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How To Pick Your Financial Advisor

How To Pick Your Financial Advisor

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Choosing a financial advisor is a significant decision that can shape your financial future. 

In this episode, Dennis O’Keefe shares his insights on the criteria and designations to consider, how technology has evolved the nature of the client-advisor relationship, and what it means to be a fiduciary advisor. He emphasizes the importance of trust, and finding someone who specializes in your financial needs and goals.

Learn how to pick a financial advisor with ease as Dennis highlights:

  • The convenience of modern technology in maintaining client relationships
  • Ethical obligations for fiduciary advisors, including pay structures and fees
  • His opinion on the significance of certifications and which to look for when searching
  • The importance of finding an advisor with expertise tailored to your needs/goals
  • 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 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.
Are You FED Up?

Are You FED Up?

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The Federal Reserve often finds itself at the center of various conspiracy theories and misunderstandings.

What is the truth behind this financial institution that holds significant influence over the economy? How does it impact our personal financial decisions?

This week, Dennis O’Keefe debunks common misconceptions about the Federal Reserve. He provides a historical perspective on its creation and discusses its role in the economy. Dennis also shares insights on how recent actions by the Fed affect our financial planning and what we can anticipate in the future.

Dennis discusses: 

  • Conspiracy Theories: Addressing the wild claims about the Federal Reserve being controlled by entities like the Illuminati or Lizard People
  • Federal Reserve’s Creation: Exploring the historical context of the 1907 economic crisis that led to the establishment of the Federal Reserve in 1913
  • Commerce Facilitation: How the Federal Reserve system ensures the legitimacy of checks and smooth execution of commerce across the country
  • Lender of Last Resort: The role of the Federal Reserve in preventing bank failures and ensuring economic stability
  • Monetary Policy: The methods used by the Fed to control the economy, including reserve requirements and interest rate adjustments
  • Leadership Analysis: Commentary on the leadership styles of past and present Federal Reserve Chairs
  • Economic Impact: His opinion on current interest rates and the Federal Reserve’s approach to economic challenges
  • 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 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.

FEATURE
Rescuing Your Abandoned 401(k)s

Rescuing Your Abandoned 401(k)s

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Unlike Little Orphan Annie who found her happily ever after, an abandoned 401(k) might not find a proper home for years, sometimes even decades.

When plans are walked away from and forgotten, they lose the opportunity to thrive and fulfill their intended purpose. You need to rescue your abandoned 401(k)s!

Gain the motivation to reclaim your lost wealth as Dennis O’Keefe explains the complexities of managing multiple 401(k) accounts, the challenges of orphaned accounts, and the importance of consolidation. 

Key takeaways from this episode include: 

  • Why consolidating multiple 401(k) accounts makes it easier to track investments
  • How to prepare for the process of dealing with 401(k) providers
  • Rolling old 401(k) accounts into a self-directed IRA allows for more control and investment options
  • The need to stay proactive and informed about your retirement savings to ensure a secure financial future
  • 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 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.

Estate Planning Unveiled: Snowstorms, Fresh Bread, and Future-Proofing Your Life

Estate Planning Unveiled: Snowstorms, Fresh Bread, and Future-Proofing Your Life

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Imagine you’re cozy at home, snow gently falling outside – a perfect setting for a deep dive into something unexpectedly intriguing: Estate Planning.

Yes, you read that right.

But before you scroll past, let me tell you, this isn’t your average financial advice session around estate planning!

On this episode of “Your Telecom Retirement,” you’ll discover a world where snowstorms, freshly baked bread, and strategic planning collide, offering you insights into preparing for the future without the dread and boredom you might expect.

By the end of this episode, you’ll see estate planning in a new light. It’s not just about legal documents and financial strategies; it’s about ensuring peace of mind during snowstorms and all of life’s other unexpected events.

So, grab a warm drink, settle in, and let’s unravel the mysteries of estate planning together!

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/

Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure

Beyond the Paycheck- Mastering the Art of Stress-Free Retirement

Beyond the Paycheck- Mastering the Art of Stress-Free Retirement

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Imagine stepping off a cliff with nothing but your wits and a parachute woven from your life’s savings and decisions.

Sound thrilling? Terrifying?

Welcome to retirement – a leap into the unknown that many find more daunting than any adventure.

On this episode of “Your Telecom Retirement,” I pull back the curtain on the enigma of transitioning from a full-time career to the golden years of retirement.

It’s not just about saying goodbye to your desk or work Zoom calls; it’s about reshaping your entire existence.

Retirement might seem like a distant shore, but with the right map, you can navigate these waters with confidence and grace. Whether you’re two, five, or ten years away from retirement, this episode is your compass to a fulfilling and stress-free transition!

