The Verizon Guy: Recent Episodes
Dennis O'Keefe
Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
You can download a free digital copy of his book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
(PLEASE NOTE: This podcast is intended to be educational. All opinions expressed are my own. Information and statistics were current as of episode recording. Please visit my website - www.successfulmoney.com for a fee schedule and regulatory disclosures. Your specific strategies are just that - yours and specific. Don't confuse general advice with a mandate for your financial life. Don't take any wooden nickels. In fact, who confuses a disk of wood for a real nickel? And if you did, you're really only out five cents?)
Curious about why markets crash and how our own brains can trip us up?
In this episode, Dennis O’Keefe navigates the complex psychology guiding our financial decisions, specifically when our “reptilian brain” pushes us to act against our best interests during market volatility.
Join Dennis, a seasoned financial planner, as he shares eye-opening tales from history, like the notorious 1987 crash and recent 2025 market fluctuations, to showcase why instincts might lead us astray. Discover practical strategies to ride out financial storms and avoid the pitfalls of panic selling.
Dennis discusses:
- [00:04:30] The emotional urge to sell during a market drop
- [00:12:45] A tale of missed opportunities from the ’87 market crash
- [00:28:22] Why predicting market tops or bottoms is nearly impossible
- [00:35:40] Tips on how to approach buying during downturns
- [00:42:10] Lessons from behavioral economics on decision making
- And more
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Successful Retirement
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.
Ever wondered how inflation impacts your retirement nest egg? Or how the price shift from eggs to bananas affects your financial plans?
Join Dennis O’Keefe, a seasoned financial planner, as he uncovers the complexities of inflation and its profound implications on your future finances.
Dennis reflects on the evolving inflation rates through the years and breaks down the Consumer Price Index (CPI), providing you with a solid understanding to navigate your retirement in today’s economic climate
Dennis discusses:
- Historical inflation trends [00:02:30]
- Understanding the CPI and its impact [00:08:45]
- Changes in consumer spending habits [00:15:10]
- The disparity in price changes [00:18:05]
- Planning for retirement with inflation in mind [00:26:00]
- And more
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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.
Curious about what truly goes into planning a successful retirement? Why is retirement deemed the most challenging life event you’ll ever face?
Join Dennis O’Keefe, a seasoned financial planner with over 30 years of experience, as he demystifies the retirement process in this episode. Dennis dives deep into why retirement can be more daunting than it seems and highlights the importance of preparing for this significant life transition. Listen in as he shares a compelling story of a retiree who learned the hard way about the potential pitfalls of poor financial planning.
Dennis discusses:
- The permanent nature of retirement decisions [01:42]
- Real-life anecdotes from retirees’ financial journeys [06:04]
- How to effectively calculate your expenses and resources [22:42]
- Strategies for reducing anxiety around financial planning [25:56]
- And more
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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.
Is the real estate market heading for another crash, or have we simply hit a plateau?
Dennis O’Keefe invites you on a journey through the patterns of past real estate markets that might just give you insight into today’s trends.
Dennis breaks down whether we’re on the brink of a real estate bubble, what history tells us about market patterns, and how experiences from past decades can inform current decisions.
From reminiscing about infomercials to personal anecdotes about the joys and pitfalls of past real estate investments, this episode is a must for anyone interested in financial wisdom through time.
Dennis discusses:
- The concept of patterns in financial markets and their importance [00:05:23]
- Personal experiences with real estate investments during different market cycles [00:12:47]
- Real estate trends from the 1980s to today and what they could mean for the present [00:25:16]
- Critical considerations for current and future real estate transactions [00:38:45]
- And more!
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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.
Are you prepared to simplify the complex world of estate planning with trusts?
Tune in as Dennis O’Keefe sheds light on the intricacies of living trusts and how they can become a vital component of your retirement planning strategy.
Whether you’re considering a trust yourself or just eager to enhance your financial literacy, Dennis breaks it all down in a friendly and digestible way.
Dive into the podcast as Dennis shares insights on:
- The history and purpose of living trusts
- Differences between various types of trusts and when they might be needed
- Real-life examples demonstrating the efficiency of living trusts compared to traditional wills
- Common pitfalls to avoid when setting up a trust
- Cost considerations and strategic benefits of trusts
- And more!
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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.
What exactly do financial planners do?
Explore valuable insights into retirement planning with Dennis O’Keefe, a seasoned, certified financial planner with over 30 years of experience. Whether you’ve been retired for years or on the verge of retirement, or are wondering how to plan for your someday retirement, this podcast is your go-to guide.
Tune in as Dennis covers:
- The essence of a true financial planner vs. the common misconceptions [00:02:00]
- The five pillars of financial planning: retirement, investments, income taxes, estate planning, and asset protection [00:15:00]
- Real stories and the nuanced financial planning process that starts with a friendly chat and evolves into a customized strategy [00:30:00]
- How staying proactive with adjustments and engaging in the OODA loop helps keep your financial plan relevant [01:25:00]
- And more
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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.
When it comes to financial planning, the first meeting is about more than just crunching numbers—it’s about understanding your full financial picture, addressing your concerns, and setting a foundation for informed decision-making.
Join CERTIFIED FINANCIAL PLANNER, Dennis O’Keefe walks you through what happens in that initial conversation and how he and his team have designed it to be a comfortable, collaborative experience.
Whether you’re preparing for retirement, evaluating your investments, or simply seeking guidance, this episode will give you a clear understanding of what to expect in your first meeting with a financial advisor—and how it can set the stage for a secure financial future.
Dennis discusses:
- The stress of initial financial meetings vs. doctor visits [00:05:00]
- How personal history shapes our interactions with professionals [00:10:00]
- Importance of building trust and privacy in financial consultations [00:20:00]
- Comprehensive financial assessments tailored to individual needs [00:35:00]
- An engaging explanation of why client comfort is key to long-term success [00:45:00]
- And more
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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.
Are you overwhelmed by investment management ads promising to handle your money easily? What’s the deal, and are they worth it?
Dennis O’Keefe dives into the world of automated investment management and the critical differences between computer and personal touch in retirement planning. With over 30 years of financial planning experience, Dennis shares invaluable insights into automated investment services, how they work, the pros and cons, and whether they truly offer the expertise and personalization you need.
