Episodes

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Make the Most of Retirement by Unretiring. Summary: [179] – After you retire, will you pull a Michael Jordan and unretire? In this episode, Jeremy Keil speaks with Richard Eisenberg, an unretired freelance writer and editor, and co-host of Friends Talk Money, about his unique approach to retirement. Richard shares his story of transitioning from a full-time 9...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for more answers to listener questions about lifetime tax savings, social security scenarios, retirement spending strategies and more. Questions About Social Security, RMDs & Annuities. [178] This week, Jeremy Keil answers questions from listeners spanning from Social Security planning scenarios to tax planning software limitations. Can you pull from your spouse’s lower ...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for The Health Tests You Need in Your 40s, 50s, and 60s to Be Healthy in Retirement. Summary: [177] – Which health tests do you need in your 40s, 50s, and 60s for a healthy retirement? In this episode, Jeremy Keil speaks with Dr. Bryan Beaumont, Medical Director and family medicine physician, about the importance of health screenings and lifestyle choices for a healthy r...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How Life Expectancy Can Be The #1 Risk To Your Retirement. Summary: [176] – Is the media reporting the wrong average life expectancy in America? In this episode, Jeremy Keil highlights the importance of understanding life expectancy for effective retirement planning. He distinguishes between period and cohort life expectancy, advising listeners to obtain personalize...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for A True Retirement Story. Summary: [175] – What is it like to go from dreaming about retirement to actually being retired? Today we’ll dive into a true retirement story with Fritz Gilbert. In this episode, Jeremy Keil speaks with Fritz Gilbert, author of the book, Keys to a Successful Retirement, and blog, The Retirement Manifesto, about the realities of retirement. F...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for my answers to Your Questions About Social Security, RMDs & Annuities. Summary: [174] – We’ve recently received a bunch of questions from our listeners and today Jeremy answers the first batch! In this episode, Jeremy Keil answers your questions about Social Security, required minimum distributions, and annuities. He talks about how income levels affect social securit...

[173] Sound retirement planning advice is incredibly valuable, but some of the things we might consider “conventional wisdom” in retirement planning are actually mistakes. Listen to this episode and discover why these pitfalls need to be avoided and what you can do about them as you plan your own retirement. The three big mistakes “conventional retirement” makes are: 1. Inaccurate retirement longevity (0:30) 2. Inaccurate spending patterns (4:52) 3. Ignoring Social Security and taxes (8:58)...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for Is Your Retirement Plan Flawed? Summary: [172] – Is your retirement plan deeply flawed? In this episode, Jeremy Keil speaks with David Blanchett, PhD, CFA, CFP®, Managing Director, Portfolio Manager, and Head of Retirement Research for PGIM DC Solutions, about the shortcomings of modern financial planning. They critique the application of modern portfolio theory and ...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Live a Purposeful & Regret-Free Life. Summary: [171] – When you die, will you be able to look back at your life and say that you lived a regret-free life? In this episode, Jeremy Keil speaks with the author of Taking Stock, podcaster, and hospice, Dr. Jordan Grumet, about how to live a regret-free life. Dr. Grumet shares his personal journey from hospice to fi...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Unlock Your Ultimate Potential. Summary: [170] – Have you unlocked your ultimate potential? In this episode, Jeremy Keil speaks with Jerome Myers, America’s Leading Exit Authority and founder of Exodus, The Myers Development Group, and Dream Catchers, about how to unlock your ultimate potential. Jerome shares his journey from corporate America to real estate, ...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below about Navigating Elections, Tax Changes, and Social Security Uncertainties. Summary: [169] – You’re not the only one wondering, “Will the next election significantly impact my finances?” In this episode, Jeremy Keil explores the potential impact of the 2024 elections on financial markets and, more importantly, your retirement plan. Tune in to gain answers to the question...

