Your Successful Retirement

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 “som

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Recent Episodes

Overcome Financial Anxiety and Retirement Fears

Posted May 8, 2025 • 00:28:11

Curious about what truly goes into planning a successful retirement? Why is retirement deemed the most challenging life event you’ll ever face?

Join...

Are We Headed for Another Real Estate Crash?

Posted April 24, 2025 • 00:29:00

Is the real estate market heading for another crash, or have we simply hit a plateau?

Dennis O’Keefe invites you on a journey through the...

Unlock the Secrets of Living Trusts

Posted April 10, 2025 • 00:31:47

Are you prepared to simplify the complex world of estate planning with trusts?

Tune in as Dennis O’Keefe sheds light on the intricacies...

Financial Planning Unveiled: What You Need to Know for a Secure Future

Posted March 27, 2025 • 00:33:53

What exactly do financial planners do?

Explore valuable insights into retirement planning with Dennis O’Keefe, a seasoned, certified financial...

Financial Wellness: Your First Meeting with an Advisor

Posted March 13, 2025 • 00:25:01

When it comes to financial planning, the first meeting is about more than just crunching numbers—it’s about understanding your full financial picture,...