Blog Category:

Financial Planning

Do you need a financial advisor in retirement? Before deciding, consider what retirement planning help you actually need beyond investment management.

Do You Really Need a Financial Advisor in Retirement?

Do you need a financial advisor in retirement? Before deciding, consider what retirement planning help...
Avoid five common retirement investing mistakes involving market timing, CDs, cash, stocks, and dividends by matching your investments to what your money needs to do.

Investing Myths Retirees Still Believe

Investing Myths Retirees Still Believe Avoid five common retirement investing mistakes involving market timing, CDs,...
What does a successful retirement look like? Jeremy Keil explores how financial independence, spending, lifestyle, and personal priorities can shape what it means to win at retirement.

What Does It Mean to Win at Retirement?

What does a successful retirement look like? Jeremy Keil explores how financial independence, spending, lifestyle,...
How much money do you need to retire? Learn why an arbitrary retirement savings target may keep you working longer than necessary—and how to determine what "enough" actually means for your retirement.

How Much Money Is Enough to Retire?

How much money do you need to retire? Learn why an arbitrary retirement savings target...
Order your copy of Jeremy Keil’s new book “Retire Today” available now.

Retire Today is Available Now!

Order your copy of Jeremy Keil’s new book “Retire Today” available now. I am so...
Jeremy Keil explains how the 59½ rule works for IRA accounts and which 401(k)s allow for withdrawals at age 55.

You can RETIRE Early Without Penalty Before Age 59½ 

Jeremy Keil explains how the 59½ rule works for IRA accounts and which 401(k)s allow...
Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to avoid them.

The 5 Biggest RMD Mistakes in Retirement

Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to...
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...
Jeremy Keil explains how to utilize the 2 bucket strategy for retirement income.

How do I create my 2 Bucket Strategy For Retirement Income?

Jeremy Keil explains how to utilize the 2 bucket strategy for retirement income. https://youtu.be/OKYfbuGeHRs When...

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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