If you’re questioning whether a target date fund is the best choice for your long-term financial goals, this episode is for you! Tune in for a better understanding of how these funds operate and whether they align with your financial future.
Highlights include:
- The ins and outs of investment management services
- The potential pitfalls of relying solely on automation
- Why personalized advice and relationships matter
- Personal tales that underscore the value of a tailored approach
- And more
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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.
Estate planning is one of those things we all know we should do, yet most of us keep pushing it off—just like changing the furnace filter (which, by the way, can have disastrous consequences if ignored). But failing to plan your estate properly can leave your loved ones with unexpected legal and financial nightmares.
Join Dennis as he breaks down why having a will is essential, common estate planning mistakes, and a surprising history lesson on how modern wills came to be.
Top takeaways include:
- The importance and function of wills in estate planning [00:01:23]
- Common mistakes people make with estate planning [00:06:45]
- A historical journey beginning with the Magna Carta to understand current practices [00:14:50]
- The American perspective on individual rights in estate planning [00:24:30]
- Practical advice for managing your estate and why you shouldn’t DIY your will [00:37:15]
- And more
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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.
What’s the real cost of retirement health insurance?
Dennis O’Keefe explores the often-overlooked costs of health insurance in retirement, a critical expense many fail to account for when planning their financial future. With over 30 years of experience as a CERTIFIED FINANCIAL PLANNER, he provides invaluable guidance tailored to telecom industry employees preparing for retirement.
Gain insight to help you plan for retirement as this episode covers:
- The true impact of health insurance costs post-employment
- The reality of employer-covered retiree health benefits and potential pitfalls
- COBRA and its financial implications for retirees
- Navigating state health insurance exchanges post-Obamacare
- Medicare basics and why customizing supplemental plans is crucial
- The cost-effectiveness of vision and dental insurance
- And more
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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.
Are you ready to make small changes that could impact your financial future? Dennis O’Keefe explores the power of simple adjustments in retirement savings tailored for telecom employees facing retirement or career changes. We all know how fleeting resolutions can be, but what if a few small shifts could enhance your financial well-being? Join Dennis …
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. …
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: The importance of letting …
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:
- Tax contributions from billionaires
- The impact corporate tax has on consumers
- Why interest and dividends are taxed differently
- Mortgage interest deductions and why they are often misunderstood
- And more
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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:
- Specialization in finance is essential for addressing unique complexities
- A specialized CPA can offer tailored advice for intricate financial scenarios
- For critical matters like estate planning, seek help from a specialized attorney
- Specialists provide deeper expertise compared to general practitioners in complex situations
- And more!
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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:
- Unexpected roadblocks can significantly impact your retirement plans, so it’s crucial to prepare for them in advance.
- Factoring in home maintenance and upkeep is essential when planning for a comfortable retirement.
- High mortgage debt or education costs can affect your retirement goals, making it important to have a clear strategy to manage these expenses.
- Fostering financial independence in your children plays a vital role in ensuring your own secure retirement.
- And more!
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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:
- How the proposed policies of presidential candidates could impact your financial future
- Why making tips tax-free could complicate the economic landscape
- The potential pitfalls of implementing price-gouging laws
- A clear picture of how trade tariffs can influence inflation and consumer prices
- And more!
Resources:
- Why I Hate School
- The Untold Truth About College Education: Strategies For A Debt-Free Degree
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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:
- Financial decisions driving the rising costs of post-secondary education
- The diminishing value of traditional college degrees and alternatives
- Tips for selecting degrees with strong income potential
- Exploring trades and other educational paths
- And more!
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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:
- The frugality of secret millionaires and how it differs from being cheap
- The importance of organization in monitoring investments and managing finances
- Investing strategies that align with long-term goals for real wealth creation
- The mindset of staying invested even in uncertain times
- And more!
Resources:
- The Millionaire Next Door: The Surprising Secrets of America’s Rich
- How To Weather The Sensationalism Storm
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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:
- The impact of sensationalism in both weather reporting and investing
- A look at how hype can lead to poor investment decisions, using examples from Schwab and Robinhood
- Insights into historical investment trends, like the GameStop and AMC craze
- Practical advice on maintaining a balanced, cautious approach to portfolio management
- And more!
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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:
- The competitive nature of financial markets due to high interest rates
- How higher interest rates provide more real returns on savings
- The impact on corporate management and innovation
- The potential long-term benefits for the economy and individual investors
- And more!
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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.
Are you worried about the future of Social Security and what it means for your retirement?
In this episode of Your Telecom Retirement, Dennis O’Keefe explores how Social Security works, demystifies common misconceptions, and provides a comprehensive look at what it means for the system to go “bankrupt.”
You’ll learn about the historical context, the intricacies of the Social Security trust fund, and what potential changes Congress might implement to ensure the program’s longevity.
Dennis discusses:
- The origins and evolution of Social Security from its inception in 1935
- The real meaning of Social Security “going bankrupt” and its impact
- Detailed analysis of the Social Security Trust Fund and its role
- Potential future reforms and their consequences
- And more!
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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.
How does immigration impact our economy?
In today’s episode, Dennis O’Keefe dives into the economic implications of immigration, sharing fascinating anecdotes and offering practical solutions to this complex issue. Gain a deeper understanding of how immigration policies can shape our financial future and the steps we can take to reform the system for economic benefit.
Dennis discusses:
- The impact of xenophobia on immigration policies and economic growth
- Real-life stories highlighting the long-standing history of immigration in the U.S.
- The economic benefits of first and second-generation immigrants
- Practical solutions to immigration reform and the potential economic boost
- And more
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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.
The telecom industry has undergone significant changes, impacting both current employees and retirees. Understanding these shifts is crucial for safeguarding the future.
How does one navigate the shifting tides of the telecom sector? What measures can ensure the well-being of retirees who have dedicated their lives to the industry?
In this episode, Dennis O’Keefe talks with Thomas Steed, Chairman of the Association of BellTel Retirees, who shares fascinating stories and insights from his 30+ years working at Verizon and how the association supports retirees.
Thomas discusses:
- His early career in the 1970s with New York Telephone and the significant strike that broke the U.S. wage freeze
- Changes within the telecom industry and the diminishing role of unions
- Objectives of the Association of BellTel Retirees
- The transition of the telecom industry post-AT&T divestiture and the creation of 9X
- History and victories of the Association of Belltel Retirees, including cost-of-living increases and proxy wins
- Key initiatives and recent advocacy efforts of the association, including their stance on maintaining landline services and contesting corporate decisions affecting retirees
- And more!
