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Imagine this: You’re sitting in your car, about to enter a state-of-the-art car wash, and you’re hit with a revelation about modern economics, hedge funds, and the unsung heroism of small businesses.
Sounds like the start of a financial thriller, right?

Well, on this episode of “Your Telecom Retirement,” we dive into some unexpected intersections of everyday life with the complex world of investments – and why you shouldn’t sweat the big money moves in the long run.

On this episode, you’ll discover:

🚿 (0:35) – The high-tech wizardry of modern car washes and what RFID stickers on your car have to do with environmental conservation.

💼 (2:11) – A deep dive into hedge funds and private equity – demystifying these financial giants and what they mean for you.

🏡 (4:32) – The alarming trend of hedge funds buying up single-family homes, and why this might not be the housing apocalypse it seems.

🍽️ (9:03) – A nostalgic journey from family-owned diners to franchise fever – and back again – highlighting the resilience of local businesses.

🔄 (22:25) – The cyclical nature of business and investment trends, offering a hopeful outlook for future entrepreneurs and consumers alike.

Ready for a thought-provoking journey through the world of modern economics, with a side of car wash trivia?

Tune in and let’s unravel these threads together – it’s not your typical financial podcast episode!

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

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Ever peeked behind the curtain of the housing market and wondered what lurks in the shadows?

If so, today’s episode promises to be an eye-opener.

Forget everything you thought you knew about mortgages and housing crises, because we’re diving deep into the underbelly of the housing lending market and the impending crisis that’s been 15 years in the making.

On this episode, you’ll discover:

🏠 (0:21) – How the decisions of 2007-2009 are haunting us in 2023, and what that means for you.

📈 (1:09) – The scary trend in mortgages that’s setting us up for another crash.

🚂 (2:12) – A look back at the mandates that steered us down this path.

💸 (7:19) – How the government’s “help” is potentially making things worse.

📉 (11:36) – The reckoning we’re currently facing, and the economic domino effect.

🏡 (20:44) – Practical advice for homeowners, future homeowners, and parents navigating this landscape.

Tune in now and arm yourself with the knowledge you need to navigate the changing tides of the housing market!

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

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Ever been stuck along an on-ramp to Disney World with a broken down rental car? 🚗

On this episode of “Your Telecom Retirement,” we’ll dive into an unexpected adventure that starts with a Disney World vacation gone wrong and ends with some key insights you can utilize when it comes to your financial planning and wealth management strategies.

On this episode, you’ll discover:

🎢 (03:00) Why expecting the unexpected is the only way to truly be prepared.

🤝 (10:00) The power of delegating responsibilities and acting as a team when challenges arise.

🧘 (19:00) The art of reacting without panicking: Stories from the airport to Disney World that mirror the unpredictable nature of the economy.

💡 (27:48) Key strategies for telecom employees to maximize company benefits, especially during economic upheavals.

Hold onto your headphones, this trip to Disney ended up being a wild ride!

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’re taking a wild roller-coaster ride through the world of AI, finance, and even a dash of sci-fi!

Ever thought about how AI could shake up your financial world? Or perhaps, you’re just curious about how a 1980’s college flashback relates to today’s advanced technology?

On this episode, you’ll discover:

🎤 (1:15) Introduction to the AI conversation
🧠 (3:30) The intriguing world of AI in the 1980s
💡 (6:20) AI’s current capabilities and limitations
🎥 (9:45) Reflections on “iRobot” and AI’s potential
💸 (12:30) AI in the finance world
🖋️ (15:55) The significance of manual retirement planning
🚨 (19:10) The dangers of relying solely on AI for financial decisions
✉️ (22:45) How to reach out and share your thoughts

So if you’re itching to know more about the symbiotic relationship between AI and finance, or just need a dose of nostalgia, this episode is just the ticket!

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 deep into the intricacies of financial planning and the risks you should be aware of. From the importance of not ignoring your 401(k) to understanding the impact of inflation on your purchasing power, this episode is a comprehensive guide to secure financial planning.

What You’ll Discover:

📈 [04:56] Understanding the expected returns from stocks and bonds

🛒 [09:08] The role of purchasing power and inflation in financial planning

🔒 [20:12] Why it’s crucial to be aware of the risks in your investment Portfolio

📞 [20:31] How to get in touch with Dennis for more guidance

Join us in this episode as we unravel the complexities of financial planning and provide you with the tools to secure your financial 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/

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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/