エピソード

  • Investments You May Want To Avoid

    Investments You May Want To Avoid
    2025/10/09
    In this episode, Dennis O’Keefe takes a candid look at the kinds of investments he personally avoids and why. From gold and crypto to private equity and AI, Dennis shares stories, history, and hard-won lessons about what happens when hype outweighs fundamentals. His goal isn’t to tell you what to buy, but to help you …

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    33 分
  • Why is Healthcare So Expensive?

    Why is Healthcare So Expensive?
    2025/09/25
    When Dennis O’Keefe was growing up, his family called him “Mr. Perfect” and “The Shell Answer Man” because he always had an answer for everything. Decades later, that nickname still fits, especially when it comes to the complicated, frustrating world of healthcare costs in America. In this episode, Dennis dives into one of the most …

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    30 分
  • Elderly Planning: What You Need To Know

    Elderly Planning: What You Need To Know
    2025/09/11
    When it comes to planning for retirement, most of us stop at saving and investing. But what about the years after 80, the stage when care, housing, and advocacy become crucial? In this episode, Dennis O’Keefe, CFP®, shares personal stories of his own family’s journey through late-stage care, housing transitions, and the emotional complexities of …

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    29 分
  • How To Financially Support Your Adult Children, Without Enabling Them (Part 2)

    How To Financially Support Your Adult Children, Without Enabling Them (Part 2)
    2025/08/28
    What if the greatest financial gift you could give your children isn’t money, but foresight? In this second installment of how to support your adult children, Dennis O’Keefe, CFP®, shifts the focus from today’s challenges to tomorrow’s realities. Drawing on personal stories, national trends, and decades of planning experience, Dennis explores the silent storm ahead: …

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    31 分
  • How To Financially Support Your Adult Children, Without Enabling Them (Part 1)

    How To Financially Support Your Adult Children, Without Enabling Them (Part 1)
    2025/08/14
    What if helping your adult children is holding them back? In this episode, Dennis O’Keefe explores the tough reality many parents face: when does financial support cross the line into enabling? Drawing on personal stories and over 30 years of financial planning experience, Dennis unpacks why today’s 30-somethings are struggling with independence and how parents …

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    33 分
  • How Debt Can Derail Your Retirement

    How Debt Can Derail Your Retirement
    2025/07/24
    What if the greatest threat to your retirement isn’t your income, savings, or investments, but your debt? In this eye-opening episode, Dennis O’Keefe, CFP®, breaks down why debt is the single most dangerous factor for retirees, often more damaging than people realize. Drawing from over 30 years of financial planning experience, Dennis shares personal stories, …

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    29 分
  • Funding College Without Breaking the Bank

    Funding College Without Breaking the Bank
    2025/07/10
    How are you planning to fund your child’s college education—cash, loans, or perhaps a towering pile of fortune cookies? Dennis O’Keefe dives into the ever-daunting topic of college expenses. With tuition rates soaring higher than vintage 1980s laptops, Dennis breaks down the different ways to prepare financially and discusses the value of a degree in …

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    35 分
  • Greed vs. Fear: Managing Emotions in Your Investment Portfolio

    Greed vs. Fear: Managing Emotions in Your Investment Portfolio
    2025/06/26
    Why do your investments soar when you’re least expecting them to, only to plummet when you’re not prepared? Join seasoned financial planner Dennis O’Keefe as he highlights the highs and lows of financial planning, focusing this time on mastering the art of managing a thriving portfolio. Drawing on over 30 years of experience, Dennis turns …

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    30 分