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.

Episodes

April 28, 2021 49 min

Greg Graves is the former president, CEO, and chairman of Kansas City's own Burns & McDonnell, which is 100% employee-owned and one of the most successful ESOPs in American history. Greg is also the author of a new book, Create Amazing: Turning Employees into Owners for Explosive Growth.

On today's show, Greg discusses his life as a new retiree as well as his vision for a more productive, profitable, and equitable Ameri...

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As we discussed on our previous episode, many financial pros and taxpayers are working overtime this tax season to accommodate the American Recovery Plan Act’s changes to tax law.

But my team at Keen Wealth also has one eye on Tax Day 2022. President Biden and Congress continue to float some pretty significant tax proposals, including last week’s package focused on corporate tax rates. On today’s show, we dig into items aimed at in...

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The American Recovery Plan Act (ARPA) doesn’t sound quite as catchy as the SECURE Act or the CARES Act. But the government’s new trillion-dollar plan to accelerate our country’s recovery from COVID-19 is no less consequential.

In many ways, its effects are going to be more immediate as well. Most folks who qualified for tax rebate checks have already received them. And, as we discuss on today’s show, ARPA’s changes to some aspects ...

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According to his annual letter to Berkshire Hathaway shareholders, not even the great Warren Buffett was immune to pandemic-induced market volatility. Berkshire Hathaway’s 2020 earnings were down 48% compared to 2019. For the year, Berkshire Hathaway’s stock rose 2.4%, a relatively small ROI by Mr. Buffett’s lofty standards.

Reading Mr. Buffett’s thoughts on his company’s performance and our country’s economy always gives my team ...

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March 3, 2021 54 min

In this webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, will cover a macroeconomic update of the markets, plus the key things we are watching right now and our outlook for the remainder of 2021.

During this webinar Matt discusses:

  • What we think is next for the stock market.
  • Impact of the new administration.
  • Is the market disconnected from the economy?
  • When will the level of US debt matter?
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    February 17, 2021 42 min

    Now that one of the most contentious presidential elections in history is behind us, it’s finally time to start thinking about … the next round of elections!

    According to our longtime friend Greg Valliere, Washington’s political pros are already looking ahead to the 2022 midterms. And that long-term perspective is already having a major impact on Joe Biden’s agenda for the first hundred days of his presidency, as well as the finan...

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    In 2019 my family took a vacation to Cabo. When I looked at the photos from that trip, I didn't like what I saw. 

    The bottom line was, I had let myself get out of shape. I was overweight, feeling lethargic, and the pictures really brought home the fact that I needed to make some changes. On my own, I started eating better and exercising more. But I knew that wouldn't be enough to get the results I wanted.

    So, I did what I...

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    I’ve wanted Irene Smith to be a guest on my podcast for a long time.

    And not just because she’s my stepmother.

    When we’ve talked to folks whom I would consider “successful retirees” on this show, there’s a common theme: stay active. Whether you continue to work, start volunteering, or throw yourself into a favorite sport or hobby, retirees have to make an intentional effort to get off the couch and maintain connections to their com...

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    Let’s kick off 2021 with some positivity … and a pop quiz!

    A recent study by Valuegraphics analyzed more than 500,000 surveys in 152 languages and determined that there are 56 values that drive all of human behavior. While the results did show some significant cultural differences between how these values are ranked, the top responses show that there is a lot of commonality when it comes to the really important things in life.

    So, ...

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    December is usually when we hold our annual Holiday Breakfast and Market Outlook Presentation at Keen Wealth. Unfortunately, due to COVID-19, we had to move this year's event online. The in-person educational and appreciation events we host at Keen Wealth have grown into a unique hallmark of our firm and are very important to us – especially the fellowship of our Holiday Breakfast. We look forward to getting back to hosting the...

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    It’s certainly been an eventful couple of weeks since our last episode! There’s a very good chance that the first round of COVID-19 vaccines will be administered to our frontline medical heroes before the end of the year. We also saw the Dow Jones pass the historic 30,000 mark for the first time in history. And while that milestone reveals that there’s still some disconnect between Wall Street and Main Street in terms of our econom...

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    After a historic week, it looks like America will head into the new year with a new president and some very encouraging news in the fight against Covid-19. The ways that these events have rippled through the markets are yet another reminder of just how complex – and how resilient – our economy is. In the weeks ahead, it will be very important that folks separate their personal feelings from their financial planning and stay focused...

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    In this webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, will cover a macroeconomic update of the markets, plus the key things we are watching right now and our outlook for the rest of 2020.

    Some of the topics Matt covers in this webinar include:

  • The upcoming election and implications for your investments
  • Update on Covid-19
  • The status of the economic recovery
  • Our outlook for the remainder o...
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    In four of the last five presidential elections, the Democratic and Republican candidates were separated by just 5% of the popular vote. And, in two of those four elections, the winner of the popular vote lost the Electoral College.

    So, while there’s a lot of anxiety surrounding just how close next month’s election might be, it’s worth noting that our country has made it through some very tight races in recent years. Moreover, if y...

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    September 30, 2020 34 min

    Nearly seven months later the Covid-19 situation remains very fluid. Infection and hospitalization numbers are stabilizing in some states and picking up in others. One constant has been the inspiring work that health care professionals and scientists are doing to help the sick and keep moving forward on a vaccine.

    I want to make it clear that no one at Keen Wealth claims to be a doctor or an epidemiologist. But during major events ...

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    During the pandemic, we’ve talked quite a bit about potential positive outcomes of this unprecedented experience. One plus that I’ve noticed recently is that more people do seem to recognize the importance of having a financial plan, whether they’re just starting the process or refining some details with their fiduciary advisor in light of all that’s happened this year.

    On today’s episode, we discuss 5 important areas where a finan...

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    In this webinar, Bill Keen and Matt Wilson welcome back Washington insider Greg Valliere for a conversation about the state of the U.S. economy in 2020 as well as a preview of the upcoming presidential election.

    Some of the topics Greg Valliere discussed with Bill and Matt include:

  • The U.S. economy and the outlook for interest rates.
  • The surging budget deficits and the impact on markets.
  • Prospects for tax changes in the next two year...
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    Whenever the market experiences significant volatility you're likely to see "gold bugs" swarming your social media and cable news feeds. Investing in a commodity like gold that we perceive as "stable" sounds appealing when other investments, like stocks, seem unstable. And it's true that the price of gold has risen in 2020 as the economy continues to adjust to Covid-19.

    But as we discuss on today's podca...

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    So much of our focus this year has been on Covid-19 that you might have missed a major milestone that we passed recently. We are now less than 100 days away from what promises to be a very contentious and impactful presidential election. The economic side of the debate has started to take shape now that former Vice President Joe Biden has released some new tax proposals.

    Of course, any presidential policy pitched on the campaign tr...

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    In this webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, will cover a macroeconomic update of the markets, plus the key things we are watching right now and our outlook for the rest of 2020.

    Some of the topics Matt covers in this webinar include:

  • The best quarter for stocks since 1998.
  • Update on Covid-19.
  • What the leading indicators are telling us.
  • Is the market disconnected from the real e...
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