LearnOutLoud.com Audio - Keen on Retirement Podcast

The Hidden Money Traps That Could Derail Your Retirement (Wed, Feb 12, 2025)
Natural Disasters, Bitcoin, and Market Uncertainty: What Every Investor Needs to Know to Stay Sane and Solvent (Wed, Jan 29, 2025)
Here’s How Social Security, Retirement Planning, and Taxes are Changing in 2025 (Wed, Jan 15, 2025)
The Power of Purpose in Your 2025 Planning (Tue, Dec 31, 2024)(0 , )
Should Seniors Give It All Away like Buffett or “Die with Zero”? (Wed, Dec 18, 2024)
A Keen Wealth Case Study: Planning for Early Retirement Before Age 60 (Wed, Dec 04, 2024)
What a Second Trump Term Could Mean for Social Security, Taxes, and Interest Rates (Wed, Nov 20, 2024)
3 Financial Strategies You and Your Advisor Should Consider Before December 31st (Wed, Nov 06, 2024)
Answering Your Questions About the Next Recession, AI Investing, and the Federal Deficit (Wed, Oct 30, 2024)
Will Almost Half of Retirees Run Out of Money? (Wed, Oct 09, 2024)
Will the 2024 Presidential Election Change How Your Capital Gains Are Taxed? (Wed, Sep 25, 2024)
Reflecting on the Historical and Financial Lessons of 9/11 (Wed, Sep 11, 2024)(0000 , )
5 Keys to Protecting Your Money and Your Relationships When Lending to Loved Ones (Wed, Aug 28, 2024)
Weighing the Pros and Cons of Taking Social Security at Age 62 (Wed, Aug 14, 2024)(0 +0000, )
Get Tax Smart: Insights on Gold, Mistakes, and IRA Forms (Wed, Jul 31, 2024)
What Impact Will the 2024 Elections Have on Your Financial Plan? (Wed, Jul 17, 2024)
Customizing Your Estate Plan to Your Family’s Unique Needs (Wed, Jul 03, 2024)
A Keen Wealth Advisors Case Study: “Can We Retire With a $3.3 Million Nest Egg?” (Wed, Jun 19, 2024)
A Comprehensive Financial Plan for Achieving an Early Retirement Goal (Wed, Jun 05, 2024)
Using a Team-Based, Comprehensive Financial Planning Approach to Secure Your Retirement Future (Wed, May 22, 2024)
Retirement on the Horizon? Here's What You Need to Know About the Economy in 2024 (Wed, May 08, 2024)
Weighing the Pros and Cons of Medicare Advantage Plans (Wed, Apr 24, 2024)
How to Feel Confident Living Off Your Assets Rather Than a Monthly Paycheck in Retirement (Wed, Apr 10, 2024)
Stephany Bening Shares Her Remarkable Story of Faith and Forgiveness (Wed, Mar 27, 2024)
How to Avoid Getting Caught Up in Financial Fraud (Wed, Mar 13, 2024)
Love and Community Helped My Mother Thrive in Her Golden Years (Wed, Feb 28, 2024)
Will Hitting “Peak 65” Rewrite the Rules for Retirement? (Wed, Feb 14, 2024)
Retirement Planning Strategies for Managing Interest Rates, Investment Yields, and 529 Accounts (Wed, Jan 31, 2024)
Keen on Retirement at 200: Reflecting on Our Favorite Episodes (Wed, Jan 17, 2024)
Setting New Year’s Goals and Ignoring Old Noise in 2024 (Wed, Jan 03, 2024)
Lessons on Smart Investing and Rich Living from Charlie Munger (Wed, Dec 20, 2023)
Crossing Three Listener Questions Off Your 2024 Financial Planning Checklist (Wed, Dec 06, 2023)
Add Daily Thanksgiving to Your Holiday Routine (Wed, Nov 22, 2023)
Coordinating Bonds, Market Returns, and Taxes into a Personalized Retirement Strategy (Wed, Nov 08, 2023)
How Social Security, Medicare, and Geopolitics Could Affect Your 2024 Planning (Wed, Oct 25, 2023)
