Episodes

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: Our Tax System. Summary: 107 – It’s safe to say everyone thinks America’s tax system needs some adjusting, but where should we begin? In this episode, Jeremy Keil discusses economist Dr. Laurence Kotlikoff’s professional opinion on fixing America’s tax code. He explains how inflation causes Americans to pay more in taxes, elaborates on why taxing c...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for our 5-Step Plan for a Well-Balanced Retirement. In this episode, Jeremy Keil walks you through our 5-step retirement income plan, where each step is designed to help you solve a crucial piece of your retirement puzzle. By focusing on these five steps, you’ll learn how to create a well-balanced retirement plan. Jeremy discusses: Why a process-driven approach makes ret...

With the October 13, 2022 release of the CPI-U inflation rate we now have the inflation rate for I Bonds for purchases and renewals between November 2022 – April 2023. To learn more about the latest on I bonds visit our site: I Bonds Rate Prediction. To make sure you know the basics, and some advanced details on US Series I Savings Bonds, we are replaying a classic episode from late 2021! In this episode, Jeremy Keil talks to David Enna, the founder of TIPSWatch.com. Join Jeremy and David as ...

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: Healthcare. Summary: 106 – Did you know that America is home to some of the world’s best healthcare? It’s a shame many Americans can’t afford it. In this episode, Jeremy Keil talks with Dr. Daniel Sem, Ph.D., MBA, JD, a healthcare expert, about finding solutions to America’s healthcare crisis and his book, Purple Solutions. Daniel explains why the ...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below about The Biggest Risk To Your Retirement (Part 3): Behavior. Summary: One of the biggest risks to your retirement is YOU. When you let emotions get the better of you and make irrational financial decisions, you can easily derail your own retirement plan. In this episode, Jeremy Keil speaks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions and a...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for I Bonds Special 2022. Summary: The interest rate for US Series I Savings Bonds will reset in November 2022 According to Treasury guidance October 28 is the last day to ensure you get the 9.62% rate for October. In this episode, Jeremy Keil talks about I Bonds. He discusses when the current interest rate will reset, when it will be too late to buy I Bonds at 9.62%, a...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for The Biggest Risk To Your Retirement (Part 2): Inflation. Summary: 104 – How does inflation affect your savings and income? No matter how much we try to predict inflation, it’s just not possible. Our best hope is to prepare for it. In this episode, Jeremy Keil speaks with Phillip “Felipe” Toews, author of the article, Inflation’s Corrosive Effect On Financial Asset Ret...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for The Biggest Risks To Your Retirement: Longevity Summary: 103 – Planning your retirement relies heavily on estimating how long you and your partner will live in retirement, but many individuals have trouble estimating their longevity. In this episode, Jeremy Keil talks about one of the biggest risks to retirement – longevity. He explains the most common mistakes when p...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Pension vs. Monthly Annuity. Summary: 102 – Do you plan on claiming your pension soon? Make sure you consider all your available options before making the irrevocable decision. In this episode, Jeremy Keil talks about pensions. More specifically, he explains why it’s important to be aware of all the possibilities when picking a pension plan. Jeremy shares his professi...

Check out Jeremy’s latest podcast on economics-based financial planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for An Economist’s Secrets to More Money, Less Risk, and a Better Life. #101 – For centuries, economists have worked toward solving personal financial problems of households. But how exactly can the concepts of economics be applied to financial planning? Find out in this episode as Jeremy Keil speaks with Dr. Laurence Kotlikoff, professor of economics at B...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Taking Control Of Your Retirement. Summary: 100 – Retirement planning can be stressful. From bloated retirement plans to risk management, it can be difficult to actually enjoy your retirement. In this episode, Jeremy Keil celebrates the 100th episode of Retirement Revealed with guest Roger Whitney. The two discuss Roger’s business, Agile Retirement Management, along w...

Check out Jeremy’s latest podcast on growth and success by listening on “Apple Podcasts” or “Google Podcasts” or read below for how to Leverage Your Strengths and Passions to Achieve Massive Growth. #99 – Growth is a continuous process in life. Even as you approach retirement, you can continue to grow by building greater connections, advancing your career, and striving for financial resilience. In this episode, Jeremy Keil speaks with Lisa L. Baker, founder of Ascentim and a personal and execu...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 7 Principles of Financial Serenity. Summary: #98 – When you search for the best retirement advice, it’s the same response over and over: “save your money.” Go figure. But in Steve Medland’s new book, Spiraling Up, you get guidance on what to do once the money is saved based on the 7 principles of financial serenity. In this episode, Jeremy Keil joins Steve Medland to ...

