Are you overwhelmed by investment management ads promising to handle your money easily? What’s the deal, and are they worth it?

Dennis O’Keefe dives into the world of automated investment management and the critical differences between computer and personal touch in retirement planning. With over 30 years of financial planning experience, Dennis shares invaluable insights into automated investment services, how they work, the pros and cons, and whether they truly offer the expertise and personalization you need.

If you’re questioning whether a target date fund is the best choice for your long-term financial goals, this episode is for you! Tune in for a better understanding of how these funds operate and whether they align with your financial future.

Highlights include:

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• The ins and outs of investment management services
  
• The potential pitfalls of relying solely on automation
  
• Why personalized advice and relationships matter 
  
• Personal tales that underscore the value of a tailored approach
  
• And more
  

Connect with Dennis O’Keefe: 

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• Successful Money Strategies, Inc
  
• dennis@successfulmoney.com 
  
• (508) 730-2300 
  
• LinkedIn: Dennis O’Keefe
  
• LinkedIn: Successful Money Strategies, Inc
  
• Facebook: Successful Money Strategies, Inc
  
• Instagram: Successful Money Strategies, Inc
  
• YouTube: Your Telecom Retirement
  

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.