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Do the values of a company factor into your investment decisions?

In the latest episode of “Your Telecom Retirement,” I dive deep into the world of ESG (Environmental, Social, and Governance) investing, a form of investing that considers a company’s impact on the environment, its social responsibility, and its governance practices.

We start by untangling the political implications of ESG investing and emphasize its importance beyond political leanings. We then explore the mechanics of ESG investing, discussing how companies are evaluated based on environmental, social, and governance factors.

From the dilemmas of choosing profits over principles to the complexities of deciding whether to invest in a company like Apple, we cover it all.

What You’ll Discover:

🌍 [00:01] An introduction to ESG investing and its political implications
💼 [01:04] The mechanics of ESG investing: How companies are rated from “green” to “brown”
🍏 [02:19] The complexities of ESG investing: The case of Apple
💰 [05:24] The dilemma of ESG investing: Profits vs. principles
📊 [08:26] The effectiveness of ESG investing: A form of boycott?

Join us in this episode as we unravel the complexities of ESG investing and shed light on its importance in portfolio management!

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

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In this episode of “Your Telecom Retirement,” we dive into the murky waters of financial advising and the potential pitfalls that can endanger your assets.

We start with a real-life story about a local firm fined $2.5 million by the SEC for not properly monitoring one of its brokers. This broker was involved in predatory sales practices, taking advantage of elderly people and nonprofits, charging excessive fees, and making trades just to earn commissions.

Today, retirees have so much information and tools at their disposal for managing their financial security, but many don’t realize the importance of being vigilant and aware.

What You’ll Discover:

📝 [00:01] An introduction to the dark side of financial advising
💲 [01:04] A real-life story of a firm fined for not properly monitoring its Broker
💰 [02:19] The importance of understanding the fees you’re being charged
🔍 [05:24] The value of conducting an SEC broker check
🚩 [08:26] The warning signs of a potentially untrustworthy advisor
🛡️ [15:37] How to protect your financial future

Join us in this episode as we shed light on the potential pitfalls in financial advising and show you how to protect your assets!

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

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In this episode of “Your Telecom Retirement,” we embark on a time-traveling adventure through the world of wills and estate planning.

We begin our journey in the stone halls of 13th-century England with the signing of the Magna Carta. This document established the principle that no one, not even the king, is above the law.

Over the centuries, this principle evolved and led to the concept of personal property rights, which eventually gave rise to wills.

Today, we find ourselves in the living rooms of retirees, where the legacy of this principle still lives on, but wills and their necessity are often misunderstood.

What You’ll Discover:

📜 [00:01] An introduction to wills, the unsung heroes of asset management

🏰 [01:04] Time travel to 1215: the Magna Carta and the birth of property rights

👑 [02:19] How property rights evolved from “the king’s will” to “your will”

📃 [05:24] The art of crafting a will: It’s not as scary as it sounds!

💼 [08:26] Why having a will is like having a map for your assets

🏦 [15:37] What happens to assets that don’t pass through a will: It’s like a game of asset hide and seek

👨‍👩‍👧‍👦 [16:33] The aftermath of not having a will: Spoiler alert, it’s a legal labyrinth

Join us in this episode as we demystify wills and show you how they can be your financial superheroes!

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

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In this episode of “Your Telecom Retirement,” we explore the mantra “do the opposite” as a strategy for retirees to navigate financial crises and recessions. We journey back to the 2008 financial crisis, a time when panic and fear gripped the world.

I share my personal experiences and insights from this tumultuous period, highlighting the importance of staying calm and making rational decisions in the face of market volatility.

Today, we find ourselves in a world where talk of recessions is becoming increasingly common. But should retirees be worried? I argue that often, the more we hear about a recession, the less likely it is to happen.

What You’ll Discover:

📉 [00:01] An introduction to the 2008 financial crisis and its aftermath

🌐 [01:04] The global impact of the crisis and the concept of derivative securities and futures

👥 [02:19] The importance of individual decision-making in times of financial turmoil

🔄 [05:24] The mantra “do the opposite” as a strategy to navigate financial crises and recessions

🏦 [08:26] Pushing back on the Federal Reserve and skepticism about recession predictions

Join us in this episode as we delve into the world of financial crises and recessions, and discover the power of doing the opposite!

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/