Keen on Retirement

Bill Keen

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.

  • 46 minutes 27 seconds
    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 receiving at Keen Wealth about tariffs to provide a comprehensive rundown of why Wall Street is interested and what you should discuss with your financial advisor.

    26 March 2025, 2:09 pm
  • 39 minutes 4 seconds
    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. 

    But as you put a bow on last year, it's important to keep an eye on the future, especially for retirees. Cracking open your nest egg and sequencing how and when you use your assets and benefits is a complex process. Decisions you make today can affect your lifetime tax liability, the lifestyle you can enjoy during your Golden Years, and your legacy planning. 

    On today's show, we use this combination of short-term and long-term perspective to tackle some listener tax questions and explain how the Keen Wealth Advantage can help you feel more confident about how taxes fit into your comprehensive planning. 

    12 March 2025, 2:59 pm
  • 32 minutes 32 seconds
    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 Day approaches, I love seeing my team in action, working through our checklist-driven process to make sure folks aren’t overlooking any details or making any mistakes that might not be fixable. 

    Whether you’re working with professionals or preparing your taxes solo, make sure these four common filing errors are on your radar.

    26 February 2025, 4:05 pm
  • 36 minutes 8 seconds
    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 retiring.

    But while letting your feelings in is just part of being human, letting too much emotion seep into your financial decision-making can be catastrophic for your long-term security.

    On today's show, we discuss financial biases that we all should be on the lookout for as we try to manage both our emotions and our money.

    12 February 2025, 3:48 pm
  • 35 minutes 51 seconds
    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 unsure about your financial planning right now, you're not alone.

    So, on today's show, we answer three timely listener questions that hopefully will give folks some perspective on where the economy is right now, where we could be headed, and how to set the best course for the rest of the year.

    29 January 2025, 5:30 pm
  • 34 minutes 12 seconds
    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 means a new president, a new congress, new laws, new facts and figures, and lots of new legislative proposals. 

    On today's show, we discuss some important changes coming to Social Security and retirement accounts in 2025, as well as the items that could be at the top of President-elect Trump's economic agenda. 

    15 January 2025, 8:36 pm
  • 45 minutes 27 seconds
    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 motivated to get out of bed in the morning don't just live longer, they also feel more fulfilled and have healthier habits that nourish their minds, bodies, and souls. 

    On today's show, we discuss various ways that focusing on purpose could help you set better goals and achieve more in the year ahead. 

    31 December 2024, 9:55 pm
  • 41 minutes 45 seconds
    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 estate and preserve their legacy. 

    But an estate plan check-up is also a good opportunity to review your feelings around what your money means to you, both while you're still around to enjoy it and after the next generation takes over. On today's show, we discuss lessons from two different approaches to estate planning that all seniors should think about as they prepare their financial plans for a new year.

    18 December 2024, 5:25 pm
  • 47 minutes 27 seconds
    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, Sam earned $75,000 and Alice earned $20,000.

    And, like so many couples in their age range, Sam and Alice want to know if their nest egg is ready to support them as they prepare for retirement.

    On today's show, we use Keen Wealth's comprehensive planning process to help "Sam and Alice" analyze their financial situation and identify some key decisions they'll need to make to keep their money and their lives in sync.

    4 December 2024, 8:37 pm
  • 39 minutes 14 seconds
    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.

    But as Donald Trump prepares to return to the White House, there are still many lingering questions about how the economic vision he laid out on the campaign trail will or won't materialize. On today's show, we explore some of President-elect Trump’s policy proposals and how they could affect your retirement planning.

    20 November 2024, 8:50 pm
  • 37 minutes 39 seconds
    3 Financial Strategies You and Your Advisor Should Consider Before December 31st

    At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning calendars, the end of the year is also an important deadline for some moves that could lower your tax bill.  

    On today's show, we discuss three financial strategies that you and your advisor should consider before December 31st. 

    6 November 2024, 9:22 pm
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