Tag: Pension Plans
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.