
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
| Publishes | Weekly | Episodes | 158 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

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









Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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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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Recent guests on Your Successful Retirement include:
1. Dennis O'Keefe
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