Retirement Revealed
In The Retirement Revealed Podcast, join Jeremy Keil, CFP®, CFA as he helps you turn your investments into consistent retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions and discover how you can assemble all the pieces of your retirement puzzle in a way that’s right for you. www.Retirement-Revealed.com
Episodes
July 28, 2021 • 31 min
#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 … Continue reading Breaking Down the Different Federal Employee Benefits With Arrin Crain | Podcast ...
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July 14, 2021 • 31 min
#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 →
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June 30, 2021 • 29 min
#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 … Continue reading Simple Habits That Help You Live Longer, Stronger, and Better | Podcast →
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June 16, 2021 • 32 min
#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 … Continue reading Solving Your Student Loans Situation When You’re Over 50 With Erik Kroll | Po...
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June 2, 2021 • 34 min
#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-Davidson Employees | Podcast →
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May 19, 2021 • 25 min
#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 Harris | Podcast →
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May 5, 2021 • 31 min
#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 … Continue reading The Rich Life in Retirement – With Susan Latremoille | Podcast →
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April 21, 2021 • 53 min
#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 … Continue reading How To Get More Interest on Your Bank Money (Part 2) – with Scott White...
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April 7, 2021 • 29 min
#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 … Continue reading Outsource Your Interest Rate Management (Part 1) – with John Major | Podcast →
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March 24, 2021 • 24 min
#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 … Continue reading Retire & Be Happy – With Marianne Oehser | Podcast →
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March 10, 2021 • 26 min
#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 … Continue reading Tales From the Dark Side of Planning: Part 2 | Podcast →
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February 24, 2021 • 27 min
#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 … Continue reading Designing Your Best Retirement Solution | Podcast →
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#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 … Continue reading Women, Money, and Power: Why It’s Time to Break Your Money Silence – With Kathleen Burn...
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January 28, 2021 • 46 min
#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, … Continue reading How To Set Your New Business up for Success – With Greg Edlund | Podcast →
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January 13, 2021 • 20 min
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 … Continue reading Podcast 32 – How COVID-19 Will Change Retirement →
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December 30, 2020 • 30 min
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 … Continue reading Podcast 31 – Navigating College, Career Changes, and COVID-19 with Creativity – With Rich Mannisto →
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December 16, 2020 • 28 min
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 … Continue reading Podcast 30 – The Importance of Tax Planning for Retirement →
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December 2, 2020 • 28 min
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 … Continue reading Podcast 29 – Reverse Mortgages – With Steve Kalscheur →
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November 24, 2020 • 23 min
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 … Continue reading Podcast 28 — Five Ways You Can Make the Best Social Security Decisions for You →
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November 4, 2020 • 23 min
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 … Continue reading Podcast 27 — How to Find the Right Advisor for You →
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