Podcast appearances and mentions of bill keen

I couldn't be prouder to have my name above the door at Keen Wealth Advisors. If you've read my book, you know that I have a very personal connection to financial planning, and it's been my lifelong mission to help folks avoid the kinds of hardships that my father and I went through. Every day, Keen Wealth carries out that mission in so many different ways: educational events, informative blog posts and podcasts, and a comprehensive planning process that has secured retirement for hundreds of hardworking families over the years.  But Keen Wealth is so much bigger than Bill Keen! The folks we have the privilege of serving can count on the support of a whole team of professionals who are passionate about every aspect of every financial plan we manage. On today's show, I talk with my co-host, Matt Wilson, the President and Chief Investment Officer at Keen Wealth, about the value of having a financial team with a disciplined process that understands your unique goals and works together to help you achieve them. 

Unfortunately, there are plenty of sales-focused financial advisors who don't like working with engineers because they love to look under the hood at the numbers, but today's guest, Bill Keen, loves working with them because he's all about the math. Tune in to learn about how to engineer the second half of your life.

Shane Stolp introduces Bill Keen, the founder, and CEO of Keen Wealth Advisors.Shane talks about the importance of learning about money and planning for the future.Bill Keen shares his story of growing up with financial struggles.Bill's book called "Keen on Retirement" teaches people how to plan for their future.They teach the importance of trusting a financial advisor.They explain how to save money and make it grow over time.They talk about the stock market and why it's important to understand how it works.They address common fears about the stock market and explain why it's important not to be afraid.The episode ends with a reminder to believe in your financial plan and work towards building wealth for the future.

In this episode, we talk to Bill Keen, CRPC, founder and CEO of Keen Wealth Advisors as well as a bestselling author and co-host of the Keen on Retirement Podcast, about retirement for engineers, financial planning, company plans, and also how the stock market will affect your retirement. ***You can view the video version of […] The post TECC 294: How Engineers Can Maximize Benefits and Minimize Taxes With Company Plans appeared first on Engineering Management Institute.

Before you can truly build your business like you want, you have to first lay the foundation of knowing who you are. Once you can identify your strengths and pair that with your goals, you can begin scaling in an efficient manner. Today's guest has found success by following this process. Bill Keen, Founder and CEO of Keen Wealth Advisors, has grown his business to serve over 800 client families and put a high priority on financial and retirement literacy.   Join us today to learn about these things: His incredible journey to running his success firm and what areas he wanted to focus on. (1:42) Knowing who and what you are is the key to scaling the business successfully. (10:06) How he uses content to narrow his niche and make his reach wider. (17:12) What he feels is his biggest struggle for growing the business while maintaining balance. (25:14) Best ways to get in touch with Bill. (36:08)     RESOURCES Learn more about our guest: https://keenwealthadvisors.com/  Email: travis@travisparry.com Get Travis' newest book!

Do you ever dream about those golden years, about that time when you won't have to work for the man, exchanging your labour for pay? But how can you make sure that you have enough money to realize that dream? Bill is the founder and CEO of Keen Wealth Advisors and the host of the long-running Keen on Retirement podcast, and he has a passion for teaching others how to become financially smart and secure.Bill Keen is back with a second edition of his bestselling Keen on Retirement, updated with a wealth of new information learned from the COVID correction, to help anyone planning for retirement engineer their best “second half” of their life—calmly and confidently. If you would like a copy of Bill's book, send an email to Bill and he will be more than happy to send you a copy.Find out more at the episode blog post: https://www.stocksforbeginners.net/blog/keenPlease consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Stocks for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

