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Many sales-focused financial advisors don’t like working with engineers because these people are all about the numbers, but our guest, Bill Keen, loves working with them for the same reason.
In this episode, Jeremy Keil speaks with Bill Keen, founder and CEO of Keen Wealth Advisors, Bestselling Author and Co-host of the Keen On Retirement Podcast. Together, they talk about how to engineer the second half of your life and the importance of focusing on what you can control.
Bill discusses:
- Why he became a retirement-focused financial advisor
- How he answers the number one question people have going into retirement, “am I going to be ok?”
- The big retirement questions people need to answer that go beyond the numbers
- How he approaches planning for Social Security
- What a crossover point is and how to figure out when your crossover point is
- What has changed the most over his 30-year career
- And more
Related: How to Design Your Retirement Income Map with Dennis Tubbergen