Blog Category:

Estate Planning

Jeremy Keil explains 3 smart ways to help your kids with money while avoiding IRS paperwork

3 Smart Ways to Help Your Kids with Money (Without Regretting It Later)

Jeremy Keil explains 3 smart ways to help your kids with money while avoiding IRS...
Jeremy Keil weighs the opportunities and risks associated with giving your money away to your kids and charity.

Should You Give Away Your Money in Retirement?

Jeremy Keil weighs the opportunities and risks associated with giving your money away to your...
Author Beth Pinsker shares her experience overcoming the challenges of financial caregiving based on her book “My Mother’s Money.”

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...
Jeremy Keil dives into the details of estate planning, what people often miss and how to leave a legacy that lasts.

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...
Discover how step 5 of building your retirement master plan can help you leave a lasting legacy while avoiding the big 3 retirement risks.

Protect Your Family: Avoid The Big 3 Retirement Risks

Discover how step 5 of building your retirement master plan can help you leave a...
Learn how to comprehensively plan your estate and ensure your life’s work goes where you want it in the end.

Estate Planning 101 in 2025: More Than Just a Will

Learn how to comprehensively plan your estate and ensure your life’s work goes where you...
Author and CEO of Childfree Wealth® Dr. Jay Zigmont explains the unique financial planning needs and strategies used in childfree wealth management.

Finding Freedom: A Childfree Approach to Wealth and Retirement with Dr. Jay Zigmont

Author and CEO of Childfree Wealth® Dr. Jay Zigmont explains the unique financial planning needs...
Jeremy Keil explains the 2024 and 2025 IRS gift tax "limit"

How Much Can I Give My Kids Before Paying IRS Gift Tax?

This is a common question that I get asked a lot, and the answer may...
Author and estate planning expert Mark Shiller shares how to leave wealth to your kids and prepare them for success

How to NOT Ruin Your Kids with Money | Mark Shiller

Author and estate planning expert Mark Shiller shares how to leave wealth to your kids...

Blog Categories

View/Listen to Retire Today on:

Retire Today is a retirement podcast focused on helping people within five years of retirement make confident decisions about income, taxes, Social Security, and long-term planning.

Listen in as Jeremy Keil, CFP®, CFA® and his guests guide you towards making smarter retirement, investment, and tax planning decisions