Wealth Advisement for Engineers – Bill Keen – Ep 123  Bill Keen has a passion for helping others achieve their retirement dreams and founded Keen Wealth Advisors with this goal in mind.  Bill specializes in advising those within the engineering community on issues related to ESOP plans, compensation, taxes and benefits planning.   We talked about the differences in taxes and financial planning between employees and entrepreneurs. We talked about how much you should be saving for retirement and more.   Check out Bill's number one selling book: Keen on Retirement – Engineering the Second Half of Your Life, which is available on Amazon.com.   Also check out Bill's podcast, Keen on Retirement.  Number one tip:   Treat your own personal retirement plan as a project.  Contact info:  https://keenwealthadvisors.com/for-engineers  bkeen@keenwealthadvisors.com  This week's episode is Sponsored by Onshape.  Onshape is the only cloud-native product development platform featuring professional-grade CAD and data management. With Onshape, you no longer need an expensive workstation - all of the heavy lifting is done in the cloud - things like rendering and creating large assemblies can be done on inexpensive devices.  Onshape is a professional tool like Solidworks. It was actually created by the same founders as Solidworks.   I have used Onshape and it feels just like Solidworks, with all the same commands. So, if you are a current Solidworks user, it's a very easy transition.   I highly recommend the engineers and product developers listening to consider using Onshape for their businesses.  You can try it for free at Onshape.pro/EngineeringEntrepreneurPodcast or click the link in the description.  The Engineering Entrepreneur podcast is produced by Scott Tarcy, President of CADdesignhelp.com. You can reach me at info@caddesignhelp.com. Follow me on Twitter/Instagram: @caddesignhelp You can download here on Itunes: Engineering Entrepreneur Podcast Or directly on my site here: CADdesignhelp.com  

As you approach retirement, questions begin to stack up that you may not have the answers for. Do I have enough, or will I run out of money later in life? What will ... The post KEEN on Retirement: Bill Keen appeared first on Author Hour.

The theme this week on the Retirement Quick Tips Podcast is: What to do with a $300,000 inheritance Today, I'm talking about how to avoid one of the most common pitfalls when receiving an inheritance, which is known as “found money syndrome”. Found money syndrome is what Forbes writer Bill Keen says can happen when “you come into money you weren't expecting to receive: gambling winnings, a family inheritance or, in the most extreme case, winning the lottery.” We are tempted to treat this money differently because it wasn't something we worked hard to earn and save on our own. It explains why 70% of heirs burn through their inheritance in 3 years.  It's tempting to dream up all the things you can do with this windfall - that dream vacation to Europe, a new car, a new house, etc.  And it's easy to justify this as a once-in-a-lifetime opportunity that you won't ever have again.  Also, many people who receive an inheritance are up to their eyeballs in debt, so inheritance funds end up getting used to pay off credit card or other debts, but unfortunately, that often puts a bandaid on the problem, and the debt is likely to return at a future date.  So if you understand found money syndrome and are determined to use your inheritance funds wisely, what's next?  Well actually, you should use it to pay off debt if you have debt. Especially if that is high interest credit card debt, or medical debt, or even car loans and a mortgage. Using an inheritance to rid yourself of ongoing monthly payments and those debts is often a wise choice.  If you don't have 3-6 months savings, I would add to your liquid savings, and then invest the rest.  If and only if you are already on track for a comfortable retirement, would I ever recommend using inheritance funds for spending on anything fancy or fun. And even then I hesitate to recommend that any of it be used for spending now.  Several years ago, I had a client who passed away. She died with right around $300,000 that her only daughter inherited from her. She and her husband who predeceased her were never wealthy. They lived a very modest lifestyle with modest income. But they were prudent and good savers, and made it to the end of their lives with plenty left over to pass on to their daughter.  Unfortunately, the daughter burned through the money that took a lifetime to save in about 18 months. She bought a new house, a new car, and kept calling every few months with a new reason why she needed to take money out of her account.  It was sad to watch and angered me that her parents worked so hard for so many years and she spent it all in less that 2 years, living a lifestyle she couldn't afford, and very likely lost it all later on since her income couldn't support upkeep and the ongoing expenses of her new house, car, and other toys.  That's it for today. Thanks for listening! My name is Ashley Micciche and this is the Retirement Quick Tips podcast.  ---------- >>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP >>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs >>> Visit the podcast page: https://truenorthra.com/podcast/  ---------- Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance

