Episodes

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. You might be surprised at how often you should be talking. EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin ABOUT THE SHOW Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon ...

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, listen as we talk about one of the most surprising human traits and how to keep this “illness” from throwing you off-track. EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin ABOUT THE SHOW Tap i...

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 for you). In today’s episode, we’ll talk about what it means to be a true fiduciary, why you want to work with one, and markers to help you identify fiduciaries-in-name-only. EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ont...

Retirement doesn’t always mean bocci ball, Caribbean cruises, and gardening. Sometimes you “retire” a career and pursue a passion. In this episode, we interview a special guest who made the leap from a stale career to work that feeds his soul. Listen and discover what questions you need to answer, what to expect from friends and family, and how to know when it’s time to make the move. EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guid...

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 retirement. In this episode, listen as we reframe how to look at recessions and their surprising impact on your nest egg. EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin ABOUT THE SHOW Tap into Dennis O’...

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 retirement account. In this episode, we talk about how to design your portfolio to automatically buy low, sell high — ensuring you’re never caught up in the emotional swings that can stymie your attempts to build a retirement nest egg. EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide...

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 we grew up in — and the impact on your retirement can be significant. In this episode, we cover how today's economic climate makes it harder for adult children to enjoy the same opportunities we did, why too much help can handicap our kids' independence, and how this new reality can impact your retirement date (and savings target). EPISODE LINKS You ca...

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 of Verizon retirement plans, benefits, and offers. See how a rebel’s advice in 1980 and the recession in 1991 led to my focus on helping Verizon employees experience a safe, secure, and fulfilling retirement. EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” ...

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 your retirement planning. And whether you expected it or not, your decisions can make this offer a blessing or a curse. In this episode, we talk through how to make a wise decision when you’re “on the clock” and facing a retirement offer. EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential ...

From manual switches in 1967 to the conversion to digital, and from working the union side and moving to management, Bob Grenier has seen it all. And when he retired in 1998, he started a successful consulting practice to leverage his skills and experience. But Bob’s retirement is what is most remarkable. Listen as Bob shares his eyewitness account of the evolution of telecom and how he built a successful and rewarding life after Verizon. EPISODE LINKS You can download a free digital copy of D...

I was down with a cold the last couple of weeks, and that got me thinking about one of the most common questions I get from Verizon employees and retirees. “What am I going to do about health insurance after Verizon?” Employer sponsored health plans are a significant benefit, and there is much to consider in evaluating what to do as you step into retirement. Take a listen and learn what options you have for health care post Verizon. EPISODE LINKS You can download a free digital copy of my book...

Did you know that any player who spends 43 days with a Major League Baseball team makes a $30k per year pension? Pro Athletes are very well taken care of, and their careers are often shorter than ours. Despite the obvious differences, you’d be surprised what retirement challenges are the same. Listen now and discover what pro athletes can teach us about a successful retirement! EPISODE LINKS You can download a free digital copy of my book “Retirement Built Right – The Essential Guide for Teleph...

Discover how David Scanlon, who originally joined Verizon in 1982, has been able to build a rewarding career in the telephone industry (both pre- and post-VZN) that literally started by climbing telephone poles and installing landlines into residential homes. Take a listen and learn how his experiences during and after his time at Verizon can help you on your own journey! EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Teleph...

Discover the simple secret behind ensuring your wealth management & retirement planning journey is smooth sailing instead of a rocky road! EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin ABOUT THE SHOW Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits packages for situations inclu...

Everyone wants to know - "What's my magic number? How much should I save for retirement?" I'll answer that question (and much more!) on this episode of "Your Telecom Retirement" - so listen up! EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin ABOUT THE SHOW Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their...

Discover the single biggest retirement mistake Verizon employees make - and how to fix it! - on this episode of Your Telecom Retirement! EPISODE LINKS You can download a free digital copy of my book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin ABOUT THE SHOW Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits packages for situations including ea...

Discover what's changed most with Verizon benefits, buyout packages and early retirement offers over the past 30 years, and what you need to know TODAY to take advantage! EPISODE LINKS You can download a free digital copy of my book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin ABOUT THE SHOW Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits pa...