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

Care Options for Older Americans

Posted October 23, 202500:28:33

It used to be simple: either your family took care of you at home, or you went into a nursing home. But those days are long gone. 

Dennis O’Keefe...

Investments You May Want To Avoid

Posted October 9, 202500:32:59

In this episode, Dennis O’Keefe takes a candid look at the kinds of investments he personally avoids and why. From gold and crypto to private equity...

Why is Healthcare So Expensive?

Posted September 25, 202500:29:48

When Dennis O’Keefe was growing up, his family called him “Mr. Perfect” and “The Shell Answer Man” because he always had an answer for everything....

Elderly Planning: What You Need To Know

Posted September 11, 202500:29:27

When it comes to planning for retirement, most of us stop at saving and investing. But what about the years after 80, the stage when care, housing,...

How To Financially Support Your Adult Children, Without Enabling Them (Part 2)

Posted August 28, 202500:31:29

What if the greatest financial gift you could give your children isn’t money, but foresight? 

In this second installment of how to support...