Step into nature Sept 9-12 Manifest your Reality Retreat JOIN US! CLICK HERE Join the 5 Week Manifestation Program CLICK HERE Join the 4 Week Passion & Purpose Program CLICK HERE Join me in StudioBe for Kundalini Yoga every Wednesday from 6-7 PM EST and Thursday morning for a quick 15-minute meditation from 9-9:15 AM Get your FREE 14 DAY TRIAL HERE Follow Joe on Instagram Follow Joe on TikTok --- Send in a voice message: https://podcasters.spotify.com/pod/show/dailyshotofinspiration/message

Our guest on the podcast today is Sarah Newcomb, director of behavioral science at Morningstar. In her role she works to integrate the findings of her research into Morningstar financial management applications and tools. Before joining Morningstar in 2015, Sarah earned her doctorate in behavioral economics from the University of Maine, where her work focused on the psychological barriers to sound personal money management. She's the author of Loaded: Money, Psychology, and How to Get Ahead Without Leaving Your Values Behind. Sarah also holds a bachelor's degree in mathematics from Salem State University, a master's degree in financial economics from the University of Maine, and a master's certification in personal financial planning from Bentley University.BackgroundBioLoaded: Money, Psychology, and How to Get Ahead Without Leaving Your Values Behind, by Sarah NewcombFinancial Education“Smart Shortcuts for the Good-Enough Investor,” by Sarah Newcomb, Morningstar.com, Sept. 3, 2019. “Can a Rule of Thumb Be a Shortcut to Financial Well-Being?” by Samantha Lamas, Morningstar.com, Jan. 25, 2021. “Keeping it Simple: Financial Literacy and Rules of Thumb,” by Greg Fischer, Alejandro Drexler, and Antoinette Schoar, findevgateway.org, July 1, 2010.“Making the Science Practical: Behavioral Interventions in Practice,” by Sarah Newcomb and Benjamin Cummings, researchgate.net, January 2019.“A Simple Plan for Financial Independence,” by Sarah Newcomb, Morningstar.com, Oct. 15, 2019.“The Complicated Art of Making Things Simple,” by Sarah Newcomb and Samantha Lamas, fa-mag.com, May/June 2017.“Sarah Newcomb: Understanding a Client's Money Mindset in Order to Maximize Their Well-Being,” The Human Side of Money podcast with Brendan Frazier, audible.com, March 17, 2021.“Encouraging Action Through Design and Testing,” by Sarah Newcomb, slideshare.net, April 29, 2015.“Don't Give Up on Financial Literacy Efforts,” investmentnews.com, Feb. 8, 2020.“Money Doesn't Buy Happiness, but Power Might,” by Sarah Newcomb, medium.com, Jan. 13, 2017.“Coaching Clients to Teach Their Kids About Investing,” by Sarah Newcomb, investmentnews.com, Jan. 21, 2020.“How to Start Teaching Your Kids About Money,” by Sarah Newcomb and Samantha Lamas, Morningstar.com, Aug. 4, 2018.“What Is Mad Money?” by Keonhee Kim, Morningstar.com, April 6, 2021.“John Lynch: Rethinking Financial Education,” The Long View Podcast, Morningstar.com, Dec. 11, 2019.“Overcoming Clients' Behavioral Biases Using Nudges, Smart Heuristics, and Behavioral Coaching,” by Michael Kitces, kitces.com, March 24, 2021.“Separating ‘Needs' From ‘Wants' Could Be Harming Your Financial Planning,” by Bill Keen, keenwealthadvisors.com, June 2, 2021.Financial Wellness and Tools “5 Financial Signs to Check Your Financial Independence,” by Sarah Newcomb, Morningstar.com, Jan. 16, 2020.“What Makes People Happy?” by Carla Fried, nny360.com, April 15, 2021.“Neighbors of Lottery Winners Are More Likely to Go Bankrupt,” by Leslie Albrecht, marketwatch.com, Oct. 21, 2018.“An Innovative Way to Face Retirement,” by Emily Brandon, money.usnews.com, Jan. 14, 2103.Hal Hershfield“Is Instagram Making You Poor?” by Sarah Newcomb, psychologytoday.com, Oct. 18, 2018. “How Stories Drive Financial Behavior--and What to Do About It,” by Sarah Newcomb, Morningstar.com, Sept. 14, 2020.Pandemic“Year in Review: Pandemic Edition,” by Sarah Newcomb, investmentnews.com, Dec. 3, 2020.“Sick of Uncertainty? Read This,” by Sarah Newcomb, morningstar.com, Nov. 3, 2020.“It's the End of the World as We Know It,” by Sarah Newcomb, investmentnews.com, Oct. 8, 2020.Behavioral FinanceDaniel KahnemanRichard ThalerGerd Gigerenzer