Your Guide to 2023 Medicare Open Enrollment (Wed, Oct 11, 2023)
4 Case Studies Using Keen Wealth’s Comprehensive Planning (Wed, Sep 27, 2023)
Following Up on Our Latest Webinar on Maximizing Social Security Benefits (Wed, Sep 13, 2023)
Protect Your Info and Your Money from Fraud with These Cybersecurity Tips from Jeff Lanza (Wed, Aug 30, 2023)
Busting 4 Myths About the "Sacred Cows" Hurting Your Financial Plan (Wed, Aug 16, 2023)
Discussing our Q3 Market Outlook, Bonds, Recessions, and Student Loan Debt (Wed, Aug 02, 2023)
What Taylor Swift's Tour Can Teach Us About the "Eras" of Retirement (Wed, Jul 19, 2023)
Answering Your Questions About Paying Taxes in Retirement (Wed , )(, Jul 05, 2023)
The Latest on Interest Rates, Inflation, and Your Retirement Plan (Wed, Jun 21, 2023)
Can Financial Planning Help You Get More Happiness From Your Money? (Wed, Jun 07, 2023)
Keen Wealth’s Checklist for Caring for Elderly Relatives (Wed, , )(24 2023 May, 14:36:00)
Answering Your Questions About the Debt Ceiling, Bank Closures, and the Market Outlook (Wed, May 10, 2023)
Tax Season May Be Ending But Effective Tax Planning Never Stops (Wed, Apr 26, 2023)
Answering Your Questions about Retirement Spending (Wed, Apr 12, 2023)
Insights on Interest Rates, the Banking System, and Your Financial Plan from the 2023 Barron’s Summit (Wed, Mar 29, 2023)
Answering Your Questions About “Timing” the Retirement Transition (Wed , )(, Mar 15, 2023)
From 38 Years at Black & Veatch to Living a Full Retirement (Wed, Mar 01, 2023)
Answering Listener Questions on the SECURE Act 2.0 and Maximizing Retirement Resources (Wed, Feb 15, 2023)
What Can You Expect in a First Meeting with Keen Wealth Advisors? (Wed, Feb 01, 2023)
What’s New for Retirees in SECURE Act 2.0? (Wed, Jan 18, 2023)
Follow Your Values Towards Better Goals in 2023 (Wed, Jan 04, 2023)
Henderson Engineers Puts People First with New ESOP (Wed, Dec 14, 2022)
Lessons in Successful Long-Term Planning from the 2nd Edition of Keen on Retirement (Wed, Nov 30, 2022)
Do Gold and Real Estate Fit Inside Your IRA? (Wed, Nov 09, 2022)
Reviewing the Latest Changes to Social Security, Medicare, and Inherited IRAs (Wed, Nov 02, 2022)
Are We Going to Be OK? A Keen on Retirement Case Study (Wed, Oct 12, 2022)
What Market Fluctuations Mean for Your Retirement Plan (Thu, Sep 29, 2022)
Answering Your Questions About Maximizing Social Security Benefits (Wed, Sep 14, 2022)
Anticipating Changes to Social Security and Medicare in 2023 (Wed, Aug 31, 2022)
What Retirees Need to Know About the Inflation Reduction Act (Wed, Aug 17, 2022)
Creating a Legacy Plan That’s More Than Just Your Money (Wed, Aug 03, 2022)
Answering Listener Questions During a Volatile Summer (Wed, Jul 20, 2022)
Embracing Optimism and Looking for Investment Opportunities (Wed, Jul 06, 2022)
Separating the Good News from the Bad Headlines in the Latest Social Security Report (Wed, Jun 22, 2022)
Developing a Healthy Relationship With Money (Wed, Jun 08, 2022)
Recession Worries, I Bonds, and More Listener Questions (Wed, May 25, 2022)
Answering Listener Questions About Transitioning Into Retirement (Wed, May 11, 2022)
How the SECURE Act 2.0 Could Affect Retirement Planning (Wed, Apr 27, 2022)
Why Do Some Financial Plans Fail? (Wed, Apr 13, 2022)
