Scams Are Getting Smarter in 2026: 5 Habits to Help Protect Your Retirement
The leaves are changing. Sweaters are coming out of closets. Ghosts and monsters are popping up in neighborhood yards. And the Social Securi...
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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 sh...
Episodes
20 of 278 episodesSmart Strategies to Maximize Your Charitable Giving
Giving back is one of our core values at Keen Wealth. Every year, my wife Carissa, who leads our Keen Community Impact Committee and the Kee...
Dolly Parton's Planning Ahead Lesson, Plus Three Social Security Questions
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 behi...
Don't Let Outdated Money "Rules" Turn Your Retirement Plan into an Antique
"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...
Making Informed Mortgage Decisions for Your Retirement Plan
Housing is one of the biggest line items on just about any retirement budget. Whether you're still paying a mortgage, looking to escalate yo...
Could Looking to Australia's "Super" System Help the U.S. Fix Social Security?
"Ute" (SUV), "chips" (French fries), "sunnies" (sunglasses), and "mates" (friends) are just a few of the slang terms I picked up earlier thi...
Coordinating A Couple's Financial Plan to Meet an Early Retirement Goal
Keen on Retirement listener "Joe" is 51 and his wife is 60. They are thinking about an early retirement before either of them turns 65. Joe...
Easing Financial Anxiety Around the Dollar, U.S. Debt, and Retirement
Are you feeling a little more anxious than usual about your money? Given everything that's happening in the world right now, that's perfectl...
Avoid These Red Flags to Protect Your Money from the Latest Online Scams
Your phone buzzes with a text message that appears to be from your bank: "Did you authorize a purchase on your debit card at a local apparel...
Preparing Your Loved One to Manage Their Inheritance and Protect Your Legacy
Are you ready for the Great Wealth Transfer? Financial analysts estimate that older Americans will pass on as much as $124 trillion of perso...
Can This "Sandwich Generation" Couple Retire in 10 Years?
"Tom and Linda" are a married couple. They're both 55-years-old. Tom works as an operations manager for a regional manufacturer, and Linda w...
Caring for Your Parents, Your Community, Your Happiness, and Your Retirement
Feeling happy? That could be because spring has finally sprung here in the Midwest. Or, more specifically, it could be because you're part o...
How Can You Protect Your Purchasing Power Against Inflation and Higher Taxes?
It's "a tradition unlike any other." The $1.50 pimento cheese sandwich. Every year at the Masters, you'll hear TV commentators wax nostalgic...
Should Your Retirement Spending Change Due to Inflation and Volatility?
When I think about the start of spring, I think about spending the Easter holiday with my family, the colors returning to our green spaces,...
Staying the Course Through AI Upheaval, Tax Changes, and Geopolitical Uncertainty
The 2026 news cycle is spinning at a dizzying pace. Technology is rapidly upending how we work and live. With midterm elections on the horiz...
What Questions Should Retirees Be Asking … BEFORE They Retire?
Matt Wilson, Keen Wealth's Chief Investment Officer and President, recently hosted an excellent webinar on Tax Planning Through the Four Sta...
Navigating the 2026 Tax Landscape: Why You Need a "Human in the Loop"
According to the most recent available data, the IRS collected $5.1 trillion in taxes in 2024. Just ten years earlier, it collected $3.1 tri...
Answering Listener Questions about Security Theft, Double-Dipping Donations, and Tariff Checks for Seniors
When was the last time you checked your penny jar? If it's looking a little emptier than usual, that might be because we're in the middle of...
How the "One Big Beautiful Bill" Is Changing the Tax Landscape for Retirees
During my recent trip to Australia, I learned that navigating a foreign country can feel normal but different all at the same time. On the o...
Words of Wisdom for Redefining Wealth in 2026
The freshness of the New Year can also help us gain a fresh perspective on what's really important and what we want to accomplish. From a co...