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

3 Simple Steps to Get Ready for Retirement

3/13/2024
Examining 3 simple but powerful steps to help you prepare for retirement, exploring your options on important aspects of retirement people often skip and creating realistic projections for your retirement spending.

Duration:00:14:22

How to Make the Most of Retirement by Unretiring With Richard Eisenberg

3/6/2024
Tune in to learn about what unretirement is and what it looks like from Richard Eisenberg’s retirement story. | Keil Financial Partners

Duration:00:21:48

Listener Q&A: Lifetime Tax Savings, Social Security Scenarios, Retirement Spending

2/28/2024
Diving into listener questions about Social Security scenarios, lifetime tax savings predictions, short term money budgeting factors and more. Develop a more informed retirement plan by listening to this episode.

Duration:00:18:08

What You Need To Do In Your 40s, 50s, and 60s to Be Healthy in Retirement With Dr. Bryan Beaumont

2/21/2024
Which health tests do you need in your 40s, 50s, and 60s for a healthy retirement? Tune in to learn about the importance of health screenings and lifestyle choices for a healthy retirement.

Duration:00:25:52

How Life Expectancy Can Be The #1 Risk To Your Retirement

2/14/2024
Tune in to learn about the importance of understanding life expectancy for effective retirement planning. | Keil Financial Partners

Duration:00:11:56

The Most Overlooked Aspects of Retirement: A True Retirement Story with Fritz Gilbert

2/7/2024
What is it like to go from dreaming about retirement to actually being retired? Tune in to learn about the realities of retirement.

Duration:00:33:23

Listener Q&A: Social Security, RMDs & Annuities

1/31/2024
We’ve recently received a bunch of questions from our listeners and today Jeremy answers the first batch! Tune in to learn about Social Security, required minimum distributions, and annuities.

Duration:00:28:00

3 Things Conventional Retirement Wisdom Gets WRONG

1/24/2024
Conventional retirement wisdom is sound, but people make these 3 common mistakes when following it. Learn these 3 common retirement mistakes and what other options are available for your retirement plan.

Duration:00:17:36

Is Your Retirement Plan Flawed? With David Blanchett

1/17/2024
Is your retirement plan flawed? Tune in to learn about the shortcomings of modern financial planning.

Duration:00:37:26

How to Live a Purposeful & Regret-Free Life With Jordan Grumet

1/10/2024
When you die, will you be able to look back at your life and say that you lived a regret-free life? Tune in to learn about how to live a regret-free life.

Duration:00:29:52

How to Unlock Your Ultimate Potential With Jerome Myers

1/3/2024
Have you unlocked your ultimate potential? Tune in to learn about how to unlock your ultimate potential.

Duration:00:35:16

Will the 2024 Elections Impact Your Retirement?

12/27/2023
“Can elections (and their outcome) significantly impact my finances?” This is a common question we get every time an election year is on the horizon! Tune in to learn about the potential impact of the 2024 elections on your retirement plan, plus how to navigate the looming changes in tax laws and Social Security.

Duration:00:17:52

Tax Savings Strategies for 2023 to Maximize Your Refund

12/20/2023
There are only 10 days left in the tax year. What can you do right now to maximize your refund? Tune in to learn about strategies for maximizing tax refunds and retirement savings.

Duration:00:24:53

Avoid These Tax Preparation Mistakes with Randy Crabtree

12/13/2023
Is your tax person overworked and underpaid? Tune in to learn about the accounting industry and how you can avoid these tax preparation mistakes.

Duration:00:28:59

How to Live a Longer and Richer Life With Tom Hine

12/6/2023
What if you could live a longer, richer life? Tune in to learn about his balanced wealth approach to live a longer and richer life.

Duration:00:30:45

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