With over 30 years of expertise as a CERTIFIED FINANCIAL PLANNER for telecom employees, Dennis offers insights into maximizing your 401k contributions and why starting early is crucial.

He explores the power of compound interest, sharing an example of three hypothetical savers, demonstrating that starting contributions early—even with lower amounts—leads to significantly higher retirement savings. He also discusses the changes brought by the Secure Act 2.0 and strategies for smart saving, at every stage of life. 

Download now, and please share this episode with someone who could benefit from Dennis’ wisdom—whether they’re 25 or 65!

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All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

Teaching financial responsibility to children helps set the stage for financial independence as young adults.

Join host Dennis O’Keefe as he explores the impact of teaching financial lessons to children. Using personal anecdotes and insightful stories, Dennis highlights how you can help shape your child’s understanding of finances.

Top takeaways include: 

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All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

With over 30 years as a CERTIFIED FINANCIAL PLANNER specializing in telecom retirement, Dennis combines humor and clarity to debunk common tax myths. Through engaging stories, he offers fresh perspectives on complex topics like billionaire taxes, corporate levies, and home capital gains, making it easier for listeners to grasp the realities behind these often misunderstood financial issues.

This episode sets the record straight on:

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All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

While most people seek specialists for healthcare, many still rely on general advice for their finances. Just like you’d consult an expert for a second opinion or diagnosis, your financial health deserves the same level of specialized care and attention.

In this installment of Your Telecom Retirement, Dennis O’Keefe highlights the vital role of specialization in fields like finance, taxes, legal matters, and retirement planning. He explains that while general practitioners and DIY tools can be helpful for basic needs, they often fall short in handling complex situations. 

Don’t sell yourself short. When the stakes are high, invest in expert advice. 

Highlights from today’s episode include:

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All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

Taking control of your retirement is much like navigating around unexpected roadblocks. It’s about being proactive, staying informed, and most importantly, knowing that you can always find a way around it.

Dennis O’Keefe discusses various roadblocks to retirement, drawing parallels between unexpected traffic disruptions and financial challenges that individuals face as they approach retirement. Through personal anecdotes and client stories, Dennis highlights the importance of being aware of financial obligations, the impact of adult children living at home, and the necessity of allowing children to experience struggle for their growth.

Dennis touches on: 

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All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

As the presidential race heats up, the future of your retirement savings might be hanging in the balance. Dennis O’Keefe is here to help you navigate this crucial crossroads with a deep dive into the economic policies proposed by the candidates.

In his latest analysis, Dennis breaks down the economic promises made by the leading presidential contenders, translating complex proposals into clear, actionable insights. Whether it’s tax reforms that could affect your investment returns, new regulations on price-gouging, or changes to trade tariffs, Dennis offers a roadmap to help you understand how these policies might influence your retirement strategy.

Don’t let the uncertainty of an election year catch you off guard. 

Join Dennis as he explores the potential impacts of each candidate’s economic agenda on your financial future. Your retirement plans deserve to be as prepared as possible—get informed and stay ahead of the curve!

Key points revealed in this episode include:

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All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

Host Dennis O’Keefe can still remember the crippling anxiety he would feel every August knowing that his re-entry to school was just around the corner. 

Join him as he shares his candid perspective on the evolving education system. From rising tuition costs to how to choose the right degree, he explores key decisions that can help shape your financial future. Plus, discover alternative educational paths that lead to success—without the heavy financial burden.

This episode highlights the following:

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All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

Could your neighbor be a millionaire? 

Distinguishing true wealth has become increasingly difficult, with luxury brands more accessible and credit cards offering a deceptive sense of affluence. In a world where it’s easier than ever to keep up with the Joneses, appearances can be deceiving.

But, how do REAL millionaires act, think and manage their money?

Gain a deeper understanding into the habits of millionaires as Dennis O’Keefe explains financial frugality, the importance of organization, how to effectively invest, and the critical mindset of staying invested for the long haul.

Dennis discusses: 

Resources:

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All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

No matter where you are or who you’re with, casual conversations often touch on the weather. Did it enhance or impede your plans? Are you prepared for the expected heatwave, hurricane, or blizzard?

In today’s mainstream media, sensationalism has become the norm, particularly in weather and finance reporting. How does this impact our perception and decision-making? What can we learn from past experiences to avoid common pitfalls?

In this conversation, Dennis O’Keefe explores the sensationalism surrounding weather reporting and its parallels with the hype often found in investing. He discusses the importance of maintaining a level head when making financial decisions, especially in a culture obsessed with excitement.

Get valuable insights into why maintaining a boring, steady approach to investing is often the best path to long-term financial health as Dennis highlights:

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All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

Everyone is griping about high interest rates, and for some good reasons, however, there are benefits to high rates in the current economic climate, especially when it comes to corporate accountability. 

Listen as Dennis O’Keefe, CFP® shares his opinion on why rising interest rates should compel companies to focus on genuine innovation to stay competitive. The necessity to innovate, driven by economic pressures, mirrors the successes of tech giants like Apple, Google, and Nvidia, who built their empires on groundbreaking advancements.

Top takeaways from today’s episode include:

Connect with Dennis O’Keefe: 

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. 

Financial data for this episode is courtesy of Yahoo Finance.