Your Telecom Retirement

Dennis O'Keefe

Dial into the secrets of telecom retirement with Dennis O’Keefe, a seasoned CERTIFIED FINANCIAL PLANNER™ with over 30 years of expertise. Whether you’re on the verge of retirement, thinking about making a career change, or considering buyout offers, make this podcast your go-to guide as a telecom employee. Gain exclusive strategies tailored to your company-specific benefits, hear real-life stories from telecom insiders, and absorb invaluable wisdom from our guest leaders. Your Telecom Retirement awaits. read less

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How To Pick Your Financial Advisor

How To Pick Your Financial Advisor

Choosing a financial advisor is a significant decision that can shape your financial future. In this episode, Dennis O’Keefe shares his insights on the criteria and designations to consider, how technology has evolved the nature of the client-advisor relationship, and what it means to be a fiduciary advisor. He emphasizes the importance of trust, and … Read More Read More

Episodes

How To Pick Your Financial Advisor

How To Pick Your Financial Advisor

Choosing a financial advisor is a significant decision that can shape your financial future. In this episode, Dennis O’Keefe shares his insights on the criteria and designations to consider, how technology has evolved the nature of the client-advisor relationship, and what it means to be a fiduciary advisor. He emphasizes the importance of trust, and … Read More Read More

Are You FED Up?

Are You FED Up?

The Federal Reserve often finds itself at the center of various conspiracy theories and misunderstandings. What is the truth behind this financial institution that holds significant influence over the economy? How does it impact our personal financial decisions? This week, Dennis O’Keefe debunks common misconceptions about the Federal Reserve. He provides a historical perspective on … Read More Read More

Rescuing Your Abandoned 401(k)s

Rescuing Your Abandoned 401(k)s

Unlike Little Orphan Annie who found her happily ever after, an abandoned 401(k) might not find a proper home for years, sometimes even decades. When plans are walked away from and forgotten, they lose the opportunity to thrive and fulfill their intended purpose. You need to rescue your abandoned 401(k)s! Gain the motivation to reclaim … Read More Read More

Estate Planning Unveiled: Snowstorms, Fresh Bread, and Future-Proofing Your Life

Estate Planning Unveiled: Snowstorms, Fresh Bread, and Future-Proofing Your Life

Imagine you’re cozy at home, snow gently falling outside – a perfect setting for a deep dive into something unexpectedly intriguing: Estate Planning. Yes, you read that right. But before you scroll past, let me tell you, this isn’t your average financial advice session around estate planning! On this episode of “Your Telecom Retirement,” you’ll … Read More Read More

Beyond the Paycheck- Mastering the Art of Stress-Free Retirement

Beyond the Paycheck- Mastering the Art of Stress-Free Retirement

Imagine stepping off a cliff with nothing but your wits and a parachute woven from your life’s savings and decisions. Sound thrilling? Terrifying? Welcome to retirement – a leap into the unknown that many find more daunting than any adventure. On this episode of “Your Telecom Retirement,” I pull back the curtain on the enigma … Read More Read More

Beyond Budgets: Uncovering the Hidden Leaks in Your Financial Ship

Beyond Budgets: Uncovering the Hidden Leaks in Your Financial Ship

On this episode of “Your Telecom Retirement,” we’ll dive into the often overlooked nooks and crannies of personal finance that could be silently draining your wallet. Forget the usual spiel on budgeting and investing; instead, gear up for an unconventional journey through the everyday financial pitfalls that even the savviest of us might miss! By … Read More Read More

The Untold Truth About College Education: Strategies for a Debt-Free Degree

The Untold Truth About College Education: Strategies for a Debt-Free Degree

Imagine stumbling upon a secret blueprint that could navigate you through the confusing maze of college education, ensuring you emerge not only debt-free but also primed for a fulfilling career. This isn’t a scene from a blockbuster movie; it’s the reality we’re diving into on this episode of “Your Telecom Retirement.” By listening to this … Read More Read More

Weathering Financial Storms: Unconventional Wisdom for Retirement Planning

Weathering Financial Storms: Unconventional Wisdom for Retirement Planning

On this episode of Your Telecom Retirement, you’ll discover a refreshing and pragmatic approach to navigating the unpredictable world of retirement planning. Forget the overhyped forecasts and short-term market predictions; we’re digging deep into the practical strategies that stand the test of time. Join us as we shed light on the often overlooked but essential … Read More Read More

Busting Financial Myths – What’s REALLY True in Today’s Economic Climate

Busting Financial Myths – What’s REALLY True in Today’s Economic Climate

On this episode of Your Telecom Retirement, we’ll weave through the massive maze of financial myths and misconceptions that plague far too many investors and individuals. Prepare to have your long-held beliefs about money challenged! What You’ll Discover: 🧠 00:50 – The Power of Knowledge: How retaining “stupid little facts” can shape your understanding and … Read More Read More

Reality TV Meets Retirement: Unconventional Financial Wisdom from an Unlikely Source