This week we have Bill Keen, CRPC®. Bill is the Founder and CEO of Keen Wealth Investments, a bestselling author and co-host of the Keen On Retirement podcast. This was a highly requested topic. Saving for retirement can be such a bore, but Bill did the unthinkable: he made it all make sense and made it easy to listen to. We talk about why to save early, building a financial plan, rules of engagement and tips when it comes to meeting with a financial planner. CATCH UP ON ALL THINGS THE HOW TO PODCAST: Spotify- https://spoti.fi/34vs8TK Apple Podcasts- https://apple.co/38oGJBI Instagram- https://www.instagram.com/thehowtopod/ KEEN ON RETIREMENT: Blog & Podcast Keen on Retirement book Contact: bkeen@keenwealthadvisors.com

In this episode, I talk to Bill Keen, CRPC, the founder and CEO of Keen Wealth Advisors, about the election year and financial planning and how it can affect you as an engineer. Bill provides some great tips on how you can be prudent when it comes to financial planning and making decisions as to […] The post TECC 232: How the Upcoming Election Can Affect Financial Planning for Engineers appeared first on Engineering Management Institute.

In this webinar, Bill Keen and Matt Wilson welcome back Washington insider Greg Valliere for a conversation about the state of the U.S. economy in 2020 as well as a preview of the upcoming presidential election. Some of the topics Greg Valliere discussed with Bill and Matt include: The U.S. economy and the outlook for interest rates. The surging budget deficits and the impact on markets. Prospects for tax changes in the next two years. Are trade disputes over? Important election factors – turnout, the pivotal issues, the key states, etc. How the markets may react to a Trump re-election – or a win by the Democrats. Geopolitical hot-spots – the Mideast, Asia, Brexit, etc.

The Covid-19 pandemic has forced financial advisors to shift the way you market your services. In person marketing and networking is severely restricted for the near future and if you want to succeed in this new world, you have to adapt to the new virtual reality. Even before the pandemic, our industry was already making a shift towards digital marketing combined with digital events. Things like pay-per-click advertising, newsletters, podcasts, video, and virtual events like webinars, panels, and summits have been gaining steam for years. But now, the pandemic has accelerated that trend to light speed. The most successful firms have jumped all over the virtual marketing trend and are crushing those firms who haven’t. To help you succeed in virtual marketing, I hosted a virtual panel with two experts. Bill Keen is the founder and CEO of Keen Wealth Advisors, which is an RIA in the greater Kansas City area with half a billion dollars in assets under management. Lisa Salvi is Vice President, Business Consulting and Field Experience at Charles Schwab, where she oversees the advisor consulting group and produces the industry’s gold standard annual benchmarking report.

In this episode, I talk to Bill Keen, founder and CEO of Keen Wealth Advisors. Bill was previously seen on episode 214, where he talked about retirement for engineers. In today’s episode, Bill talks about how what is happening today with the current pandemic is affecting the stock market and our everyday lives as well […] The post TECC 227: The Impact of the Pandemic on the Stock Market: Securing Your Financial Future appeared first on Engineering Management Institute.