Check out Jeremy’s latest podcast on life settlements by listening on “Apple Podcasts” or “Google Podcasts” or read below for Everything You Need To Know About Life Settlements. #97 – Stocks, bonds, real estate, cars, jewels, or any other asset — if you don’t need it anymore, you might sell it. Life insurance policies are no different! You can get your policy appraised, find the maximum value you can get for it, and sell it through a life settlement. In this episode, Jeremy Keil speaks with M...

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 7 Questions That Could Make Or Break Your Retirement. Summary: #96 – It’s never too early to plan for your retirement. But where do you start? Knowing where to start can be difficult, and even those who have a headstart in the process might have missed some of the necessary questions to help accurately plan for their retirement. In this episode, Jeremy Keil outlines ...

Check out Jeremy’s latest podcast on retirement coaching by listening on “Apple Podcasts” or “Google Podcasts” or read below for 3 Reasons to Consult a Retirement Coach. #95 – When it comes to your retirement wellness, there is much more to think about than just your finances. How to fill your time, stay mentally and physically active, build healthy relationships…the list goes on! A retirement coach is the best person to help you with all the non-financial aspects of retirement. In this episo...

Check out Jeremy’s latest podcast on rethinking retirement by listening on “Apple Podcasts” or “Google Podcasts” or read below about How to Plan and Live a Flourishing Retirement. #94 – Will you be happy when you retire? The answer lies in whether your plans to retire focus solely on managing your finances or if they align with your values and beliefs. In this episode, Jeremy Keil speaks with Robert Laura about Robert’s experience in helping people look at retirement from a non-financial perspe...

Check out Jeremy’s latest podcast on retirement wellbeing by listening on “Apple Podcasts” or “Google Podcasts” or read below about How To Improve Your Psychological Well-being in Retirement. #93 – Retirement is not a destination. It’s a journey where you transition into the next chapter of your life. In this chapter, many of the barriers you’ll encounter are psychological! In this episode of our retirement coaching series, Jeremy Keil speaks with Dorian Mintzer, Ph.D., BCC, CPRC, retirement c...

Check out Jeremy’s latest podcast on rethinking retirement by listening on “Apple Podcasts” or “Google Podcasts” or read below about How to Plan and Live a Flourishing Retirement. #92 – Retirement planning is not the same as it was for previous generations. If you want to plan and live a flourishing life in retirement, you might need to rethink some areas of your retirement plan! In this episode, Jeremy Keil speaks with Jeannette Lalonde and Mary Morency, retirement coaches and co-authors of R...

Check out Jeremy’s latest podcast on home/auto insurance by listening on “Apple Podcasts” or “Google Podcasts” or read below for 5 Things To Know Before Buying Home or Auto Insurance. #91 – Protect yourself from the unexpected. Imagine if you were in a car accident and didn’t have insurance. You could be on the hook for hundreds of thousands of dollars! That’s why home and auto insurance is so important – it can help you protect yourself from a financial disaster. In this episode, Jeremy Keil...

Check out Jeremy’s latest podcast on finding an advisor by listening on “Apple Podcasts” or “Google Podcasts” or read below for 3 Things You Should Know Before Choosing a Financial Advisor. #90 – Are you looking for a new financial advisor? Or perhaps you’re dissatisfied with your existing advisor and planning to switch. Either way, searching for an ideal advisor can be difficult if you don’t know what you should be looking for in the first place! In this episode, Jeremy Keil walks through thr...

Check out Jeremy’s latest podcast on financial planning by listening on “Apple Podcasts” or “Google Podcasts” or read below about Financial Planning for Retirees, Their Kids, and Their Grandkids. #89 – Sometimes, retirees think, “I wish I had started my financial planning at an earlier age.” If you’ve ever felt something similar, don’t let your children and grandchildren make the same mistake. You can encourage them to start thinking about their finances at an early age by getting the much-nee...

Check out Jeremy’s latest podcast on tax planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 3 Ways to Lower Your Taxes on Required Minimum Distributions. #88 – After you reach a certain age, you’ll be subject to required minimum distributions (RMDs). This refers to the minimum amount you must withdraw each year from your retirement accounts. The age for RMDs was recently increased to 72 (from 70½). Now, with the proposed SECURE Act 2.0, it might be further increase...

Check out Jeremy’s latest podcast on long-term financial planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for 3 Strategies To Prepare for a Major Stock Market Dip. #87 – What would you do if the market dropped by 50% tomorrow? Just the thought of your investments getting reduced by half might sound scary. What’s even scarier? The history of stock markets tells us this scenario is very much possible – it’s happened twice since 2000! However, if you have a long-term ...