Episodes

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Get Smarter About Social Security. Summary: [132] – Did you know that Social Security benefits were initially intended to be a safety net for those who had not saved enough for retirement rather than a primary source of income? It wasn’t until the 1950s and 60s that Social Security became a major component of retirement planning for many Americans. In this epis...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for When Should You File For Social Security? Summary: [131] – When should you file for social security? Most people think they should start taking social security payments as soon as they retire, but that misconception can lead to losing hundreds of thousands of dollars over their lifetime! In this episode, Jeremy Keil talks about the most common mistakes he sees people ...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How Do You Know When It’s Spiritually Time To Retire?. Summary: [130] – Are you excited to retire, or are you a little reluctant? Whatever your stance is, you shouldn’t retire until you’re both financially and mentally ready. In this episode, Jeremy Keil speaks with Steve Lopez, best-selling author and Los Angeles Times columnist, about how to answer the question, “Wh...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Overcome Financial Fear And Perfectionism To Live A Life Of Financial Wellness. Summary: [129] – Financial wellness can seem elusive, with many hurdles to overcome, but today we’re tackling two major obstacles that often stand in the way of women’s financial success: fear and perfectionism. These barriers prevent women of all ages from feeling confident in their...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Recreate Your Sense Of Purpose After A Major Life Change. Summary: [128] – Retirement is undoubtedly one of the most significant life changes we’ll ever face – a transition that requires careful planning, introspection, and the willingness to adapt to new circumstances. In this episode, Jeremy Keil speaks with Molly Bloom about her story of resilience, personal...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Stay Financially Fit as You Grow Older. Summary: [127] – Understanding how to make the most of whatever resources are available to you as you age and how to plan for the future can be daunting. But it doesn’t have to be. In this episode, Jeremy Keil speaks with Barbara Micheletti, MS, Gerontologist, about aging and money to help you prepare in advance for the ...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Your 5 Step Gameplan to Lower Your Lifetime Taxes. Summary: [126] – Everyone has to pay taxes, but only some know how to minimize their lifetime tax bill. In this episode, Jeremy Keil is interviewed by Brian Haney about tax preparation vs tax planning. Jeremy explains the five steps everyone needs to take each and every year to lower their lifetime taxes. Jeremy disc...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 5 Money Decisions To Make Or Break Your Money Dependence. Summary: [125] – Where do you sit on the scale of financial dependence? In this episode, Jeremy Keil speaks with David Sandhu about money dependence. Specifically, David shares 5 money decisions to make or break your money dependence. He goes over stewardship, generosity, faith, contentment, and wisdom with a b...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Talk with Your Spouse About Money. Summary: [124] – Money is often the source of friction in relationships. In this episode, Jeremy Keil speaks with Art Rainer and Sarah Rainer about their work helping couples get on the same page about their finances and align their goals together. Together, they discuss how couples can decide on their financial goals by think...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How The Secure Act 2.0 Affects Retirement. Summary: [123] – Out with the old and in with the new! The new Secure Act 2.0 promises to bring changes to tax and retirement plans for those aged 50 and above. In this episode, Jeremy Keil speaks to fellow financial advisor Jeffrey Levine who wrote a comprehensive 12,000-word summary of the Act. Jeffrey shares the most notew...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for The Questions You Need To Ask To Invest Successfully. Summary: [122] – Are you new to investing? Don’t worry. Investing doesn’t need to be complicated, and we have a checklist to help you. In this episode, Jeremy Keil is joined by David Stein, the host of Money For The Rest Of Us, to talk about how you can invest on your own. Jeremy and David go over the questions yo...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Find A Financial Advisor. Summary: [121] – Are you in need of a financial advisor but don’t know where to start looking or what you should be looking for? In this episode, Jeremy Keil speaks with the authors of Finding Your Financial Advisor, Drew Richey, CFP®, CRPS® and Shawn Perry, CFP®, CPWA®. They discuss the topic of their book in hopes of helping you find...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Managing Bonds. Summary: [120] – Even though we’ve seen tremendous volatility in the prices of bonds, they can still be a consistent source of income. In this episode, Jeremy Keil talks to Gabe Diederich about bonds as a consistent income. Gabe has managed $40 Billion in Municipal Bonds and clearly breaks down the different types of bonds, what you should be looking f...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Launching Financial Grownups. Summary: [119] – If you have kids or grandkids anywhere between the ages of 16 and 26, now is the time to teach them how to be financial grownups. In this episode, Jeremy Keil speaks with Bobbi Rebell, CFA, financial author, and podcaster, about her book Launching Financial Grownups. In the book, she discusses the topic of “almost adult k...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Thriving in Retirement: Building on a Rock-Solid Foundation of Biblical Principles. Summary: [117] – Who wouldn’t want to thrive in retirement? In this episode, Jeremy Keil speaks with Bruce Fear about renewalment in retirement. Bruce discusses how retirement is the time to renew yourself, referencing his book, Renewalment – Thriving in Retirement: Building on a Rock-...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 3 Ways To Lower Your Tax Bill. Summary: [116] – Who doesn’t want to lower their taxes? As the end of 2022 nears, make sure your tax bill isn’t any larger than it needs to be. In this episode, Jeremy Keil goes over the top 3 ways everyone can cut down on their taxes. After discussing tax harvesting, Roth conversions, and donor-advised funds in December, he presents som...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for What You Need To Know About Insurance From A Fee-Only Insurance Actuary. Summary: 115 – Insurance can be confusing. We’re here to help you understand a little more about choosing the right insurance policy for you and how you can make the right decision. In this episode, Jeremy Keil speaks with Scott Witt about insurance. Scott shares his experiences as a fee-only ins...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify” or read below for Let’s Talk Money! Summary: 114 – When the stock market crashes, we need to stay sane and invest with a strategy, but that’s easier said than done. In this episode, Jeremy Keil speaks with Joseph Hogue about why keeping your cool is essential when the stock market dips and some investment strategies to help you do so. Joseph explains who you’re up against when you invest in th...

