Hosted by Dennis O'Keefe · 🇺🇸 US · EN-US · 149 episodes
Established thought leaders with verified media credentials.
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.
Dennis O'Keefe hosts Your Successful Retirement, a business show with 149 episodes published.
What exactly is probate, and why do so many families want to avoid it? In this YSR FAQ episode, Dennis explains how the probate process works, where it originated, and why having a will does not automatically keep your e
Do you actually need a will? In this YSR FAQ episode, we break down one of the most common estate planning questions and explain why a will still matters, even if some of your assets already have built-in protections. De
It’s easy to believe something just because it sounds confident or is widely accepted. But what if the stories we trust most, from history to headlines to financial advice, are often simplified, distorted, or just plain
Should you consider an annuity, or avoid it altogether? This week, Dennis O’Keefe breaks down how annuities work, why they are often sold rather than bought, and when they may or may not make sense. Using a real client s
What should investors actually do during a recession? In this release of YSR Shorts, Dennis O’Keefe challenges the common reactions people have when markets decline and explains why those instincts often lead to poor out
College planning rarely works the way most parents remember it. In this episode, Dennis O’Keefe shares a personal and eye-opening look at today’s college financial aid system after recently guiding his son through the pr
Everyone talks about index funds. Do they actually know what they are? Dennis O’Keefe cuts through the jargon and explains what an index really is, why the S&P 500 represents 85% of all US market wealth, and how an
Most people confuse asset allocation with diversification, but they are two very different things. In this episode of YSR Shorts, Dennis O’Keefe explains how asset allocation works, where it came from, and why it i
Many people think they understand Social Security, until conflicting answers and uncertainty create confusion. What’s actually true about how benefits work, and what should you expect in the years ahead? In this episode,
What does it mean to be a fiduciary? In this episode of YSR Shorts, Dennis O’Keefe explains the fiduciary standard and why it matters in financial services. He discusses disclosure, compensation structures, and why fiduc
Should you pay someone to manage your money? In this episode, Dennis O’Keefe explains the behavioral side of investing. He shares why emotional reactions during market volatility can hurt long-term results and how profes
You may not realize how much of your personal information is visible every single day. From store apps to credit reports, small exposures can quietly add up over time. In this episode of Your Successful Retirement, Denni
What does CFP actually mean? In this episode of YSR Shorts, Dennis O’Keefe breaks down the Certified Financial Planner designation and what it requires. From accredited coursework in retirement, taxes, estate planning, a
What does comprehensive financial planning actually mean? In this episode, Dennis O’Keefe walks through the real financial planning process. He explains how retirement, investments, taxes, estate planning, and asset prot
Tax season is here, and most people approach it tactically rather than strategically. Are you simply gathering documents and hoping for the best, or are you proactively managing your tax situation year-round? In this epi
Major companies are restructuring, and voluntary retirement packages are landing on desks across the country. How do you know if taking the offer is the right move for your future? In this episode, Dennis O’Keefe e
Join us this episode as Dennis O’Keefe outlines the ways AI tools are being used in financial planning and where they currently fall short. He explains how automated systems process information, where they provide effici
From “Nigerian princes” to “crypto investments,” scams have evolved, but the playbook hasn’t changed. In this episode, Dennis O’Keefe draws from three decades of experience helping retirees avoid costly traps. Through re
Planning for long-term care is one of the hardest and most personal financial challenges families face. Let’s cut through the noise to unpack what really works, what doesn’t, and what might cost you dearly down the line.
When layoffs or retirement offers appear, whether planned or not, they can stir panic and uncertainty. In this episode of Your Successful Retirement, Dennis O’Keefe, CFP®, draws on more than 30 years of experience helpin
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Your Successful Retirement is hosted by Dennis O'Keefe. The show is categorised under business and has published 149 episodes.
Your Successful Retirement has published 149 episodes.
Your Successful Retirement regularly covers business. It sits in the business category.
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