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
Connect with Thomas Steed:
- LinkedIn: Thomas Steed
- LinkedIn: Association of BellTel Retirees
- Association of BellTel Retirees
- 800-261-9222
About our Guest:
Thomas Steed began his career with the New York Telephone Company, then a part of AT&T, in 1971 as a cable splicer working in Bronx construction.
Throughout his career, Mr. Steed was a member of the Communications Workers of America (CWA) and worked on a multitude of major construction and recovery projects across New York City and the Hudson Valley, including the February 1975 Telephone Company Fire, which knocked out both local and long-distance service that routed through New York.
Later in his career, Mr. Steed would be selected to serve as a part-time organizer for his union, Local 1120, based in Poughkeepsie, NY, where he worked on national recruitment and organizing matters, including the recruitment of the International Business Machines (IBM) workforce into the union.
Under his role with the CWA, Mr. Steed went from being a technician working on major construction jobs to earning an Associate of Applied Science from Dutchess Community College 1999, Bachelor of Arts from the National Labor College 2000, Master of Science from the University of Baltimore 2003, and a Financial Planning Graduate Certificate from Mount Saint Mary College 2005. His interactions included working with then CWA International Union President Morton Bahr and his successor President Larry Cohen.
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.
How can you effectively oversee your retirement savings with minimal effort?
What strategies can you employ to ensure your investments align with your retirement goals?
In this episode, Dennis O’Keefe shares his insights on simplifying the management of your 401(k). He provides practical tips for understanding your investment options, the importance of asset allocation, and how to adjust your portfolio over time. Dennis also debunks common misconceptions about target retirement funds and emphasizes the need for a personalized investment strategy.
Dennis discusses:
- 401(k) Oversight: The common tendency to neglect regular 401(k) reviews and the importance of spending a few minutes annually to ensure satisfaction and direction
- Investment Choices: The expansion of 401(k) options over the years, from limited choices to a wide array of funds, and the impact of ERISA regulations
- Target Retirement Funds: The pitfalls of target retirement funds and the lack of personalized management they offer
- Asset Allocation: The concept of asset allocation, its role in diversifying investments, and the strategy of adjusting your portfolio based on market performance
- Contribution Strategies: The idea of dollar cost averaging and the benefits of adjusting contribution aggressiveness based on proximity to retirement
- And more!
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Successful Money Strategies, Inc
- YouTube: Your Telecom Retirement
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.
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 finding someone who specializes in your financial needs and goals.
Learn how to pick a financial advisor with ease as Dennis highlights:
- The convenience of modern technology in maintaining client relationships
- Ethical obligations for fiduciary advisors, including pay structures and fees
- His opinion on the significance of certifications and which to look for when searching
- The importance of finding an advisor with expertise tailored to your needs/goals
- And more!
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Dennis O’Keefe
- YouTube: Your Telecom Retirement
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.
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 its creation and discusses its role in the economy. Dennis also shares insights on how recent actions by the Fed affect our financial planning and what we can anticipate in the future.
Dennis discusses:
- Conspiracy Theories: Addressing the wild claims about the Federal Reserve being controlled by entities like the Illuminati or Lizard People
- Federal Reserve’s Creation: Exploring the historical context of the 1907 economic crisis that led to the establishment of the Federal Reserve in 1913
- Commerce Facilitation: How the Federal Reserve system ensures the legitimacy of checks and smooth execution of commerce across the country
- Lender of Last Resort: The role of the Federal Reserve in preventing bank failures and ensuring economic stability
- Monetary Policy: The methods used by the Fed to control the economy, including reserve requirements and interest rate adjustments
- Leadership Analysis: Commentary on the leadership styles of past and present Federal Reserve Chairs
- Economic Impact: His opinion on current interest rates and the Federal Reserve’s approach to economic challenges
- And more!
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Dennis O’Keefe
- YouTube: Your Telecom Retirement
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.
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 your lost wealth as Dennis O’Keefe explains the complexities of managing multiple 401(k) accounts, the challenges of orphaned accounts, and the importance of consolidation.
Key takeaways from this episode include:
- Why consolidating multiple 401(k) accounts makes it easier to track investments
- How to prepare for the process of dealing with 401(k) providers
- Rolling old 401(k) accounts into a self-directed IRA allows for more control and investment options
- The need to stay proactive and informed about your retirement savings to ensure a secure financial future
- And more!
Connect with Dennis O’Keefe:
- Successful Money Strategies, Inc
- dennis@successfulmoney.com
- (508) 730-2300
- LinkedIn: Dennis O’Keefe
- LinkedIn: Successful Money Strategies, Inc
- Facebook: Successful Money Strategies, Inc
- Instagram: Dennis O’Keefe
- YouTube: Your Telecom Retirement
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.
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 discover a world where snowstorms, freshly baked bread, and strategic planning collide, offering you insights into preparing for the future without the dread and boredom you might expect.
By the end of this episode, you’ll see estate planning in a new light. It’s not just about legal documents and financial strategies; it’s about ensuring peace of mind during snowstorms and all of life’s other unexpected events.
So, grab a warm drink, settle in, and let’s unravel the mysteries of estate planning together!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure
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 of transitioning from a full-time career to the golden years of retirement.
It’s not just about saying goodbye to your desk or work Zoom calls; it’s about reshaping your entire existence.
Retirement might seem like a distant shore, but with the right map, you can navigate these waters with confidence and grace. Whether you’re two, five, or ten years away from retirement, this episode is your compass to a fulfilling and stress-free transition!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure
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 the end of this episode, you’ll be equipped with the knowledge to tackle those fringe financial areas that are often ignored but have a significant impact on your financial well-being.
Don’t miss this one!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure
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 episode, you’re not just consuming another podcast; you’re equipping yourself with the knowledge and strategies to make informed decisions about your or your child’s education pathway.
Whether you’re a parent planning for your child’s future, a student pondering your next steps, or simply curious about the evolving landscape of higher education, this episode is your first step toward a brighter, more secure future!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure
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 aspects of retirement planning, drawing parallels between everyday experiences and sophisticated financial strategies.
Whether you’re bracing for a snowstorm or planning for a comfortable retirement, this episode is packed with insights that will empower you to make informed decisions!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure
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 the misconception of being a ‘know-it-all’.
