Retirement Revealed-logo

Retirement Revealed

Business & Economics Podcasts

In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by

Location:

United States

Description:

In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com Keil Financial Partners may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by

Language:

English

Contact:

262-333-8353


Episodes

How to Save $100k+ in Taxes for Your Retirement With Mike Jesowshek

11/29/2023
Can the next 30 minutes save you a hundred grand or more in taxes over your lifetime? Tune in to learn about tax minimization strategies to save a hundred grand or more in taxes over your lifetime.

Duration:00:30:23

How Can Retirees Avoid the Tax Bomb in Their Portfolios? with David McClellan

11/22/2023
Is there a tax bomb hiding inside your retirement portfolio? Tune in to learn about how you can avoid the huge tax bills and Medicare surcharges that some retirees face.

Duration:00:34:10

Avoid These Mistakes: Securing the Right Retirement Path with Brad Barrett

11/15/2023
Is there a right way and a wrong way to retire? Tune in to learn how to secure the right path to retirement.

Duration:00:33:54

Protect Your Finances: Essential Tips for Family Caregiving With Danielle Miura

11/8/2023
How can you financially prepare to become a caregiver? Tune in to learn about the financial aspects of aging care and becoming a caregiver.

Duration:00:24:48

The 3 Essential Medicare Decisions to Protect Your Health and Money with Ari Parker

11/1/2023
Have you ever been confused by Medicare? Today, we're going to figure out how to keep Medicare working for you. Tune in to learn about making medicare decisions to protect both your health and your money.

Duration:00:38:28

Unlock the Secrets to an Abundant Life With Scott Ferguson

10/25/2023
Do you want to get more out of life? Tune in to learn about how to live a life of abundance.

Duration:00:26:54

How To Get The Most Out of Your U.S. and Canada Retirement Accounts With Joe Curry

10/18/2023
Tune in to learn about differences that Canada and the U.S. have when it comes to retirement accounts, tax, pensions and benefits. Find out how to get the most out of your u.s. and canada retirement accounts. | Keil Financial Partners

Duration:00:22:22

What are the Secrets to Retiring Happy, Healthy, and Free?

10/11/2023
Retirement isn't just about reaching the finish line of your full-time career. It's about the incredible journey that begins afterward. It’s a journey that goes beyond just finances, where you enjoy life! Tune in to uncover the secrets to a happy, healthy, and free retirement where you can live life to the fullest.

Duration:00:32:07

How To Invest Like A Billionaire With Ben Fraser

10/4/2023
You might not have the lifestyle of the rich and famous, but you can certainly invest like them. Tune in to learn about how to invest like a billionaire.

Duration:00:40:09

Should You Fire Your Financial Advisor?

9/27/2023
Should you fire your financial advisor? Tune in to learn about the 5 signs that maybe you should.

Duration:00:18:25

Is an Indexed Annuity Right for You?

9/20/2023
How much of your monthly retirement paycheck do you want to be guaranteed? That’s right. There are ways to have consistent, guaranteed sources of income in retirement. For example, an indexed annuity. Tune in to learn about how indexed annuities can benefit your retirement and the costs associated with them, so you can make an informed decision.

Duration:00:42:04

Don’t Lose Out on Higher Interest and More Social Security

9/13/2023
Are you banking on Social Security to cover all your retirement expenses? It's time to rethink that strategy. Tune in to learn about critical retirement topics, so you don’t don’t lose out on higher interest and more social security.

Duration:00:37:47

Should You Move To A Different State To Lower Your Retirement Taxes?

