Retirement Revealed
248 episodes - English - Latest episode: about 1 month ago -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
Key Findings from 2024 Retirement Survey You Can’t Miss
June 12, 2024 09:00 - 13 minutes - 18.9 MBIdentifying 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.
HSA Health Savings Accounts Strategies for 2024
June 05, 2024 10:00 - 17 minutes - 23.8 MBIdentifying 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 cover...
Are You Better Off Renting or Buying a Home in Retirement?
May 29, 2024 11:00 - 25.1 MBComparing the costs, risks and opportunities of buying and renting a home in retirement in today’s housing market, and some strategies to increase your appeal to lenders.
Are You Spending Too Little in Retirement?
May 22, 2024 11:00 - 23.6 MBA 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.
Building a Path to Financial Freedom
May 15, 2024 11:00 - 45.1 MBYou 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.
How to Avoid Major Risks and Build a Secure Retirement
May 08, 2024 11:00 - 21.6 MBBreaking down the major retirement risks and evaluating the different strategies you can take to mitigate them and create a secure retirement.
Survey Reveals Common Keys to Retirement Satisfaction
May 01, 2024 11:00 - 38.9 MBExamining key takeaways and trends uncovered in the Allspring Global Investments Retirement Survey results with Nate Miles, Allspring head of Global Client Strategy.
How Medicare Relates to Social Security
April 24, 2024 12:03 - 24.8 MBIdentifying 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 prov...
How to “Rightsize” Instead of Downsize in Retirement
April 17, 2024 11:00 - 41.6 MBDownsizing 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.
When is the Right Time to File for Social Security?
April 10, 2024 11:00 - 24.8 MBThere’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.
Pickleball, (Un)Retirement and the Power of Retirement Planning
April 03, 2024 11:00 - 29 minutes - 40.9 MBRetirement 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.
Listener Q&A: Lowering Taxes with IRA Conversions, Understanding RMDs & Gifting Strategies
March 27, 2024 11:00 - 25.8 MBExploring 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.
Retirement Planning for Women
March 20, 2024 11:00 - 44.1 MBMarcia 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.
3 Simple Steps to Get Ready for Retirement
March 13, 2024 11:00 - 19.7 MBExamining 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.
How to Make the Most of Retirement by Unretiring With Richard Eisenberg
March 06, 2024 12:00 - 20 MBTune in to learn about what unretirement is and what it looks like from Richard Eisenberg’s retirement story. | Keil Financial Partners
Listener Q&A: Lifetime Tax Savings, Social Security Scenarios, Retirement Spending
February 28, 2024 12:00 - 24.9 MBDiving 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.
What You Need To Do In Your 40s, 50s, and 60s to Be Healthy in Retirement With Dr. Bryan Beaumont
February 21, 2024 12:00 - 25 minutes - 24.2 MBWhich 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.
How Life Expectancy Can Be The #1 Risk To Your Retirement
February 14, 2024 12:00 - 10.9 MBTune in to learn about the importance of understanding life expectancy for effective retirement planning. | Keil Financial Partners
The Most Overlooked Aspects of Retirement: A True Retirement Story with Fritz Gilbert
February 07, 2024 12:00 - 30.6 MBWhat is it like to go from dreaming about retirement to actually being retired? Tune in to learn about the realities of retirement.
Listener Q&A: Social Security, RMDs & Annuities
January 31, 2024 12:00 - 25.6 MBWe’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.
3 Things Conventional Retirement Wisdom Gets WRONG
January 24, 2024 12:00 - 17 minutes - 24.2 MBConventional 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.
Is Your Retirement Plan Flawed? With David Blanchett
January 17, 2024 12:00 - 37 minutes - 34.3 MBIs your retirement plan flawed? Tune in to learn about the shortcomings of modern financial planning.
How to Live a Purposeful & Regret-Free Life With Jordan Grumet
January 10, 2024 11:00 - 29 minutes - 27.3 MBWhen 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.
How to Unlock Your Ultimate Potential With Jerome Myers
January 03, 2024 12:00 - 35 minutes - 29.1 MBHave you unlocked your ultimate potential? Tune in to learn about how to unlock your ultimate potential.
Will the 2024 Elections Impact Your Retirement?
December 27, 2023 12:00 - 17 minutes - 16.2 MB“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.
