Steve Sanduski
Tiny Homes Make a Huge Difference for Kansas City's Veterans
Market Update Q2 2021
Retired Burns & McDonnell CEO Greg Graves on Improving Business and Empowering Workers
How President Biden's Tax Plan Could Affect Retirement Planning
How the American Recovery Plan Act Could Affect Your 2020 Tax Filing
Should Investors Build Like Warren Buffett or Grab Some GameStop?
Market Update Q1 2021
Washington Insider Greg Valliere
It's Never Too Late to Transform Your Life for the Better
Don't Tell My Stepmom What She Can't Do "At Her Age"
Comprehensive Financial Planning Can Help You Live Your Values in 2021
Lessons Learned from 2020 and 2021 Forecast: Are You Ready?
Could Joe Biden and Congress Cooperate on Social Security Reform?
What Divided Government and Potential Covid Vaccines Could Mean for 2021
Election 2020: How the Election Could Impact the Market
Setting the Record Straight on Three Election Scenarios
When Can We Expect a Covid-19 Vaccine?
5 Ways to Sync Your Financial Plan with Your Family's Financial Needs
Silencing the Noise: What You Should Know About the Upcoming Election
Is the Road Through Covid-19 Paved with Gold?
What Impact Could a Joe Biden Presidency Have on Our Economy?
Are the Markets Out of Touch with Our Economy?
Anthony Fasano on the Skills That Helped Him Engineer a New Career Path
What High Frequency Data Tells Us About Economic Recovery From Covid-19
A Frontline View of Opening America's Workplaces Again
New Coronavirus-Related Distributions Could Help Folks as the Country Begins Reopening
Negative Oil Prices, Tax Day in July, and Getting Our "Acts" Together
Answering Three Common Listener Questions Sparked by COVID-19
Making Sense of Recent Market Movements and How the CARES Act Affects Your Retirement Planning
Coping with Uncertainty During the Coronavirus Pandemic
Special Update on the Coronavirus, the Financial Markets, and Your Investments
Is an Election Year Recession on the Horizon?
3 Major SECURE Act Provisions You Need to Discuss With Your Fiduciary Advisor
Engineering Retirement
Forecast 2020: Silence the Noise (Part 1)
Forecast 2020: Silence the Noise (Part 2)
A Year-End Planning Checklist to Help You Wrap Up 2019
An Inspiring Story of Doing the Most Good in Retirement
'Tis the Season … To Review Your Medicare Coverage!
Q3 Market Recap and Outlook for the Remainder of 2019 and into 2020
How to Course Correct If You Get Hit with an Unexpected Early Retirement
Leading By Example
Kansas City Radio Legend Darcie Blake Explains How She Transitioned From A Dream Job into a Dream Retirement
A New Guide to Help You Engineer a Purposeful and Fulfilling Retirement
Here's What Congressional Action on the Proposed SECURE Act Means for Your Retirement Plans
July 2019 Market Update Webinar With Matt Wilson
Why You Should Work with a Fiduciary Advisor, Not a "Suitable" One
Could Investing in an IPO "Lyft" Your Nest Egg, or Cause "Uber" Problems?
Angel Flight Central's Don Sumple on How Volunteering Can Add More Meaning to Your Life
Could a Reverse Mortgage Flip Your Retirement Plans Upside-Down — In a Good Way?
Market Update Webinar With Matt Wilson
How to Preserve and Protect Your Wealth While Honoring Your Final Wishes
The Truth Behind the Numbers That Could Impact Your Retirement
10 Years After the Great Financial Crisis, Did We Learn Our Lesson?
Should Your Investments Be More Conservative After a 10-Year Bull Market?
These 4 Behavioral Investing Mistakes Could Damage Your Nest Egg
5 Ways to "Retire Right" and Enjoy Your New Stage of Life
Which is Better—Passive or Active Investing? Yes!
Avoid These 4 Common – and Costly – Tax Prep Mistakes
Holiday Breakfast 2018: Forecast 2019 Part 2
Holiday Breakfast 2018: Forecast 2019 Part 1
Here are the Keys to Thriving During a Bumpy Stock Market
3 Key Ways to Maximize the Impact of Your Charitable Giving
Making the Right Choice When Inheriting an IRA
Long-Term Care and Your Financial Plan
Stock Market Jitters? Making it Through Volatile Times
How Do Interest Rates Affect the Economy – and Your Nest Egg?
Hopeful Politics: "Insider" Insights from My Recent Visit to D.C.
Get A Big Jump on Your Year-End Tax Planning
Are You Getting Your Best Possible Life With Your Money?
