Retire Today

Nate Miles joins Jeremy Keil to discuss how the Allspring retirement research reveals trends of concern among retirees and the options they have to address them.

Mike and Susan did what many couples do. They saved diligently. They crossed the $1 million mark before retirement. They felt prepared.

But when it came time to make actual retirement...

Jeremy Keil examines how tax law changes might affect Roth conversion strategies for retirees in 2026.

A few years ago, Roth conversions felt like one of those rare financial strategies that was almost too obvious to ignore. Taxes were historically low. The Tax Cuts and Jobs Act had put a clear expiration date on those lower brackets. And for many retirees, the logic seeme...

A candid conversation with Eric Brotman on why retirement planning needs structure, flexibility, and fewer assumptions.

One of the things I’ve learned after years of retirement planning conversations is that most people aren’t short on opinions — they’re short on clarity.

They’ve heard plenty of rules.
They&rsq...

Retirement researcher Stefan Sharkansky explains why the 4% rule often leaves retirees underspending — and how a more flexible, math-driven approach can lead to a better retirement experience.

For decades, the 4% rule has been treated as a gold standard for retirement spending. In fact, I made video about it on my YouTube channel. If you ask most retirees how much th...

Author Jesse Hurst explains how retirement planning helps reduce the guesswork of retiring through his book “PopEnomics”.

A lot of people approach financial planning with one big fear: that it’s going to feel restrictive. Budgets. Rules. Spreadsheets. Being told what you can’t do with your money.

But in this episode of ...

Happiness expert Monique Rhodes explains why retirement often feels disorienting at first — and how creating a personal retirement roadmap can turn this transition into one of the most fulfilling stages of life.

Retirement is often marketed as the ultimate reward. After decades of work, deadlines, and responsibility, you finally arrive at a chapter filled with freedo...

Gary Zimmerman of Max^® explains how to utilize your cash asset in retirement.

Cash is one of the most overlooked assets in retirement. Here’s how retirees can earn thousands more in interest while keeping their money safe and FDIC-insured.

Many retirees spend years care...

Jeremy Keil explains the 5 steps you can take if you are planning to retire in 2026 or 2027.

If you’ve been planning to retire in 2026 or 2027, it might feel like you still have plenty of time. But in reality, retirement has a way of showing up earlier than expected — and when it does, the people who feel the most confident are the ones who prepared well in adv...

Jeremy Keil weighs the opportunities and risks associated with giving your money away to your kids and charity.

Most retirees I talk with don’t worry about whether they can give money away.
They worry about whether they should.

When you’ve worked hard, saved diligently, and reached a point where you have more than you need, a ne...

Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025.

Most people give to charity because it’s meaningful to them — not because of the tax break. And that’s the right mindset. But if you’re already giving, it makes sense to be intentional and structure that giving in a way that helps you keep more of your hard-earned...

Jeremy Keil explores 7 money moves you can consider before the new year to lower your taxes and keep more of your money in retirement.

Every December, people scramble to finish holiday shopping, travel plans, and year-end tasks. But one of the most important deadlines — your December 31st tax deadline — often gets overlooked until it’s too late. And once ...

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 q...

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’ finance...

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 tr...

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 fr...

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. Sp...

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 economi...

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&rsquo...

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 wan...