Retirement Revealed Podcast & Blog

Rightsizing in Retirement with Marni Jameson | Retirement Revealed hosted by Jeremy Keil

How to “Rightsize” Instead of Downsize in Retirement

Downsizing is the go-to strategy for people planning for retirement, but what if there’s a better way? Author and journalist Marni Jameson joins Retirement Revealed to explain how to "rightsize” in retirement to ensure the quality of your home and belongings match your investment of time and energy.
March Q&A: Lowering Taxes with IRA Conversions, Understanding RMDs & Gifting Strategies

Listener Q&A: Lowering Taxes with IRA Conversions, Understanding RMDs & Gifting Strategies

Exploring how to approach cash gifting to your children, how to best utilize IRAs in retirement and how to lower your lifetime tax payments by planning out IRA conversions.
Estate Planning

The Ultimate Guide To Estate Planning With Bethany Canfield

What happens when you or your spouse unexpectedly passes away? No one likes this question. But it’s an extremely important one to think about. This blog post explains the 4 must-knows of estate planning to help you protect your loved ones plus optimize your inheritance process.

5 Things To Do When Handling an Estate | Blog

Losing a loved one is never easy. The process can be made even more difficult when you’re tasked with managing…

Blog: How To Balance Your Estate And Retirement Planning

Retiring can be fun, but it can be even more fun if you have a good process that ensures you have…

Learn more about retirement, investment and tax planning through our blog updates, as well as our Retirement Revealed podcast, hosted by Jeremy Keil, and published every two weeks. Proud to be named a Top 100 Retirement Blog and a Top 25 Retirement Podcast to follow in 2021 by Feedspot!

Ask Jeremy a Question