Keen Wealth Advisors

07/22/2026

Summer is better when it's shared. Make time for friends, family, and the people who make you smile.

Connection is an important part of overall wellness! If you're creating a retirement centered around what matters most, connect with us through the link in the comments.

07/21/2026

Thinking about retiring before age 59½? We explain how a 72(t) strategy may help provide retirement income while offering added flexibility for the rest of your IRA.

Watch the full video on our YouTube channel and subscribe through the link in the comments below.

07/19/2026

Social Security headlines can create a lot of uncertainty.

In this clip, we explain why it's important to avoid knee-jerk reactions and instead make decisions based on facts, your options, and a financial plan that's built for you. >> https://go.keenwealthadvisors.com/l/912341/2026-07-15/cvdd78

07/17/2026

July is a great time to check in on your retirement goals. A quick review today may help you stay on track for the rest of the year.

Looking for a second opinion? Connect with us through the link in the comments.

07/17/2026

What is next for the markets in 2026? Join Matt Wilson, our President and CIO, for our 2026 Q3 Market Update Webinar on Thursday, July 30th, at 12:00 p.m. Central Time. He will discuss the latest economic data, market trends, and his outlook for the remainder of the year and beyond.

Register through the link in the comments below.

07/16/2026

On today's show, we help a couple coordinate Social Security, health care, and Roth conversions to meet an early retirement goal.

Keen on Retirement listener "Joe" is 51 and his wife is 60. They are thinking about an early retirement before either of them turns 65. Joe wrote in asking about the best strategy for coordinating Social Security benefits around that retirement goal. Should they take his wife's benefits now? Delay b...

07/15/2026

Retirement is a great time to try something new. Read a book, take a class, or pick up a hobby you've always wanted to explore.

You are never too old to learn something new. If you're planning for a retirement filled with purpose, connect with us through the link in the comments.

07/14/2026

A great retirement plan isn't about having all the answers. It's about having a plan that can help you adapt as life changes and feel more confident in the decisions you make along the way.

Read more in our latest blog, and be sure to subscribe to our blog and podcast through the link in the comments.

A comprehensive retirement plan usually includes a lot of important documents. Charts and graphs. Monte Carlo simulations. Annual rate of return projections. Lifetime tax liability. Legacy plans. But a comprehensive retirement plan isn't just documents. It's a dynamic framework for making the best p...

07/13/2026

Today, we're celebrating Senior Client Service Associate, Natasha Gibbons, and her five amazing years at Keen Wealth!

Natasha is someone our clients and team can always count on. Whether she's helping a client or supporting the team, she brings care, thoughtfulness, and a positive attitude to everything she does.

Thank you for everything you do, Natasha. Congratulations on five years! 😊

07/10/2026

Our annual Topgolf outing never disappoints! A few impressive shots, plenty of questionable swings, and a lot of laughs. We always look forward to this tradition and the chance to spend time together outside the office!

Safe to say the competition was just as strong as the team spirit. 😊⛳