How much of your monthly retirement paycheck do you want to be guaranteed? That’s right. There are ways to have consistent, guaranteed sources of income in retirement. For example, an indexed annuity. Tune in to learn about how indexed annuities can benefit your retirement and the costs associated with them, so you can make an informed decision.
Are you banking on Social Security to cover all your retirement expenses? It's time to rethink that strategy. Tune in to learn about critical retirement topics, so you don’t don’t lose out on higher interest and more social security.
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Should You Move To A Different State To Lower Your Retirement Taxes? Summary: [153] – State taxes are a piece of your retirement planning puzzle, but are they really a big deal? In this episode, Jeremy Keil talks about moving to a different state for retirement tax purposes. He goes over the potential trade-offs between lower income taxes and higher property taxes and ...
When is the best time to start researching long-term care facilities? What are the most important factors to consider when aging in place? Tune in to learn about aging in place and long-term care planning.
Can your personal beliefs determine your retirement readiness? They can affect your financial and longevity literacy. Tune in to learn about the latest research from TIAA on financial literacy, longevity literacy, and retirement readiness.
How can military personnel plan for a successful retirement? Tune in to learn about military retirement planning.
Whether you're facing scorching heat, pounding rain, freezing temperatures, or strong winds, keeping your home safe in every season is crucial to ensure your family's comfort and well-being. Tune in to learn about how you can prepare your home for all four seasons of the year.
Are you ready to retire? Make sure you’ve answered these questions. Tune in to learn about 5 important questions you need to think about and answer before you retire.
Unfortunately, there are plenty of sales-focused financial advisors who don’t like working with engineers because they love to look under the hood at the numbers, but today’s guest, Bill Keen, loves working with them because he’s all about the math. Tune in to learn about how to engineer the second half of your life.
Are you overlooking taxes in your retirement plan? Tune in to learn about tax-wise retirement withdrawal strategies.
Real estate investing can be a lucrative venture for those who know how to navigate the market. Tune in to learn about investing in private real estate
The last two decades have flown by and we can’t imagine how quickly the next 20 years will go. Tune in to learn about the 20 years Jeremy Keil has worked in financial services.
We’re back with more information about preparing for retirement. Today, we’re focusing on how to prepare for retirement with the current upward inflation trend. Tune in to learn about designing your retirement income map.
Banks are supposed to make our money make more money, but what have you been getting in a bank? You probably haven’t received much of anything. Tune in to learn about how you can protect your money in the bank.
Everyone wants to feel a sense of safety with their retirement plan. That’s why Wade Pfau, Ph.D., CFA, RICP, Founder of Retirement Researcher came onto the latest episode of Retirement Revealed. Tune in to learn about safety-first retirement planning.
Learn about the 5 financial areas you should focus on when planning for retirement in your 60s. | Keil Financial Partners
You can save for retirement and still enjoy the fun part of being 50+. Tune in to learn about how to plan for retirement within your fifties, in five steps.
This Memorial Day, let’s reflect on the sacrifices made by those who served and their families. Tune in to learn about how to lead a life of significance.
Are you ready for another information-packed episode of Retirement Revealed? Tune in to learn about how we can fix America’s retirement system.
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Become Distraction-Proof. Summary: [136] – Retirement can be a time of great opportunity, but it can also be a time of great distraction. With so many options and so much free time, it can be easy to lose focus and become overwhelmed. In this episode, Jeremy Keil speaks to Paul Kingsman about how to get rid of distractions. Paul draws on his own experiences as a...
Special needs planning is financial planning for individuals with disabilities and health concerns who have to navigate very complex systems, but not many people understand it well. Tune in to learn about what special needs planning is.
There are many possible changes to make to Social Security and Medicare that would reduce or eliminate the long-term financing shortfalls, but with each year that lawmakers don’t take action, the public has less time to prepare for the changes. Tune in to learn about 2023’s Social Security Trustees Report.
I Bonds are a popular choice for those looking to hedge against inflation. Tune in to learn about how you can take advantage of the 6.89% inflation rate on I Bonds by purchasing them before April 27th.
More than 90% of Americans aged 65 and older receive Social Security benefits. Tune in to learn about how you can get the most out of your Social Security benefits.
Social Security benefits were initially intended to be a safety net for those who had not saved enough for retirement, rather than a primary source of income. Tune in to learn about How To Get Smarter About Social Security.
Most people think they should start taking social security payments as soon as they retire, but that misconception can lead to losing hundreds of thousands of dollars over their lifetime! Tune in to learn about maximizing your social security benefits over your lifetime.
Are you excited to retire, or are you a little reluctant? Tune in to learn about how to tell when it’s spiritually time to retire.
Financial wellness can seem elusive, with many hurdles to overcome, but today we’re tackling two major obstacles that often stand in the way of women's financial success: fear and perfectionism. Tune in to learn about financial wellness for women.
Retirement is undoubtedly one of the most significant life changes we'll ever face - a transition that requires careful planning, introspection, and the willingness to adapt to new circumstances. Tune in to learn how you can embrace your agency and cultivate the mindset needed to overcome challenges and create a fulfilling retirement.
Aging is inevitable, we all start to age before we’re even born. That’s why Barbara Micheletti’s goal is to help you prepare in advance for the inevitable age-related money issues. Tune in to learn How to Stay Financially Fit as You Grow Older With Barbara Micheletti, MS, Gerontologist.