2:17 – The Information Age Paradox: Navigating the truth and falsehoods in the era of information overload.
4:26 – Cooking Myths Debunked: Learn why searing your steak doesn’t actually “seal in the juices”.
11:21 – The Reality of Gas Prices: Unraveling the true factors behind fluctuating gas prices, beyond the common myths.
15:52 – Wall Street’s Hidden Forces: Understanding the complex dynamics of the stock market and debunking the notion of a controlling cabal.
20:27 – Dividend Investment Strategies: Exploring the truth behind popular dividend investment tactics and their effectiveness.
28:03 – Expertise in Divorce and Bankruptcy: Why it’s crucial to rely on experts during significant life events like divorce and bankruptcy.
Let’s dive in!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure
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 – what not to do in your retirement planning.
02:22 – Discover the secret behind making a fortune from storage lockers and how it parallels wise investment strategies.
03:12 – Uncover the art of turning ordinary items into extraordinary wealth – a crucial skill for retirees.
04:16 – The ‘Outlaw Clothing’ story: A cautionary tale of overestimating one’s capabilities and its financial implications.
06:54 – Explore how not to fall for the ‘fashion designer’ trap in financial planning.
17:21 – Learn why full-service financial planning can be as satisfying as a Michelin-starred dining experience.
11:30 – Understand the dangers of automated financial services and why personalized advice is key.
Grab your TV remote and let’s dive into some serious insights!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure
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 safeguard your financial future.
What You’ll Discover:
00:50 – Navigating Industry Fraud: Discover the subtle red flags in the financial industry that can save you from becoming a victim.
03:02 – Inside Look at a Financial Planning Firm: A personal account of working in a questionable financial planning firm, shedding light on the signs of a potentially fraudulent operation.
14:07 – Investment Red Flags: Learn crucial tips on what to look out for when investing your money, including who should be the payee on your investment checks.
19:09 – Understanding Asset Holders: A deep dive into why your investments should be held by recognized firms, and not just your advisor’s company.
27:37 – The Role of Regulatory Bodies: Gain insights into the limitations of the SEC and why it’s crucial to do your own due diligence.
31:12 – Trusting Your Instincts: Why it’s essential to listen to your gut feeling when it comes to financial decisions and advisors.
Can’t wait to hear your thoughts on this one!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure
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 …
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 …
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 …
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 …
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. …
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. …
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 …
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 …
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. …
Imagine this: You’re sitting in your car, about to enter a state-of-the-art car wash, and you’re hit with a revelation about modern economics, hedge funds, and the unsung heroism of small businesses.Sounds like the start of a financial thriller, right? Well, on this episode of “Your Telecom Retirement,” we dive into some unexpected intersections of …
Ever peeked behind the curtain of the housing market and wondered what lurks in the shadows? If so, today’s episode promises to be an eye-opener. Forget everything you thought you knew about mortgages and housing crises, because we’re diving deep into the underbelly of the housing lending market and the impending crisis that’s been 15 …
Ever been stuck along an on-ramp to Disney World with a broken down rental car? 🚗 On this episode of “Your Telecom Retirement,” we’ll dive into an unexpected adventure that starts with a Disney World vacation gone wrong and ends with some key insights you can utilize when it comes to your financial planning and …
In this episode of “Your Telecom Retirement,” we’re taking a wild roller-coaster ride through the world of AI, finance, and even a dash of sci-fi! Ever thought about how AI could shake up your financial world? Or perhaps, you’re just curious about how a 1980’s college flashback relates to today’s advanced technology? On this episode, …
In this episode of “Your Telecom Retirement,” we dive deep into the intricacies of financial planning and the risks you should be aware of. From the importance of not ignoring your 401(k) to understanding the impact of inflation on your purchasing power, this episode is a comprehensive guide to secure financial planning. What You’ll Discover: …
In this episode of “Your Telecom Retirement,” we focus on the financial decisions people often face during job transitions. We share real-life stories of how hasty financial choices during job changes can lead to complications later on. We also discuss the pitfalls of focusing solely on short-term gains and the role of technology in financial …
In this episode of “Your Telecom Retirement,” we explore the critical role of specialization in various professions, from medicine and law to financial planning. We share stories and insights to help you understand why it’s essential to seek out experts who are specialized in their fields. What You’ll Discover (with time stamps): 👩⚕️ [00:44] The …
In this episode of “Your Telecom Retirement,” we explore the concept of “disappearing from the grid” to shield oneself from fraudulent activities, unwanted telemarketing, and identity theft. We discuss the importance of regularly checking your credit reports, avoiding mail scams, and minimizing unwanted phone calls. Plus, hear about how I use my landline as a …
In this episode of "Your Telecom Retirement," we delve into the urgent issue of financial scams targeting seniors.
We discuss real-life stories of scams, the technology gap between generations, and how to have difficult conversations about financial safety with older relatives.
Join us as we explore the strategies and tools to protect the financial well-being of your older loved ones.
What You’ll Discover (with time stamps):
🔒 [04:12] The rise of financial scams targeting seniors and how to spot them
👴 [07:35] The challenges of discussing financial safety with older relatives
📱 [11:20] The technology gap and its role in making seniors vulnerable to scams
👥 [16:45] The importance of monitoring bank accounts and other financial assets
🗨️ [21:30] How to have meaningful conversations about financial safety with seniors
Join us in this episode as we navigate the complexities of protecting seniors from financial scams and provide you with the tools to keep your loved ones safe!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
In this episode of "Your Telecom Retirement," we dig into the crucial topic of withdrawing money from your 401k in retirement.
We start by discussing the shift in retirement funding from pensions to social security to 401k plans. We then explore the strategies for withdrawing from a 401k, including the traditional 5% withdrawal rule and the importance of considering your age and portfolio composition.
Join us as we navigate the potential pitfalls and the importance of getting your withdrawal strategy right.
What You’ll Discover:
💼 [00:01] An introduction to the importance of 401k in retirement planning. We shed light on why your 401k is more relevant to your retirement than you might think.
📈 [01:16] The traditional 5% withdrawal rule and its implications. We explore how this strategy works and why it's not a one-size-fits-all solution.
👵 [01:32] The role of age and portfolio composition in deciding withdrawal rates. We delve into why these factors are crucial in determining how much you should withdraw.
