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
How Your Plan Can Be Ahead of 87% of New Retirees
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...
The Truth About Retirement Expectations Versus Reality According to Retirees
After helping hundreds of people make the transition from the workforce into retirement, I can tell you that retirement is the single most stressful...
Two Similar Couples — Two Very Different Outcomes
When the retirement accounts of two couples who make similar incomes, are the same age, and have similar circumstances end up in very different places,...
A Personal Message From the Future
In my 30 years as a financial planner, not one person reached retirement age and wished they had done less to prepare — which is why a prospect telling...
What a Golf Course Hazmat Crew Can Teach About Your Finances
About 25 years ago I went golfing with a buddy and his dad at his favorite golf course. Things were rough at the start, but when guys in hazmat suits...
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