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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 planning.

Join us as we provide you with the tools and strategies to make sound financial decisions during life’s transitional periods.

What You’ll Discover:

🔀 [03:10] The financial challenges that come with job changes and how to navigate them

📈 [06:50] The dangers of focusing solely on short-term gains

📱 [10:15] The role of technology in making financial decisions

🔄 [15:40] The importance of long-term planning during job transitions

👩‍💼 [20:05] Tips on how to make responsible financial choices during job changes

Join us in this episode as we provide you with the tools and strategies to make sound financial decisions during life’s transitional periods.

Whether you’re contemplating a career move or already in the midst of one, this episode offers valuable insights to help you navigate the financial landscape confidently.

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 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 importance of specialization in medicine and why your general practitioner can’t be an expert at everything

👞 [03:15] A personal story about foot surgery and the need for a specialist who has performed the surgery multiple times

👨‍⚖️ [05:03] The role of specialization in law, particularly in estate planning

💼 [07:25] A case study about a telecom person who received poor financial advice from a generalist

🤔 [16:23] Why those two or three moments of specialized knowledge across 20 years can significantly affect your financial outlookJoin us in this episode as we delve into the importance of specialization and why you should seek experts who are not just generalists but specialists in their respective fields.

Looking forward to your thoughts on this one!

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 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 decoy for unwanted calls!

What You’ll Discover (with time stamps):

🔒 [02:06] Why you should use annualcreditreport.com vs. freecreditreport.com

📬 [09:35] The risks associated with credit card offers in the mail

📞 [15:18] How to minimize or eliminate unwanted phone calls

🗳️ [18:22] Why political calls are unavoidable and how to deal with them

Join us in this episode as we navigate the complexities of protecting your digital footprint and provide you with the tools to stay safe!

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 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 of your older loved ones.

What You’ll Discover (with time stamps):

🔒 [04:12] The rise of financial scams targeting seniors and how to spot them

👴 [07:35] The challenges of discussing financial safety with older relatives

📱 [11:20] The technology gap and its role in making seniors vulnerable to scams

👥 [16:45] The importance of monitoring bank accounts and other financial assets

🗨️ [21:30] How to have meaningful conversations about financial safety with seniors

Join us in this episode as we navigate the complexities of protecting seniors from financial scams and provide you with the tools to keep your loved ones safe!

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 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 the importance of considering your age and portfolio composition.

Join us as we navigate the potential pitfalls and the importance of getting your withdrawal strategy right.

What You’ll Discover:

💼 [00:01] An introduction to the importance of 401k in retirement planning. We shed light on why your 401k is more relevant to your retirement than you might think.

📈 [01:16] The traditional 5% withdrawal rule and its implications. We explore how this strategy works and why it’s not a one-size-fits-all solution.

👵 [01:32] The role of age and portfolio composition in deciding withdrawal rates. We delve into why these factors are crucial in determining how much you should withdraw.

💰 [05:14] The flexibility of withdrawing from a 401k and how to set it up. We discuss how you can customize your withdrawal frequency to match your needs.

📊 [07:30] The importance of considering taxes when withdrawing from a 401k, highlighting why understanding your tax obligations is critical to avoiding a tax surprise.

🔍 [09:20] The significance of getting your withdrawal strategy right. We emphasize why mistakes can have significant consequences and how to avoid them.

Join us in this episode as we navigate the complex world of 401k withdrawals and show you how to make the most of your retirement savings!

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/