💰 [05:14] The flexibility of withdrawing from a 401k and how to set it up. We discuss how you can customize your withdrawal frequency to match your needs.
📊 [07:30] The importance of considering taxes when withdrawing from a 401k, highlighting why understanding your tax obligations is critical to avoiding a tax surprise.
🔍 [09:20] The significance of getting your withdrawal strategy right. We emphasize why mistakes can have significant consequences and how to avoid them.
Join us in this episode as we navigate the complex world of 401k withdrawals and show you how to make the most of your retirement savings!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
In this episode of "Your Telecom Retirement," we’re covering the complex world of estate planning.
We start our journey by understanding the importance of finding the right attorney who specializes in estate planning and with whom you can build a strong working relationship. We discuss the common pitfalls of estate planning and the importance of being an active participant in the process.
Join us as we navigate through the intricacies of estate planning and provide you with the tools to make informed decisions about your future.
What You’ll Discover (with time stamps):
📜 [05:26] The importance of finding the right attorney for your estate planning needs
🔑 [06:41] The significance of understanding the legal aspects of estate planning
🏥 [09:17] The necessity of having a comprehensive estate plan
📃 [15:08] The value of asking questions and seeking advice even years after the estate planning process
💼 [16:10] The importance of preparing and gathering your data before starting the estate planning process
🏠 [22:42] The role of the attorney in guiding you through the estate planning process
Join us in this episode as we navigate the legal labyrinth of estate planning and provide you with the tools to secure your future!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
In this episode of "Your Telecom Retirement," we dive into the complex world of 401k management.
We kick off our journey by understanding the importance of not overthinking your 401k investments.
We discuss the pitfalls of overtrading and the benefits of dollar cost averaging.
Join us as we explore the potential risks of holding a significant amount of company stock in your 401k and the importance of having an overall investment plan.
What You’ll Discover (time stamp included):
💼 [00:01] An introduction to 401k management and why it's crucial to your retirement planning.
📈 [01:16] The dangers of overtrading and the statistical fact that more trades often lead to less money.
💰 [01:32] The concept of dollar cost averaging and how it can benefit your long-term investment strategy.
🏢 [05:14] The risks of holding a significant amount of company stock in your 401k.
📝 [07:30] The importance of having an overall investment plan that aligns with your goals and risk tolerance.
Join us in this episode as we navigate the world of 401k management and provide you with tips to make smart retirement investments!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
In this episode of "Your Telecom Retirement," we dive into the often misunderstood world of power of attorney.
We start our exploration by understanding power of attorney and its importance in our lives. We discuss the different types of power of attorney, from the commonly known healthcare proxy to the broader general power of attorney.
Join us as we navigate through the potential pitfalls and the importance of having a durable power of attorney, especially as we age or face health challenges.
What You’ll Discover:
📜 [00:01] An introduction to power of attorney, a critical component of legal representation
🔑 [01:16] The difference between power of attorney during your lifetime and after
🏥 [01:32] The role of a healthcare proxy and its importance
📃 [05:14] The broader form of power of attorney and when you might need it
💼 [07:30] The importance of having a durable power of attorney
🏠 [09:20] Real-life scenarios where power of attorney is crucial
Join us in this episode as we demystify power of attorney and show you how it can be your legal superhero!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
In this episode of "Your Telecom Retirement," we explore the world of trusts, specifically revocable living trusts, and their role in estate planning.
We start by debunking common misconceptions about trusts, highlighting their importance for the wealthy and anyone seeking to simplify their estate planning. We also discuss the role of trusts in managing assets and the potential pitfalls of not having one.
What You’ll Discover:
📜 [00:01] An introduction to trusts, the misunderstood tools of estate planning
🔍 [02:15] The truth about living trusts: Are they just will substitutes?
🏦 [03:08] How trusts can simplify the distribution of assets like bank accounts, brokerage accounts, and real estate
👨👩👧👦 [09:28] The relationship between you and your trust during your lifetime
💼 [14:18] The process of dividing and distributing assets through a trust
🏠 [15:05] A personal story about the simplicity of using a trust
💡 [18:26] The benefits of investing in a trust now for the future benefit of your children
🚫 [19:11] What living trusts can't do: They provide zero Medicaid nursing home protection
Join us in this episode as we demystify trusts and show you how they can be your financial guardians!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Do the values of a company factor into your investment decisions?
In the latest episode of "Your Telecom Retirement," I dive deep into the world of ESG (Environmental, Social, and Governance) investing, a form of investing that considers a company's impact on the environment, its social responsibility, and its governance practices.
We start by untangling the political implications of ESG investing and emphasize its importance beyond political leanings. We then explore the mechanics of ESG investing, discussing how companies are evaluated based on environmental, social, and governance factors.
From the dilemmas of choosing profits over principles to the complexities of deciding whether to invest in a company like Apple, we cover it all.
What You’ll Discover:
🌍 [00:01] An introduction to ESG investing and its political implications
💼 [01:04] The mechanics of ESG investing: How companies are rated from "green" to "brown"
🍏 [02:19] The complexities of ESG investing: The case of Apple
💰 [05:24] The dilemma of ESG investing: Profits vs. principles
📊 [08:26] The effectiveness of ESG investing: A form of boycott?
Join us in this episode as we unravel the complexities of ESG investing and shed light on its importance in portfolio management!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
In this episode of "Your Telecom Retirement," we dive into the murky waters of financial advising and the potential pitfalls that can endanger your assets.
We start with a real-life story about a local firm fined $2.5 million by the SEC for not properly monitoring one of its brokers. This broker was involved in predatory sales practices, taking advantage of elderly people and nonprofits, charging excessive fees, and making trades just to earn commissions.
Today, retirees have so much information and tools at their disposal for managing their financial security, but many don't realize the importance of being vigilant and aware.
What You’ll Discover:
📝 [00:01] An introduction to the dark side of financial advising
💲 [01:04] A real-life story of a firm fined for not properly monitoring its Broker
💰 [02:19] The importance of understanding the fees you're being charged
🔍 [05:24] The value of conducting an SEC broker check
🚩 [08:26] The warning signs of a potentially untrustworthy advisor
🛡️ [15:37] How to protect your financial future
Join us in this episode as we shed light on the potential pitfalls in financial advising and show you how to protect your assets!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
In this episode of "Your Telecom Retirement," we embark on a time-traveling adventure through the world of wills and estate planning.
