What is the Gift Tax Limit for 2025 and 2026?
You want to give money to your kids or grandkids – maybe you’ve built up more in your retirement accounts…
7 Year-End Money Moves Before December 31
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.
Morningstar Safe Withdrawal Rate for 2026: What Retirees Need to Know Now
If you’re planning to retire in 2026, Morningstar just released one of the most important updates you’ll read all year:…
Why Your Life Expectancy Number Might Be Wrong with Dale Hall
Dale Hall of the Society of Actuaries explains how to project your longevity and why informed life expectancy matters for retirement planning.
The Best Retirement Planning Books of 2025
Discover the best retirement books of 2025 to help you plan, invest, and retire with confidence. Jeremy Keil, author of Retire Today, shares his top retirement book recommendations for 2025.
5 Top Milwaukee Financial Advisors You Need to Know (2025)
If you’re looking for a Milwaukee Financial Advisor you’ve come to the right place! Read on to learn the steps to finding a financial advisor near me.
Tax-Efficient Giving: Qualified Charitable Distributions (QCDs)
Jeremy Keil explains how to utilize Qualified Charitable Distributions (QCDs) to lower your taxes in retirement and maximize the impact of your giving.
How to Manage Your Parents’ Finances – Financial Caregiving with Beth Pinsker
Author Beth Pinsker shares her experience overcoming the challenges of financial caregiving based on her book “My Mother’s Money.”
Estate Planning Made Simple: Protect Yourself Today, Protect Your Family Tomorrow
Jeremy Keil dives into the details of estate planning, what people often miss and how to leave a legacy that lasts.
View/Listen to Retire Today on:
In the Retire Today podcast, Jeremy Keil, CFP®, CFA® shows you how to create your dream retirement. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Learn more about your money, feel better about your money and make better money decisions.