Retire Today

Dale Hall of the Society of Actuaries explains how to project your longevity and why informed life expectancy matters for retirement planning.

Most people build their retirement plan around a single number: life expectancy.

They’ll say, “My dad died at 78, my mom at 82, so I’ll probably be gone by then too.” Then they quietly design their plan to “run out” around that age.

But as my guest Dale Hall, Managing Director of Research at...

Author Beth Pinsker shares her experience overcoming the challenges of financial caregiving based on her book “My Mother’s Money.”

Most people imagine estate planning, inheritance, and beneficiaries when they think about aging. But today, more and more adult children are also facing something much harder: stepping in to manage their parents’ finances when those parents can no longer manage them alone.

Financial caregiving doesn’t h...

Jeremy Keil dives into the details of estate planning, what people often miss and how to leave a legacy that lasts.

When most people hear the words estate planning, they think about wills, trusts, and what happens after they’re gone. But that’s only half the picture. Estate planning is just as much about protecting you while you’re alive as it is about transferring assets after you pass.

In this week’s episode of Retire Today, I wa...

Author Jillian Johnsrud explains how mini retirements help people retire often in this week’s episode of “Retire Today” with Jeremy Keil.

When most people think about retirement, they picture one big event—the day they finally walk away from their job and start living life on their own terms. But what if instead of waiting 30 or 40 years for that freedom, you could enjoy pieces of retirement throughout your career?

That’s exactly w...

Jeremy Keil compares long-term care insurance to self-funding long-term care through the lens of 3 clarifying questions.

When most people start planning for retirement, they’re focused on investment returns, income, and taxes. But one of the biggest financial and emotional challenges retirees face isn’t about markets or money — it’s about health. Specifically, it’s about how to plan for long-term care.

I get this question all the t...

Rona Guymon and Jeremy Keil discuss how the recent economic changes have affected retirement plans and strategies.

Is inflation forcing you to rethink your retirement plans? You’re not alone.

In a recent episode of the Retire Today podcast, I sat down with Rona Guymon from the Nationwide Retirement Institute to discuss how recent economic changes are reshaping retirement expectations. Rona and her team commissioned a study through ...

Kanwal Sarai of “Simply Investing” explains his 12 rules for dividend investing and how this strategy could be used in retirement planning.

When most people think of investing, they picture charts, constant news updates, and the stress of trying to time the market. But as my guest Kanwal Sarai shared on the Retire Today podcast, successful investing doesn’t have to be complicated—or stressful. In fact, Kanwal says it’s so simple th...

Andrew Motiwalla explains how to prepare for long-term travel and how to incorporate travel into your retirement plan.

When I sit down with people to talk about retirement, one of the first things I hear is, “I want to spend more time with my grandkids and I want to travel.” And while grandkids may not need much planning, travel does—especially if you want to do it in a way that truly enriches your retirement years.

That’s why I wa...

Discover how step 5 of building your retirement master plan can help you leave a lasting legacy while avoiding the big 3 retirement risks.

When most people think about retirement planning, they picture saving money, managing investments, and planning income. But retirement is about more than how you live—it’s also about what you leave behind. And as I often remind my clients, it’s not what you leave them, it’s how you leave them th...

Learn the number 1 investing mistake people make in retirement and how to build a retirement investment plan.

The market goes up, the market goes down, and too often retirees get caught chasing returns or trying to predict the next big winner. In Step 4 of the Retirement Master Plan, I want to help you avoid the number one investing mistake I see retirees make: trying to control what you can’t control.

Instead of focusing on the un...

Learn how to keep more of your retirement income through tax planning in step 3 of the 5 step retirement plan.

When people think about retirement planning, they usually focus on two big questions: How much do I need to spend? and How much will I make in retirement? Those are important, but there’s a third question that often gets overlooked—and it could make or break your plan: How much of your money do you actually get to keep?

Th...

Learn how to maximize your Social Security and pension benefits in your retirement income plan.

Just because you’ve stopped working doesn’t mean you’ve stopped making money. In fact, some of the most important financial decisions you’ll ever make happen right at the start of retirement—and many of them are one-time, often irreversible choices. Get them right, and you could add hundreds of thousands of dollars in lifetime income. Ge...

Order your copy of Jeremy Keil’s new book “Retire Today” available now.

I am so excited to share some big news with you: my new book, Retire Today, is officially available!

This book is the result of years of helping people transition into retirement and seeing firsthand what works—and what doesn’t. My goal in writing Retire Today was to give you a simple, step-by-step guide to creating your own retirement master plan. Because the ...

Jeremy Keil explains step 1 of the 5 step retirement plan: retirement spending.

When it comes to retirement planning, one of the biggest questions people ask is: Where do I start? The truth is, before you think about investments, taxes, or even when to claim Social Security, you need to figure out one thing—how much you’re going to spend in retirement.

This is what I call Step One in creating your retirement master plan, which I’ve...

Jeremy Keil explains why personalized longevity estimates are the most important number in your retirement planning.

When most people think about retirement planning, the first number that comes to mind is how much money they’ll need to retire. And while that’s an important figure, I believe there’s another number that matters even more. I call it your retirement longevity number – and understanding it could have a significan...

Jeremy Keil interviews Anthony Napolitano about how he managed to adapt his retirement plan after an unexpected end to his career. 

I often tell people that the majority of folks don’t get to choose the exact moment they retire. It’s a reality that’s hard to face, but it’s a truth I’ve seen play out time and again. That’s why I believe having a plan, even if you think you’re decades aw...

“Retirement Revealed” is Now “Retire Today”! Introducing the next chapter of the “Retirement Revealed” podcast as “Retire Today”

After six years and 250 episodes of helping you turn your retirement savings into retirement income, we’ve got some exciting news: the Retirement Revealed podcast is now the Retire Today podcast!

Why the change? There are two big reasons—and both are worth celebrating.

Jeremy Keil explores the incoming changes resulting from the “One, Big, Beautiful Bill” and how they might impact your retirement.

Big tax changes are on the horizon—and if you’re nearing or in retirement, you need to pay attention.

On this episode of the Retirement Revealed podcast, I dive into how President Trump’s “One Big, Beautiful Bill” (OBBB) might impact your retirement plan. This legislation brings a mix of permanent...

Jeremy Keil breaks down the Investopedia.com list of the 11 best low-risk investments for 2025

When people talk about low-risk investments, it’s usually because they’re trying to avoid surprises. And let’s face it—if you’re retired or planning to retire soon, surprises are not your friend. That’s why I took a deep dive into a recent Investopedia article listing the “11 Best Low-Risk Investments: Safest Options for 2025” and unpacke...