How Debt Can Derail Your Retirement

How Debt Can Derail Your Retirement

What if the greatest threat to your retirement isn’t your income, savings, or investments, but your debt? In this eye-opening episode, Dennis O’Keefe, CFP®, breaks down why debt is the single most dangerous factor for retirees, often more damaging than people realize. Drawing from over 30 years of financial planning experience, Dennis shares personal stories, …

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Funding College Without Breaking the Bank

Funding College Without Breaking the Bank

How are you planning to fund your child’s college education—cash, loans, or perhaps a towering pile of fortune cookies? Dennis O’Keefe dives into the ever-daunting topic of college expenses. With tuition rates soaring higher than vintage 1980s laptops, Dennis breaks down the different ways to prepare financially and discusses the value of a degree in …

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Greed vs. Fear: Managing Emotions in Your Investment Portfolio

Greed vs. Fear: Managing Emotions in Your Investment Portfolio

Why do your investments soar when you’re least expecting them to, only to plummet when you’re not prepared? Join seasoned financial planner Dennis O’Keefe as he highlights the highs and lows of financial planning, focusing this time on mastering the art of managing a thriving portfolio. Drawing on over 30 years of experience, Dennis turns …

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Outsmarting Instincts in Market Chaos

Outsmarting Instincts in Market Chaos

Curious about why markets crash and how our own brains can trip us up?  In this episode, Dennis O’Keefe navigates the complex psychology guiding our financial decisions, specifically when our “reptilian brain” pushes us to act against our best interests during market volatility. Join Dennis, a seasoned financial planner, as he shares eye-opening tales from …

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How Inflation Shapes Your Financial Strategy

How Inflation Shapes Your Financial Strategy

Ever wondered how inflation impacts your retirement nest egg? Or how the price shift from eggs to bananas affects your financial plans? Join Dennis O’Keefe, a seasoned financial planner, as he uncovers the complexities of inflation and its profound implications on your future finances. Dennis reflects on the evolving inflation rates through the years and …

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Overcome Financial Anxiety and Retirement Fears

Overcome Financial Anxiety and Retirement Fears

Curious about what truly goes into planning a successful retirement? Why is retirement deemed the most challenging life event you’ll ever face? Join Dennis O’Keefe, a seasoned financial planner with over 30 years of experience, as he demystifies the retirement process in this episode. Dennis dives deep into why retirement can be more daunting than …

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Unlock the Secrets of Living Trusts

Unlock the Secrets of Living Trusts

Are you prepared to simplify the complex world of estate planning with trusts?   Tune in as Dennis O’Keefe sheds light on the intricacies of living trusts and how they can become a vital component of your retirement planning strategy. Whether you’re considering a trust yourself or just eager to enhance your financial literacy, Dennis breaks …

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Financial Planning Unveiled: What You Need to Know for a Secure Future

Financial Planning Unveiled: What You Need to Know for a Secure Future

What exactly do financial planners do?  Explore valuable insights into retirement planning with Dennis O’Keefe, a seasoned, certified financial planner with over 30 years of experience. Whether you’ve been retired for years or on the verge of retirement, or are wondering how to plan for your someday retirement, this podcast is your go-to guide. Tune …

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Financial Wellness: Your First Meeting with an Advisor

Financial Wellness: Your First Meeting with an Advisor

When it comes to financial planning, the first meeting is about more than just crunching numbers—it’s about understanding your full financial picture, addressing your concerns, and setting a foundation for informed decision-making.  Join CERTIFIED FINANCIAL PLANNER™, Dennis O’Keefe walks you through what happens in that initial conversation and how he and his team have designed …

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