Retire Today

Check out Jeremy’s latest podcast on retirement planning for We Energies employees by listening on  “ Apple Podcasts ” or “ Google Podcasts ” or read below for a complete breakdown of We Energies’ 2021 Retired Employee Benefits Guide. #59 – Are you a We Energies employee planning to retire soon? If so, you don’t want to miss this episode. As a financial services firm operating in the Milwauke...

Check out Jeremy’s latest podcast on Spending Without Worry by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for tips to Never Run Out of Money in Retirement. #58 – It’s good to have a consistent income source during retirement that you can rely upon, no matter how the economy is performing. Recently, we came across an interesting article on Kiplinger by Sandra Block , title...

Check out Jeremy’s latest podcast on Tax Saving Strategies by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 4 Ways the Rich Minimize Their Taxes. #57 – There are various articles on the internet claiming that the rich are “dodging” or “avoiding” taxes. But are they? Believe it or not, but a lot of tax-saving strategies used by them are completely legal. They just know ho...

Check out Jeremy’s latest podcast on Half-Retirement by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 5 Perks of Half-Retirement That Every Business Owner Needs. #56 – Many business owners retire by selling off their business. But what if we told you there’s a better way? A way to maintain your business income after retirement. A way that makes your retirement more meani...

As interest rates continue to be low, it can be difficult to cope with inflation. This can lead to a negative real return net of inflation, with your money losing value every day! Don’t worry. Your search for greater interest rates ends here. Today, we’ll introduce you to a less-known government security that can help you cope with inflation with minimal risk: the U.S. Series I Savings Bond (I Bon...

Check out Jeremy’s latest podcast on simple and tax-efficient estate planning strategies by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 4 Must-Knows of Estate Planning. #54 – What happens when you or your spouse unexpectedly pass away? No one likes this question. But it’s an extremely important one to think about. Why? To protect your family and ease their financial bu...

Check out Jeremy’s latest podcast on long-term care insurance by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 7 Pro-Tips for Efficient Long Term Care Planning. #53 – While trying to find the ideal long-term care (LTC) insurance plan, you might encounter various questions. When do I apply? Should I opt for a hybrid policy? What if I have an existing medical condition? Sh...

Check out Jeremy’s latest podcast on senior living by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for The 3 Biggest Advantages of Senior Living Facilities. #52 – Welcome to another episode of our mini-series on legacy planning! Today, we’ll walk you through the ins and outs of senior living. A common misconception among people is that long-term care is only available at nu...

Please check out Part 1 of my conversation with Marty. Check out Jeremy’s latest podcast on answering the most frequently asked questions by an Alzheimer’s Caregiver part two by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for the most frequently asked questions for an Alzheimer’s Caregiver. #51 – Being an Alzheimer’s caregiver can be a stressful job, especially when...

Please check out Part 2 of my conversation with Marty Check out Jeremy’s latest podcast on learning, coping, and surviving as an Alzheimer’s Caregiver by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 3 Lessons From the Life of an Alzheimer’s Caregiver. #50 – According to the 2021 Alzheimer’s Disease Facts and Figures Report , an estimated 6.2 million Americans age 65 and...

Check out Jeremy’s latest podcast on legacy planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Senior Care Planning Summarized in 5 Simple Steps. #49 – Welcome to our new mini-series on legacy planning! We’ll uncover strategies to help you take better care of your loved ones and your money as you move towards the end of your retirement. In episode one of the series, J...

#48 – Financial planning primarily consists of two key aspects –– the technical side and the behavioral side. A financial advisor can help you manage your investments, minimize your taxes, and take care of other technical issues relating to your finances. However, if you’re looking for someone to help you with the behavioral side, i.e. how and why you spend your money the way you do, consulting a...

#47 – Chronic homelessness is a problem for a lot of people, no matter their age or gender. But YOU can help them improve their life. How? By implementing a few simple steps that will make a huge difference. In this episode, Katlin Hahn, development manager at Hebron Housing Services, joins Jeremy Keil to discuss ways you can help eradicate homelessness in your community. Katlin shares 3 simple ye...

