Your Successful Retirement
Discover the secrets to a successful retirement with Dennis O’Keefe, a seasoned CERTIFIED FINANCIAL PLANNER™ with over 30 years of expertise. Whether you’ve been retired for years, are on the verge of retirement, or are wondering how to plan for your “som
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Recent Episodes
What Does CFP® Really Mean? (And Why It Matters)
What does CFP actually mean? In this episode of YSR Shorts, Dennis O’Keefe breaks down the Certified Financial Planner designation and what it requires....
What Is Comprehensive Financial Planning? (It’s Not a Binder)
What does comprehensive financial planning actually mean? In this episode, Dennis O’Keefe walks through the real financial planning process. He explains...
Strategic Tax Planning: What You Need to Know Before Filing
Tax season is here, and most people approach it tactically rather than strategically. Are you simply gathering documents and hoping for the best, or...
Voluntary Retirement Offers: What You Need to Know Before Deciding
Major companies are restructuring, and voluntary retirement packages are landing on desks across the country. How do you know if taking the offer is...
Can AI Really Replace Human Financial Guidance?
Join us this episode as Dennis O’Keefe outlines the ways AI tools are being used in financial planning and where they currently fall short. He explains...
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