Retirement Revealed

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

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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#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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#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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#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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#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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#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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#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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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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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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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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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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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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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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It’s no secret that as the years go on, the price of goods and services tend to increase. But how can you protect your retirement from inflation? In this episode, Jeremy Keil explores strategies for hedging against inflation. He discusses the effectiveness of common investment strategies that many people use to combat inflation and reveals … Continue reading Podcast 26 — How Can You Protect Your Retirement From Inflation? →
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With 17 years of financial planning experience, Jeremy Keil has seen it all — including clients he wishes he had met a little earlier so that he could have helped them avoid some major planning pitfalls.  In this episode, Jeremy kicks off a new running series on some of these clients, sharing their stories about … Continue reading Podcast 25 — Tales From the Dark Side of Planning: Part 1 →
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Jeremy Keil likes to say that today’s 82-year-old widows are living on the social security decisions their husbands made at 62. That’s why planning for how women will finance their later years is so critical.  Today, Jeremy joins Marcia Mantell, RMA® to discuss one key piece of women’s financial puzzle: their social security. Together, they … Continue reading Podcast 24 — How to Make Smarter Decisions to Improve Social Security for...
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Are you going to let your retirement be defined by your working career, or are you going to define your own retirement? One way an increasing number of retirees are taking the reins of their retirement is through a phased retirement. In this episode, Jeremy Keil welcomes Brad Hansen to explore the idea of phased … Continue reading Podcast 23 — How to Define Your own Retirement With a Phased Retirement — With Brad Hansen →
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During times of uncertainty, many people feel as though their retirement plan is on life support.  What can you do to make sure you’re keeping your ideal retirement — and the work you’ve put in to plan it — safe from harm? In this episode, Jeremy Keil explores three major risks to your retirement plan … Continue reading Podcast 22 — Keeping Your Retirement Safe →
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Having a relative pass away is never easy. This process isn’t any easier if you’re dealing with an estate that you’re not prepared to handle. In this episode, Jeremy Keil helps you get ready for what may come down the line by sharing five things you need to know when handling an estate — whether … Continue reading Podcast 21 — What do you Need to Know When Handling an Estate? →
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