Your Successful Retirement

For most people, the idea of pensions seems like an old-timey benefit we wish companies still offered. Since the late nineties, most companies that offered pensions have taken a “it’s your retirement, you pay for it” approach to benefits. In this episode, I reveal the benefits pendulum that drives the benefits we receive, and why pensions may be poised for a comeback. EPISODE LINKS You can downloa...

When I passed our old school bus driver’s house on the way to the office, I noticed her husband reseeding their lawn from scratch. For the fifth time. In this episode, we learn what lawncare has to do with retirement and discuss three foundations of a rock-solid approach to your investment plan. EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essent...

Where you live in retirement is a question just about everyone asks as that chapter of life approaches. The answer can be tricky—and it’s not just taxes and comfort you need to think about. In this episode, I share different ways to think about your retirement abode, and four questions to answer that put you in a great position, regardless of where you decide to hang your hat. EPISODE LINKS You ca...

The town I’m from is famous for a shovel innovation that changed agriculture forever. You’d never guess how much wealth was created from this idea nobody even thinks about today. In this episode, we discuss the folly of prediction when it comes to your retirement investments, and how your retirement account can benefit from innovation whether you predict it or not. EPISODE LINKS You can download a...

If you were kicking butt in your investments and savings, how would you interview potential financial advisors? In today’s episode, I share a story about a conversation I had with a prospective client that’s a cautionary tale to anybody interviewing financial advisors—especially if they’re having some success. This is a must-listen episode. EPISODE LINKS You can download a free digital copy of Den...

We all came from somewhere. And in the hundreds of conversations I have with people about their finances every year, it’s incredible how many are “trapped” in a prison of their own making. In this episode, we dig into the root cause of this self-imposed prison, and how you can break free to enjoy the financial and personal life you never thought possible. EPISODE LINKS You can download a free digi...

If you could get gas 10 cents cheaper across town or buy more convenient (and expensive) gas close by, what’s the better choice? How does this mindset impact your retirement? In this episode, we explore why the “Cheap Gas Effect” could fool you into thinking you’re doing more for your retirement than you are (and how to spot the small moves that make a big difference). EPISODE LINKS You can downlo...

There’s a habit all of us find difficult which can be the difference between a well-funded retirement and a retirement that never shakes out how we want it to. In this episode, I reveal what this habit is, and why it’s so critical if you want to reach your financial goals. EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone...

As the point person on your retirement journey, you should feel comfortable talking to your financial advisor. Listen as we discuss when to call your advisor. You might be surprised at how often you should be talking. EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport...

There’s a phenomenon I noticed years ago when pensions were still a thing that made people miserable, even when they were doing very well. In this episode, listen as we talk about one of the most surprising human traits and how to keep this “illness” from throwing you off-track. EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Tel...

You’d be surprised how many people in the financial industry toss around the term “fiduciary” with no concept of what it means (or its implications for you). In today’s episode, we’ll talk about what it means to be a true fiduciary, why you want to work with one, and markers to help you identify fiduciaries-in-name-only. EPISODE LINKS You can download a free digital copy of Dennis' book “Retiremen...

Retirement doesn’t always mean bocci ball, Caribbean cruises, and gardening. Sometimes you “retire” a career and pursue a passion. In this episode, we interview a special guest who made the leap from a stale career to work that feeds his soul. Listen and discover what questions you need to answer, what to expect from friends and family, and how to know when it’s time to make the move. EPISODE LINK...

With all the media’s recession fear and finger-pointing, there’s a conversation people aren’t having that spells success (or hardship) for their retirement. In this episode, listen as we reframe how to look at recessions and their surprising impact on your nest egg. EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employ...

We all know that the key to investment success is to buy low, sell high. In practice, most people do the opposite — which can be catastrophic to your retirement account. In this episode, we talk about how to design your portfolio to automatically buy low, sell high — ensuring you’re never caught up in the emotional swings that can stymie your attempts to build a retirement nest egg. EPISODE LINKS...

There's a reality about adult children most parents don't consider when they're planning for retirement — this is a different world than the one we grew up in — and the impact on your retirement can be significant. In this episode, we cover how today's economic climate makes it harder for adult children to enjoy the same opportunities we did, why too much help can handicap our kids' independence,...

When you’re approached by insurance companies and stock jockeys about your retirement planning, you’re dealing with folks who don't grasp the nuances of Verizon retirement plans, benefits, and offers. See how a rebel’s advice in 1980 and the recession in 1991 led to my focus on helping Verizon employees experience a safe, secure, and fulfilling retirement. EPISODE LINKS You can download a free dig...

Nobody wants to leave money on the table. Especially when it comes to their retirement savings. Getting an offer from Verizon is a critical moment for your retirement planning. And whether you expected it or not, your decisions can make this offer a blessing or a curse. In this episode, we talk through how to make a wise decision when you’re “on the clock” and facing a retirement offer. EPISODE LI...

From manual switches in 1967 to the conversion to digital, and from working the union side and moving to management, Bob Grenier has seen it all. And when he retired in 1998, he started a successful consulting practice to leverage his skills and experience. But Bob’s retirement is what is most remarkable. Listen as Bob shares his eyewitness account of the evolution of telecom and how he built a su...

I was down with a cold the last couple of weeks, and that got me thinking about one of the most common questions I get from Verizon employees and retirees. “What am I going to do about health insurance after Verizon?” Employer sponsored health plans are a significant benefit, and there is much to consider in evaluating what to do as you step into retirement. Take a listen and learn what options yo...

Did you know that any player who spends 43 days with a Major League Baseball team makes a $30k per year pension? Pro Athletes are very well taken care of, and their careers are often shorter than ours. Despite the obvious differences, you’d be surprised what retirement challenges are the same. Listen now and discover what pro athletes can teach us about a successful retirement! EPISODE LINKS You c...

Discover how David Scanlon, who originally joined Verizon in 1982, has been able to build a rewarding career in the telephone industry (both pre- and post-VZN) that literally started by climbing telephone poles and installing landlines into residential homes. Take a listen and learn how his experiences during and after his time at Verizon can help you on your own journey! EPISODE LINKS You can dow...

Discover the simple secret behind ensuring your wealth management & retirement planning journey is smooth sailing instead of a rocky road! EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin ABOUT THE SHOW Tap into Dennis O’Keefe’s 30+ years of experienc...

Everyone wants to know - "What's my magic number? How much should I save for retirement?" I'll answer that question (and much more!) on this episode of "Your Telecom Retirement" - so listen up! EPISODE LINKS You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin ABOUT TH...

Discover the single biggest retirement mistake Verizon employees make - and how to fix it! - on this episode of Your Telecom Retirement! EPISODE LINKS You can download a free digital copy of my book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin ABOUT THE SHOW Tap into Dennis O’Keefe’s 30+ years of experience helpi...

Discover what's changed most with Verizon benefits, buyout packages and early retirement offers over the past 30 years, and what you need to know TODAY to take advantage! EPISODE LINKS You can download a free digital copy of my book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin ABOUT THE SHOW Tap into Dennis O’Kee...