Keen on Retirement

Keen on Retirement

We take you through the financial planning process to help ensure you make smart decisions about your money and your life. Whether you’re on your way to retirement or already there, these shows will educate you, entertain you, and guide you to living the life you dream about.... Show More

Episodes

June 24, 2020 32 min

More often than not, the skills and processes that make folks successful in one business work in other businesses as well. I think that’s a big reason why Keen Wealth Advisors has been able to establish such a strong relationship with the engineering community in Kansas City and around the country. Engineers respond to our checklist-driven planning process because they use the same kind of diligence in their own work. And we love w...

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The May 2020 jobs report could mark a turning point in our country’s struggle to get back on its feet after the Covid-19 pandemic. While some experts were bracing for up to 7 million more lost jobs, instead we got a pleasant surprise: 2.5 million jobs added and a 1.4% drop in unemployment.

The markets responded very favorably to this news. But with so many people still out of work and so many communities still struggling, it can fe...

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Recently I had the honor of participating in a video conference with CEOs and small business owners in the greater Kansas City area where we shared our perspectives on how to reopen our local economy safely and effectively.

The organizer of that call was our region’s advocate at the Small Business Administration, and my guest today, Adrienne Vallejo Foster. Adrienne is currently running for Congress in the Third Congressional Distr...

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Last week’s job numbers have had a big impact on this week’s main topic of discussion: reopening. Communities around the country are starting to establish guidelines that will, hopefully, allow more folks to get back to work while also keeping the spread of COVID-19 in check.

In the meantime, folks who are hurting are starting to get some relief via extended unemployment benefits and federal tax rebate checks. Others are weighing n...

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I’m really happy that clients and other friends of Keen Wealth have continued to ask us questions about their financial planning over the past month or so. Those questions tell me that even as we’re dealing with all of the uncontrollable stresses surrounding the COVID-19 pandemic, folks are keeping at least one eye on the things they can control. There is still business to be conducted, bills and taxes to pay, and both short and lo...

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We’re getting our first small glimpses of light at the end of the COVID-19 tunnel this week. Spread of the disease could be peaking. The markets are starting to look a bit more stable. And our political and health care leaders are in the very early stages of discussing how and when to reopen businesses.

Still, I know we’re all dealing with a lot of anxiety and uncertainty, both in our personal lives and when we step back to take in...

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The coronavirus pandemic continues to make recent market swings difficult to follow. Are the markets recovering or not? Are we still bearish or heading back to bullish? And what do these movements mean for your retirement planning?

Today’s episode is another up-to-the-minute look at the current economic situation.

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We’ve all just gone through one of the most tumultuous weeks in recent American history – not just for the financial markets, but for how we live our everyday lives. So we’re releasing this podcast episode a little earlier than usual so that you can get our latest take on the coronavirus situation and the broader economic picture.

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For today’s show, we put in some overtime to get you our up-to-the-minute take on how the coronavirus outbreak is affecting financial markets.

The short version: Outside shocks to the financial markets, like the coronavirus, can't be predicted, but we do plan for them. Outbreaks like Ebola, Zika, MERS and SARS have rattled the markets before. And while past performance does not guarantee future returns, after downturns like the...

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In this Market Update Webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, takes a look back at what happened in 2019 in the markets and in the economy. And even more importantly, Matt takes a look ahead at what may be in store for 2020.

Some of the topics Matt covers in this webinar include:

  • Upcoming election
  • Current corporate earnings outlook
  • Recession risks
  • Health of the jobs market
  • What the ...
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    Clients and friends of Keen Wealth have questions surrounding the Setting Every Community Up For Retirement Enhancement (SECURE) Act that was passed at the end of 2019. And with good reason! In many ways, the SECURE Act represents a significant rethink of retirement and estate planning. The government has recognized that as folks begin working longer at a wider variety of jobs, individuals need to start taking more personal respons...

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    January 22, 2020 39 min

    I am honored that Anthony Fasano, Founder of the Engineering Management Institute, recently invited me to be a guest on his podcast, "The Engineering Career Coach."

    Anthony is a professional engineer who learned early in his career that the success of an engineering firm relied heavily on its employees' ability to communicate and mange effectively. Anthony founded the Engineering Management Institute to bring his passio...

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    At our annual Holiday Breakfast in December 2019, we presented "Forecast 2020: Silence the Noise."

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    At our annual Holiday Breakfast in December 2019, we presented "Forecast 2020: Silence the Noise."

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    Presents? Check.

    Tree? Check.

    Decorations? Check.

    Food and drink? Check.

    A thorough review of your tax-loss harvesting options?

    See, I knew you were forgetting something!

    Believe me, I understand that your checklist for the month of December is probably spilling onto another page already. And it’s not much fun to sit around the fire and think about filing taxes in April. But there’s less than two weeks left to consider some moves t...

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    If I were to list some of the incredible things my good friend Joe Ratterman has accomplished in his life, the fact that he’s a Guinness World Record holder might not even crack the top ten.

    After a successful career in which he worked to improve competitive balance in the financial markets, Joe had earned the potential for an easy, carefree retirement. But his values, his faith, and his commitment to helping others wouldn’t let hi...

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    Happy Medicare Season!

    You might not be getting any Hallmark cards marking this Fall tradition, but I know your mailbox is stuffed with notices from insurance companies, health care brokers, and the US government. That’s because the open enrollment period during which seniors can change their Medicare policies runs from now until December 7th. And even if you’re planning on sticking with your current coverage for another 12 months,...

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    In this Market Update Webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, takes a look back at what happened in the third quarter of 2019 in the markets and in the economy. And even more importantly, Matt takes a look ahead at what may be in store for the remainder of the year.

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    Between 1992 and 2016, 56% of all workers age 50 and older were forced into an unexpected early retirement, according to a recent study by the Urban Institute and ProPublica. Some of these folks lost their jobs due to layoffs, corporate downsizing, and buyouts. Others decided to retire because of a pay cut or deteriorating conditions at their workplace. And still others retired due to health concerns or other personal issues.

    Any t...

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    October 2, 2019 47 min

    As regular readers and listeners know, I recently turned 50 and I do worry about the world that my generation is leaving behind for our children and grandchildren. If you get too caught up in chatter on cable news and social media, it can leave you feeling pretty scared and frustrated. And if you believe the stereotypes about the upcoming millennial generation, we’re leaving some pretty serious problems in the hands of kids who are...

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