Keen On Retirement

“To all the clients I’ve worked with over the years, thank you for demonstrating that through hard work, character, and responsibility, it is possible to start from nothing and build a fulfilling retirement for you and your families." That dedication opens my new book, “Keen on Retirement: Engineering the Second Half Of Your Life.” It’s a summation of what it is we do every day at Keen Wealth Advisors. But it’s also my small way of recognizing what an honor it is to serve folks who are actively involved in their retirement planning. Most of our clients are self-made success stories who want to make their next chapter a success as well. They’ve built their wealth not by winning the lotto or inheriting a windfall, but through discipline, sacrifice, and commitment. I appreciate the journey that these successful retirees have been on because it’s very similar to my own. On today’s show, I discuss how my personal history led me to a career in finance, why I decided to write this book, and what I hope readers will