Ranked #1
Cut the Jargon: Here’s What Some Popular Financial Terms Really Mean
Cut the Jargon: Here’s What Some Popular Financial Terms Really Mean
If you’re new to investing, or just trying to educate yourself so that you can play a more active role in managing your ... Read more
19 Jul 2017
•
27mins
Ranked #2
Webinar Replay: Retirement Matters
Webinar Replay: Retirement Matters
For the first part of our working lives, our retirement plans are on autopilot. We save what we can every month, we cont... Read more
5 Jul 2017
•
49mins
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Ranked #3
Are You Missing Out If You Don’t Have a Roth IRA?
Are You Missing Out If You Don’t Have a Roth IRA?
More often than not, the milestones we look back on in the financial services industry are negative in nature: Black Mon... Read more
18 Apr 2018
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30mins
Ranked #4
How Much Do You Need to Retire?
How Much Do You Need to Retire?
The number one question we get from clients and friends at Keen Wealth is, “How much money do I need to retire?” But tha... Read more
29 Aug 2018
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35mins
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Ranked #5
One Big Retirement Question Leads to One Simple Answer
One Big Retirement Question Leads to One Simple Answer
When we open up the mailbag at Keen on Retirement we usually try to answer as many of the thoughtful questions our liste... Read more
14 Mar 2018
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43mins
Ranked #6
5 Ways to “Retire Right” and Enjoy Your New Stage of Life
5 Ways to “Retire Right” and Enjoy Your New Stage of Life
I know that retirement is just around the corner for many of my regular listeners and readers, and for many of our clien... Read more
20 Feb 2019
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29mins
Ranked #7
A New Guide to Help You Engineer a Purposeful and Fulfilling Retirement
A New Guide to Help You Engineer a Purposeful and Fulfilling Retirement
“To all the clients I’ve worked with over the years, thank you for demonstrating that through hard work, character, and ... Read more
4 Sep 2019
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44mins
Ranked #8
What You Need to Know about the New Tax Bill
What You Need to Know about the New Tax Bill
My team at Keen Wealth has been hard at work pouring over the new tax bill that President Trump signed into law at the e... Read more
17 Jan 2018
•
40mins
Ranked #9
An Inspiring Story of Doing the Most Good in Retirement
An Inspiring Story of Doing the Most Good in Retirement
If I were to list some of the incredible things my good friend Joe Ratterman has accomplished in his life, the fact that... Read more
4 Dec 2019
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1hr 18mins
Ranked #10
Stop Putting Off These Estate Planning Essentials
Stop Putting Off These Estate Planning Essentials
“I know I should probably make a will, but I’m not going to be around, so really, what do I care?” Sound familiar? Way t... Read more
15 Aug 2018
•
40mins
Ranked #11
Market Update Webinar With Matt Wilson
Market Update Webinar With Matt Wilson
In my experience, the folks who have the most positive financial outcomes are often the ones who are the most engaged in... Read more
8 May 2019
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1hr 9mins
Ranked #12
Q3 Market Recap and Outlook for the Remainder of 2019 and into 2020
Q3 Market Recap and Outlook for the Remainder of 2019 and into 2020
In this Market Update Webinar, Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, take... Read more
30 Oct 2019
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47mins
Ranked #13
Where We’ve Been and Where We’re Going - The Midyear Edition
Where We’ve Been and Where We’re Going - The Midyear Edition
At our 2017 Holiday Breakfast, Matt Wilson and I gave a presentation to our clients, families, and friends that analyzed... Read more
18 Jul 2018
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41mins
Ranked #14
A Year-End Planning Checklist to Help You Wrap Up 2019
A Year-End Planning Checklist to Help You Wrap Up 2019
Presents? Check. Tree? Check. Decorations? Check. Food and drink? Check. A thorough review of your tax-loss harvesting o... Read more
18 Dec 2019
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32mins
Ranked #15
Keep More Money in Your Pocket by Avoiding These Common Money Mistakes
Keep More Money in Your Pocket by Avoiding These Common Money Mistakes
Recently I took an amazing flight with my son, Devin, to St. George, Utah, near the Grand Canyon. Devin is a certified p... Read more
6 Jun 2018
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36mins
Ranked #16
Don’t Fall for These Sneaky Online and Offline Scams
Don’t Fall for These Sneaky Online and Offline Scams
2017 was a big year for internet hacks, with WannaCry, Petya, and the Equifax breach causing online headaches for people... Read more
2 May 2018
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34mins
Ranked #17
The Truth Behind the Numbers That Could Impact Your Retirement
The Truth Behind the Numbers That Could Impact Your Retirement
“50% of small businesses close.” How many times have you read some variation of this headline, or heard that number thro... Read more
17 Apr 2019
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28mins
Ranked #18
How to Course Correct If You Get Hit with an Unexpected Early Retirement
How to Course Correct If You Get Hit with an Unexpected Early Retirement
Between 1992 and 2016, 56% of all workers age 50 and older were forced into an unexpected early retirement, according to... Read more
16 Oct 2019
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35mins
Ranked #19
Controlling the Controllable: Planning Your Retirement Spending
Controlling the Controllable: Planning Your Retirement Spending
I believe that your retirement equation breaks down into three parts: things that you have total control over (such as h... Read more
1 Nov 2017
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30mins
Ranked #20
Should Your Investments Be More Conservative After a 10-Year Bull Market?
Should Your Investments Be More Conservative After a 10-Year Bull Market?
There’s never a dull moment in the world of finance! In just the past six months or so the markets have passed some amaz... Read more
20 Mar 2019
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31mins
