Your Successful Retirement - podcast cover

Your Successful Retirement

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.
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Episodes

Beyond the Paycheck- Mastering the Art of Stress-Free Retirement

Imagine stepping off a cliff with nothing but your wits and a parachute woven from your life’s savings and decisions. Sound thrilling? Terrifying? Welcome to retirement – a leap into the unknown that many find more daunting than any adventure. On this episode of “Your Telecom Retirement,” I pull back the curtain on the enigma … Read More Read More

Feb 23, 2024

Beyond Budgets: Uncovering the Hidden Leaks in Your Financial Ship

On this episode of “Your Telecom Retirement,” we’ll dive into the often overlooked nooks and crannies of personal finance that could be silently draining your wallet. Forget the usual spiel on budgeting and investing; instead, gear up for an unconventional journey through the everyday financial pitfalls that even the savviest of us might miss! By … Read More Read More...

Feb 16, 2024

The Untold Truth About College Education: Strategies for a Debt-Free Degree

Imagine stumbling upon a secret blueprint that could navigate you through the confusing maze of college education, ensuring you emerge not only debt-free but also primed for a fulfilling career. This isn’t a scene from a blockbuster movie; it’s the reality we’re diving into on this episode of “Your Telecom Retirement.” By listening to this … Read More Read More...

Feb 09, 2024

Weathering Financial Storms: Unconventional Wisdom for Retirement Planning

On this episode of Your Telecom Retirement, you’ll discover a refreshing and pragmatic approach to navigating the unpredictable world of retirement planning. Forget the overhyped forecasts and short-term market predictions; we’re digging deep into the practical strategies that stand the test of time. Join us as we shed light on the often overlooked but essential … Read More Read More...

Feb 02, 2024

Busting Financial Myths – What’s REALLY True in Today’s Economic Climate

On this episode of Your Telecom Retirement, we’ll weave through the massive maze of financial myths and misconceptions that plague far too many investors and individuals. Prepare to have your long-held beliefs about money challenged! What You’ll Discover: 🧠 00:50 – The Power of Knowledge: How retaining “stupid little facts” can shape your understanding and … Read More Read More...

Jan 26, 2024

Reality TV Meets Retirement: Unconventional Financial Wisdom from an Unlikely Source

Ever wonder what your favorite reality TV show could teach you about retirement planning? On this episode of “Your Telecom Retirement” I’m taking an unconventional journey through the lessons of reality TV, and how they astonishingly apply to your financial future. What You’ll Discover: 🌈 00:53 – Learn from the ‘worst managers’ of TV shows … Read More Read More...

Jan 19, 2024

Safeguarding Your Future: Essential Tips Against Investment Fraud

Have you ever wondered how close you are to a financial catastrophe without even realizing it? In this episode of “Your Telecom Retirement,” I’m taking you on an unexpected journey, diving deep into the shadows of investment fraud. But this isn’t just about scandalous stories; it’s about empowering you with the knowledge and tools to … Read More Read More...

Jan 12, 2024

Rethink Your Credit: Insights Beyond Traditional Financial Wisdom

What can never-ending road construction projects teach you about financial prosperity? On this episode of “Your Telecom Retirement,” we’ll take an unexpected journey through time, infrastructure, and personal finance. This isn’t just about numbers and budgets; it’s the story of how your surroundings often shape your financial destiny. What You’ll Discover: 🚧 01:31 – The … Read More Read More...

Jan 05, 2024

Rethinking Retirement: The Surprising Power of Roth Accounts

Forget everything you think you know about retirement accounts – this episode of “Your Telecom Retirement” is about to turn your world upside down – in the best way possible! It’s time to dive into the misunderstood world of Roth contribution accounts. What You’ll Discover: 🤑 00:22 – Roth Accounts Demystified: Understand the power of … Read More Read More

Dec 29, 2023

The Hidden Side of Economic Indicators: What They Really Tell Us

Welcome to a journey beyond the ordinary. On this episode of “Your Telecom Retirement,” you’ll be intrigued and informed as we dive into the world of government-issued economic indicators and their hidden complexities. What You’ll Discover: 📊 1:06 – Understanding Economic Indicators: Uncover the truth behind the data from the Bureau of Labor Statistics and … Read More Read More...