Summary: [113] – It’s never too early to start planning for retirement, including what to do later down the line as retirement nears. Today, let’s talk about what we should do five years before we retire. In this episode, Jeremy Keil speaks with Emily Guy Birken about a few of her publications and experience as a freelance personal finance writer. Emily shares a handful of essential takeaways from two of her books, The 5 Years Before You Retire and Stacked: Your Super Serious Money Management G...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below – It’s All About The Income. Summary: 112 – Retirement planning can seem intimidating for many people. We’re here to simplify it for you today with Michael Lynch, the author of It’s All About The Income: The Simple System For A Big Retirement. In this episode, Jeremy Keil speaks with Michael Lynch, CFP®, ChFP®, CLU®, CASL, about what struck his passion for financial servi...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Medicare. Summary: 111 – Do you have insurance through Medicare? Medicare is estimated to cover around 14% of the population of the USA and is one of the largest payers for health care. In this episode, Jeremy Keil brings on Kathe Kline, a former financial advisor, certified medicare agent, and host of the Rock Your Retirement podcast, to talk about Medicare. Kathe sh...

Check out Jeremy’s latest podcast on public service by listening on “Apple Podcasts” or “Google Podcasts” or read below for our Veterans Day Special blog. Summary: 110 – So many people selflessly dedicate their lives toward serving the country and its people. Thank you to all veterans for your service. We salute you! In this Veterans Day Special episode, Jeremy Keil interviews Dale Kooyenga, a member of the Wisconsin Senate, who also serves as an officer in the U.S. Army Reserves. Dale shares h...

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: Politics. Summary: 109 – There are many ways we could improve our politics, but where do we begin? In this episode, Jeremy Keil speaks about America’s politics with Mike McCabe. Mike brings a few issues to light that he believes Americans should address and proposes some ideas for where we can start. He talks about how gerrymandering is the root pr...

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: Social Security. Summary: 108 – Today, we’re fixing America’s current Social Security problems with a fresh approach. In this episode, Jeremy Keil draws our attention to how we can fix America by addressing current problems with our Social Security system. He features a clip with Dr. Larry Kotlikoff about how the economist would approach the soluti...