Your Successful Retirement

By Dennis O'Keefe

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Episodes: 115

Description

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 “some-day” retirement – this podcast is your go-to guide. Gain exclusive strategies tailored to optimizing your retirement benefits, hear real-life stories from retirees, and absorb invaluable wisdom from our guest leaders.

Episode Date
Unlock the Secrets of Living Trusts
Apr 10, 2025
Financial Planning Unveiled: What You Need to Know for a Secure Future
Mar 27, 2025
Financial Wellness: Your First Meeting with an Advisor
Mar 13, 2025
The Pros and Cons of Automated Investment Services
Feb 27, 2025
Estate Planning Mistakes That Could Cost You Everything
Feb 13, 2025
Managing Healthcare Costs During Retirement
Jan 23, 2025
How to Keep Your New Year’s Financial Resolutions
Jan 09, 2025
Supercharge Your Retirement Savings!
Dec 12, 2024
How To Empower Your Children With Money Skills
Nov 28, 2024
7 Tax Myths
Nov 14, 2024
The Importance of Specialization
Oct 24, 2024
Retirement Roadblocks
Oct 10, 2024
Presidential Economic Policies: How Will The Election Affect My Finances?
Sep 26, 2024
Why I Hate School
Sep 12, 2024
Habits of Secret Millionaires
Aug 22, 2024
How To Weather The Sensationalism Storm
Aug 08, 2024
Why High Interest Rates Aren’t So Bad (Ep. 100)
Jul 25, 2024
Is Social Security Going Bankrupt?
Jul 12, 2024
Economic Opinion: Why The Immigration Policy Needs To Change
Jun 27, 2024
The Association of BellTel Retirees with Thomas Steed (Ep. 97)
Jun 13, 2024
Are You Watching Your 401(k) Enough?
May 23, 2024
How To Pick Your Financial Advisor
May 09, 2024
Are You FED Up?
Apr 25, 2024
Rescuing Your Abandoned 401(k)s
Apr 11, 2024
Estate Planning Unveiled: Snowstorms, Fresh Bread, and Future-Proofing Your Life
Mar 01, 2024
Beyond the Paycheck- Mastering the Art of Stress-Free Retirement
Feb 23, 2024
Beyond Budgets: Uncovering the Hidden Leaks in Your Financial Ship
Feb 16, 2024
The Untold Truth About College Education: Strategies for a Debt-Free Degree
Feb 09, 2024
Weathering Financial Storms: Unconventional Wisdom for Retirement Planning
Feb 02, 2024
Busting Financial Myths – What’s REALLY True in Today’s Economic Climate
Jan 26, 2024
Reality TV Meets Retirement: Unconventional Financial Wisdom from an Unlikely Source
Jan 19, 2024
Safeguarding Your Future: Essential Tips Against Investment Fraud
Jan 12, 2024
Rethink Your Credit: Insights Beyond Traditional Financial Wisdom
Jan 05, 2024
Rethinking Retirement: The Surprising Power of Roth Accounts
Dec 29, 2023
The Hidden Side of Economic Indicators: What They Really Tell Us
Dec 22, 2023
Investment Illusions: Debunking the Myths of Modern Portfolio Strategies
Dec 15, 2023
Ditch the New Year’s Resolution: Smart Financial Moves for a Prosperous Year Ahead
Dec 08, 2023
Unwrapping Financial Wisdom: Navigating Year-End Tax Strategies
Dec 01, 2023
Beyond Luck: Real Stories of Financial Fumbles and How to Avoid Them
Nov 24, 2023
401(k) or Bust: The Shifting Sands of Telecom Retirement
Nov 17, 2023
The Hidden Bias That’s Messing With Your Retirement Plans
Nov 10, 2023
The Surprising Connection Between Car Washes and Hedge Funds: A Financial Deep Dive
Nov 03, 2023
Mortgage Mystery: Are We On The Brink Of Another Housing Crisis?
Oct 27, 2023
Disney World Breakdowns & Economic Insights: A Must-Hear Adventure!
Oct 20, 2023
Unmasking AI’s Role in Finance: A Journey from the ’80s to Now
Oct 13, 2023
Planning for Prosperity: Navigating the Risks and Rewards of Financial Planning
Oct 06, 2023
Navigating Life’s Transitions: Making Sound Financial Decisions During Job Changes
Sep 29, 2023
The Power of Specialization: Why Generalists Aren’t Always Enough
Sep 22, 2023
Protecting Your Digital Footprint: A Guide to Dodging Scams and Telemarketers
Sep 15, 2023
Guarding the Golden Years: How to Protect Seniors from Financial Scams
Sep 08, 2023
Navigating 401k Withdrawals: Your Retirement Lifeline Explained
Sep 01, 2023
Your Legal Compass: How to Choose the Right Attorney for Estate Planning
Aug 25, 2023
Navigating Your 401k: A Guide to Smart Retirement Investments
Aug 18, 2023
Demystifying Power of Attorney: Your Legal Shield Explained
