Ready to wrap up your year on a strong financial note? In this episode, Keith Collins of Keith Collins, Inc. walks through the essential end-of-year financial checklist—from maxing out retirement accounts and harvesting investment gains or losses to reviewing RMDs, charitable giving, and Roth conversions. Discover why these steps matter, how to avoid costly mistakes, and what to bring to your first financial consultation. Whether you’re planning for retirement or just want to make smarter money moves, this conversation offers practical advice to help you finish the year with confidence.

 

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

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Ready to wrap up your year on a strong financial note? In this episode, Keith Collins of Keith Collins, Inc. walks through the essential end-of-year financial checklist&mdash;from maxing out retirement accounts and harvesting investment gains or losses to reviewing RMDs, charitable giving, and Roth conversions. Discover why these steps matter, how to avoid costly mistakes, and what to bring to your first financial consultation. Whether you&rsquo;re planning for retirement or just want to make smarter money moves, this conversation offers practical advice to help you finish the year with confidence.
&nbsp;
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting <a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a> | <a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>

Smart Moves for a Strong Finish: End-of-Year Essentials

Is the American Dream still within reach—or has its price tag made it a luxury for the few? In this episode, Keith Collins of Keith Collins, Inc. breaks down the true cost of a fulfilling life in 2025, from homeownership and college to retirement and healthcare. Discover why $5 million is the new benchmark, how to prioritize competing financial goals, and what steps you can take to build a sustainable future. Whether you’re planning for retirement or just starting out, this conversation offers practical strategies and honest insights for navigating today’s financial realities.

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

Facebook | LinkedIn

Is the American Dream still within reach&mdash;or has its price tag made it a luxury for the few? In this episode, Keith Collins of Keith Collins, Inc. breaks down the true cost of a fulfilling life in 2025, from homeownership and college to retirement and healthcare. Discover why $5 million is the new benchmark, how to prioritize competing financial goals, and what steps you can take to build a sustainable future. Whether you&rsquo;re planning for retirement or just starting out, this conversation offers practical strategies and honest insights for navigating today&rsquo;s financial realities.
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting <a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a> | <a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>

$5 Million Later: Redefining Financial Success in 2025

Is your retirement plan built on outdated rules? From the 4% rule to the “magic number” for savings, this episode with Keith Collins challenges common financial advice and explores what really matters for your future. Discover why one-size-fits-all benchmarks may not fit your unique situation, how debt and healthcare impact retirement timing, and why flexibility is key. Keith breaks down the pros and cons of classic strategies, showing how to adapt them to today’s market and your personal goals. If you’re rethinking your retirement game plan, this conversation offers fresh perspective.

 

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

Facebook | LinkedIn

Is your retirement plan built on outdated rules? From the 4% rule to the &ldquo;magic number&rdquo; for savings, this episode with Keith Collins challenges common financial advice and explores what really matters for your future. Discover why one-size-fits-all benchmarks may not fit your unique situation, how debt and healthcare impact retirement timing, and why flexibility is key. Keith breaks down the pros and cons of classic strategies, showing how to adapt them to today&rsquo;s market and your personal goals. If you&rsquo;re rethinking your retirement game plan, this conversation offers fresh perspective.
&nbsp;
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting <a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a> | <a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>

Are Retirement Rules Still Relevant?

What happens after the final at bat? Roman Anthony’s $230 million contract sparks a bigger conversation about sudden wealth, retirement planning, and the risks of instant gratification. In this episode, Keith Collins shares lessons from athletes and entertainers that apply to anyone planning for their financial future. Discover why structure, flexibility, and delayed gratification matter—whether you’re earning millions or managing a modest nest egg. Learn about budgeting and how to avoid common pitfalls that leave even high earners vulnerable. Keith explains why it’s not what you earn, but what you keep, that shapes your retirement.