When was the last time you talked to a Netflix employee about your account? How about an Amazon employee? I’m guessing for most of you the answer is: never. Netflix automatically charges my credit card every month and uses its algorithms to push content it thinks I’ll enjoy to my home screen. A shipping problem or return request with Amazon is usually resolved with a couple swipes or clicks. It’s efficient customer service, but it’s all faceless, online, impersonal. Now, when was the last time you stayed at a Ritz-Carlton or Four Season? How did that experience make you feel? Pretty darn good I bet! The key to your success as an advisor is to marry the tech efficiency of an Amazon with the deluxe service of a Ritz-Carlton and underpin it with high technical competence. It’s really a three-legged stool—tech efficiency + deluxe service + technical competence. I sometimes worry that our industry has become so obsessed with the tech efficiency leg of the stool that we are losing sight of what clients are really paying us for—helping them make better financial decisions so they can live their best life possible. I couldn’t attend this year Wealth/Stack Conference, so I invited two of my favorite past guests who did attend to recap some of the key themes that emerged from the conference. My guests today are Dennis Morton and Matt Wilson. Dennis is the co-founder of Morton Brown Family Wealth along with his partner, Kathryn Brown. Matt is the Chief Investment Officer and Managing Director of Keen Wealth Advisors along with his partner, Bill Keen. Here are four major themes from the conference and our thoughts about each.

Bill Keen is the founder and CEO of Keen Wealth Advisors and has more than twenty-five years’ experience helping people plan their retirement. When we think about retirement, most of us think about ... The post Keen on Retirement: Bill Keen appeared first on Author Hour.

Bill Keen is the founder and CEO of Keen Wealth Advisors and has more than twenty-five years’ experience helping people plan their retirement. When we think about retirement, most of us think about ... The post Keen on Retirement: Bill Keen appeared first on Author Hour.

Seminars work. I’ve had multiple advisors on my podcast in recent months who are all killing it with seminars. In fact, today's podcast guest, Bill Keen, raised $90 million in AUM last year from seminars. Sure, it seems old school in the age of Facebook, YouTube, and Zoom, but people still value human to human live contact. You can only Google, click, and swipe so much before you just want to hear an actual person give you some good, solid information about how to live the best life possible with your money. If you’re behind the curve on seminars and you aren’t sure how to start, my guest today, Bill Keen, is going to help you catch up. Bill’s firm, Keen Wealth, has almost half a billion dollars in AUM, and seminars have been pivotal to Bill’s success. On this episode, Bill details the 5-step process he used to perfect his seminar process and it could help you get on track to raise tens of millions in new AUM. Yes, there’s more to it than just slapping together a good PowerPoint. But if you commit to Bill’s process and throw in some personal touches, you’ll be on your way to grabbing an audience and growing your client base.

Barron’s recently wrapped up the 2018 edition of the Barron's Top Independent Advisors Summit in Orlando. Whether you were in attendance or are looking to catch up on what you missed, today’s episode will give you an insightful snapshot of one of the most valuable get-togethers in our industry. My guests today are Bill Keen and Matt Wilson of Keen Wealth Advisors, a fast-growing RIA with more than $400 million in AUM. Bill also has his own excellent podcast, Keen on Retirement. Bill and Matt have attended the Barron’s Top Independent Advisors Summit and the wirehouse version for many years, so they have the perspective to connect the dots between the lessons from past conferences and where the 2018 summit is pointing. We talk about some of the key takeaways from this year’s event, the ongoing trend towards Life-Centered Planning, and how advisors can put these insights into action right now to grow their businesses.

We were privileged to have so many clients, family, and friends join us to celebrate our 20th Annual Holiday Breakfast. As is our tradition, we rang in the season with great food, inspiring entertainment, and our Market and Economic Outlook Presentations for 2018. In my presentation, I gave a brief overview of recent global turbulence as it related to fluctuations within the market.

