Your Successful Retirement
by Dennis O'Keefe
Latest episode
How Do Required Minimum Distributions (RMDs) Work?
How Do Required Minimum Distributions (RMDs) Work?
About this podcast
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.
Episodes
The newest 20 of 161 episodes
- How Do Required Minimum Distributions (RMDs) Work? · 8 minRequired minimum distributions often sound straightforward until timing, taxes, and deadlines begin affecting the decisions you make. Many retirees discover there is more…
- How Do You Know Your Tax Bracket and Why Does It Matter? · 7 minMany financial decisions feel unrelated until taxes quietly change the outcome. Knowing where your income falls can influence everything from retirement withdrawals to Roth…
- How Healthcare, Taxes, and Government Policies Could Affect Your Retirement (Ep. 144) · 29 minHow could decisions about healthcare, taxes, housing, and government spending affect your retirement and financial future? Many ideas sound appealing at first, but the details…
- Is It Worth It To Convert Your IRA To A Roth? · 7 minShould you convert your traditional IRA to a Roth IRA? In this YSR FAQ episode, Dennis O’Keefe breaks down the pros and cons of Roth conversions and explains why the answer…
- How Often Should I Check My 401(k)? · 8 minHow closely should you monitor your retirement accounts? In this YSR FAQ episode, Dennis O’Keefe explains why both neglecting your 401(k) and obsessively checking it can create…
- How to Buy Your Next Car Without Overpaying (Ep. 143) · 25 minThinking about buying a car? It can feel overwhelming, especially when prices, financing, trade-offs, and dealership tactics all compete for your attention. How do you know…
- Should You Contribute To Your 401(k) On a Roth Basis? · 6 minA Roth 401(k) can be a powerful retirement savings tool, but is it the right choice for everyone? In this YSR FAQ episode, Dennis O’Keefe discusses how Roth 401(k) contributions…
- How Much Money Do I Need For Retirement? · 6 minOne of the most common retirement questions is also one of the hardest to answer: How much money is enough? In this YSR FAQ episode, Dennis O’Keefe explains why there is no…
- How to Filter Market Noise and Focus on What Really Matters · 27 minTrying to predict the market can feel overwhelming when headlines, opinions, and daily volatility are everywhere. How do you separate meaningful economic signals from…
- What Is a Trust? · 8 minWhat is a trust, and why do so many families use them in estate planning? In this YSR FAQ episode, Dennis explains the basics of revocable living trusts and how they help…
- Should I Put My House in an Irrevocable Trust? · 7 minShould you place your house into an irrevocable trust? In this YSR FAQ episode, Dennis explains why irrevocable trusts can become far more complicated than many people expect…
- Estate Planning Mistakes That Can Burden Your Family (Ep. 141) · 27 minEstate planning is easy to delay until the people you love are left sorting through the fallout. What happens when missing documents, wrong beneficiaries, or an unfunded trust…
- What Is Probate? · 7 minWhat 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…
- Do You Need a Will? · 6 minDo 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…
- Don’t Trust the Easy Answer: How Bad Information Can Hurt Your Financial Decisions · 26 minIt’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…
- Should I Be Doing This Annuity? · 9 minShould 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…
- What Happens If We Have Another Recession? · 7 minWhat 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…
- What Families Need to Know About College Planning Today · 29 minCollege 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…
- What Is An Index Fund? · 8 minEveryone 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%…
- What Are Asset Allocations? · 7 minMost 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…
