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

Retirement in 1993 versus today—the new reality

Posted April 28, 2023

Retiring today is 180 degrees from what it was in 1993, and there are huge implications for anyone who wants to enjoy a comfortable retirement. In this...

What Nana’s Mac & Cheese Says About Your Retirement Prep

Posted April 21, 2023

I love my Nana, but let’s just say her culinary adventures were trips to avoid. For her signature Mac & Cheese dish, she got a lot of things right...

I Bonds — Are they really worth the hype?

Posted April 14, 2023

I Bonds are the current popular kid at the party. It seems like every financial news outlet and publication is pushing them. So are they REALLY a good...

An Insider’s Look at Big Banks, Small Banks, and Credit Unions

Posted April 7, 2023

Banks are the foundation of the financial system (and the recent turmoil reminds us how important banks are to all of us). Join me and our special guest...

Why George Costanza Might Be An Investment Genius

Posted March 31, 2023

George Constanza was many things, but an investment genius wasn’t one of them. In this episode, we discuss the myth of market momentum, the common...