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 Tough Habit We Must Master For Retirement Success
There’s a habit all of us find difficult which can be the difference between a well-funded retirement and a retirement that never shakes out how we want...
When & Why You Should Call Your Financial Advisor
As the point person on your retirement journey, you should feel comfortable talking to your financial advisor. Listen as we discuss when to call your advisor....
“Fool’s Gold” that keeps folks miserable (and how to avoid it)
There’s a phenomenon I noticed years ago when pensions were still a thing that made people miserable, even when they were doing very well. In this episode,...
Common Misconceptions About Fiduciaries That Work Against You
You’d be surprised how many people in the financial industry toss around the term “fiduciary” with no concept of what it means (or its implications...
Real Talk About Following Your Passion and Changing Careers
Retirement doesn’t always mean bocci ball, Caribbean cruises, and gardening. Sometimes you “retire” a career and pursue a passion. In this episode,...
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