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What Does “Fiduciary” Really Mean?
What does it mean to be a fiduciary? In this episode of YSR Shorts, Dennis O’Keefe explains the fiduciary standard and why it matters in financial services. He discusses disclosure, compensation…
Should You Pay Someone to Manage Your Money?
Should you pay someone to manage your money? In this episode, Dennis O’Keefe explains the behavioral side of investing. He shares why emotional reactions during market volatility can hurt long-term…
How to Protect Yourself From Scams and Identity Theft in Retirement
You may not realize how much of your personal information is visible every single day. From store apps to credit reports, small exposures can quietly add up over time. In this episode of Your…
What Does CFP® Really Mean? (And Why It Matters)
What does CFP actually mean? In this episode of YSR Shorts, Dennis O’Keefe breaks down the Certified Financial Planner designation and what it requires. From accredited coursework in retirement,…
What Is Comprehensive Financial Planning? (It’s Not a Binder)
What does comprehensive financial planning actually mean? In this episode, Dennis O’Keefe walks through the real financial planning process. He explains how retirement, investments, taxes, estate…
Strategic Tax Planning: What You Need to Know Before Filing
Tax season is here, and most people approach it tactically rather than strategically. Are you simply gathering documents and hoping for the best, or are you proactively managing your tax situation…
Voluntary Retirement Offers: What You Need to Know Before Deciding
Major companies are restructuring, and voluntary retirement packages are landing on desks across the country. How do you know if taking the offer is the right move for your future? In this episode,…
Can AI Really Replace Human Financial Guidance?
Join us this episode as Dennis O’Keefe outlines the ways AI tools are being used in financial planning and where they currently fall short. He explains how automated systems process information,…
Protecting Your Money from Modern Scams
From “Nigerian princes” to “crypto investments,” scams have evolved, but the playbook hasn’t changed. In this episode, Dennis O’Keefe draws from three decades of experience helping retirees avoid…
Long-Term Care: The Most Overlooked (and Misunderstood) Part of Financial Planning
Planning for long-term care is one of the hardest and most personal financial challenges families face. Let’s cut through the noise to unpack what really works, what doesn’t, and what might cost you…
Your Guide to Layoffs, Severance, and Retirement Decisions
When layoffs or retirement offers appear, whether planned or not, they can stir panic and uncertainty. In this episode of Your Successful Retirement, Dennis O’Keefe, CFP®, draws on more than 30 years…
Are Roth IRAs Worth It?
You’ve seen the Roth conversion hype, the slick Instagram reels, the pushy advisors, the calculators promising massive tax savings. But here’s the real question: Is it actually right for you? We’re…
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 O’Keefe walks through the four levels of elder care today:…
Investments You May Want To Avoid
In this episode, Dennis O’Keefe 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…
Why is Healthcare So Expensive?
When Dennis O’Keefe 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…
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,…
How To Financially Support Your Adult Children, Without Enabling Them (Part 2)
What if the greatest financial gift you could give your children isn’t money, but foresight? In this second installment of how to support your adult children, Dennis O’Keefe, CFP®, shifts the focus…
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 O’Keefe explores the tough reality many parents face: when does financial support cross the line into enabling?…
How Debt Can Derail Your Retirement
What if the greatest threat to your retirement isn’t your income, savings, or investments, but your debt? In this eye-opening episode, Dennis O’Keefe, CFP®, breaks down why debt is the single most…
Funding College Without Breaking the Bank
How are you planning to fund your child’s college education—cash, loans, or perhaps a towering pile of fortune cookies? Dennis O’Keefe dives into the ever-daunting topic of college expenses. With…
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Your Successful Retirement has published 140 episodes since April 2022, covering topics in Business.
Your Successful Retirement is currently highly active with new episodes every 2 weeks. Average episode length is 30m.
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