Estate Planning Mistakes That Could Cost You Everything

Estate Planning Mistakes That Could Cost You Everything

Estate planning is one of those things we all know we should do, yet most of us keep pushing it off—just like changing the furnace filter (which, by the way, can have disastrous consequences if ignored). But failing to plan your estate properly can leave your loved ones with unexpected legal and financial nightmares.  Join …

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Managing Healthcare Costs During Retirement

Managing Healthcare Costs During Retirement

What’s the real cost of retirement health insurance? Dennis O’Keefe explores the often-overlooked costs of health insurance in retirement, a critical expense many fail to account for when planning their financial future. With over 30 years of experience as a CERTIFIED FINANCIAL PLANNER™, he provides invaluable guidance tailored to telecom industry employees preparing for retirement. …

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How to Keep Your New Year’s Financial Resolutions

How to Keep Your New Year’s Financial Resolutions

Are you ready to make small changes that could impact your financial future? Dennis O’Keefe explores the power of simple adjustments in retirement savings tailored for telecom employees facing retirement or career changes. We all know how fleeting resolutions can be, but what if a few small shifts could enhance your financial well-being?  Join Dennis …

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Supercharge Your Retirement Savings!

Supercharge Your Retirement Savings!

With over 30 years of expertise as a CERTIFIED FINANCIAL PLANNER™ for telecom employees, Dennis offers insights into maximizing your 401k contributions and why starting early is crucial. He explores the power of compound interest, sharing an example of three hypothetical savers, demonstrating that starting contributions early—even with lower amounts—leads to significantly higher retirement savings. …

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How To Empower Your Children With Money Skills

How To Empower Your Children With Money Skills

Teaching financial responsibility to children helps set the stage for financial independence as young adults. Join host Dennis O’Keefe as he explores the impact of teaching financial lessons to children. Using personal anecdotes and insightful stories, Dennis highlights how you can help shape your child’s understanding of finances. Top takeaways include:  The importance of letting …

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7 Tax Myths

7 Tax Myths

With over 30 years as a CERTIFIED FINANCIAL PLANNER™ specializing in telecom retirement, Dennis combines humor and clarity to debunk common tax myths. Through engaging stories, he offers fresh perspectives on complex topics like billionaire taxes, corporate levies, and home capital gains, making it easier for listeners to grasp the realities behind these often misunderstood …

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The Importance of Specialization

The Importance of Specialization

While most people seek specialists for healthcare, many still rely on general advice for their finances. Just like you’d consult an expert for a second opinion or diagnosis, your financial health deserves the same level of specialized care and attention. In this installment of Your Telecom Retirement, Dennis O’Keefe highlights the vital role of specialization …

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Retirement Roadblocks

Retirement Roadblocks

Taking control of your retirement is much like navigating around unexpected roadblocks. It’s about being proactive, staying informed, and most importantly, knowing that you can always find a way around it. 🚧 Dennis O’Keefe discusses various roadblocks to retirement, drawing parallels between unexpected traffic disruptions and financial challenges that individuals face as they approach retirement. …

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Presidential Economic Policies: How Will The Election Affect My Finances?

Presidential Economic Policies: How Will The Election Affect My Finances?

As the presidential race heats up, the future of your retirement savings might be hanging in the balance. Dennis O’Keefe is here to help you navigate this crucial crossroads with a deep dive into the economic policies proposed by the candidates. In his latest analysis, Dennis breaks down the economic promises made by the leading …

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Why I Hate School

Why I Hate School

Host Dennis O’Keefe can still remember the crippling anxiety he would feel every August knowing that his re-entry to school was just around the corner.  Join him as he shares his candid perspective on the evolving education system. From rising tuition costs to how to choose the right degree, he explores key decisions that can …

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