Dec 22, 2023

Investment Illusions: Debunking the Myths of Modern Portfolio Strategies

On this episode of Your Telecom Retirement, you’ll discover the hidden intricacies and surprising truths of modern portfolio management. Forget the conventional wisdom and dive into a thought-provoking exploration that challenges the status quo. What You’ll Discover: 🍎 00:33 – The Apple Illusion: Unravel why comparing your portfolio to the S&P 500 in this era … Read More Read More...

Dec 15, 2023

Ditch the New Year’s Resolution: Smart Financial Moves for a Prosperous Year Ahead

Have you ever found yourself frustrated with New Year’s resolutions? Think they’re an absolute disaster? Well, you’re not alone. In this unconventional and eye-opening episode of “Your Telecom Retirement,” we delve deep into the psychology and practicality of resolutions, especially in the world of finance and personal well-being. But it’s not all critique and analysis. … Read More Read More...

Dec 08, 2023

Unwrapping Financial Wisdom: Navigating Year-End Tax Strategies

Think turkey sandwiches and tax strategies have nothing in common? Think again. On this episode of “Your Telecom Retirement,” I’m peeling back the layers of holiday leftovers and diving deep into year-end tax planning. Join me as we mix the savory with the strategic, ensuring your financial health is as hearty as your holiday plate. … Read More Read More

Dec 01, 2023

Beyond Luck: Real Stories of Financial Fumbles and How to Avoid Them

Ever wondered if you’re accidentally setting yourself up to fail, especially when it comes to retirement planning? On this episode of “Your Telecom Retirement,” you’ll discover a blend of personal anecdotes and hard-earned financial wisdom that could radically shift how you approach retirement planning. bobIt’s not just a story-sharing session; it’s a deep dive into … Read More Read More...

Nov 24, 2023

401(k) or Bust: The Shifting Sands of Telecom Retirement

On this episode of Your Telecom Retirement, you’ll discover the subtle shifts in the corporate world that signal a seismic change in retirement planning. If you think pensions are a relic of the past, buckle up – we’re about to explore the twists and turns of employee benefits through the decades and how history may … Read More Read More

Nov 17, 2023

The Hidden Bias That’s Messing With Your Retirement Plans

Ever found yourself nodding along to an idea just because it feels familiar? Or perhaps sticking to a financial plan because it’s worked in the past, without questioning its efficiency today? It’s not just you; it’s confirmation bias at play, and it can be a silent saboteur in both our everyday life and financial futures. … Read More Read More

Nov 10, 2023

The Surprising Connection Between Car Washes and Hedge Funds: A Financial Deep Dive

Imagine this: You’re sitting in your car, about to enter a state-of-the-art car wash, and you’re hit with a revelation about modern economics, hedge funds, and the unsung heroism of small businesses.Sounds like the start of a financial thriller, right? Well, on this episode of “Your Telecom Retirement,” we dive into some unexpected intersections of … Read More Read More...

Nov 03, 2023

Mortgage Mystery: Are We On The Brink Of Another Housing Crisis?

Ever peeked behind the curtain of the housing market and wondered what lurks in the shadows? If so, today’s episode promises to be an eye-opener. Forget everything you thought you knew about mortgages and housing crises, because we’re diving deep into the underbelly of the housing lending market and the impending crisis that’s been 15 … Read More Read More

Oct 27, 2023

Disney World Breakdowns & Economic Insights: A Must-Hear Adventure!

