Retire Today

Check out Jeremy’s latest podcast on the current retirement landscape by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below to understand The Biggest Retirement Costs, Shocks, and Risks. #77 – Retirement today is very different from what previous generations experienced. Lower interest rates, fewer employer pensions, new financial products… a lot of variables have changed over th...

Check out Jeremy’s latest podcast on Personal Finance by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below to understand How Technology, Social Media, and Ads Affect Your Money Decisions. #76 – Have you ever been tempted to buy something online that you didn’t really need, just because of an ad? A few impulse purchases is all it takes to put a dent in your budget! In a world tha...

Check out Jeremy’s latest podcast on Medicare by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 6 Tips To Help You Choose Between Medicare Advantage and Medigap. #75 – Whether it’s Medicare Advantage or Medigap, choose your plan wisely. It can affect your healthcare costs for the rest of your life! Although Medicare allows you to make changes to your plan later, those opp...

Check out Jeremy’s latest podcast on Medicare by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 5 Lessons From a New Medicare Enrollee. #74 – As you celebrate the start of Medicare at 65, there are some key insurance-related decisions you’ll need to make. Make one mistake and you might end up paying hundreds of dollars extra per month! Now, this is not to scare you, but t...

Check out Jeremy’s latest podcast on Medicare insurance by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for Understanding Medicare and You 2022 (The Official U.S. Government Handbook). #73 – Every year, the U.S. government publishes a booklet outlining everything you need to know about Medicare insurance. If you’re about to enroll in Medicare, are already a plan participant...

Check out Jeremy’s latest podcast on Retirement FAQs by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below to get Your Biggest Retirement Questions Answered. #71 – If you find yourself facing a plethora of questions every time you sit down with your retirement plan, you’re not alone. Recently, a Retirement Revealed listener (shout-out to Hans!) emailed us a list of questions that...

Check out Jeremy’s latest podcast on dynamic retirement planning by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below to learn 7 Pro-tips for More Dynamic Retirement Planning. #70 – Financial planning is far more important than the plan itself. In other words, your retirement plan is not a one-and-done solution. It is an ongoing process where you need to make key adjustments alo...

Check out Jeremy’s latest podcast on real estate investing by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below to know What It’s Like To Invest in Real Estate. #69 – If you’re consistently contributing to your IRAs, SEPs, or other retirement accounts, that’s great. But do you want to go beyond traditional investing? If yes, then real estate can be a good starting point. It help...

Check out Jeremy’s latest podcast on self-directed IRAs by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 6-Point Checklist For Self-Directed IRA Owners. #68 – Do you wish to have more control over what your individual retirement account (IRA) invests in? If yes, then consider starting a self-directed IRA (SDIRA). Self-directed IRAs also broaden your investment options by...

Check out Jeremy’s latest podcast on life insurance basics by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 3 Things You Need To Know Before Buying Life Insurance. #67 – “If I unexpectedly pass away, will my loved ones be taken care of?” This question has likely crossed your mind at least once. By having life insurance in place, you can reduce the financial distress on y...

Check out Jeremy’s latest podcast on career transitions by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 5 Effective Steps for a Smooth Career Transition. #66 – Retirement from your current job does not necessarily mean retiring off to a rocking chair on a porch or playing golf forever. A lot of people continue to pursue their passion after retirement. In fact, it can be...

Check out Jeremy’s latest podcast on college planning by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 4 Tips to Graduate From College Debt-Free. #65 – Paying off student loans, whether it’s your own or your kids’, is a challenge faced by many Americans. If you’re one of these people, then this episode is for you! Today, we’ll teach you ways to graduate from college debt...

Check out Jeremy’s latest podcast on Financial Gift Ideas During Christmas by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 5 Best Financial Gifts for Grandkids. #64 – This Christmas, surprise your grandkids with a gift like never before. Give them a financial gift! The earlier your grandkids start learning about money, the better. This can help them make more prudent fi...

Check out Jeremy’s latest podcast on Year-end Tax planning by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 7 Ways To Lower Your Tax Bill (2021 Year-end Edition). #63 – As we approach the end of 2021 tax year, we would like to share some year-end measures that you can use to minimize your tax bill. Drawing inspiration from an article by Kiplinger , Jeremy Keil highlights...

Check out Jeremy’s latest podcast on The Guide to Happiness and Financial Security in Later Life by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 3 Ways to Make Your Transition to Retirement Easier. #62 – Is transitioning to retirement as simple as flipping a switch? One day, you just stop working and enjoy the rest of your life, right? Well, not exactly… According to Ba...

Check out Jeremy’s latest podcast on Héctor Colón’s Servant Leadership by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for Héctor Colón’s Journey From Boxing Ring to Boardroom. #61 – You might know Héctor Colón as a seven-time U.S. national boxing champion. But did you know that Héctor decided to leave boxing right when he was at the top of his career? Why? Because that’s w...

Check out Jeremy’s latest podcast on Donor-Advised Funds by listening on “ Apple Podcasts ” or “ Google Podcasts ” or read below for 5 Reasons To Set Up a Donor-Advised Fund Today. #60 – Is charitable giving one of your goals during retirement? If yes, then this episode is for you. Today, we’ll help you make your charitable contributions more tax-efficient. We believe that the more money you save...

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...