We begin our journey in the stone halls of 13th-century England with the signing of the Magna Carta. This document established the principle that no one, not even the king, is above the law.
Over the centuries, this principle evolved and led to the concept of personal property rights, which eventually gave rise to wills.
Today, we find ourselves in the living rooms of retirees, where the legacy of this principle still lives on, but wills and their necessity are often misunderstood.
What You’ll Discover:
📜 [00:01] An introduction to wills, the unsung heroes of asset management
🏰 [01:04] Time travel to 1215: the Magna Carta and the birth of property rights
👑 [02:19] How property rights evolved from "the king's will" to "your will"
📃 [05:24] The art of crafting a will: It's not as scary as it sounds!
💼 [08:26] Why having a will is like having a map for your assets
🏦 [15:37] What happens to assets that don't pass through a will: It's like a game of asset hide and seek
👨👩👧👦 [16:33] The aftermath of not having a will: Spoiler alert, it's a legal labyrinth
Join us in this episode as we demystify wills and show you how they can be your financial superheroes!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
In this episode of "Your Telecom Retirement," we explore the mantra "do the opposite" as a strategy for retirees to navigate financial crises and recessions. We journey back to the 2008 financial crisis, a time when panic and fear gripped the world.
I share my personal experiences and insights from this tumultuous period, highlighting the importance of staying calm and making rational decisions in the face of market volatility.
Today, we find ourselves in a world where talk of recessions is becoming increasingly common. But should retirees be worried? I argue that often, the more we hear about a recession, the less likely it is to happen.
What You’ll Discover:
📉 [00:01] An introduction to the 2008 financial crisis and its aftermath
🌐 [01:04] The global impact of the crisis and the concept of derivative securities and futures
👥 [02:19] The importance of individual decision-making in times of financial turmoil
🔄 [05:24] The mantra "do the opposite" as a strategy to navigate financial crises and recessions
🏦 [08:26] Pushing back on the Federal Reserve and skepticism about recession predictions
Join us in this episode as we delve into the world of financial crises and recessions, and discover the power of doing the opposite!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
In this episode of "Your Telecom Retirement," we explore the world of side hustles, using the example of equine therapy to illustrate the pros, cons, and considerations of starting a side business. Join me and my guest, an equine therapist, as we discuss the realities of balancing passion, time, and financial commitments in a side hustle.
What You’ll Discover:
🐴 [00:01] An introduction to side hustles and a deep dive into the world of equine therapy, a unique side hustle that combines passion and profession
📈 [05:00] A discussion on the financial aspects of starting a side hustle, including setting prices, managing costs, and the importance of valuing your time and expertise
⏰ [10:00] Insights into the time commitment required for a side hustle and how to balance it with a full-time job and personal life
👥 [15:00] The importance of referrals and word-of-mouth in growing a side hustle, and the role of social media in promoting your business
🎯 [20:00] A real-life example of the challenges and rewards of running a side hustle, and the importance of passion in driving success
🔮 [25:00] A look into the future of side hustles and considerations for scaling up and increasing prices
Join us in this episode to understand the realities of starting a side hustle and gain insights into whether it might be the right path for you.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
WHERE YOU CAN FIND ME:
Connect with Dennis O'Keefe on LinkedIn!
Successful Money Strategies, Inc. - Financial Planning Services
Get the Latest Tips & Strategies for a Successful Retirement
In this episode of "Your Telecom Retirement," we explore the power of small, incremental changes in improving your financial situation. Drawing parallels from my personal experiences with dropping some pounds, we delve into strategies that can lead to significant financial progress over time.
What You’ll Discover:
💰 [00:01] An introduction to the concept of small, incremental changes and their impact on financial habits
🍔 [03:36] Personal experiences with weight loss and how they relate to financial habits
📈 [13:58] The strategy of rounding up debt payments to pay off debts faster
🏠 [15:21] The benefits of making an extra mortgage payment twice a year
💵 [14:28] The idea of utilizing extra paychecks to put toward financial goals
🎄 [17:43] The concept of starting a Christmas club or a similar savings plan
Join us in this episode to discover the power of small changes and how they can lead to big improvements in your financial situation.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
WHERE YOU CAN FIND ME:
Connect with Dennis O'Keefe on LinkedIn!
Successful Money Strategies, Inc. - Financial Planning Services
Get the Latest Tips & Strategies for a Successful Retirement
In this episode of "Your Telecom Retirement," we delve into the realm of cognitive biases, specifically focusing on the Dunning-Kruger Effect and its implications for investment and retirement planning. Join me as we explore how this psychological phenomenon influences our financial decision-making processes.
What You’ll Discover:
🧠 [00:01] An introduction to cognitive biases and a deep dive into the Dunning-Kruger Effect, and its relevance in financial planning
🔍 [01:16] A discussion on the unpredictability of economic recessions and growth, and how people often miss these trends in their investment decisions
🎯 [15:57] A cautionary tale about the dangers of making mistakes with your investments and financial life due to cognitive biases like the Dunning-Kruger effect
💡 [20:24] A real-life example illustrating the Dunning-Kruger Effect in financial decision-making scenarios
🎙️ [22:18] Insights into the potential financial consequences of cognitive biases, and how they might negatively affect your retirement planning
Join us in this episode to decode the mysteries of cognitive biases and learn how to better navigate the financial landscape by understanding the Dunning-Kruger Effect.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
WHERE YOU CAN FIND ME:
Connect with Dennis O'Keefe on LinkedIn!
Successful Money Strategies, Inc. - Financial Planning Services
Get the Latest Tips & Strategies for a Successful Retirement
This illuminating episode of “Your Telecom Retirement” delves into the complex world of 529 plans and college expenses. Join me as I break down the intricacies of state-sponsored plans, financial aid, and how to manage your funds for higher education effectively.
What You’ll Discover:
🔎 [03:43] The importance of 529 plans and how they can be used for a broad range of educational pursuits
💪 [08:04] What expenses can be covered by a 529 plan, including tuition, room and board, and even computers
🎯 [12:01] The flexibility of choosing a 529 plan from any state, not just your home state
🔑 [15:14] The shift in financial aid from grants to loans and its impact on college expenses
😄 [17:30] How 529 funds count towards your family contribution on the FAFSA form
❓ [23:20] The process of withdrawing funds from a 529 plan and the importance of keeping meticulous records
💡 [25:55] The often overlooked aspect of 529 plans: how to withdraw money and the ramifications of doing so
Tune in to this informative episode and equip yourself with the knowledge to navigate the financial maze of college expenses.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
WHERE YOU CAN FIND ME:
Connect with Dennis O'Keefe on LinkedIn!