#46 – Are you a federal employee planning to retire soon? If so, there are various retirement benefits you can maximize by planning well ahead of time. In this episode, Jeremy Keil joins Arrin Crain, MBA, RICP®, ChFEBC℠, financial planner at Bluecrest Financial Alliances, to help you better understand what those benefits are and how they work. Plus, they dive into some key planning mistakes...

#45 – Retirement Planning is more than just focusing on your investments – and you have no control over the market! Today we’ll focus on a non-investment way to get the standard of living you want in retirement. In this episode, Jeremy Keil discusses 10 key moves you should consider while getting ready to enter … Continue reading Roadmap to Retirement: 10 Key Things To Keep in Mind | Podcast →

#44 – Adding a few good habits to your daily routine can have a lifelong impact on your mental and physical health. In this episode, Jeremy Keil shares the ideas he learned through an intriguing article from the AARP Bulletin, which lays out simple habits that will help you improve your health and wellness in the long run. Plus, Jeremy reveals some of his own life stories where a few minor habit c...

#43 – The number of people over 50 with outstanding student loans is rising rapidly. This is keeping them from truly enjoying their golden years of retirement. Jeremy Keil and Erik Kroll, CFP® of Hilltop Financial Advisors and Student Loans Over 50 address this growing issue in today’s episode. Erik shares his five-step planning process that helps those close to retirement tackle their student loa...

#42 – With the Harley-Davidson headquarters based in Milwaukee, we’ve had the chance to work with many of their employees. Because of this, we’ve learned a thing or two about the unique needs these employees tend to have around their retirement plans. Today, Jeremy Keil shares insight into the key retirement benefits available to Harley-Davidson … Continue reading Retirement Planning for Harley-Da...

#41 – We understand that early widowhood is a time of grief and sorrow. That’s why we want to do our best to help widows get through this time by relieving their financial burden. In this episode, Jeremy Keil joins Bill Harris, RMA®, CFP®, an advisor with WH Cornerstone Investments. Together, they help widows navigate … Continue reading The Widow’s Guide to Keeping More of Her Assets – With Bill H...

#40 – Retirement is not an end goal, but a next chapter in life.  Retirement isn’t just about how much money you have when you retire. It’s about how you’ll spend that money to live a rich retirement life. In this episode, Jeremy Keil joins Susan Latremoille, co-founder and partner at Next Chapter Lifestyle Advisors to discuss how retirees can live a rich retirement life. They address common non-f...

#39 – Some people have been waiting for interest rates to get better since 2008. Instead, we recommend doing something different: Get creative when looking for better interest rates. In part two of our interest rates mini-series, Jeremy Keil joins Scott White, a fixed annuity specialist with CPS Insurance Services. They discuss unique ways of earning higher interest on your excess cash in the curr...

#38 – If you have a huge amount of excess cash sitting in your bank account but don’t have enough time for interest rate planning – outsource it. Otherwise, it’ll keep losing value due to inflation! In part one of our two-part series on interest rates, Jeremy Keil talks with John Major, vice president of The American Deposit Management Company (ADM). John provides a helpful introduction to the wor...

#37 – The ultimate goal of retirement is not earning maximum returns on investments, but leading a happy life! To do that, you need to focus on two key areas, your investment portfolio and your “happiness portfolio.” In this episode, join Jeremy Keil and Marianne Oehser, founder of Retire & Be Happy and partner at Next Chapter Lifestyle Advisors. They explore the non-financial side of retireme...

#36 – As many people say, prevention is better than cure. This saying holds true for retirement planning.  When you plan in advance, you can avoid making common mistakes that can negatively impact your retirement. In this episode, Jeremy Keil is back with new cautionary tales that highlight the three biggest retirement planning mistakes. To help you avoid making the same missteps, Jeremy shares va...

#35 – Should you take your Social Security early or late? Should you opt for a monthly pension payment or a lump sum? Should you invest for growth or for income? If you are struggling with even one of these questions, this episode is for you! In this episode, Jeremy Keil explores the ideas of Nobel laureate Dr. Robert Merton on the ideal retirement solution. In addition to discussing Dr. Merton’s...