Retirement Revealed - podcast cover

Retirement Revealed

Jeremy Keil•keilfp.com
Business
Investing
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 will Trump Impact My Retirement Plans?

Understanding how the results of the 2024 election could affect your decisions in retirement. It's natural to wonder if political shifts will impact your financial decisions. Many are predicting major changes in legislation and economic strategy due to the results of the 2024 election, and while there is merit in anticipating major changes, I find that there are some general principles of managing your retirement plan that can help you navigate the uncertainties that come with changing winds of ...

Nov 13, 2024•24 min

The Ultimate Guide to Medicare Enrollment in 2024

Melinda Caughill shares the secrets of Medicare enrollment in 2024, what to avoid and how to pick the right coverage. As Medicare Open Enrollment begins, the importance of understanding Medicare and making the right decisions during the enrollment period cannot be overstated. For this week’s episode of “Retirement Revealed” I sat down with Melinda Caughill, co-founder of 65 Incorporated, to discuss her playbook for Medicare in 2024. This open enrollment period is particularly crucial due to sign...

Oct 16, 2024•54 min

How to Maximize FERS in 2024 (Federal Employee Retirement System)

Understanding the options available to civil servants entering retirement under FERS. If you’re one of the 2 million people in the federal workforce, this post is designed to help you make the most of your retirement plan by understanding the Federal Employee Retirement System (FERS). As we head toward the end of the fiscal year, it's a great time to revisit how FERS works and how you can maximize your benefits. Breaking Down FERS: The Three Key Components Before we dive into the details, let’s ...

Sep 18, 2024•16 min

Busting the 4% Rule Myth

Derek Tharp explains how risk-based guardrails can provide a better retirement spending plan than the 4 percent rule would allow.

Aug 14, 2024•38 min

How to Stretch Your Money Until You’re 100

Breaking down the 4 steps of the "live to 100" strategy as life expectancy increases and conventional retirement wisdom struggles to keep up. Average life expectancy in the United States rises with each generation, and with that trend comes a lengthening of years lived after average retirement. As age 100 becomes more realistic for many people, how can you make sure your finances are set up in a way that takes care of you through your entire lifetime? This discussion was sparked by our recent po...

Aug 07, 2024•23 min

How Financial Advisors Make Money

Examining the different fee structures for financial advisors and the typical situations that people utilize them in, as well as the red flags to look out for when looking for an advisor.

Jul 03, 2024•11 min

How do Annuities Work? With David Lau

David Lau of DPL Financial Partners discusses the in’s and out’s of annuities, what to look for in a good annuity and how to utilize them properly in your retirement plan. Annuities are a hot button topic among investors, but my guest in this week’s “Retirement Revealed” podcast, David Lau of DPL Financial Partners, sees the inherent problems with how annuities have been treated in the past. He shared his thoughts on how we can change the way annuities are purchased and perceived. The Controvers...

Jun 19, 2024•41 min

Key Findings from 2024 Retirement Survey You Can’t Miss

Identifying retirement sentiment from the Employee Benefit Research Institute (EBRI) retirement confidence survey and examining the strategies you can use to avoid unnecessary financial strain in retirement.

Jun 12, 2024•14 min

HSA Health Savings Accounts Strategies for 2024

Identifying the common health savings account mistakes, identifying key strategies to maximize your HSA and exploring some of the practical ways to utilize your HSA over your lifetime. If you're like many people, you might not be getting the most out of your HSA. Let’s explore why that might be and how you can change it. Understanding HSA Contributions and Limits Firstly, let's clarify how much you can contribute to your HSA. The contribution limits for 2024 are $4,150 for individual coverage an...

Jun 05, 2024•17 min

Are You Spending Too Little in Retirement?

A deeper look at the risks that prevent people from spending in retirement through the analysis of retirement spending data and evaluating strategies to mitigate those risks and lower the stress and anxiety of retirement financial planning.

May 22, 2024•17 min

Building a Path to Financial Freedom

You don’t have to view retirement as an end to a journey. Instead, you can take author Eric Brotman’s advice and “graduate” instead of “retire”. Explore the different cultural understandings of retirement and discover a new, refreshing view on redefining your later years.

May 15, 2024

How Medicare Relates to Social Security

Identifying the right start dates for Social Security depending on your unique situation, when your Social Security benefit will send you your first check based on your birthday, and IRMAA cost strategies. Every month I take an episode of “Retirement Revealed” to answer listener questions about retirement, Social Security and real life financial scenarios that I think other listeners could benefit from exploring. This month, we dive into a topic I recently produced a video on–which I’ll provide ...

Apr 24, 2024•18 min
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