Successful Money Strategies, Inc. - Financial Planning Services
Get the Latest Tips & Strategies for a Successful Retirement
In this episode of Your Telecom Retirement, get ready to uncover the truth about the modern college education system and how it has dramatically changed over the years.
Join me as I sit down with my special guest, Justyn Coriander, who shares his unique journey and experiences as a recent college graduate.
Together, we delve into the surprising revelations, benefits, and challenges of pursuing higher education in today's world.
What You’ll Discover:
🔎 [01:52] Justyn's remarkable journey from a challenging high school experience to finding mentorship and purpose
💪 [03:48] The value of real-world experience and its impact on the decision to pursue higher education
🎯 [07:13] The shocking reality of lowered standards and high attrition rates in certain college courses
🔑 [10:30] How maturity and real-world experience give you an edge in college and beyond
😄 [13:00] The humorous moments and surprises of being an older student on campus
❓ [15:53] Questions around the pressure to attend college and discover alternative paths to success
💡 [17:30] Redefining success beyond traditional education and the stigma surrounding it
Tune in to this eye-opening episode and gain a fresh perspective on the modern college education experience.
Prepare to challenge conventional wisdom and discover new opportunities for personal and professional growth!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
On this episode of Your Telecom Retirement, we're taking an unfiltered look at the not-so-obvious truths that often get lost in the everyday noise.
We'll unravel the realities of our lifestyles in comparison to our parents and grandparents, and debunk some of the most popular misconceptions about the state of the middle class and corporate taxes.
Does it feel like life was simpler, less expensive, and overall better in the "good old days"? Ever wondered if there's more to the tax situation than meets the eye? Or perhaps, you're just curious about why Big Macs cost more than they used to? 🍔
We take on these questions headfirst, revealing some hard-to-swallow truths, and simultaneously debunking some prevalent myths along the way. Tune in, get enlightened, and walk away with a fresh perspective that'll leave you thinking and reevaluating your position on these issues!
What You’ll Discover:
📈 (7:50) The myth of the shrinking middle class and how our purchasing power has stealthily skyrocketed over the years.
📞 (13:30) The evolution of our homes and gadgets - a nostalgic trip from landline telephones to smartphones, black and white TVs to sleek ultra HD screens.
📺 (16:41) The exponential growth of our access to information and entertainment. How many TV channels did we have in 1970 versus now?
💰(19:39) A counterintuitive perspective on corporate income taxes - who's actually paying for it? Hint: It's not who you think!
Get ready to challenge the status quo, see the world through a fresh lens and, ultimately, better understand our progress as a society!
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
On this episode of Your Telecom Retirement, I unveil a little-known approach to maximizing your retirement wealth using Roth IRAs and Roth 401(k)s.
Based on my 30 years of experience in retirement planning specific to telecom employees, I'll guide you through managing distributions effectively for a tax-free retirement.
Join me as I share my insights on the five-year rule, navigating tax brackets, using Roth accounts as a "slush fund," and incorporating Roth accounts into your estate planning strategy.
Tune in and discover the hidden strategy that could transform your retirement savings!
In this value-packed episode, you'll discover:
🎯 03:26 - The crucial five-year rule for Roth accounts and why it matters in your retirement planning
💼 07:35 - How understanding tax brackets can help you make informed decisions about Roth account withdrawals
💰 12:19 - The benefits of using a Roth account as a "slush fund" for significant expenses during retirement
📝 16:42 - Estate planning with Roth accounts: Maximizing wealth for your heirs and minimizing tax implications
🧠 24:02 - The importance of knowing your retirement numbers and working with a financial advisor to plan for the future
Ready to unlock the secrets of Roth distributions and maximize your retirement wealth? Hit the play button and let's dive in!
EPISODE LINKS
How To Prepare For a Recession
Retirement in 1993 versus today –– the new reality
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
The longer your career, the wider your trail of various retirement and financial accounts littered behind you. This and other financial clutter makes focused saving and investment difficult, and can lead to costly misunderstandings of our positions and can slow your overall retirement savings. In this episode, we dig into the importance of “spring cleaning” your finances, what it means, how to do it, and why your future self (and heirs) will thank you.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Whenever there’s talk of a recession, people wonder what they should be doing. But how do you prepare for a future nobody can predict? In this episode, we discuss the false belief that we know what’s going to happen, what this means for retirement planning, and how to ensure you don’t fall for the trap of “timing” your way to a huge nest egg.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Retiring today is 180 degrees from what it was in 1993, and there are huge implications for anyone who wants to enjoy a comfortable retirement. In this episode, we’ll examine how the shift from pensions and employer-paid healthcare has changed the game, and who you must depend on to ensure your money lasts as long as you need.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
I love my Nana, but let’s just say her culinary adventures were trips to avoid. For her signature Mac & Cheese dish, she got a lot of things right — but missed some crucial details that would have transformed the results. In this episode, we look at a retirement planning error I’ve noticed in several people I’ve been talking to, and why getting this wrong isn’t something that can easily be recovered from.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
I Bonds are the current popular kid at the party. It seems like every financial news outlet and publication is pushing them. So are they REALLY a good deal? In this episode, I demystify I Bonds, including the benefits and limitations of these financial instruments — so you can judge for yourself whether they’re worth a place in your portfolio.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Banks are the foundation of the financial system (and the recent turmoil reminds us how important banks are to all of us). Join me and our special guest and banking insider, Samantha, for a peek behind the curtain at banking institutions small, large, and local, and how to know which option fits your financial needs and temperament.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
George Constanza was many things, but an investment genius wasn’t one of them. In this episode, we discuss the myth of market momentum, the common mistake investors make when chasing returns, and why Costanza’s goofball antics have a lesson about staying focused in the face of a fluctuating market.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Nothing like some CEOs on a tropical island complaining about their pay to steer the way toward a content retirement. In this episode, we discuss the importance of avoiding the comparison game, and how you can appreciate where you are and where you’re going without settling for less than you deserve.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
When my college started capping the concrete stairs in granite at The Quad, we knew something was up. In fact, with tuition rising 10% a year at the time, the students protested. This was 36 years ago, and it’s only gotten more expensive to send kids to college. In this episode, we explore what happened to get us here, and what to consider when thinking about how to send your kids into the world.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Markets often move based on government reports — good or bad. The problem is distinguishing between noise and signal. Too often the seasonal adjustments made with the intent of allowing investors to compare apples to apples completely miss the mark. In this episode, I’ll share some common sense ways to think deeper about the financial news, and help you make decisions based on reality — not on a faulty reporting adjustment that obscures what’s actually happening.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
25 years ago when I grabbed a stack of free pens at a conference, little did I know the heartache I’d feel when the last pen was finally used up. And when I had an opportunity to buy these discontinued pens on Ebay for $0.75 a pop twelve months ago (and refused), imagine my shock when today they’re going for $16 each! In this episode, we talk about pricing discrepancies that most people ignore at their peril.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
When the richest, most powerful, and beloved pillars of your community hire the best legal help to handle their estate planning — and they get sub-par results — what chance do we regular people have? My honest answer: a lot. In this episode, I share a surprising story about how even the most successful people can (falsely) think they have their estate plan squared away, and the three documents that will put you ahead of 87% of new retirees.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
