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Artwork for Keen on Retirement
Retirement Planning
Social Security
Financial Planning
Investment Strategies
Tax Planning
Long-Term Investments
Peak 65
Interest Rates
Financial Markets
Financial Literacy
9/11
Taxes
Stock Market
Fixed Income Investments
Financial Advice
Tax Loss Harvesting
Harry Dent
Dow Jones
Covid-19 Pandemic
529 Accounts

Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.

PublishesTwice monthlyEpisodes252Founded10 years ago
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BusinessInvesting

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Artwork for Keen on Retirement

Latest Episodes

In 1988, William Post won $16.2 million in the Pennsylvania lottery. 

A year later, he was $1 million in debt. 

First, he splurged: houses, cars, a plane. Then a former girlfriend sued him for a third of his winnings. His brother was arrested and... more

Charitable giving is a cornerstone of many comprehensive retirement plans. 

It's also a cornerstone of our mission at Keen Wealth Advisors.

Our whole team takes great pride in serving as active members of our community, whether we're making monet... more

Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors.

One advisor said they could retire.

The other said that they should keep working.

more

If you're only judging based on what's happening in the world and the financial markets, there's never a "perfect" time to retire. But 2025 is throwing a bunch of extra variables at seniors that are adding more complexity to an already complicated de... more

Key Facts

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Hosts

Steve Sandusky
Co-host and wealth advisor with a deep understanding of financial markets and strategies. Often emphasizes actionable advice and insights.
Bill Keen
Founder and CEO of Keen Wealth Advisors, he provides insights on retirement planning and market trends, often integrating personal stories to connect with listeners.
Matt Wilson
Co-host specializing in relatable financial advice, focusing on guiding listeners through retirement planning and investment strategies.

Reviews

4.6 out of 5 stars from 75 ratings
  • Best Financial Podcast

    I’ve listened to many financial podcasts in my time and I found this one to be beneficial with actionable ideas and strategies. Bill, Matt and Steve share their experience in a way that anyone could understand in a entertaining and educational fashion. Highly recommended.

    Apple Podcasts
    5
    Vinny Bags
    United States2 years ago
  • Listen!

    What a great podcast - really appreciate getting bite sized nuggets as my wife and I talk about our future. We wouldn’t have thought of many items that would have cost a lot had we not. Thanks for doing this.

    Apple Podcasts
    5
    EnergizeAmerica
    United States2 years ago
  • Great Show

    Whether you are retired, planning to retire or still working and saving for retirement, this show has it all! Bill and Matt offer many insightful shows on subjects relating to or leading up to retirement. Hear about tax planning, market updates, how to survive market fluctuations, estate and tax planning, giving goals, maximizing social security benefits, setting retirement goals and many more. Add this to your regular Podcast listening list, you won’t be disappointed!

    Apple Podcasts
    5
    BDChastain
    United States2 years ago
  • Great learning experience, even for a 24 year old looking for successful steps and tips for my future. Thanks for the great information!

    Audible
    5
    Garrett Neal
    United States3 years ago
  • Great learning experience

    Great learning experience, even for a 24 year old looking for successful steps and tips for my future. Thanks for the great information!

    Audible
    5
    Garrett Neal
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many find the content relevant and timely, especially concerning retirement planning and investment strategies.
Listeners appreciate the actionable insights and strategies shared, making complex financial topics accessible and engaging.
A few critics see it as promotional material for a financial advisory firm, though the majority give positive reviews for practical advice.
The hosts are praised for their expertise and ability to relate personal stories that resonate with listeners.

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Talking Points

Recent interactions between the hosts and their guests.

Keen Wealth’s Q2 Market Update: Who’s Driving Market Moves and How Should Investors React?
Q: Should we expect companies to start reducing their dividends?
While dividend reductions can occur during sustained market downturns, it's not guaranteed for all companies, especially those well-structured for resilience.
Keen Wealth’s Q2 Market Update: Who’s Driving Market Moves and How Should Investors React?
Q: Is there any truth to rumors that China might dump its holdings of US Treasury securities?
China has been gradually reducing its US Treasury holdings since 2015 in an orderly fashion and is not expected to abruptly liquidate them, as that would be detrimental to their currency.
Should Tariffs and Market Volatility Change Your Retirement Timeline?
Q: How do we manage the psychological side of fear when it comes to finances and market volatility?
Addressing the psychological fear involves discussing the numbers provided by financial planning tools, but also understanding that some individuals focus on the emotional aspects even if the confidence level is high. It's important to put fears into context and develop strategies that reflect their control and alleviate anxiety.
Answering Your Questions About the Next Recession, AI Investing, and the Federal Deficit
Q: What impact does the US national debt have on our economy?
Currently, the US national debt does not significantly impact the economy or the stock market, as investors still have confidence in the US's ability to meet its obligations, but this could change if growth stagnates.
Answering Your Questions About the Next Recession, AI Investing, and the Federal Deficit
Q: Is there a use of AI on the investment side of the portfolio?
AI is being utilized by the companies we invest in, and it has the potential to improve efficiencies and reduce costs, but in financial advising, its blanket implementation is still limited due to regulatory concerns.

Audience Metrics

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Frequently Asked Questions About Keen on Retirement

What is Keen on Retirement about and what kind of topics does it cover?

The show focuses on providing insights and strategies for individuals navigating retirement planning and investment decisions. It covers a broad range of topics, from market updates and tax planning to the emotional aspects of retirement. The hosts aim to make complex financial topics accessible and relatable, drawing on their expertise and real-life case studies to engage listeners. Additionally, there is an emphasis on fostering a sense of control and proactive decision-making among retirees, highlighting both practical advice and underlying philosophical discussions about wealth distribution and purposeful living.

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How many listeners does Keen on Retirement get?

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Which podcasts are similar to Keen on Retirement?

These podcasts share a similar audience with Keen on Retirement:

1. Sound Retirement Radio
2. Stay Wealthy Retirement Podcast
3. Retirement Planning Education, with Andy Panko
4. Retirement Starts Today
5. Retirement Answer Man

How many episodes of Keen on Retirement are there?

Keen on Retirement launched 10 years ago and published 252 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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