Tag: Financial Strategies
Funding College Without Breaking the Bank

Funding College Without Breaking the Bank

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How are you planning to fund your child’s college education—cash, loans, or perhaps a towering pile of fortune cookies?

Dennis O’Keefe dives into the ever-daunting topic of college expenses. With tuition rates soaring higher than vintage 1980s laptops, Dennis breaks down the different ways to prepare financially and discusses the value of a degree in today’s world. 

Spoiler alert: It’s not as clear-cut as it once was.

Highlights of this episode include:

  • Is a college degree still worth the cost? 
  • The historical rise in college tuition and what it means for your wallet 
  • Understanding 529 plans for savvy college savings 
  • The hidden costs and pitfalls of student loans 
  • Real-world strategies for building your education fund 
  • The frightening reality of college financial aid and family contributions 
  • And more

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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.
Overcome Financial Anxiety and Retirement Fears

Overcome Financial Anxiety and Retirement Fears

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Curious about what truly goes into planning a successful retirement? Why is retirement deemed the most challenging life event you’ll ever face?

Join Dennis O’Keefe, a seasoned financial planner with over 30 years of experience, as he demystifies the retirement process in this episode. Dennis dives deep into why retirement can be more daunting than it seems and highlights the importance of preparing for this significant life transition. Listen in as he shares a compelling story of a retiree who learned the hard way about the potential pitfalls of poor financial planning. 

Dennis discusses: 

  • The permanent nature of retirement decisions [01:42]
  • Real-life anecdotes from retirees’ financial journeys [06:04]
  • How to effectively calculate your expenses and resources [22:42]
  • Strategies for reducing anxiety around financial planning [25:56]
  • 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.