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Your Successful Retirement

Your Successful Retirement

著者： Dennis O'Keefe
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 Discover the secrets to a successful retirement with Dennis O’Keefe, a seasoned CERTIFIED FINANCIAL PLANNER™ with over 30 years of expertise. Whether you’ve been retired for years, are on the verge of retirement, or are wondering how to plan for your “some-day” retirement – this podcast is your go-to guide. Gain exclusive strategies tailored to optimizing your retirement benefits, hear real-life stories from retirees, and absorb invaluable wisdom from our guest leaders.Copyright © 2024 Your Successful Retirement 経済学
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  • Long-Term Care: The Most Overlooked (and Misunderstood) Part of Financial Planning

    Long-Term Care: The Most Overlooked (and Misunderstood) Part of Financial Planning
    2025/12/11
    Planning for long-term care is one of the hardest and most personal financial challenges families face. Let’s cut through the noise to unpack what really works, what doesn’t, and what might cost you dearly down the line. From irrevocable trusts and annuities to asset transfers and Medicaid’s five-year lookback, he explains the real-world tradeoffs every …

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    39 分
  • Your Guide to Layoffs, Severance, and Retirement Decisions

    Your Guide to Layoffs, Severance, and Retirement Decisions
    2025/11/27
    When layoffs or retirement offers appear, whether planned or not, they can stir panic and uncertainty. In this episode of Your Successful Retirement, Dennis O’Keefe, CFP®, draws on more than 30 years of experience helping telecom employees navigate these pivotal transitions. He shares a calm, practical approach to managing the emotional and financial stress that …

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    37 分
  • Are Roth IRAs Worth It?

    Are Roth IRAs Worth It?
    2025/11/13
    You’ve seen the Roth conversion hype, the slick Instagram reels, the pushy advisors, the calculators promising massive tax savings. But here’s the real question: Is it actually right for you? We’re breaking the spell of oversimplified Roth conversion advice. The truth? A Roth might not be about you at all; it might be about your …

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    33 分
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