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/

Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure

Beyond Budgets: Uncovering the Hidden Leaks in Your Financial Ship

Beyond Budgets: Uncovering the Hidden Leaks in Your Financial Ship

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On this episode of “Your Telecom Retirement,” we’ll dive into the often overlooked nooks and crannies of personal finance that could be silently draining your wallet.

Forget the usual spiel on budgeting and investing; instead, gear up for an unconventional journey through the everyday financial pitfalls that even the savviest of us might miss!

By the end of this episode, you’ll be equipped with the knowledge to tackle those fringe financial areas that are often ignored but have a significant impact on your financial well-being.

Don’t miss 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/

Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure

The Untold Truth About College Education: Strategies for a Debt-Free Degree

The Untold Truth About College Education: Strategies for a Debt-Free Degree

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Imagine stumbling upon a secret blueprint that could navigate you through the confusing maze of college education, ensuring you emerge not only debt-free but also primed for a fulfilling career.

This isn’t a scene from a blockbuster movie; it’s the reality we’re diving into on this episode of “Your Telecom Retirement.”

By listening to this episode, you’re not just consuming another podcast; you’re equipping yourself with the knowledge and strategies to make informed decisions about your or your child’s education pathway.

Whether you’re a parent planning for your child’s future, a student pondering your next steps, or simply curious about the evolving landscape of higher education, this episode is your first step toward a brighter, more secure future!

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/

Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure

Weathering Financial Storms: Unconventional Wisdom for Retirement Planning

Weathering Financial Storms: Unconventional Wisdom for Retirement Planning

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On this episode of Your Telecom Retirement, you’ll discover a refreshing and pragmatic approach to navigating the unpredictable world of retirement planning.

Forget the overhyped forecasts and short-term market predictions; we’re digging deep into the practical strategies that stand the test of time.

Join us as we shed light on the often overlooked but essential aspects of retirement planning, drawing parallels between everyday experiences and sophisticated financial strategies.

Whether you’re bracing for a snowstorm or planning for a comfortable retirement, this episode is packed with insights that will empower you to make informed decisions!

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/

Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure

Busting Financial Myths – What’s REALLY True in Today’s Economic Climate

Busting Financial Myths – What’s REALLY True in Today’s Economic Climate

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On this episode of Your Telecom Retirement, we’ll weave through the massive maze of financial myths and misconceptions that plague far too many investors and individuals.

Prepare to have your long-held beliefs about money challenged!

What You’ll Discover:

🧠 00:50 – The Power of Knowledge: How retaining “stupid little facts” can shape your understanding and the misconception of being a ‘know-it-all’.

🌐 2:17 – The Information Age Paradox: Navigating the truth and falsehoods in the era of information overload.

🥩 4:26 – Cooking Myths Debunked: Learn why searing your steak doesn’t actually “seal in the juices”.

⛽ 11:21 – The Reality of Gas Prices: Unraveling the true factors behind fluctuating gas prices, beyond the common myths.

🏦 15:52 – Wall Street’s Hidden Forces: Understanding the complex dynamics of the stock market and debunking the notion of a controlling cabal.

💰 20:27 – Dividend Investment Strategies: Exploring the truth behind popular dividend investment tactics and their effectiveness.

🤝 28:03 – Expertise in Divorce and Bankruptcy: Why it’s crucial to rely on experts during significant life events like divorce and bankruptcy.

Let’s dive in!

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/

Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure

Reality TV Meets Retirement: Unconventional Financial Wisdom from an Unlikely Source

Reality TV Meets Retirement: Unconventional Financial Wisdom from an Unlikely Source

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Ever wonder what your favorite reality TV show could teach you about retirement planning?

On this episode of “Your Telecom Retirement” I’m taking an unconventional journey through the lessons of reality TV, and how they astonishingly apply to your financial future.

What You’ll Discover:

🌈 00:53 – Learn from the ‘worst managers’ of TV shows – what not to do in your retirement planning.

💰 02:22 – Discover the secret behind making a fortune from storage lockers and how it parallels wise investment strategies.

🎨 03:12 – Uncover the art of turning ordinary items into extraordinary wealth – a crucial skill for retirees.

👕 04:16 – The ‘Outlaw Clothing’ story: A cautionary tale of overestimating one’s capabilities and its financial implications.

📈 06:54 – Explore how not to fall for the ‘fashion designer’ trap in financial planning.

🍽️ 17:21 – Learn why full-service financial planning can be as satisfying as a Michelin-starred dining experience.

🤖 11:30 – Understand the dangers of automated financial services and why personalized advice is key.

Grab your TV remote and let’s dive into some serious insights!

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/

Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure