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 Is An Index Fund?

Posted April 23, 202600:08:02

Everyone talks about index funds. 

Do they actually know what they are?

Dennis O’Keefe cuts through the jargon and explains what an...

What Are Asset Allocations?

Posted April 23, 202600:07:04

Most people confuse asset allocation with diversification, but they are two very different things.

In this episode of YSR Shorts, Dennis O’Keefe...

Understanding Social Security: Myths, Mechanics, and What Happens Next

Posted April 9, 202600:26:06

Many people think they understand Social Security, until conflicting answers and uncertainty create confusion.

What’s actually true about how...

What Does “Fiduciary” Really Mean?

Posted March 26, 202600:07:14

What does it mean to be a fiduciary? In this episode of YSR Shorts, Dennis O’Keefe explains the fiduciary standard and why it matters in financial...

Should You Pay Someone to Manage Your Money?

Posted March 26, 202600:07:01

Should you pay someone to manage your money? In this episode, Dennis O’Keefe explains the behavioral side of investing. He shares why emotional reactions...