Reality TV Meets Retirement: Unconventional Financial Wisdom from an Unlikely Source

Ever wonder what your favorite reality TV show could teach you about retirement planning? On this episode of “Your Telecom Retirement” I’m taking an unconventional journey through the lessons of reality TV, and how they astonishingly apply to your financial future. What You’ll Discover: 🌈 00:53 – Learn from the ‘worst managers’ of TV shows … Read More Read More

Safeguarding Your Future: Essential Tips Against Investment Fraud

Safeguarding Your Future: Essential Tips Against Investment Fraud

Have you ever wondered how close you are to a financial catastrophe without even realizing it? In this episode of “Your Telecom Retirement,” I’m taking you on an unexpected journey, diving deep into the shadows of investment fraud. But this isn’t just about scandalous stories; it’s about empowering you with the knowledge and tools to … Read More Read More

Rethink Your Credit: Insights Beyond Traditional Financial Wisdom

Rethink Your Credit: Insights Beyond Traditional Financial Wisdom

What can never-ending road construction projects teach you about financial prosperity? On this episode of “Your Telecom Retirement,” we’ll take an unexpected journey through time, infrastructure, and personal finance. This isn’t just about numbers and budgets; it’s the story of how your surroundings often shape your financial destiny. What You’ll Discover: 🚧 01:31 – The … Read More Read More

Rethinking Retirement: The Surprising Power of Roth Accounts

Rethinking Retirement: The Surprising Power of Roth Accounts

Forget everything you think you know about retirement accounts – this episode of “Your Telecom Retirement” is about to turn your world upside down – in the best way possible! It’s time to dive into the misunderstood world of Roth contribution accounts. What You’ll Discover: 🤑 00:22 – Roth Accounts Demystified: Understand the power of … Read More Read More

The Hidden Side of Economic Indicators: What They Really Tell Us

The Hidden Side of Economic Indicators: What They Really Tell Us

Welcome to a journey beyond the ordinary. On this episode of “Your Telecom Retirement,” you’ll be intrigued and informed as we dive into the world of government-issued economic indicators and their hidden complexities. What You’ll Discover: 📊 1:06 – Understanding Economic Indicators: Uncover the truth behind the data from the Bureau of Labor Statistics and … Read More Read More

Investment Illusions: Debunking the Myths of Modern Portfolio Strategies

Investment Illusions: Debunking the Myths of Modern Portfolio Strategies

On this episode of Your Telecom Retirement, you’ll discover the hidden intricacies and surprising truths of modern portfolio management. Forget the conventional wisdom and dive into a thought-provoking exploration that challenges the status quo. What You’ll Discover: 🍎 00:33 – The Apple Illusion: Unravel why comparing your portfolio to the S&P 500 in this era … Read More Read More

Ditch the New Year’s Resolution: Smart Financial Moves for a Prosperous Year Ahead

Ditch the New Year’s Resolution: Smart Financial Moves for a Prosperous Year Ahead

Have you ever found yourself frustrated with New Year’s resolutions? Think they’re an absolute disaster? Well, you’re not alone. In this unconventional and eye-opening episode of “Your Telecom Retirement,” we delve deep into the psychology and practicality of resolutions, especially in the world of finance and personal well-being. But it’s not all critique and analysis. … Read More Read More

Unwrapping Financial Wisdom: Navigating Year-End Tax Strategies

Unwrapping Financial Wisdom: Navigating Year-End Tax Strategies

Think turkey sandwiches and tax strategies have nothing in common? Think again. On this episode of “Your Telecom Retirement,” I’m peeling back the layers of holiday leftovers and diving deep into year-end tax planning. Join me as we mix the savory with the strategic, ensuring your financial health is as hearty as your holiday plate. … Read More Read More

Beyond Luck: Real Stories of Financial Fumbles and How to Avoid Them

Beyond Luck: Real Stories of Financial Fumbles and How to Avoid Them

Ever wondered if you’re accidentally setting yourself up to fail, especially when it comes to retirement planning? On this episode of “Your Telecom Retirement,” you’ll discover a blend of personal anecdotes and hard-earned financial wisdom that could radically shift how you approach retirement planning. bobIt’s not just a story-sharing session; it’s a deep dive into … Read More Read More

401(k) or Bust: The Shifting Sands of Telecom Retirement

401(k) or Bust: The Shifting Sands of Telecom Retirement

On this episode of Your Telecom Retirement, you’ll discover the subtle shifts in the corporate world that signal a seismic change in retirement planning. If you think pensions are a relic of the past, buckle up – we’re about to explore the twists and turns of employee benefits through the decades and how history may … Read More Read More

The Hidden Bias That’s Messing With Your Retirement Plans

The Hidden Bias That’s Messing With Your Retirement Plans

Ever found yourself nodding along to an idea just because it feels familiar? Or perhaps sticking to a financial plan because it’s worked in the past, without questioning its efficiency today? It’s not just you; it’s confirmation bias at play, and it can be a silent saboteur in both our everyday life and financial futures. … Read More Read More