『Keen on Retirement』のカバーアート

Keen on Retirement

Keen on Retirement

著者: Bill Keen Matt Wilson Steve Sanduski
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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 個人ファイナンス 経済学
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  • Dolly Parton's Planning Ahead Lesson, Plus Three Social Security Questions
    2026/09/09

    Dolly Parton's songs and movies will live on forever. But when the 80-year-old entertainment icon passed away last month, she also left behind an impressive financial legacy that we all can learn from.

    In a 2020 interview, Parton made it clear that she had no intention of becoming another celebrity cautionary tale about poor estate planning, saying, "You don't want to leave that mess to your family for people to have to fight over. You need to take care of that yourself." Parton's $450 million estate is protected by a trust with executors and successor trustees, as well as a team of legal and financial professionals. And while one of the benefits of establishing these kinds of protections around your estate is that many details may remain private, I'm guessing a good portion of Parton's fortune will continue her extraordinary philanthropic mission.

    Most of us won't write hit songs and build our own theme parks. But we can follow Parton's example by being proactive about protecting our legacies and giving back what we can to make the world around us a little bit brighter.

    Another important part of shoring up your own financial plan is making the most of your Social Security benefits. On today's show, we follow up Matt Wilson's recent webinar, Maximizing Social Security Benefits, by answering some questions from our audience.

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    44 分
  • Don't Let Outdated Money "Rules" Turn Your Retirement Plan into an Antique
    2026/08/26

    "Save more than you spend" sounds like a timeless piece of money advice, as true today as it was two hundred years ago.

    But in the mid-1800s, many folks believed you needed to spend your money as soon as possible. In fact, saving too much back then could lead to financial ruin!

    That's just one example of how Americans' attitudes about money have evolved throughout history. But it's not just rules of thumb and hand-me-down wisdom that's changed. It's the nature of money and our relationship to it.

    On today's show, we welcome author Joseph S. Moore to discuss his new book, How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn't), and the surprising ways five money philosophies have shifted over time.

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    56 分
  • Making Informed Mortgage Decisions for Your Retirement Plan
    2026/08/12

    Housing is one of the biggest line items on just about any retirement budget. Whether you're still paying a mortgage, looking to escalate your payment schedule so you can retire debt-free, or thinking about relocating or buying a vacation home, where you live plays a significant role in how you spend your time, who you spend it with, and what your financial plan looks like.

    On today's show, we group together some common questions about managing mortgages that we've received from seniors in our Keen on Retirement audience.

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    44 分
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