How do you know if you need a Financial Plan? Does the thought of retirement seem daunting? It doesn't have to be, and in fact, it should be more about purpose than just money. Keith offers some phenomenal advice on key factors to consider while planning for retirement and the common pitfalls to avoid. He underscores the importance of leading a purposeful life post-retirement and not merely depending on social security or inheritance.  We debunk the myth that financial planning is merely for the ultra-wealthy and shed light on the tangible benefits it can bring to everyone. We delve into the significance of proper planning for retirement and comprehending the risks involved in it.  So, buckle up, and let's navigate the maze of financial planning together. Get ready to take control of your financial future - whether you have millions or just hundreds of thousands of dollars to your name, this episode is a must-listen!

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The American Dream Experience presentation is based on the views of Matson Money, Inc. Other persons may analyze investments and the approach to investing from a different perspective than that reflected in this presentation. Nothing included In the American Dream Experience is intended to imply that the approach to investing espoused in this presentation will assure any particular investment results. All investing involves risks and costs. No investment strategy, including asset allocation and diversification strategies, can ensure peace of mind, guarantee profit, or protect against loss.