Your Successful Retirement

Dennis O'Keefe

Discover the secrets to a successful retirement with Dennis O’Keefe, a seasoned CERTIFIED FINANCIAL PLANNER™ with over 30 years of expertise. Whether you’ve been retired for years, are on the verge of retirement, or are wondering how to plan for your “some-day” retirement – this podcast is your go-to guide. Gain exclusive strategies tailored to optimizing your retirement benefits, hear real-life stories from retirees, and absorb invaluable wisdom from our guest leaders.

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Your Successful Retirement

Episodes (140)

Mar 26th What Does “Fiduciary” Really Mean?
Mar 26th Should You Pay Someone to Manage Your Money?
Mar 12th How to Protect Yourself From Scams and Identity Theft in Retirement

Your Successful Retirement

Mar 26, 2026
7¼ minutes
17 MB

What does it mean to be a fiduciary? In this episode of YSR Shorts, Dennis O’Keefe explains the fiduciary standard and why it matters in financial services. He discusses disclosure, compensation structures, and why fiduciary status should be part of your evaluation, not the only factor. Dennis also shares real-world examples that highlight the importance of asking deeper questions. Key takeaways: Definition of fiduciary in financial services Why disclosure matters Limits of fiduciary protection The importance of evaluating competence and trust And more! Connect with Dennis O’Keefe: Successful Money...

Your Successful Retirement

What Does “Fiduciary” Really Mean?

Dennis O'Keefe

00:00 -07:14