Barron’s 2022: Analyzing the Present to Prepare for the Future (Wed, Mar 30, 2022)
Control the Controllable and Prevent 4 Common Tax Mistakes (Wed, Mar 16, 2022)
How Geopolitical Events Affect the Markets (Wed, Mar 02, 2022)
How to Avoid Penalties When Accessing Your Retirement Money Early (Wed, Feb 16, 2022)
Sorting Through the Health Care Options for Pre-65 Retirees (Wed, Feb 02, 2022)
What’s the Best Way to Achieve Your Giving Goals for 2022? (Wed, Jan 19, 2022)
The Best New Year’s Resolution: Set More Meaningful Goals in 2022 (Wed, Jan 05, 2022)
Lessons Learned From 2021 and a Primer on 2022 (Wed, Dec 15, 2021)
Change is Constant with Financial Planning, But We’ve Got You Covered (Wed, Dec 01, 2021)
These 5 Estate Planning Mistakes Made Bad Headlines for Big Celebrities (Wed, Nov 17, 2021)
Analyzing October’s Bumpy Market History and Other Listener Questions (Wed, Nov 03, 2021)
Deficits, Inflation, and Your Retirement Planning (Wed, Oct 20, 2021)
Will the Build Back Better Plan Affect Your Tax Planning? (Wed, Oct 06, 2021)
Know Your Options for the 2021 Medicare Open Enrollment Period (Wed, Sep 22, 2021)
How Much (If Any) Long-Term Care Will You Need in Retirement? (Wed, Sep 08, 2021)
Former FBI Special Agent Jeff Lanza on the Latest in Cybersecurity (Wed, Aug 18, 2021)
Here’s How Inflation Will Affect Your Social Security Benefits Next Year (Wed, Aug 04, 2021)(23 +0000, )
Keeping Your Financial Plan in Sync with an Early Retirement Goal (Wed, Jul 21, 2021)
Is Your Retirement Plan Ready For Higher Inflation? (Wed, Jul 07, 2021)
Is the Housing Market Boom Headed for Another Bust? (Wed, Jun 23, 2021)
A Bitcoin Primer from Keen on Retirement Co-Host Steve Sanduski (Wed, Jun 09, 2021)
Tiny Homes Make a Huge Difference for Kansas City’s Veterans (Wed, May 26, 2021)
Market Update Q2 2021 (Wed, May 12, 2021)
Retired Burns & McDonnell CEO Greg Graves on Improving Business and Empowering Workers (Wed, Apr 28, 2021)
How President Biden’s Tax Plan Could Affect Retirement Planning (Wed, Apr 14, 2021)
How the American Recovery Plan Act Could Affect Your 2020 Tax Filing (Wed, Mar 31, 2021)
Should Investors Build Like Warren Buffett or Grab Some GameStop? (Wed, Mar 17, 2021)
Market Update Q1 2021 (Wed, Mar 03, 2021)
Washington Insider Greg Valliere (Wed, Feb 17, 2021)
It’s Never Too Late to Transform Your Life for the Better (Wed, Feb 03, 2021)
Don’t Tell My Stepmom What She Can’t Do “At Her Age” (Wed, Jan 20, 2021)
Comprehensive Financial Planning Can Help You Live Your Values in 2021 (Wed, Jan 06, 2021)
Lessons Learned from 2020 and 2021 Forecast: Are You Ready? (Wed, Dec 16, 2020)
Could Joe Biden and Congress Cooperate on Social Security Reform? (Wed, Dec 02, 2020)
What Divided Government and Potential Covid Vaccines Could Mean for 2021 (Wed, Nov 11, 2020)
Election 2020: How the Election Could Impact the Market (Wed, Oct 28, 2020)
Setting the Record Straight on Three Election Scenarios (Wed, Oct 14, 2020)
When Can We Expect a Covid-19 Vaccine? (Wed, Sep 30, 2020)
5 Ways to Sync Your Financial Plan with Your Family’s Financial Needs (Wed, , )( Sep 16, 2020)
Silencing the Noise: What You Should Know About the Upcoming Election (Wed, Sep 02, 2020)
Is the Road Through Covid-19 Paved with Gold? (Thu, Aug 13, 2020)
