Your Successful Retirement
Latest Episodes
Care Options for Older Americans
It used to be simple: either your family took care of you at home, or you went into a nursing home. But those days are long gone. Dennis OKeefe walks through the four levels of elder care today: hom
Investments You May Want To Avoid
In this episode, Dennis OKeefe takes a candid look at the kinds of investments he personally avoids and why. From gold and crypto to private equity and AI, Dennis shares stories, history, and hard-wo
Why is Healthcare So Expensive?
When Dennis OKeefe was growing up, his family called him Mr. Perfect and The Shell Answer Man because he always had an answer for everything. Decades later, that nickname still fits, especially w
Elderly Planning: What You Need To Know
When it comes to planning for retirement, most of us stop at saving and investing. But what about the years after 80, the stage when care, housing, and advocacy become crucial? In this episode, Dennis
How To Financially Support Your Adult Children, Without Enabling Them (Part 2)
What if the greatest financial gift you could give your children isnt money, but foresight? In this second installment of how to support your adult children, Dennis OKeefe, CFP, shifts the focus f
How To Financially Support Your Adult Children, Without Enabling Them (Part 1)
What if helping your adult children is holding them back? In this episode, Dennis OKeefe explores the tough reality many parents face: when does financial support cross the line into enabling? Drawin
How Debt Can Derail Your Retirement
What if the greatest threat to your retirement isnt your income, savings, or investments, but your debt? In this eye-opening episode, Dennis OKeefe, CFP, breaks down why debt is the single most dan
Funding College Without Breaking the Bank
How are you planning to fund your childs college educationcash, loans, or perhaps a towering pile of fortune cookies? Dennis OKeefe dives into the ever-daunting topic of college expenses. With tuit
Greed vs. Fear: Managing Emotions in Your Investment Portfolio
Why do your investments soar when youre least expecting them to, only to plummet when youre not prepared? Join seasoned financial planner Dennis OKeefe as he highlights the highs and lows of financ
Outsmarting Instincts in Market Chaos
Curious about why markets crash and how our own brains can trip us up? In this episode, Dennis OKeefe navigates the complex psychology guiding our financial decisions, specifically when our reptili





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