A Keen Wealth Case Study: Can We Retire Comfortably at 65?

Last week, I discussed how Keen Wealth's comprehensive planning process might assess a multi-million-dollar nest egg. I think these hypotheticals, including some back-of-the-napkin math, are useful in illustrating how retirement planning can work, and also the limits of focusing exclusively on your numbers. However, in the Keen Wealth offices, we don't work with hypotheticals. We work with real people, their real savings, their hopes, dreams, worries, and goals for the future. Every day, we help hardworking folks navigate complex financial issues that touch every part of their lives. We're honored that our clients have entrusted us with the responsibility of managing assets they've spent decades earning, and we want them to feel confident about their path to retirement. On today's show, we explore the Keen Wealth Advantage in action as we help a couple answer one of life's most important questions: Can we retire?

You can listen to A Keen Wealth Case Study: Can We Retire Comfortably at 65? online on Radio and Podcast. Open the player on this page to stream the available audio.

A Keen Wealth Case Study: Can We Retire Comfortably at 65? is an episode from Keen on Retirement by Bill Keen.

This episode is 50:35 long.

This episode was published on Aug 13, 2025.

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