Your Successful Retirement
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About
Discover the secrets to a successful retirement with Dennis O’Keefe, a seasoned CERTIFIED FINANCIAL PLANNER™ with over 30 years of expertise. Whether you’ve been retired for years, are on the verge of retirement, or are wondering how to plan for your “some-day” retirement – this podcast is your go-to guide. Gain exclusive strategies tailored to optimizing your retirement benefits, hear real-life stories from retirees, and absorb invaluable wisdom from our guest leaders.
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Recent episodes
- Is It Worth It To Convert Your IRA To A Roth?
- How Often Should I Check My 401(k)?
- How to Buy Your Next Car Without Overpaying (Ep. 143)
- Should You Contribute To Your 401(k) On a Roth Basis?
- How Much Money Do I Need For Retirement?
- How to Filter Market Noise and Focus on What Really Matters
- What Is a Trust?
- Should I Put My House in an Irrevocable Trust?
- Estate Planning Mistakes That Can Burden Your Family (Ep. 141)
- What Is Probate?