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Artwork for Your Successful Retirement

Your Successful Retirement

Dennis O'Keefe
Probate
Retirement Planning
Social Security
Estate Planning
Annuities
Asset Allocation
Roth IRA
Long-Term Care
Irrevocable Trust
Fiduciary
Artificial Intelligence
Nursing Home
Car Buying
Stock Market
401(k)
Medicaid
Will
Magna Carta
Economy
Certified Financial Planner

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 s... more

PublishesWeeklyEpisodes158Founded4 years ago
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Artwork for Your Successful Retirement

Latest Episodes

Should you convert your traditional IRA to a Roth IRA? In this YSR FAQ episode, Dennis O’Keefe breaks down the pros and cons of Roth conversions and explains why the answer depends heavily on your tax situation.

Dennis discusses how Roth conversion... more

How closely should you monitor your retirement accounts?

In this YSR FAQ episode, Dennis O’Keefe explains why both neglecting your 401(k) and obsessively checking it can create problems.

Using examples from his own experience and lessons from pa... more

Thinking about buying a car? It can feel overwhelming, especially when prices, financing, trade-offs, and dealership tactics all compete for your attention.

How do you know you’re paying a fair price, and what steps can help you avoid expensive mi... more

YouTube

A Roth 401(k) can be a powerful retirement savings tool, but is it the right choice for everyone?

In this YSR FAQ episode, Dennis O’Keefe discusses how Roth 401(k) contributions work and the factors that determine whether they make sense for your ... more

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Recent Guests

Dennis O'Keefe
Certified Financial Planner with 30+ years of experience
Unspecified
Episode: Your Guide to Layoffs, Severance, and Retirement Decisions

Host

Dennis O'Keefe
Host of the show; CERTIFIED FINANCIAL PLANNER™ with over 30 years of retirement planning experience.

Reviews

4.7 out of 5 stars from 12 ratings
  • Financial Advice for the Average Person

    This podcast stands out as being relatable for people who don’t want to spend all their time planning their finances but do want to be knowledgeable about issues that pertain to them.

    It’s not just for telecom employees. This pertains to everyone. Dennis OKeefe combines financial advice with good stories that illustrate his points.

    Apple Podcasts
    5
    ChrisOKToo
    United States4 years ago
  • Always a Great Listen!

    Dennis always had great advice! Even if you aren’t a Verizon employee, he has great advice and presents the opportunity to learn and understand in this podcast.

    Apple Podcasts
    5
    Amateur Gamers
    United States4 years ago
  • Awesome

    Very insightful!

    Apple Podcasts
    5
    Slzidnemwlsofj
    United States4 years ago

Listeners Say

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

Relatable and practical retirement guidance that's accessible to non-specialists.
Dennis blends financial advice with engaging stories that illustrate key points.
Content is insightful and helpful for listeners seeking steady, thoughtful guidance.

Talking Points

Recent interactions between the hosts and their guests.

What Does CFP® Really Mean? (And Why It Matters)
Q: What does CFP mean and why is it important?
CFP stands for Certified Financial Planner, a designation earned through accredited coursework in six domains, a college degree, several years of industry experience, and a rigorous comprehensive exam, plus ongoing continuing education. It serves as a standardized credential indicating a commitment to professional standards in financial planning, which helps clients distinguish true planners from others who may use the title without proper credentials.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Your Successful Retirement

What is Your Successful Retirement about and what kind of topics does it cover?

The show targets practical retirement planning with a fiduciary mindset, blending clear explanations of complex topics with real-world anecdotes. Topics commonly center on estate planning, wills, probate, Social Security, asset allocation, and prudent decision-making in retirement, with a cautious stance toward high-pressure sales and questionable advice. Episodes often emphasize taking control of one's financial future through durable documents (wills, powers of attorney, trusts), minimizing probate, and understanding how and when to use financial products like annuities or index funds within a disciplined plan. A standout trait is the host's long-form, experience-driven guidance that editors may describe as calm, clear, and educator-like,... more

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Which podcasts are similar to Your Successful Retirement?

These podcasts share a similar audience with Your Successful Retirement:

1. Ramsey Everyday Millionaires

How many episodes of Your Successful Retirement are there?

Your Successful Retirement launched 4 years ago and published 158 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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What guests have appeared on Your Successful Retirement?

Recent guests on Your Successful Retirement include:

1. Dennis O'Keefe

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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