In this first of two presentations, I spend about 20 minutes and introduce several new Keen Wealth Advisors team members and share our business philosophy. I think it’s important for our clients to know how we operate our firm and understand the culture that we purposely create.

The top marketing people realize that when it comes to marketing the services of a financial advisor, you'll have better results if you purposely repel a significant segment of the population. Most of us want to be liked by as many people as possible so the thought of gearing our marketing to repel potential clients seems ridiculous. But one very successful advisor at the Barron's Top Independent Advisor Summit has built a top business by becoming the recognized expert for a select type of clientele. That's just one of the many takeaways from part II of our roundtable discussion with attendees from Barron's Top Independent Advisors Summit. Our goal was to pull out the key takeaways from America's top advisors and deliver Actionable Intelligence to you. See here for part I of the conversation and the detailed blog post I wrote covering six key takeaways from the first day of the conference. The roundtable participants were Jack Davis of Navigation Retirement Group, and Bill Keen and Matt Wilson of Keen Wealth Advisors.

America's top advisors gathered in Scottsdale, AZ on March 21 - 23 for the annual Barron’s Top Independent Advisors Summit. I held a roundtable discussion with three top advisors who attended the event and our goal was to pull out the key takeaways from America's top advisors and deliver Actionable Intelligence to you. The roundtable participants were Jack Davis of Navigation Retirement Group, and Bill Keen and Matt Wilson of Keen Wealth Advisors. This is part I of a two-part podcast. Make sure you visit www.belayadvisor.com to read the article that goes along with this episode. 

Podcasting is a great way for financial advisors to differentiate themselves in a crowded marketplace. My good friend, Bill Keen of Keen Wealth Advisors, joins me in the studio for today's podcast and we discuss how he got into podcasting and how it's working for him. Bill is one of a small number of financial advisors who are pioneering the use of podcasting as a way to educate investors and expand the reach of their business. If you are interested in learning more about podcasting and whether it might make sense for you to start your own podcast, then I suggest you do two things. Listen to today's show. Complete the podcast interest survey. As you can tell, I love podcasting and think it's a great way to get your message out and complement your other marketing/outreach activities. 

"Fear sells" is perhaps one way to describe why financial media plays upon human emotions to draw more readers. Unfortunately, investors who are drawn to scary headlines sometimes make bad investment decisions because they let their emotions get in the way. One way to overcome the "noisy headline" problem is to better understand the cyclical nature of the economy and the financial markets. To help explain the business and stock market cycles, Bill Keen invited his Keen Wealth Advisors associate Matt Wilson to join us on today's show. Matt is a Managing Director of Keen Wealth Advisors, a CERTIFIED FINANCIAL PLANNER™, and has been with Bill for nearly 15 years. Join us as we learn how to separate the news from the noise so we can become better investors.

Historically, the phrase “financial plan” conjured up images of a 200 page book filled with charts and spreadsheets. While they contained valuable information, often times they were reviewed once then put on the shelf to collect dust. Today, new technology and a better understanding of how people consume information have combined to make the financial planning process a practical and effective way to  plan for your future. Listen as Bill Keen discusses what “financial planning” looks like today and how having a plan and updating it regularly could be your ticket to financial freedom.  

In our inaugural episode, you'll learn why we're doing this podcast, what some of our upcoming topics will be, and you'll learn the backstory of wealth advisor Bill Keen and the life experiences that shaped him. Throughout the podcast, we'll take you through the financial planning process to help ensure you make smart decisions about your money and your life. Whether you're on your way to retirement or already there, these shows will educate you, entertain you, and guide you to living the life you dream about.

Bill Keen and Anthony Venus have started five separate multi-million dollar businesses and seen three of them through highly profitable exits. Along the way, they made brilliant decisions and huge mistakes. In today's show, they each share their entrepreneurial journey and the key things they wish they knew back when they were just starting out. You'll discover a goldmine of insightful comments that can make you millions...or save you from losing your shirt.