Keen Wealth’s Q2 Market Update: Who’s Driving Market Moves and How Should Investors React?
Matt Wilson, Chief Investment Officer and President of Keen Wealth, sure had a lot to work with when he put together his 2025 Q2 Market Update Webinar! It's been an eventful few months for the economy, and Matt delivered a clear analysis of everything from growth trends and interest rate expectations to the potential impacts of tariffs. On today's show, we complete our Q2 outlook by discussing some of Matt's broader points and answering follow-up questions from webinar attendees.
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40:41
4 Warning Signs That You Might Be Receiving Bad Financial Advice
Folks reach out to Keen Wealth for all sorts of reasons, at all different points in their lives. We talk to young couples just starting out who want to put themselves on a path towards financial security. New retirees want to feel secure about transitioning away from work. Older seniors come to us looking to secure their legacies and make life a little easier for the next generation. And, sometimes, a person realizes they've been receiving bad financial advice, and they're hoping my team can help them clean up the mess. On today's show, we discuss some warning signs that the person managing your money might not be putting your best interests first, as well as how Keen Wealth's comprehensive process can restore your confidence in your financial planning.
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47:06
Should Tariffs and Market Volatility Change Your Retirement Timeline?
"Jim" (66) and "Karen" (64) both retired in the last six months. Jim has an IRA with $900,000, and Karen has a Roth IRA with $300,000. They inherited a brokerage account with $600,000 and a cost basis of $500,000. They have $100,000 in an emergency cash fund. Jim is receiving his Social Security benefits of $2,600 per month. He also has a pension of $1,800 per month. Karen is planning to start receiving her Social Security benefits at 67, for $1,900 per month. Their total net worth is $2.7 million. And now, just months into their retirement, Jim and Karen are wondering if they retired too soon. Do they need to jump back into the workforce to protect their financial plan against current market volatility? On today's show, we analyze "Jim and Karen's" situation in the context of our broader economic moment and comprehensive planning principles. I hope this case study will help anyone who's close to retirement gain some perspective about whether market movements should affect your short-term or long-term financial goals.
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38:50
Could Tariff Turbulence Create Opportunities for Your Financial Plan?
Tariffs are nothing new. They've been implemented at several points in U.S. history, including as recently as 2018. But there are a confluence of factors surrounding President Trump's current round of tariffs that make it worth discussing. On today's show, we round up questions we've been receiving at Keen Wealth about tariffs to provide a comprehensive rundown of why Wall Street is interested and what you should discuss with your financial advisor.
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46:27
Answering Last-Minute Tax Questions and Preparing for 2025
With about a month until Tax Day on Tuesday, April 15th, you should, ideally, have all your financial documents collected. It might be a good idea to check in one last time with your financial advisor before you send your 2024 data to your CPA or start plugging away on your favorite tax software. But as you put a bow on last year, it's important to keep an eye on the future, especially for retirees. Cracking open your nest egg and sequencing how and when you use your assets and benefits is a complex process. Decisions you make today can affect your lifetime tax liability, the lifestyle you can enjoy during your Golden Years, and your legacy planning. On today's show, we use this combination of short-term and long-term perspective to tackle some listener tax questions and explain how the Keen Wealth Advantage can help you feel more confident about how taxes fit into your comprehensive planning.
Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
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