Retire Today

In the Retire Today 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 res

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Recent Episodes

The Top 3 Tax-Smart Ways to Give to Charity in 2025

Posted December 17, 202500:22:27

Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025.

Most people give to charity because it’s meaningful...

7 Year-End Money Moves Before December 31

Posted December 10, 202500:23:44

Jeremy Keil explores 7 money moves you can consider before the new year to lower your taxes and keep more of your money in retirement.

Every...

Why Your Life Expectancy Number Might Be Wrong with Dale Hall

Posted December 3, 202500:40:12

Dale Hall of the Society of Actuaries explains how to project your longevity and why informed life expectancy matters for retirement planning.

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How to Manage Your Parents’ Finances – Financial Caregiving with Beth Pinsker

Posted November 26, 202500:37:00

Author Beth Pinsker shares her experience overcoming the challenges of financial caregiving based on her book “My Mother’s Money.”

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Estate Planning Made Simple: Protect Yourself Today, Protect Your Family Tomorrow

Posted November 19, 202500:23:57

Jeremy Keil dives into the details of estate planning, what people often miss and how to leave a legacy that lasts.

When most people...