After helping hundreds of people make the transition from the workforce into retirement, I can tell you that retirement is the single most stressful event of your life. In this episode, we break down a survey that illustrates the chasm between pre-retirement expectations and the reality of stepping away from the workforce.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
When the retirement accounts of two couples who make similar incomes, are the same age, and have similar circumstances end up in very different places, it makes you wonder what happened to cause the difference. In this episode, we dig into a surprising “intangible” that grew one couple’s account by 8X their peers.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
In my 30 years as a financial planner, not one person reached retirement age and wished they had done less to prepare — which is why a prospect telling me, “I’m not retiring yet!” was a sad surprise. In this episode, I reveal the three most common reasons people avoid financial planning, and what you can do to ensure your future self looks back to today with gratitude.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
About 25 years ago I went golfing with a buddy and his dad at his favorite golf course. Things were rough at the start, but when guys in hazmat suits appeared in a water hazard, I knew this wouldn’t be a normal afternoon of golf. In this episode, we discuss how the “new normal” is dangerous to your portfolio, and a lesson that will keep your financial plan pointed at true north regardless of what’s happening around you.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
In the winter of 1892, a freak accident and a perfect storm of events combined to decimate the heart of Fall River, MA. In this episode, we look at three lessons this tragedy can teach us that will help prevent your portfolio from suffering the same fate.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Why are the talking heads on TV and online so often wrong? And why does the market tend to zig when it should zag? In this episode, I share the two economic reports that can give you the real state of the economy — and what to look for that reveals where the economy is going while most of the market is focused on the wrong thing.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Four years ago I was motivated to become fit, and did everything I knew how to boost my health. I made progress, but it wasn’t until I met Dave that I made significant strides. In this episode, I share why even motivated DIYers can benefit from professional help (plus the true cost of DIY in any situation).
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
This is one of the most common questions I hear from people nearing retirement age: when should I begin taking social security? And the truth is . . . it depends. In this episode, I’ll share why the common wisdom about taking social security may have it wrong, and what you need to consider when choosing when to start taking social security.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Retirement is as much about enjoyment as it is about spending management. But what happens when a retiree swings the spending pendulum too far and outlives their nest egg? In this episode, we look at the life and times of a big spender and how we can learn from his good timey ways.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
It’s tough to stay out of the comparison game, especially when your peers seem to be doing so much better than you. What’s their secret? What are you doing wrong? In this episode, I pull back the curtain and reveal what’s really going on with so many of the people you secretly admire.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
When I was growing up, you couldn’t turn on the TV without seeing a dozen AARP ads. By the time my parents reached age fifty, they refused to join—they didn’t see themselves as old, which is the image AARP members had. In this episode, I give you my take on AARP, and some surprising truths that may cause you to reconsider your position.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
In my 30+ year career, you’d be surprised how many people I’ve worked with who thought their job was safe, only to be stunned by a pink slip. With telecoms (and everyone else) looking at cost-cutting in the face of a potential recession, it’s wise to give yourself options in case your job gets the ax. In this episode, I share five ways to protect yourself that you won’t hear in the media.
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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 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 helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 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 experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working in Telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 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 experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 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 experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 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 experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 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 experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Recessions, inflation, economic uncertainty . . . it’s tempting to run for the hills when you’re saving for retirement and the financial markets are going haywire. In this episode, we talk about why fear can be useful in some ways but harmful depending on our retirement timeline. You’ll discover how NOT to buy high and sell low, and why many of today’s financial advisors don’t have the perspective to safely navigate the current environment.
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 experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin
ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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.net/ebookoptin
ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin
ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 “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 helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 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 experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin
ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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
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 experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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, and how this new reality can impact your retirement date (and savings target).
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 experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 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 experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 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 experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 successful and rewarding life after Verizon.
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 experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 you have for health care post Verizon.
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 helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
(PLEASE NOTE: This podcast is intended to be educational. Individuals need to do their own due diligence with investing as well as any strategy discussed here. Your mileage may vary. No deposits or refills.)
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 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 helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
(PLEASE NOTE: This podcast is intended to be educational. Individuals need to do their own due diligence with investing as well as any strategy discussed here. Your mileage may vary. No deposits or refills.)
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 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 experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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 "The Verizon Guy" - 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 THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
Discover the single biggest retirement mistake Verizon employees make - and how to fix it! - on this episode of The Verizon Guy!
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 helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
(PLEASE NOTE: This podcast is intended to be educational. Individuals need to do their own due diligence with investing as well as any strategy discussed here. Your mileage may vary. No deposits or refills.)
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’Keefe’s 30+ years of experience helping Verizon employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL Verizon employees Dennis has helped navigate through every benefits situation imaginable, each episode of “The Verizon Guy” focuses on how to maximize the money you take out of your time working for Verizon.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
(PLEASE NOTE: This podcast is intended to be educational. Individuals need to do their own due diligence with investing as well as any strategy discussed here. Your mileage may vary. No deposits or refills.)