What Impact Could a Joe Biden Presidency Have on Our Economy? (Wed, Jul 29, 2020)
Are the Markets Out of Touch with Our Economy? (Wed, Jul 15, 2020)
Anthony Fasano on the Skills That Helped Him Engineer a New Career Path (Wed, Jun 24, 2020)
What High Frequency Data Tells Us About Economic Recovery From Covid-19 (Wed, Jun 10, 2020)
A Frontline View of Opening America’s Workplaces Again (Wed, May 27, 2020)
New Coronavirus-Related Distributions Could Help Folks as the Country Begins Reopening (Wed, May 13, 2020)
Negative Oil Prices, Tax Day in July, and Getting Our “Acts” Together (Wed, Apr 29, 2020)
Answering Three Common Listener Questions Sparked by COVID-19 (Wed, Apr 15, 2020)
Making Sense of Recent Market Movements and How the CARES Act Affects Your Retirement Planning (Wed, Apr 01, 2020)
Coping with Uncertainty During the Coronavirus Pandemic (Wed, Mar 18, 2020)
Special Update on the Coronavirus, the Financial Markets, and Your Investments (Wed, Mar 04, 2020)
Is an Election Year Recession on the Horizon? (Wed, Feb 19, 2020)
3 Major SECURE Act Provisions You Need to Discuss With Your Fiduciary Advisor (Wed, Feb 05, 2020)
Engineering Retirement (Wed, Jan 22, 2020)
Forecast 2020: Silence the Noise (Part 1) (Wed, Jan 08, 2020)
Forecast 2020: Silence the Noise (Part 2) (Wed, Jan 08, 2020)
A Year-End Planning Checklist to Help You Wrap Up 2019 (Wed, Dec 18, 2019)
An Inspiring Story of Doing the Most Good in Retirement (Wed, Dec 04, 2019)
‘Tis the Season … To Review Your Medicare Coverage! (Wed, Nov 13, 2019)
Q3 Market Recap and Outlook for the Remainder of 2019 and into 2020 (Wed, Oct 30, 2019)
How to Course Correct If You Get Hit with an Unexpected Early Retirement (Wed, Oct 16, 2019)
Leading By Example (Wed, Oct 02, 2019)
Kansas City Radio Legend Darcie Blake Explains How She Transitioned From A Dream Job into a Dream Retirement (Wed, Sep 18, 2019)
A New Guide to Help You Engineer a Purposeful and Fulfilling Retirement (Wed, Sep 04, 2019)
Here’s What Congressional Action on the Proposed SECURE Act Means for Your Retirement Plans (Wed, Aug 14, 2019)
July 2019 Market Update Webinar With Matt Wilson (Wed, Jul 31, 2019)
Why You Should Work with a Fiduciary Advisor, Not a “Suitable” One (Wed, Jul 17, 2019)
Could Investing in an IPO “Lyft” Your Nest Egg, or Cause “Uber” Problems? (Wed, Jun 19, 2019)
Angel Flight Central’s Don Sumple on How Volunteering Can Add More Meaning to Your Life (Wed, Jun 05, 2019)
Could a Reverse Mortgage Flip Your Retirement Plans Upside-Down — In a Good Way? (Wed, May 22, 2019)
Market Update Webinar With Matt Wilson (Wed, May 08, 2019)
How to Preserve and Protect Your Wealth While Honoring Your Final Wishes (Wed, May 01, 2019)
The Truth Behind the Numbers That Could Impact Your Retirement (Wed, Apr 17, 2019)
10 Years After the Great Financial Crisis, Did We Learn Our Lesson? (Wed, Apr 03, 2019)
Should Your Investments Be More Conservative After a 10-Year Bull Market? (Wed, Mar 20, 2019)
These 4 Behavioral Investing Mistakes Could Damage Your Nest Egg (Wed, Mar 06, 2019)
5 Ways to “Retire Right” and Enjoy Your New Stage of Life (Wed, Feb 20, 2019)
Which is Better—Passive or Active Investing? Yes! (Wed, Feb 06, 2019)
Avoid These 4 Common – and Costly – Tax Prep Mistakes (Wed, Jan 23, 2019)