 

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

Facebook | LinkedIn

What happens after the final at bat? Roman Anthony&rsquo;s $230 million contract sparks a bigger conversation about sudden wealth, retirement planning, and the risks of instant gratification. In this episode, Keith Collins shares lessons from athletes and entertainers that apply to anyone planning for their financial future. Discover why structure, flexibility, and delayed gratification matter&mdash;whether you&rsquo;re earning millions or managing a modest nest egg. Learn about budgeting and how to avoid common pitfalls that leave even high earners vulnerable. Keith explains why it&rsquo;s not what you earn, but what you keep, that shapes your retirement.
&nbsp;
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting <a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a> | <a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>

Beyond the Big Contract: Planning for Life After Wealth

In this episode of Smart Money Moves, Keith Collins tackles how inflation—from groceries to healthcare—is reshaping retirement planning. He explores how to reassess your budget, identify true financial needs, and prepare for rising long-term care costs. With practical insights and a few laughs, this conversation helps listeners rethink what “retirement ready” really means in today’s economy.

 

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

Facebook | LinkedIn

In this episode of&nbsp;Smart Money Moves, Keith Collins tackles how inflation&mdash;from groceries to healthcare&mdash;is reshaping retirement planning. He explores how to reassess your budget, identify true financial needs, and prepare for rising long-term care costs. With practical insights and a few laughs, this conversation helps listeners rethink what &ldquo;retirement ready&rdquo; really means in today&rsquo;s economy.
&nbsp;
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting&nbsp;<a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a> | <a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>

Inflation Nation: Rethinking Retirement in a Pricier World

What if your retirement plan is missing a few crucial puzzle pieces? In this episode of Smart Money Moves, Keith Collins, founder of Keith Collins, Inc., demystifies retirement seminars. From Social Security timing to understanding Medicare and taxes, Keith shares what attendees can expect—and what to avoid. Learn how to prepare, what questions to ask, and how to spot red flags that signal a sales pitch. Whether you're nearing retirement or just starting to plan, this episode offers practical insights to help you make informed decisions without pressure.

 

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

Facebook | LinkedIn

What if your retirement plan is missing a few crucial puzzle pieces? In this episode of&nbsp;Smart Money Moves, Keith Collins, founder of Keith Collins, Inc., demystifies retirement seminars. From Social Security timing to understanding Medicare and taxes, Keith shares what attendees can expect&mdash;and what to avoid. Learn how to prepare, what questions to ask, and how to spot red flags that signal a sales pitch. Whether you're nearing retirement or just starting to plan, this episode offers practical insights to help you make informed decisions without pressure.
&nbsp;
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting <a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a> | <a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>

Pens, Pitches & Planning: What to Expect at a Retirement Seminar

Keith Collins of Keith Collins Inc. talks about Qatar’s gift to President Trump of a 747 jet and relates that to the limits people have in gifting. He explains the limit people can receive annually, before taxes kick in. And Keith describes how children inheriting from their parents normally happens in their prime income years and can really impact their tax rates. So, Keith explains how people need to have a plan for decluttering, so to speak, so the people they are leaving gifts for are not left with a mess.

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

Facebook  

LinkedIn 

Keith Collins of Keith Collins Inc. talks about Qatar&rsquo;s gift to President Trump of a 747 jet and relates that to the limits people have in gifting. He explains the limit people can receive annually, before taxes kick in. And Keith describes how children inheriting from their parents normally happens in their prime income years and can really impact their tax rates. So, Keith explains how people need to have a plan for decluttering, so to speak, so the people they are leaving gifts for are not left with a mess.
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting&nbsp;<a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a>&nbsp;&nbsp;
<a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>&nbsp;

Taxes Are a Major Consideration in Gift-Giving

Keith Collins of Keith Collins Inc. comments on Investopedia’s findings that Americans should have $35,000 in an emergency fund and how the average person only had around $8,700. Keith explains how these numbers vary for each household and how people should consult a financial advisor to figure out the figures. Keith shares how a complimentary first meeting with him and his team will help people learn how long their money can last, how much income they can potentially get each month, and how to make a budget to stay within those limits.

