Retire Today

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...

#34 – Did you know that 59% of millennial women still defer their long-term financial decisions to their male partners? This is a statistic we want to change. In this episode, join Jeremy Keil and Kathleen Burns Kingsbury, a wealth psychology expert, author, and the founder of KBK Wealth Connection. They discuss ways women can become empowered to communicate more effectively about money and financ...

#33 – Have you ever thought about starting a business of your own? Believe it or not, a lot of people aspire to do so  after  they have retired from their corporate jobs! In this episode, Jeremy Keil joins  Greg Edlund , CEO & founder of  CFO Unlimited . From being a corporate accountant to a pastor, and now a business owner, Greg has done it all! He is here to share his ex...

This year, COVID-19 has significantly affected many areas of our lives. How might it also change our retirements? In this episode, Jeremy Keil explores the impact COVID-19 could have on retirement and aging. He explores Wall Street Journal reporter Anne Tergesen’s ideas on the pandemic’s impact on retirement and provides his own unique perspective on how COVID has changed the way we’re approaching...

If you’re wondering whether you have enough time left to make a career change or to pursue a degree — just go for it! To inspire you to get started, Jeremy Keil joins the Vice President of Wisconsin Lutheran College (WLC), Rich Mannisto, for today’s episode. Together, they discuss how you can tackle the next stages of your life, especially during COVID-19, by using one key tool: your creativity. I...

Every dollar you save in taxes is another dollar you get to spend yourself. That’s why retirement planning is not just about investing in stocks and bonds, but also exploring ways to save on taxes. In today’s episode, Jeremy Keil highlights five key things to consider each year as part of your tax planning, which can ultimately help you save thousands of dollars in taxes during your retirement! In...

Now that retirement timelines are longer than ever, how can you plan for, and fund, your retirement — no matter how long it might last? One option that could be the right fit for you is a reverse mortgage. Today, Jeremy Keil joins Steve Kalscheur, a reverse mortgage specialist with the American Advisors Group. They discuss reverse mortgages as a retirement planning strategy, how they differ from r...

Believe it or not, but many people spend more time making decisions around purchasing a car than they do around their Social Security. But you only get to file for Social Security once. So, how can you make the best Social Security decisions for you and your needs? Find out in today’s episode as Jeremy Keil guides you through five helpful tips that will allow you to make the most of your Social Se...

While many financial professionals may call themselves “advisors,” not all advisors provide the same level of service. After all, you will likely receive very different advice from an advisor who mainly deals in investment sales than you would from an advisor who is a CERTIFIED FINANCIAL PLANNER™ and provides ongoing, personalized advice. To help you better understand how to find the right financi...