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 Stages of Retirement. In addition to providing a thorough overview of the tax issues that seniors should be prepared for, Matt also wanted to remind folks that the best time to ask questions about retirement is before you retire. And I'm glad that several of our webinar attendees took Matt up on that offer! On today's show, we discuss three follow-up questions to Matt's webinar that touch on not just taxes but also the value of working with a financial advisor on a holistic plan for retirement.

You can listen to What Questions Should Retirees Be Asking … BEFORE They Retire? online on Radio and Podcast. Open the player on this page to stream the available audio.

What Questions Should Retirees Be Asking … BEFORE They Retire? is an episode from Keen on Retirement by Bill Keen.

This episode is 43:17 long.

This episode was published on Mar 11, 2026.

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