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 Pros and Cons of Automated Investment Services

Posted February 27, 2025 • 00:27:28

Are you overwhelmed by investment management ads promising to handle your money easily? What’s the deal, and are they worth it?

Dennis O’Keefe...

Estate Planning Mistakes That Could Cost You Everything

Posted February 13, 2025 • 00:28:29

Estate planning is one of those things we all know we should do, yet most of us keep pushing it off—just like changing the furnace filter (which,...

Managing Healthcare Costs During Retirement

Posted January 23, 2025 • 00:29:12

What’s the real cost of retirement health insurance?

Dennis O’Keefe explores the often-overlooked costs of health insurance in retirement,...

How to Keep Your New Year’s Financial Resolutions

Posted January 9, 2025 • 00:28:23

Are you ready to make small changes that could impact your financial future?

Dennis O’Keefe explores the power of simple adjustments in retirement...

Supercharge Your Retirement Savings!

Posted December 12, 2024 • 00:23:22

With over 30 years of expertise as a CERTIFIED FINANCIAL PLANNER for telecom employees, Dennis offers insights into maximizing your 401k contributions...