Tax Savings Strategies for 2023 to Maximize Your Refund
December 20, 2023 12:00 - 24 minutes - 21.9 MBThere 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.
Avoid These Tax Preparation Mistakes with Randy Crabtree
December 13, 2023 12:00 - 28 minutes - 24.7 MBIs your tax person overworked and underpaid? Tune in to learn about the accounting industry and how you can avoid these tax preparation mistakes.
How to Live a Longer and Richer Life With Tom Hine
December 06, 2023 12:00 - 30 minutes - 24.9 MBWhat if you could live a longer, richer life? Tune in to learn about his balanced wealth approach to live a longer and richer life.
How to Save $100k+ in Taxes for Your Retirement With Mike Jesowshek
November 29, 2023 14:34 - 27.8 MBCan 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.
How Can Retirees Avoid the Tax Bomb in Their Portfolios? with David McClellan
November 22, 2023 12:00 - 29 MBIs 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.
Avoid These Mistakes: Securing the Right Retirement Path with Brad Barrett
November 15, 2023 12:00 - 29.1 MBIs there a right way and a wrong way to retire? Tune in to learn how to secure the right path to retirement.
Protect Your Finances: Essential Tips for Family Caregiving With Danielle Miura
November 08, 2023 12:00 - 24 minutes - 22.7 MBHow can you financially prepare to become a caregiver? Tune in to learn about the financial aspects of aging care and becoming a caregiver.
The 3 Essential Medicare Decisions to Protect Your Health and Money with Ari Parker
November 01, 2023 11:00 - 38 minutes - 33.6 MBHave 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.
Unlock the Secrets to an Abundant Life With Scott Ferguson
October 25, 2023 11:00 - 26 minutes - 24.6 MBDo you want to get more out of life? Tune in to learn about how to live a life of abundance.
How To Get The Most Out of Your U.S. and Canada Retirement Accounts With Joe Curry
October 18, 2023 11:00 - 22 minutes - 20.5 MBTune 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
What are the Secrets to Retiring Happy, Healthy, and Free?
October 11, 2023 12:30 - 32 minutes - 29.4 MBRetirement 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.
How To Invest Like A Billionaire With Ben Fraser
October 04, 2023 11:00 - 40 minutes - 36.8 MBYou 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.
Should You Fire Your Financial Advisor?
September 27, 2023 11:00 - 18 minutes - 16.9 MBShould you fire your financial advisor? Tune in to learn about the 5 signs that maybe you should.
Is an Indexed Annuity Right for You?
September 20, 2023 11:00 - 42 minutes - 38.5 MBHow 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.
Don’t Lose Out on Higher Interest and More Social Security
September 13, 2023 11:00 - 37 minutes - 34.6 MBAre 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.
Should You Move To A Different State To Lower Your Retirement Taxes?
September 06, 2023 11:00 - 20 minutes - 18.9 MBCheck 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 taxe...
Aging In Place With Jenny Wagner
August 30, 2023 11:44 - 31 minutes - 28.4 MBWhen 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.
Money and Longevity: Essential Pre-Retirement Insights You Must Know
August 23, 2023 11:00 - 27 minutes - 25.7 MBCan 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 To Plan For A Military Retirement With General Michael Meese
August 16, 2023 11:00 - 29 minutes - 24.8 MBHow can military personnel plan for a successful retirement? Tune in to learn about military retirement planning.
How To Keep Your Home Safe and Healthy in Every Season with Daniel Felt
August 09, 2023 11:00 - 25 minutes - 23.9 MBWhether 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.
5 Questions You Need To Answer Before You Retire
August 03, 2023 20:45 - 28 minutes - 23.8 MBAre 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.
How to Engineer the Second Half of Your Life With Bill Keen
July 26, 2023 11:00 - 40 minutes - 35.8 MBUnfortunately, 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.
How to Pick a Tax-Wise Retirement Withdrawal Strategy With Daniel McDonald
July 19, 2023 11:00 - 37 minutes - 34.5 MBAre you overlooking taxes in your retirement plan? Tune in to learn about tax-wise retirement withdrawal strategies.
How To Invest In Private Real Estate With Steve Kelly
July 12, 2023 11:00 - 32 minutes - 29.3 MBReal 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
20 Years As A Financial Advisor
July 05, 2023 11:00 - 19 minutes - 27.3 MBThe 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.