How Much Do You Need to Retire?
Stop Putting Off These Estate Planning Essentials
Lock Up Your Nest Egg With These Expert Cybersecurity Tips from an FBI Special Agent
Where We've Been and Where We're Going - The Midyear Edition
So, How's the Market Doing?
Don't Let These Media Scare Tactics Throw Off Your Retirement Planning
Keep More Money in Your Pocket by Avoiding These Common Money Mistakes
How to Teach Your Kids (and Grandkids) Good Financial Habits
Don't Fall for These Sneaky Online and Offline Scams
Are You Missing Out If You Don't Have a Roth IRA?
What is the "Fiduciary Standard" and Why Should You Care?
One Big Retirement Question Leads to One Simple Answer
Gearing Up for Tax Time: Answering Listener Tax Questions
Market Volatility is Back: Time to Panic or Just Normal?
20 Minutes to Live
What You Need to Know about the New Tax Bill
Insights from Our 20th Annual Holiday Breakfast (Part 2 - Matt Wilson)
Insights from Our 20th Annual Holiday Breakfast (Part 1 - Bill Keen)
What is Bitcoin? Blockchain? Should You Buy Some?
What We Learned at the Schwab Impact Conference That Could Affect Your Financial Planning
Looking Back on "Black Monday" for Answers to Key Retirement Questions
Controlling the Controllable: Planning Your Retirement Spending
4 Important Cybersecurity Lessons to Protect Your Info—And Your Money
Disaster Strikes! Use This 3-Step Disaster Prep Plan to Minimize the Pain
Don't Let These 3 Big Retirement Questions Derail Your Golden Years
2017 Mid-Year Outlook: What Four Key Economic Indicators Project for Your Money
What My Great Aunt Nina Taught Me About Perspective on the Future
Cut the Jargon: Here's What Some Popular Financial Terms Really Mean
Webinar Replay: Retirement Matters
Stop #Adulting: Educate Your Kids About Their Money
Investing in Your Kids and Grandkids: 529's, Roth IRA's, or Outright Gifts?
How a Solid Spending Plan Keeps Enough Fuel in the Tank for Your Retirement
Listener Questions: Revisiting the Trump Economic Plan
2017 Outlook Revisited: Is the Trump Rally Losing Steam?
Confused by Health Insurance? Don't Get Caught in These Avoidable Medicare Traps
Dick Blaisdell: Insights on a Successful Retirement
Don't Let the 16 Variations of This Tax Form Mess Up Your Tax Return
Not Knowing the Difference Between a Fiduciary Advisor and a Suitability Broker or Agent Could Be Very Costly
Limiting surprises in retirement, understanding taxes, and getting beneficiaries right
How President Trump's Tax Plan May Affect Your Pocketbook
Six Keys to Staying Young at Heart in Retirement
Holiday Breakfast Part II: Matt Wilson Delivering Forecast 2017 "Perspective"
Holiday Breakfast Part I: Bill Keen Team Member Intros and Business Philosophy
What is the Most Important Piece of a Puzzle?
Here's How to Avoid Making a Deadly Healthcare Mistake
Should You Worry About Trump's Impact on Your Portfolio?
How to Have Courageous Conversations With Elderly Parents
This was fun. Have you tried it?
Are You Losing Thousands of Dollars by Making These Behavioral Investing Mistakes?
Should You Delay Taking Social Security Payments and Other Client Questions
Will You Run Out of Money in Retirement?
Are You Getting Scammed by the "IRS?"
Don't Make the Mistake of Letting the State Determine Your Estate Plan
Washington Insider Greg Valliere on Donald Trump, Hillary Clinton, and Revving Up the Economy
Here's How to Get More Income in a Low Interest Rate World
What are Bonds and How Do They Fit in Your Portfolio?
How to Find a Financial Advisor That's Right for You
What We Learned From Attending the Berkshire Hathaway Meeting With Warren Buffett
Here's How to Get the Most Out of Life
Can You Really Get a Better Life from Your Money?
On the mind of retirees - listener questions answered
Surprisingly, it may be time to retire retirement
Stop! Telltale signs you may be failing at retirement
The Best Investors Rarely Make These Behavioral Mistakes
Make Better Money Decisions by Learning This Market History Lesson
Breaking Noise: How the Best Investors Separate the News From the Noise
Hitting These Ages Triggers Critical Financial Planning Decisions
Happiness in Retirement? You Bet and Here's How
When is the Best Time to Retire? (Hint: It's not when you think)
What Exactly is a "Financial Plan?"
Introducing the Keen on Retirement Podcast