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

3 Portfolio Lessons From a Tragic Night in 1892

Posted January 20, 2023

In the winter of 1892, a freak accident and a perfect storm of events combined to decimate the heart of Fall River, MA. In this episode, we look at...

How to Be Smarter Than the Cable News Talking Heads

Posted January 13, 2023

Why are the talking heads on TV and online so often wrong? And why does the market tend to zig when it should zag? In this episode, I share the two...

The Real Cost of “DIY Anything”

Posted January 6, 2023

Four years ago I was motivated to become fit, and did everything I knew how to boost my health. I made progress, but it wasn’t until I met Dave that...

Should I Collect Social Security Early?

Posted December 29, 2022

This is one of the most common questions I hear from people nearing retirement age: when should I begin taking social security? And the truth is . . ....

Real Stories of a Spendthrift Retirement

Posted December 22, 2022

Retirement is as much about enjoyment as it is about spending management. But what happens when a retiree swings the spending pendulum too far and outlives...