When it comes to financial planning, the first meeting is about more than just crunching numbersits about understanding your full financial picture, addressing your concerns, and setting a foundatio

Are you overwhelmed by investment management ads promising to handle your money easily? Whats the deal, and are they worth it? Dennis OKeefe dives into the world of automated investment management a

Estate planning is one of those things we all know we should do, yet most of us keep pushing it offjust like changing the furnace filter (which, by the way, can have disastrous consequences if ignore

Whats the real cost of retirement health insurance? Dennis OKeefe explores the often-overlooked costs of health insurance in retirement, a critical expense many fail to account for when planning the

Are you ready to make small changes that could impact your financial future? Dennis OKeefe explores the power of simple adjustments in retirement savings tailored for telecom employees facing retirem

With over 30 years of expertise as a CERTIFIED FINANCIAL PLANNER for telecom employees, Dennis offers insights into maximizing your 401k contributions and why starting early is crucial. He explores t

Teaching financial responsibility to children helps set the stage for financial independence as young adults. Join host Dennis OKeefe as he explores the impact of teaching financial lessons to childr

With over 30 years as a CERTIFIED FINANCIAL PLANNER specializing in telecom retirement, Dennis combines humor and clarity to debunk common tax myths. Through engaging stories, he offers fresh perspec

While most people seek specialists for healthcare, many still rely on general advice for their finances. Just like youd consult an expert for a second opinion or diagnosis, your financial health dese

Taking control of your retirement is much like navigating around unexpected roadblocks. Its about being proactive, staying informed, and most importantly, knowing that you can always find a way aroun