Month: September 2025
Why is Healthcare So Expensive?

Why is Healthcare So Expensive?

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When Dennis O’Keefe was growing up, his family called him “Mr. Perfect” and “The Shell Answer Man” because he always had an answer for everything. Decades later, that nickname still fits, especially when it comes to the complicated, frustrating world of healthcare costs in America.

In this episode, Dennis dives into one of the most confusing and emotionally charged questions in retirement planning: Why is healthcare so expensive, and where is all that money going? From drug pricing myths to the ripple effects of private equity, Dennis brings over 30 years of financial wisdom to help you make sense of what’s really driving healthcare inflation (and what you can and can’t do about it).

What to expect:

  • A personal story that explains why Americans are wired to demand choice and how that affects cost
  • A breakdown of the real drivers behind rising expenses, including specialization and advertising
  • The truth behind generic vs. name-brand prescriptions
  • Why private equity is quietly reshaping the healthcare landscape and what that means for you

Connect with Dennis O’Keefe: 

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable, but it is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.
Elderly Planning: What You Need To Know

Elderly Planning: What You Need To Know

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When it comes to planning for retirement, most of us stop at saving and investing. But what about the years after 80, the stage when care, housing, and advocacy become crucial?

In this episode, Dennis O’Keefe, CFP®, shares personal stories of his own family’s journey through late-stage care, housing transitions, and the emotional complexities of supporting loved ones. 

He explains why thinking conceptually about your future needs before jumping into legal documents or strategies lays the foundation for confident, compassionate decisions later on.

What You’ll Learn:

  • Why family proximity matters for future care
  • How housing design today can save stress tomorrow
  • Why “thinking ahead” beats rushing to estate documents
  • What questions to ask now to prepare for your 80s and beyond
  • And more!

Connect with Dennis O’Keefe: 

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable, but it is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.