Retirement Revealed

In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by

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Episodes

How to “Rightsize” Instead of Downsize in Retirement

Downsizing is the go-to strategy for people planning for retirement, but what if there’s a better way? Author and journalist Marni Jameson joins Retirement Revealed to explain how to "rightsize” in retirement to ensure the quality of your home and belongings match your investment of time and energy.

Apr 17, 2024•30 min

When is the Right Time to File for Social Security?

There’s the typical timing to file for Social Security and the optimal way. Are they the same thing? In this episode of “Retirement Revealed,” Jeremy dives into a 3 step process to evaluate the best time to start taking Social Security and how to gather more accurate information to make informed retirement decisions.

Apr 10, 2024•18 min

Pickleball, (Un)Retirement and the Power of Retirement Planning

Retirement means your “career” has ended, but it doesn’t mean your impact and meaning are finished. Carl Landau, host of the “I Used to Be Somebody” podcast and co-author of “Pickleball for Dummies” explains what it means to be “un-retired” and how he coaches retirees to find meaning and adventure in retirement.

Apr 03, 2024•30 min

Listener Q&A: Lowering Taxes with IRA Conversions, Understanding RMDs & Gifting Strategies

Exploring how to approach cash gifting to your children, how to best utilize IRAs in retirement and how to lower your lifetime tax payments by planning out IRA conversions.

Mar 27, 2024•19 min

Retirement Planning for Women

Marcia Mantell, author of books on retirement & Social Security planning for women, joins Jeremy Keil to discuss the unique challenges and opportunities that await many women in retirement.

Mar 20, 2024•32 min

3 Simple Steps to Get Ready for Retirement

Examining 3 simple but powerful steps to help you prepare for retirement, exploring your options on important aspects of retirement people often skip and creating realistic projections for your retirement spending.

Mar 13, 2024

How to Make the Most of Retirement by Unretiring With Richard Eisenberg

Tune in to learn about what unretirement is and what it looks like from Richard Eisenberg’s retirement story. | Keil Financial Partners

Mar 06, 2024•22 min

Listener Q&A: Lifetime Tax Savings, Social Security Scenarios, Retirement Spending

Diving into listener questions about Social Security scenarios, lifetime tax savings predictions, short term money budgeting factors and more. Develop a more informed retirement plan by listening to this episode.

Feb 28, 2024•Ep. 178

What You Need To Do In Your 40s, 50s, and 60s to Be Healthy in Retirement With Dr. Bryan Beaumont

Which health tests do you need in your 40s, 50s, and 60s for a healthy retirement? Tune in to learn about the importance of health screenings and lifestyle choices for a healthy retirement.

Feb 21, 2024•26 min

How Life Expectancy Can Be The #1 Risk To Your Retirement

Tune in to learn about the importance of understanding life expectancy for effective retirement planning. | Keil Financial Partners

Feb 14, 2024

The Most Overlooked Aspects of Retirement: A True Retirement Story with Fritz Gilbert

What is it like to go from dreaming about retirement to actually being retired? Tune in to learn about the realities of retirement.

Feb 07, 2024

Listener Q&A: Social Security, RMDs & Annuities

We’ve recently received a bunch of questions from our listeners and today Jeremy answers the first batch! Tune in to learn about Social Security, required minimum distributions, and annuities.

Jan 31, 2024

3 Things Conventional Retirement Wisdom Gets WRONG

Conventional retirement wisdom is sound, but people make these 3 common mistakes when following it. Learn these 3 common retirement mistakes and what other options are available for your retirement plan.

Jan 24, 2024•18 min

Is Your Retirement Plan Flawed? With David Blanchett

Is your retirement plan flawed? Tune in to learn about the shortcomings of modern financial planning.

Jan 17, 2024•37 min

How to Live a Purposeful & Regret-Free Life With Jordan Grumet

When you die, will you be able to look back at your life and say that you lived a regret-free life? Tune in to learn about how to live a regret-free life.

Jan 10, 2024•30 min

How to Unlock Your Ultimate Potential With Jerome Myers

Have you unlocked your ultimate potential? Tune in to learn about how to unlock your ultimate potential.

Jan 03, 2024•35 min

Will the 2024 Elections Impact Your Retirement?

“Can elections (and their outcome) significantly impact my finances?” This is a common question we get every time an election year is on the horizon! Tune in to learn about the potential impact of the 2024 elections on your retirement plan, plus how to navigate the looming changes in tax laws and Social Security.

Dec 27, 2023•18 min

Tax Savings Strategies for 2023 to Maximize Your Refund

There are only 10 days left in the tax year. What can you do right now to maximize your refund? Tune in to learn about strategies for maximizing tax refunds and retirement savings.

Dec 20, 2023•25 min

Avoid These Tax Preparation Mistakes with Randy Crabtree

Is your tax person overworked and underpaid? Tune in to learn about the accounting industry and how you can avoid these tax preparation mistakes.

Dec 13, 2023•29 min

How to Live a Longer and Richer Life With Tom Hine

What if you could live a longer, richer life? Tune in to learn about his balanced wealth approach to live a longer and richer life.

Dec 06, 2023•31 min

How to Save $100k+ in Taxes for Your Retirement With Mike Jesowshek

Can the next 30 minutes save you a hundred grand or more in taxes over your lifetime? Tune in to learn about tax minimization strategies to save a hundred grand or more in taxes over your lifetime.

Nov 29, 2023

How Can Retirees Avoid the Tax Bomb in Their Portfolios? with David McClellan

Is there a tax bomb hiding inside your retirement portfolio? Tune in to learn about how you can avoid the huge tax bills and Medicare surcharges that some retirees face.

Nov 22, 2023

Avoid These Mistakes: Securing the Right Retirement Path with Brad Barrett

Is there a right way and a wrong way to retire? Tune in to learn how to secure the right path to retirement.

Nov 15, 2023

Protect Your Finances: Essential Tips for Family Caregiving With Danielle Miura

How can you financially prepare to become a caregiver? Tune in to learn about the financial aspects of aging care and becoming a caregiver.

Nov 08, 2023•25 min

The 3 Essential Medicare Decisions to Protect Your Health and Money with Ari Parker

Have you ever been confused by Medicare? Today, we're going to figure out how to keep Medicare working for you. Tune in to learn about making medicare decisions to protect both your health and your money.

Nov 01, 2023•38 min

Unlock the Secrets to an Abundant Life With Scott Ferguson

Do you want to get more out of life? Tune in to learn about how to live a life of abundance.

Oct 25, 2023•27 min

How To Get The Most Out of Your U.S. and Canada Retirement Accounts With Joe Curry

Tune in to learn about differences that Canada and the U.S. have when it comes to retirement accounts, tax, pensions and benefits. Find out how to get the most out of your u.s. and canada retirement accounts. | Keil Financial Partners

Oct 18, 2023•22 min

What are the Secrets to Retiring Happy, Healthy, and Free?

Retirement isn't just about reaching the finish line of your full-time career. It's about the incredible journey that begins afterward. It’s a journey that goes beyond just finances, where you enjoy life! Tune in to uncover the secrets to a happy, healthy, and free retirement where you can live life to the fullest.

Oct 11, 2023•32 min

How To Invest Like A Billionaire With Ben Fraser

You might not have the lifestyle of the rich and famous, but you can certainly invest like them. Tune in to learn about how to invest like a billionaire.

Oct 04, 2023•40 min

Should You Fire Your Financial Advisor?

Should you fire your financial advisor? Tune in to learn about the 5 signs that maybe you should.

Sep 27, 2023•18 min

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