Aug 11, 2023
The Power of Living Trusts: A Journey from Misunderstanding to Empowerment
Aug 04, 2023
The Green and Brown of It: Unraveling the Complexities of ESG Investing
Jul 28, 2023
The Dark Side of Financial Advising: A Guide to Safeguarding Your Wealth
Jul 21, 2023
From Medieval Times to Retirement Times: The Fascinating History of Wills
Jul 14, 2023
Embracing the Opposite: A Rebel’s Guide to Navigating Financial Turmoil
Jul 07, 2023
Hold Your Horses on That Side Hustle: Lessons from an Equine Therapy Business
Jun 30, 2023
From Weight Loss to Wealth Gain: Improving Your Finances Through Incremental Change
Jun 23, 2023
Decoding Cognitive Biases: The Dunning-Kruger Effect in Financial Decision-Making
Jun 16, 2023
Navigating the Financial Maze: Unraveling 529 Plans and College Expenses!
Jun 09, 2023
Campus Confidential: The REAL College Experience Unveiled!
Jun 02, 2023
Unveiling the Hidden Truths: A Fresh Perspective on Living Standards and Corporate Taxes
May 26, 2023
The Hidden Strategy to Maximize Your Retirement Wealth
May 19, 2023
The Importance of Spring Cleaning Your Finances
May 12, 2023
How to Prepare for a Recession
May 05, 2023
Retirement in 1993 versus today—the new reality
Apr 28, 2023
What Nana’s Mac & Cheese Says About Your Retirement Prep
Apr 21, 2023
I Bonds — Are they really worth the hype?
Apr 14, 2023
An Insider’s Look at Big Banks, Small Banks, and Credit Unions
Apr 07, 2023
Why George Costanza Might Be An Investment Genius
Mar 31, 2023
The Secret to a Content Retirement (Among Other Adventures)
Mar 24, 2023
Why College is Unaffordable
Mar 17, 2023
When a “Fix” Breaks More Than it Helps
Mar 10, 2023
What a Free, Discontinued Pen Teaches About Your Retirement
Mar 03, 2023
How Your Plan Can Be Ahead of 87% of New Retirees
Feb 24, 2023
The Truth About Retirement Expectations Versus Reality According to Retirees
Feb 17, 2023
Two Similar Couples — Two Very Different Outcomes
Feb 10, 2023
A Personal Message From the Future
Feb 03, 2023
What a Golf Course Hazmat Crew Can Teach About Your Finances
Jan 27, 2023
3 Portfolio Lessons From a Tragic Night in 1892
Jan 20, 2023
How to Be Smarter Than the Cable News Talking Heads
Jan 13, 2023
The Real Cost of “DIY Anything”
Jan 06, 2023
Should I Collect Social Security Early?
Dec 29, 2022
Real Stories of a Spendthrift Retirement
Dec 22, 2022
Uncovering the Jones’s Secret
Dec 16, 2022
My Controversial Take on AARP
Dec 09, 2022
5 Keys to Protect Your Future From Layoffs
Dec 02, 2022
Are Pensions Really Dead?
Nov 25, 2022
What a School Bus Driver’s Lawn Says About Retirement
Nov 18, 2022
4 Questions to Help You Choose Where to Retire
Nov 11, 2022
What an Old-Timey Shovel Means for Your Retirement
Nov 04, 2022
How to NOT Be an Easy Target for Unscrupulous Advisors
Oct 14, 2022
The Invisible Prison Keeping People From the Life they Want
Oct 07, 2022
Why the “Cheap Gas Effect” Gives False Hope
Sep 30, 2022
The Tough Habit We Must Master For Retirement Success
Sep 16, 2022
When & Why You Should Call Your Financial Advisor
Sep 09, 2022
“Fool’s Gold” that keeps folks miserable (and how to avoid it)
Sep 02, 2022
Common Misconceptions About Fiduciaries That Work Against You
Aug 26, 2022
Real Talk About Following Your Passion and Changing Careers
Aug 12, 2022
The “Recession Talk” Nobody’s Having
Jul 29, 2022
The Secret to Buying Low and Selling High
Jul 15, 2022
How Adult Children Factor Into Retirement Planning
Jul 01, 2022
The Keys To a Safe, Secure & Fulfilling Verizon Retirement Package
Jun 07, 2022
What To Do When Verizon Makes You an Offer
Jun 04, 2022
How To Build a Successful + Rewarding Life After Verizon with Bob Grenier
Jun 03, 2022
Health Care Options After Verizon
May 17, 2022
What Pro Athletes Can Teach You About A Successful Retirement
May 17, 2022
Case Study: How a Former Verizon Employee Charted a Rewarding Career Path
May 02, 2022
The Simple Secret To Navigating Your Retirement Planning Journey
Apr 23, 2022
How Much Should I Save For Retirement?
Apr 23, 2022
The Single Biggest Retirement Mistake Verizon Employees Make – And How To Fix It!
Apr 14, 2022
What’s Changed in 30+ Years of Verizon Benefits – And What You Need To Know MOST Today!
Apr 14, 2022