Summary: [168] – There are only 10 days left in the tax year. What can you do right now to maximize your refund? In this episode, Jeremy Keil discusses strategies for maximizing tax refunds and retirement savings. He highlights the importance of understanding tax underpayments and potential penalties, as well as the deadlines for withdrawing required minimum distributions and making charitable contributions. Jeremy also covers the benefits of contributing to a 401(k), HSA, and 529 plan, and th...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Improve Your Relationship With Your Tax Preparer. Summary: [167] – Is your tax person overworked and underpaid? In this episode, Jeremy Keil speaks with Randy Crabtree, Co-Founder and Partner at Tri-Merit. R&D Tax Credits, for a behind-the-scenes look at the accounting industry and how you can get the most out of your relationship with your tax preparer. Rand...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Live a Longer and Richer Life. Summary: [166] – Wouldn’t it be nice to live a longer, more fulfilling life? In this episode, Jeremy Keil speaks with Tom Hine, CFP®, CFS®, MBA about his balanced wealth approach to living a longer and richer life. Tom’s unique approach to retirement planning goes beyond financial considerations to include health, spirituality, a...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Save $100K+ in Taxes Over Your Lifetime. Summary: [165] – Can the next 30 minutes save you a hundred grand or more in taxes over your lifetime? In this episode, Jeremy Keil brings on Mike Jesowshek, CPA, Host of Small Business Tax Savings Podcast and Founder of TaxElm, to talk about tax minimization strategies to save a hundred grand or more in taxes over your...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How Can Retirees Avoid the Tax Bomb in Their Portfolios?. Summary: [164] – Is there a tax bomb hiding inside your retirement portfolio? In this episode, Jeremy Keil speaks with David McClellan, Partner at Forum Financial Management, about how you can avoid the huge tax bills and Medicare surcharges that some retirees face. They explore how saving in tax-deferred acco...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Secure the Right Path to Your Retirement. Summary: [163] – Is there a right way and a wrong way to retire? In this episode, Jeremy Keil speaks with Brad Barrett, Managing Director at One Capital Management, about the complexities of retirement planning with a focus on how to secure the right path to retirement. They emphasize the importance of individualized pl...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Financially Prepare for Family Caregiving. Summary: [162] – As our loved ones age, conversations about medical care and finance can become difficult. How can you financially prepare to become a caregiver? In this episode, Jeremy Keil speaks with Danielle Miura, an advice-only financial planner, family caregiver, and founder of Spark Financials, about the financ...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 3 Medicare Decisions to Protect Your Health and Money. Summary: [161] – Have you ever been confused by Medicare? Today, we’re going to figure out how to keep Medicare working for you. In this episode, Jeremy Keil speaks with Ari Parker, Co-Founder of Chapter, and author of It’s Not That Complicated, about making medicare decisions to protect both your health and your ...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How To Live An Abundant Life. Summary: [160] – Do you want to get more out of life? In this episode, we show you how to get more out of life than you could ever need. Jeremy Keil speaks with Scott Ferguson, CFP®, JD*, MBA, ChFC®, CKA®, AIF®, Wealth Advisor and Founder of Abundant Life Financial, about how to live a life of abundance. Scott goes over some of the 9 ste...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Get The Most Out of Your U.S. and Canada Retirement Accounts. Summary: [159] – Are you a Canadian considering moving to the U.S.? Or do you already live in the US? Retirement might not be as easy as you think. In this episode, Jeremy Keil invites Joe Curry, B.Sc., CFP, CHS, to talk about how you can get the most out of your U.S. and Canadian Retirement accounts...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Secrets to Retiring Happy, Healthy, and Free. Summary: [158] 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! In this episode, Jeremy Keil speaks with Kim Curtis, CEO of Wealth Legacy Institute, Inc. and the autho...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Invest Like A Billionaire. Summary: [157] – You might not have the lifestyle of the rich and famous, but you can certainly invest like them. In this episode, Jeremy Keil speaks with Ben Fraser, Chief Investment Officer at Aspen Funds about how to invest like a billionaire. They discuss private alternative investments and how the ultra-wealthy invest differently...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 5 Signs To Consider If You Should Fire Your Financial Advisor (And How To Fire Them). Summary: [156] – Should you fire your financial advisor? In this episode, Jeremy Keil goes over the 5 signs that maybe you should: when your advisor only does the bare minimum, when they don’t specialize in your specific needs, when they only communicate with one spouse in a couple, ...