Holiday Breakfast 2018: Forecast 2019 Part 2 (Wed, Jan 16, 2019)
Holiday Breakfast 2018: Forecast 2019 Part 1 (Wed, Jan 16, 2019)
Here are the Keys to Thriving During a Bumpy Stock Market (Wed, Jan 09, 2019)
3 Key Ways to Maximize the Impact of Your Charitable Giving (Wed, Dec 19, 2018)
Making the Right Choice When Inheriting an IRA (Wed, Dec 05, 2018)
Long-Term Care and Your Financial Plan (Wed, Nov 21, 2018)
Stock Market Jitters? Making it Through Volatile Times (Wed, Nov 07, 2018)
How Do Interest Rates Affect the Economy – and Your Nest Egg? (Wed, Oct 24, 2018)
Hopeful Politics: “Insider” Insights from My Recent Visit to D.C. (Wed, Oct 10, 2018)
Get A Big Jump on Your Year-End Tax Planning (Wed, Sep 26, 2018)
Are You Getting Your Best Possible Life With Your Money? (Wed, Sep 12, 2018)
How Much Do You Need to Retire? (Wed, Aug 29, 2018)
Stop Putting Off These Estate Planning Essentials (Wed, Aug 15, 2018)
Lock Up Your Nest Egg With These Expert Cybersecurity Tips from an FBI Special Agent (Wed, Aug 01, 2018)
Where We’ve Been and Where We’re Going - The Midyear Edition (Wed, Jul 18, 2018)
So, How’s the Market Doing? (Wed, Jul 04, 2018)
Don’t Let These Media Scare Tactics Throw Off Your Retirement Planning (Wed, Jun 20, 2018)
Keep More Money in Your Pocket by Avoiding These Common Money Mistakes (Wed, Jun 06, 2018)
How to Teach Your Kids (and Grandkids) Good Financial Habits (Wed, May 23, 2018)
Don’t Fall for These Sneaky Online and Offline Scams (Wed, May 02, 2018)
Are You Missing Out If You Don’t Have a Roth IRA? (Wed, Apr 18, 2018)
What is the “Fiduciary Standard” and Why Should You Care? (Wed, Apr 04, 2018)
One Big Retirement Question Leads to One Simple Answer (Wed, Mar 14, 2018)
Gearing Up for Tax Time: Answering Listener Tax Questions (Wed, Feb 28, 2018)
Market Volatility is Back: Time to Panic or Just Normal? (Wed, Feb 14, 2018)
20 Minutes to Live (Wed, Jan 31, 2018)
What You Need to Know about the New Tax Bill (Wed, Jan 17, 2018)
Insights from Our 20th Annual Holiday Breakfast (Part 2 - Matt Wilson) (Wed, Jan 03, 2018)
Insights from Our 20th Annual Holiday Breakfast (Part 1 - Bill Keen) (Wed, Jan 03, 2018)
What is Bitcoin? Blockchain? Should You Buy Some? (Wed, Dec 20, 2017)
What We Learned at the Schwab Impact Conference That Could Affect Your Financial Planning (Wed, Nov 29, 2017)
Looking Back on “Black Monday” for Answers to Key Retirement Questions (Wed, Nov 15, 2017)
Controlling the Controllable: Planning Your Retirement Spending (Wed, Nov 01, 2017)
4 Important Cybersecurity Lessons to Protect Your Info—And Your Money (Wed, Oct 18, 2017)
Disaster Strikes! Use This 3-Step Disaster Prep Plan to Minimize the Pain (Wed, Sep 27, 2017)
Don’t Let These 3 Big Retirement Questions Derail Your Golden Years (Wed, Sep 13, 2017)
2017 Mid-Year Outlook: What Four Key Economic Indicators Project for Your Money (Wed, Aug 30, 2017)
What My Great Aunt Nina Taught Me About Perspective on the Future (Thu, Aug 03, 2017)
Cut the Jargon: Here’s What Some Popular Financial Terms Really Mean (Wed, Jul 19, 2017)
Webinar Replay: Retirement Matters (Wed, Jul 05, 2017)
Stop #Adulting: Educate Your Kids About Their Money (Thu, Jun 15, 2017)
Investing in Your Kids and Grandkids: 529’s, Roth IRA’s, or Outright Gifts? (Thu, Jun 01, 2017)
