HeyJaredYour Successful Retirement
Discover the secrets to a successful retirement with Dennis O’Keefe, a seasoned CERTIFIED FINANCIAL PLANNER™ with over 30 years of expertise.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Is It Worth It To Convert Your IRA To A Roth? (opens the original)
Read excerpt
Should you convert your traditional IRA to a Roth IRA? In this YSR FAQ episode, Dennis O’Keefe breaks down the pros and cons of Roth conversions and explains why the answer depends heavily on your tax situation. Dennis discusses how Roth conversions are taxed, the importance of understanding tax brackets, and why many investors benefit from a multi-year conversion strategy rather than making one large move. He also examines some of the common misconceptions surrounding Roth conversions and why g
How Often Should I Check My 401(k)? (opens the original)
Read excerpt
How closely should you monitor your retirement accounts? In this YSR FAQ episode, Dennis O’Keefe explains why both neglecting your 401(k) and obsessively checking it can create problems. Using examples from his own experience and lessons from past market cycles, Dennis discusses the importance of reviewing account allocations, maintaining proper diversification, and periodically rebalancing your portfolio. He also shares a story from the early days of online 401(k) trading and explains why const
How to Buy Your Next Car Without Overpaying (Ep. 143) (opens the original)
Read excerpt
Thinking about buying a car? It can feel overwhelming, especially when prices, financing, trade-offs, and dealership tactics all compete for your attention. How do you know you’re paying a fair price, and what steps can help you avoid expensive mistakes before you sign? In this episode, Dennis O’Keefe shares practical strategies to help you make more confident car-buying decisions. He explains why keeping your current vehicle longer can often save more than upgrading, how thorough research chang
Should You Contribute To Your 401(k) On a Roth Basis? (opens the original)
Read excerpt
A Roth 401(k) can be a powerful retirement savings tool, but is it the right choice for everyone? In this YSR FAQ episode, Dennis O’Keefe discusses how Roth 401(k) contributions work and the factors that determine whether they make sense for your situation. The conversation explores current versus future tax brackets, the benefits of tax-free withdrawals in retirement, and why age can play a major role in the decision. Dennis also explains the importance of understanding tax rules and why younge
How Much Money Do I Need For Retirement? (opens the original)
Read excerpt
One of the most common retirement questions is also one of the hardest to answer: How much money is enough? In this YSR FAQ episode, Dennis O’Keefe explains why there is no universal retirement savings target and why your spending habits matter far more than a simple rule of thumb. Dennis shares a real-life example of two workers with dramatically different retirement account balances and reveals why the person with less money was actually in a better position to retire. He also walks through ho
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.