9/6/2023
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Should You Move To A Different State To Lower Your Retirement Taxes? Summary: [153] – State taxes are a piece of your retirement planning puzzle, but are they really a big deal? In this episode, Jeremy Keil talks about moving to a different state for retirement tax purposes. He goes over the potential trade-offs between lower income taxes and higher property taxes and other costs, the tax implications of living in different states, and the importance of considering factors beyond taxes, such as lifestyle and family connections, when choosing a retirement location. Jeremy discusses: Why it’s important to consider the cost of living before moving states, not just the income taxes Which states don’t currently have an income tax The trade-offs between lower income taxes and higher property taxes in different states Why you should try out a potential retirement location at different points in the year before making a decision Why deciding to move to another state should be based on more than just tax reduction Why you should plan in moderation And more Should You Move To A Different State To Lower Your Retirement Taxes? Should you move to a different state to lower your retirement taxes? It certainly sounds tempting, but there are a few different things to consider to determine if it’s worth moving to a different state to lower your taxes in retirement. How does it affect my overall cost of living? Moving to a different state in retirement can impact your cost of living in various ways. State taxes, property taxes, sales taxes, and other local expenses all play a role. For example, some states have no income tax but might have higher property taxes or other costs. And on top of that, the cost of living in different areas within a state can impact your overall financial situation. It's crucial to run the numbers and consider your specific financial situation to determine if the overall impact on your cost of living is favorable. Are there any trade-offs? Yes, there are trade-offs to consider when moving states for retirement. While lower taxes might be appealing, other factors such as property taxes, cost of living, climate, and social connections need to be weighed. Additionally, making a move solely for tax benefits might not lead to the expected financial windfall. It's important to look beyond taxes and consider the holistic impact on your lifestyle and finances. Can a trial run help me make an informed decision? Whether you should move and where you should move to for retirement are two big decisions. Playing make-believe and planning out your taxes and costs of living in various locations is a good start to making an informed decision. Trying out a new location before making a permanent move is also a wise strategy. Spending extended time in a new state during different seasons and experiencing its lifestyle can give you a better sense of what it's like to live there. Renting a place for a month or more through platforms like Airbnb or VRBO allows you to understand the local environment, costs, and overall comfort before committing to a permanent change. What about my family? Family considerations play a significant role in retirement decisions, including where to live. Proximity to children, grandchildren, and other loved ones can influence your choice of location. Balancing your desire for a particular location with the need to stay connected with family is essential. Some retirees opt to split their time between different places to be closer to family during certain times of the year. Ultimately, maintaining a strong support network and family connections is a vital factor to consider. Remember, every individual's situation is unique, and what works for one person might not work for another.

Duration:00:20:35

Aging In Place With Jenny Wagner

8/30/2023
When is the best time to start researching long-term care facilities? What are the most important factors to consider when aging in place? Tune in to learn about aging in place and long-term care planning.

Duration:00:31:01

Money and Longevity: Essential Pre-Retirement Insights You Must Know

8/23/2023
Can your personal beliefs determine your retirement readiness? They can affect your financial and longevity literacy. Tune in to learn about the latest research from TIAA on financial literacy, longevity literacy, and retirement readiness.

Duration:00:27:20

How To Plan For A Military Retirement With General Michael Meese

8/16/2023
How can military personnel plan for a successful retirement? Tune in to learn about military retirement planning.

Duration:00:29:12

How To Keep Your Home Safe and Healthy in Every Season with Daniel Felt

8/9/2023
Whether you're facing scorching heat, pounding rain, freezing temperatures, or strong winds, keeping your home safe in every season is crucial to ensure your family's comfort and well-being. Tune in to learn about how you can prepare your home for all four seasons of the year.

Duration:00:25:44

5 Questions You Need To Answer Before You Retire

8/2/2023
Are you ready to retire? Make sure you’ve answered these questions. Tune in to learn about 5 important questions you need to think about and answer before you retire.

Duration:00:28:01

How to Engineer the Second Half of Your Life With Bill Keen

7/26/2023
Unfortunately, there are plenty of sales-focused financial advisors who don’t like working with engineers because they love to look under the hood at the numbers, but today’s guest, Bill Keen, loves working with them because he’s all about the math. Tune in to learn about how to engineer the second half of your life.

Duration:00:40:23

How to Pick a Tax-Wise Retirement Withdrawal Strategy With Daniel McDonald

7/19/2023
Are you overlooking taxes in your retirement plan? Tune in to learn about tax-wise retirement withdrawal strategies.

Duration:00:37:03