Keen on Retirement

By: Bill Keen Matt Wilson Steve Sanduski
  • Summary

  • Co-hosts Bill Keen, Matt Wilson, and Steve Sanduski 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.
    Keen Wealth Advisors
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Episodes
  • Will the 2024 Presidential Election Change How Your Capital Gains Are Taxed?
    Sep 25 2024

    Between the 24/7 news cycle and the two-year election cycle of our government system, I'm sure I'm not the only one who feels like our country is in a permanent state of campaigning. And that means some folks who do follow politics and their investments closely are often hearing our leaders talk about tax policy every time they turn on the news.

    However, it's very important to distinguish between what candidates propose on the campaign trail, what's being debated in Congress, and what actually has a chance of becoming law.

    On today's show, we separate the facts and the fiction from sound bites on capital gains taxes that you might have heard in recent weeks -- and that you're likely to hear a lot more as we head into the final month of the 2024 campaign.

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    38 mins
  • Reflecting on the Historical and Financial Lessons of 9/11
    Sep 11 2024

    On the morning of September 11, 2001, I was driving on Southwest Trafficway, heading to my office on the Country Club Plaza in Kansas City. When I walked inside the world had changed. My colleagues were huddled around TVs watching the horrific, surreal footage from the terrorist attacks in New York.

    About a month later I was in New York for business meetings and I saw the destruction first-hand. Everyone was wearing facemasks because the air was still heavy with soot. At Ground Zero, some parts of the remaining tower structures were still burning from the intense heat.

    You could feel the grief and the fear. But there was also a remarkable sense of resilience. People were pulling together, helping each other, doing their part. And, little by little, the city, the country – and, yes, the markets -- began to recover.

    On today's show, my cohosts and I discuss our memories of that terrible day before zooming out for an analysis of how major historical events can affect the global economy and individual investors.

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    33 mins
  • 5 Keys to Protecting Your Money and Your Relationships When Lending to Loved Ones
    Aug 28 2024

    Most of us try to help our loved ones whenever we can and however we can. But when that "help" is money, our best intentions can turn bad very quickly. As uncomfortable as it may feel, if you don't integrate giving and lending into your overall financial plan, you're not just potentially enabling poor financial habits -- you could be jeopardizing your retirement.

    On today's show, we discuss five keys to lending money to loved ones that will help you preserve both your nest egg and your dearest relationships.

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    30 mins

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Great learning experience

Great learning experience, even for a 24 year old looking for successful steps and tips for my future. Thanks for the great information!

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