By having life insurance in place, you can reduce the financial distress on your loved ones during an already stressful time. Tune in to learn how you can determine the ideal life insurance policy for your family, including the length of policy, coverage, policy types, and how to find the right insurance agent.
Retirement from your current job does not necessarily mean retiring off to a rocking chair on a porch or playing golf forever. A lot of people continue to pursue their passion after retirement, which can also be a good additional income source! Tune in to learn 5 steps that can make your transition to a new career more efficient.
Paying off student loans is a challenge faced by many Americans, whether it’s for their own education or for their kids. If you’re one of them, then this episode is for you! Tune in to learn how you can graduate from college debt-free, so that you’re not burdened with paying off student loans for the rest of your life.
This Christmas, surprise your grandkids with a gift like never before. Give them a financial gift! Tune in to discover 5 financial gift ideas for Christmas (other than cash) that you can give to your kids or grandkids to pique their curiosity about financial planning and kickstart their financial journey.
Use these year-end strategies to help your tax bill in 2021 and beyond! Drawing inspiration from an article by Kiplinger, Jeremy Keil highlights 7 year-end moves to help you lower your taxes during retirement.
Is transitioning to retirement as simple as flipping a switch? One day, you just stop working and enjoy the rest of your life, right? Well, not exactly… According to Barbara O'Neill, retirement is a combination of 35 different switches, each indicating a financial, social, or a lifestyle transition. Tune in as Dr. O’Neill discusses these transitions in more detail!
You might know Héctor Colón as a seven-time U.S. national boxing champion. But did you know that Héctor decided to leave boxing right when he was at the top of his career? That’s when he decided to pursue servant leadership and dedicate his life to the betterment of the society. Tune in to Héctor Colón’s inspiring life journey!
Is charitable giving one of your goals during retirement? Today, we’ll help you make your charitable contributions more tax-efficient using donor-advised funds. We believe that the more money you save in taxes, the more money you can donate to your favorite charities!
As a financial services firm in the Milwaukee area, we’ve helped several WE Energies employees reach their ideal retirement. So, we are well-versed in the key retirement considerations they need to make, plus ways to avoid common pitfalls. Tune in for the complete breakdown of WE Energies’ 2021 Retired Employee Benefits Guide.
It’s good to have a consistent income source during retirement that you can rely upon, no matter how the economy is performing. Discover how you can cope with the uncertainties brought by today’s complex retirement planning landscape and create a consistent income for life.
There are various articles on the internet claiming that the rich are “dodging” or “avoiding” taxes. But are they? Believe it or not, but a lot of tax saving strategies used by them are completely legal. They just know how to leverage the different tax codes to their advantage. Discover how you can do it too!
A lot of business owners retire by selling off their business. What if we told you there’s a better way? A way to maintain your business income after retirement. A way that makes your retirement more meaningful. A way that lets you keep the business you’re so passionate about, while losing all of the stress of managing it! It’s called Half-Retirement. Jim Muehlhausen explains what it’s all about and how you can achieve it.
As interest rates continue to be low, it can be difficult to cope with inflation. This can lead to a negative real return net of inflation, with your money losing value every day! Don’t worry. Your search for greater interest rates ends here. Today, we’ll introduce you to a less-known government security that can help you cope with inflation with minimal risk: the U.S. Series I Savings Bond (I Bond).
What happens when you or your spouse unexpectedly passes away? No one likes this question. But it’s an extremely important one to think about. This blog post explains the 4 must-knows of estate planning to help you protect your loved ones plus optimize your inheritance process.
While trying to find the ideal long-term care (LTC) insurance plan, you might encounter various questions. Our recent episode with Carol Burk, a LTC solutions specialist at Newman Long Term Care discusses 7 pro-tips for efficient long-term care planning to help you deal with unexpected medical crises without putting yourself into financial distress.
There are so many different options available to meet your unique care needs –– independent living, assisted living, memory care, nursing homes, and even in-home care. Our recent episode with Kris Kiefer, the owner and vice president of Castle Senior Living, discusses how each of these facilities fall on the continuum of care.
You can’t miss episode 51 of the Retirement Revealed Podcast! Your host Jeremy Keil sits down with Marty Schreiber, and Mary Ann Clairday to talk about the more frequently asked questions about Alzheimer caregiving.
On the 50th episode of the Retirement Revealed Podcast, Jeremy Keil speaks with Marty Schreiber to help Alzheimer’s caregivers learn, cope, and survive through this particular life challenge.
In episode one of the mini-series on legacy planning, Retirement Revealed host Jeremy Keil speaks with Annalee Kruger, founder and president of Care Right Inc., a nationwide senior care planning organization. Tune in!
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