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 “Recession Talk” Nobody’s Having

Posted July 29, 2022

With all the media’s recession fear and finger-pointing, there’s a conversation people aren’t having that spells success (or hardship) for their...

The Secret to Buying Low and Selling High

Posted July 15, 2022

We all know that the key to investment success is to buy low, sell high. In practice, most people do the opposite — which can be catastrophic to your...

How Adult Children Factor Into Retirement Planning

Posted July 1, 2022

There’s a reality about adult children most parents don’t consider when they’re planning for retirement — this is a different world than the one...

The Keys To a Safe, Secure & Fulfilling Verizon Retirement Package

Posted June 7, 2022

When you’re approached by insurance companies and stock jockeys about your retirement planning, you’re dealing with folks who don’t grasp the nuances...

What To Do When Verizon Makes You an Offer

Posted June 4, 2022

Nobody wants to leave money on the table. Especially when it comes to their retirement savings. Getting an offer from Verizon is a critical moment for...