According to a recent Wall Street Journal article, there were 580,887 pending Social Security claims in March 2025. That's an increase of more than 80,000 from a year ago. Many of those claimants are seniors who have not yet reached their reach full retirement age.

I'd love to believe that the majority of these folks are taking Social Security early as part of a carefully considered plan to achieve a specific goal, such as early retirement. But, unfortunately, fear and short-sightedness often play far too big a role in the Social Security decision, especially for seniors who aren't working with an advisor.

On today's show, we clear up some of the misconceptions around Social Security and explain how Keen Wealth incorporates this important benefit into our comprehensive planning process.

Matt Wilson, Chief Investment Officer and President of Keen Wealth, sure had a lot to work with when he put together his 2025 Q2 Market Update Webinar! It's been an eventful few months for the economy, and Matt delivered a clear analysis of everything from growth trends and interest rate expectations to the potential impacts of tariffs.

On today's show, we complete our Q2 outlook by discussing some of Matt's broader points and answering follow-up questions from webinar attendees.

Folks reach out to Keen Wealth for all sorts of reasons, at all different points in their lives. We talk to young couples just starting out who want to put themselves on a path towards financial security. New retirees want to feel secure about transitioning away from work. Older seniors come to us looking to secure their legacies and make life a little easier for the next generation.

And, sometimes, a person realizes they've been receiving bad financial advice, and they're hoping my team can help them clean up the mess.

On today's show, we discuss some warning signs that the person managing your money might not be putting your best interests first, as well as how Keen Wealth's comprehensive process can restore your confidence in your financial planning.