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

The Secret to a Content Retirement (Among Other Adventures)

Posted March 24, 2023

Nothing like some CEOs on a tropical island complaining about their pay to steer the way toward a content retirement. In this episode, we discuss the...

Why College is Unaffordable

Posted March 17, 2023

When my college started capping the concrete stairs in granite at The Quad, we knew something was up. In fact, with tuition rising 10% a year at the...

When a “Fix” Breaks More Than it Helps

Posted March 10, 2023

Markets often move based on government reports — good or bad. The problem is distinguishing between noise and signal. Too often the seasonal adjustments...

What a Free, Discontinued Pen Teaches About Your Retirement

Posted March 3, 2023

25 years ago when I grabbed a stack of free pens at a conference, little did I know the heartache I’d feel when the last pen was finally used up....

How Your Plan Can Be Ahead of 87% of New Retirees

Posted February 24, 2023

When the richest, most powerful, and beloved pillars of your community hire the best legal help to handle their estate planning — and they get sub-par...