Ever been stuck along an on-ramp to Disney World with a broken down rental car? 🚗 On this episode of “Your Telecom Retirement,” we’ll dive into an unexpected adventure that starts with a Disney World vacation gone wrong and ends with some key insights you can utilize when it comes to your financial planning and … Read More Read More

Oct 20, 2023

Unmasking AI’s Role in Finance: A Journey from the ’80s to Now

In this episode of “Your Telecom Retirement,” we’re taking a wild roller-coaster ride through the world of AI, finance, and even a dash of sci-fi! Ever thought about how AI could shake up your financial world? Or perhaps, you’re just curious about how a 1980’s college flashback relates to today’s advanced technology? On this episode, … Read More Read More

Oct 13, 2023

Planning for Prosperity: Navigating the Risks and Rewards of Financial Planning

In this episode of “Your Telecom Retirement,” we dive deep into the intricacies of financial planning and the risks you should be aware of. From the importance of not ignoring your 401(k) to understanding the impact of inflation on your purchasing power, this episode is a comprehensive guide to secure financial planning. What You’ll Discover: … Read More Read More...

Oct 06, 2023

Navigating Life’s Transitions: Making Sound Financial Decisions During Job Changes

In this episode of “Your Telecom Retirement,” we focus on the financial decisions people often face during job transitions. We share real-life stories of how hasty financial choices during job changes can lead to complications later on. We also discuss the pitfalls of focusing solely on short-term gains and the role of technology in financial … Read More Read More...

Sep 29, 2023

The Power of Specialization: Why Generalists Aren’t Always Enough

In this episode of “Your Telecom Retirement,” we explore the critical role of specialization in various professions, from medicine and law to financial planning. We share stories and insights to help you understand why it’s essential to seek out experts who are specialized in their fields. What You’ll Discover (with time stamps): 👩‍⚕️ [00:44] The … Read More Read More...

Sep 22, 2023

Protecting Your Digital Footprint: A Guide to Dodging Scams and Telemarketers

In this episode of “Your Telecom Retirement,” we explore the concept of “disappearing from the grid” to shield oneself from fraudulent activities, unwanted telemarketing, and identity theft. We discuss the importance of regularly checking your credit reports, avoiding mail scams, and minimizing unwanted phone calls. Plus, hear about how I use my landline as a … Read More Read More...

Sep 15, 2023

Guarding the Golden Years: How to Protect Seniors from Financial Scams

In this episode of “Your Telecom Retirement,” we delve into the urgent issue of financial scams targeting seniors. We discuss real-life stories of scams, the technology gap between generations, and how to have difficult conversations about financial safety with older relatives. Join us as we explore the strategies and tools to protect the financial well-being … Read More Read More...

Sep 08, 2023

Navigating 401k Withdrawals: Your Retirement Lifeline Explained

In this episode of “Your Telecom Retirement,” we dig into the crucial topic of withdrawing money from your 401k in retirement. We start by discussing the shift in retirement funding from pensions to social security to 401k plans. We then explore the strategies for withdrawing from a 401k, including the traditional 5% withdrawal rule and … Read More Read More...

Sep 01, 2023

Your Legal Compass: How to Choose the Right Attorney for Estate Planning

In this episode of “Your Telecom Retirement,” we’re covering the complex world of estate planning. We start our journey by understanding the importance of finding the right attorney who specializes in estate planning and with whom you can build a strong working relationship. We discuss the common pitfalls of estate planning and the importance of … Read More Read More...

Aug 25, 2023

Navigating Your 401k: A Guide to Smart Retirement Investments

In this episode of “Your Telecom Retirement,” we dive into the complex world of 401k management. We kick off our journey by understanding the importance of not overthinking your 401k investments. We discuss the pitfalls of overtrading and the benefits of dollar cost averaging. Join us as we explore the potential risks of holding a … Read More Read More

Aug 18, 2023

Demystifying Power of Attorney: Your Legal Shield Explained

In this episode of “Your Telecom Retirement,” we dive into the often misunderstood world of power of attorney. We start our exploration by understanding power of attorney and its importance in our lives. We discuss the different types of power of attorney, from the commonly known healthcare proxy to the broader general power of attorney. … Read More Read More

Aug 11, 2023

The Power of Living Trusts: A Journey from Misunderstanding to Empowerment

In this episode of “Your Telecom Retirement,” we explore the world of trusts, specifically revocable living trusts, and their role in estate planning. We start by debunking common misconceptions about trusts, highlighting their importance for the wealthy and anyone seeking to simplify their estate planning. We also discuss the role of trusts in managing assets … Read More Read More...

Aug 04, 2023
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