How a Solid Spending Plan Keeps Enough Fuel in the Tank for Your Retirement (Wed, May 17, 2017)
Listener Questions: Revisiting the Trump Economic Plan (Thu, May 04, 2017)
2017 Outlook Revisited: Is the Trump Rally Losing Steam? (Wed, Apr 19, 2017)
Confused by Health Insurance? Don't Get Caught in These Avoidable Medicare Traps (Wed, Apr 05, 2017)
Dick Blaisdell: Insights on a Successful Retirement (Wed, Mar 22, 2017)
Don't Let the 16 Variations of This Tax Form Mess Up Your Tax Return (Wed, Mar 08, 2017)
Not Knowing the Difference Between a Fiduciary Advisor and a Suitability Broker or Agent Could Be Very Costly (Wed, Feb 22, 2017)
Limiting surprises in retirement, understanding taxes, and getting beneficiaries right (Wed, Feb 08, 2017)
How President Trump's Tax Plan May Affect Your Pocketbook (Tue, Jan 24, 2017)
Six Keys to Staying Young at Heart in Retirement (Wed, Jan 11, 2017)
Holiday Breakfast Part II: Matt Wilson Delivering Forecast 2017 “Perspective” (Wed, Dec 28, 2016)
Holiday Breakfast Part I: Bill Keen Team Member Intros and Business Philosophy (Wed, Dec 28, 2016)
What is the Most Important Piece of a Puzzle? (Sat, Dec 17, 2016)
Here's How to Avoid Making a Deadly Healthcare Mistake (Tue, Dec 06, 2016)
Should You Worry About Trump's Impact on Your Portfolio? (Tue, Nov 22, 2016)
How to Have Courageous Conversations With Elderly Parents (Wed, Nov 09, 2016)
This was fun. Have you tried it? (Thu, Oct 27, 2016)
Are You Losing Thousands of Dollars by Making These Behavioral Investing Mistakes? (Thu, Oct 13, 2016)
Should You Delay Taking Social Security Payments and Other Client Questions (Tue, Sep 20, 2016)
Will You Run Out of Money in Retirement? (Thu, Sep 08, 2016)
Are You Getting Scammed by the "IRS?" (Wed, Aug 24, 2016)
Don't Make the Mistake of Letting the State Determine Your Estate Plan (Wed, Aug 10, 2016)
Washington Insider Greg Valliere on Donald Trump, Hillary Clinton, and Revving Up the Economy (Thu, Jul 28, 2016)
Here's How to Get More Income in a Low Interest Rate World (Thu, Jul 14, 2016)
What are Bonds and How Do They Fit in Your Portfolio? (Thu, Jun 30, 2016)
How to Find a Financial Advisor That's Right for You (Thu, Jun 09, 2016)
What We Learned From Attending the Berkshire Hathaway Meeting With Warren Buffett (Thu, May 26, 2016)
Here's how to maximize your return on life (Tue, May 03, 2016)
Can you really get a better return on life? (Tue, Apr 26, 2016)
On the mind of retirees - listener questions answered (Tue, Apr 12, 2016)
Surprisingly, it may be time to retire retirement (Tue, Mar 22, 2016)
Stop! Telltale signs you may be failing at retirement (Tue, Mar 08, 2016)
The Best Investors Rarely Make These Behavioral Mistakes (Tue, Feb 23, 2016)
Make Better Money Decisions by Learning This Market History Lesson (Mon, Feb 08, 2016)
Breaking Noise: How the Best Investors Separate the News From the Noise (Tue, Jan 26, 2016)
Hitting These Ages Triggers Critical Financial Planning Decisions (Mon, Jan 11, 2016)
Happiness in Retirement? You Bet and Here's How (Tue, Nov 17, 2015)
When is the Best Time to Retire? (Hint: It's not when you think) (Tue, Nov 10, 2015)
What Exactly is a "Financial Plan?" (Tue, Nov 03, 2015)
Introducing the Keen on Retirement Podcast (Sun, Nov 01, 2015)