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

Facebook  

LinkedIn 

Keith Collins of Keith Collins Inc. comments on Investopedia&rsquo;s findings that Americans should have $35,000 in an emergency fund and how the average person only had around $8,700. Keith explains how these numbers vary for each household and how people should consult a financial advisor to figure out the figures. Keith shares how a complimentary first meeting with him and his team will help people learn how long their money can last, how much income they can potentially get each month, and how to make a budget to stay within those limits.
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting&nbsp;<a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a>&nbsp;&nbsp;
<a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>&nbsp;

The Ideal Retirement Savings Amount and The Steps to Get There 

Keith Collins discusses a big qualification of pre-tax retirement accounts: required minimum distributions. Keith defines RMDs and the age at which most kick in. He shares why they are mandated and to which accounts they apply. Keith also describes the complexity of individual situations and how an advisor like him helps people plan ahead for RMDs, so they are not surprised by a tax burden later.

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here: https://keithcollinsinc.com/contact/

https://www.facebook.com/keithcollinsinc

https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home

Keith Collins discusses a big qualification of pre-tax retirement accounts: required minimum distributions. Keith defines RMDs and the age at which most kick in. He shares why they are mandated and to which accounts they apply. Keith also describes the complexity of individual situations and how an advisor like him helps people plan ahead for RMDs, so they are not surprised by a tax burden later.
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here: <a href="https://keithcollinsinc.com/contact/">https://keithcollinsinc.com/contact/</a>
<a href="https://www.facebook.com/keithcollinsinc">https://www.facebook.com/keithcollinsinc</a>
<a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home</a>

The Ins and Outs of RMDs and How an Advisor Helps Plan for Them

Keith Collins defines what 401(k)s and IRAs are, what they have in common, and the main differences between them. He also shares the limits they have in both annual contributions and when people can withdraw that money. Keith also shares the distinction about taxes with each one and why people should account for those. Keith also discusses his Boston sports teams and the directions each is trending.

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here: https://keithcollinsinc.com/contact/

https://www.facebook.com/keithcollinsinc

https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home

Keith Collins defines what 401(k)s and IRAs are, what they have in common, and the main differences between them. He also shares the limits they have in both annual contributions and when people can withdraw that money. Keith also shares the distinction about taxes with each one and why people should account for those. Keith also discusses his Boston sports teams and the directions each is trending.
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here: <a href="https://keithcollinsinc.com/contact/">https://keithcollinsinc.com/contact/</a>
<a href="https://www.facebook.com/keithcollinsinc">https://www.facebook.com/keithcollinsinc</a>
<a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home</a>

Similarities and Differences Between 401(k)s and IRAs 

Defining your financial goals and developing a plan for success can now begin just by pressing the play button. Keith Collins Inc. brings you Safe Money Moves with Keith Collins, a new podcast and your latest resource for professional and experienced financial guidance that goes wherever you do!

On each episode, host Keith Collins will dive deep into the topics that most concern you about retirement and your financial future. From retirement strategizing to estate planning, Keith brings his decades of retirement preparation experience straight to your streaming device so that you can confidently plan for your golden years.

Start streaming now and subscribe to never miss an episode drop!

Defining your financial goals and developing a plan for success can now begin just by pressing the play button. Keith Collins Inc. brings you Safe Money Moves with Keith Collins, a new podcast and your latest resource for professional and experienced financial guidance that goes wherever you do!
On each episode, host Keith Collins will dive deep into the topics that most concern you about retirement and your financial future. From retirement strategizing to estate planning, Keith brings his decades of retirement preparation experience straight to your streaming device so that you can confidently plan for your golden years.
Start streaming now and subscribe to never miss an episode drop!

Smart Money Moves

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