Episodes

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for What You Should Know Before Buying an Indexed Annuity. Summary: [155] How 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. In this episode, Jeremy Keil speaks with Jeremy Lach, founder & CEO of Empire Marketing Partners, ...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Your Top 5 Retirement Questions Answered. Summary: [154] Think Social Security will cover all your retirement expenses? Think again. In this episode, Jeremy Keil dives deep into critical retirement topics, focusing strongly on Social Security, strategies to maximize interest rates, and wise approaches to investing your savings. This episode aims to arm you with action...

Check 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 taxes and...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Aging In Place. Summary: [152] – When is the best time to start researching long-term care facilities? What are the most important factors to consider when aging in place? In this episode, Jeremy Keil welcomes Jenny Wagner, Co-Owner and Elder Care Advocate of Vesta Senior Network, to talk about aging in place and long-term care planning, exploring services like helpin...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Money and Longevity: Essential Pre-Retirement Insights You Must Know. Summary: [151] – Can your personal beliefs about money and longevity determine your retirement readiness? In this episode, Jeremy Keil breaks down the latest research from TIAA on financial literacy, longevity literacy, and retirement readiness. He emphasizes the concept of “longevity literacy” and ...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify” or read below for How To Plan For A Military Retirement. Summary: [150] – Are you a member of the military? Curious about how to navigate retirement planning? Embarking on a retirement journey holds distinct significance for those who’ve dedicated their lives to military service. In this episode, Jeremy Keil interviews General Michael Meese from the American Armed Forces Mutual Aid Associatio...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Keep Your Home Safe and Healthy in Every Season. Summary: [149] – Whether 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. In this episode, Jeremy Keil talks about how you can prepare your home for all four seasons of the year wi...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 5 Questions You Need To Answer Before You Retire. Summary: [148] – Are you ready to retire? Make sure you’ve answered these questions. In this episode, Jeremy Keil discusses 5 important questions you need to think about and answer before you retire. He emphasizes the need to think about personal desires and goals when deciding when to retire rather than external facto...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Engineer the Second Half of Your Life. Summary: [147] – Many sales-focused financial advisors don’t like working with engineers because these people are all about the numbers, but our guest, Bill Keen, loves working with them for the same reason. In this episode, Jeremy Keil speaks with Bill Keen, founder and CEO of Keen Wealth Advisors, Bestselling Author and ...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Pick a Tax-Wise Retirement Withdrawal Strategy. Summary: [146] – Are you overlooking taxes in your retirement plan? Many individuals fail to recognize the substantial role taxes play in shaping their retirement budgets. In this episode, Jeremy Keil discusses tax-wise retirement withdrawal strategies with Daniel McDonald, author of From Savvy Saver to Smart Spe...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Invest In Private Real Estate. Summary: [145] – Real estate investing can be a lucrative venture for those who know how to navigate the market. However, there are many factors to consider when deciding to invest in private real estate. In this episode, Jeremy Keil discusses how to invest in private real estate with our guest, Steve Kelly. Steve shares his insig...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 20 Years As A Financial Advisor. Summary: [144] – The last two decades have flown by, and we can’t imagine how quickly the next 20 years will go. In this episode, Jeremy Keil talks about the 20 years he has worked in financial services. He goes over what has and hasn’t changed, emphasizes the importance of having a financial plan in place, and stresses the value of ed...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Design Your Retirement Income Map. Summary: [143] – How can we prepare for retirement with the current upward inflation trend? In this episode, Jeremy Keil interviews Dennis Tubbergen, financial advisor, radio host of Retirement Lifestyle Advocates and consumer finance author, about designing our retirement income map. Dennis shares his explanation of how to pr...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Protect Your Money in the Bank. Summary: [142] – Banks are supposed to make our money make more money, but what have you been getting in a bank? You probably haven’t received much of anything. When it comes to banks, everyone is talking about inflation and interest rates. In this episode, Jeremy Keil explains how you can protect your money in the bank. He break...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Safety-First Retirement Planning. Summary: [141] – Everyone wants to feel a sense of safety with their retirement plan. That’s why Wade Pfau wrote Safety-First Retirement Planning to help you understand and prioritize safety in your retirement planning process. In this episode, Jeremy Keil speaks with Wade Pfau, Ph.D., CFA, RICP, Founder of Retirement Researcher and p...

Check out Jeremy’s latest podcasts on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Planning For Retirement In Your 60s. Are you nearing retirement in your sixties? As you plan for retirement, you need to pay attention to these five financial areas. Are you nearing retirement in your sixties? As you plan for retirement, you need to pay attention to five financial areas. Your longevity Your Social Security & Pension decisions Lowering your lifetim...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 5 Steps To Plan For Your Retirement In Your Fifties. Summary: [139] – If you’re in your fifties, you’re in your peak earning years, and finally have the time and money to do the things you’ve always wanted to do, but have you kept up with saving for retirement? You can save for retirement and still enjoy the fun part of being 50+. In this episode, Jeremy Keil talks ab...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Lead a Life of Significance. Summary: [138] – More than 1.1 million American soldiers have died in wars fought since the United States declared independence in 1776. This Memorial Day, let’s reflect on the sacrifices made by those who served and their families. In this episode, Jeremy Keil speaks with Chris Kolenda about how to lead a life of significance. Chri...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Fix America’s Retirement System. Summary: [137] – How can we reevaluate outdated components, implement innovative approaches, and revolutionize America’s retirement system? In this episode, Jeremy Keil interviews economist Martin Baily about how we can fix America’s retirement system. He proposes practical solutions from reevaluating outdated components impleme...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Become Distraction-Proof. Summary: [136] – Retirement can be a time of great opportunity, but it can also be a time of great distraction. With so many options and so much free time, it can be easy to lose focus and become overwhelmed. In this episode, Jeremy Keil speaks to Paul Kingsman about how to get rid of distractions. Paul draws on his own experiences as ...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for What Is Special Needs Planning? Summary: [135] – Special needs planning is financial planning for individuals with disabilities and health concerns who have to navigate very complex systems, but not many people understand it well. While you may not personally need this type of planning, please forward the episode to someone who may benefit. Also, there’s a great disc...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Breaking Down 2023’s Social Security Trustees Report. Summary: [134] – There are many possible changes to make to Social Security and Medicare that would reduce or eliminate the long-term financing shortfalls, but with each year that lawmakers don’t take action, the public has less time to prepare for the changes. In this episode, Jeremy Keil talks about 2023’s Social...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Urgent I Bonds Update. Summary: Urgent I Bonds Update: If you want I Bonds at 6.89% you need to buy on April 27th or earlier. If you’re someone that has been buying I Bonds then you’ll be interested to see that the May inflation rate is dropping in half to 3.38% from the current 6.48% inflation rate. If you want to get more I Bonds at the 6.89% interest rate listen in...

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 Social Security. Summary: [133] – More than 90% of Americans aged 65 and older receive Social Security benefits. With so many people relying on this program, it’s important to understand how to make the most of it. In this episode, Jeremy Keil speaks with Marc Kiner, CPA, about how you can get the most out of your Social Security benefi...