Blog Category:

Financial Planning

Author Ethan Lohr shares how the 4 bucket strategy helps retirees behavior-proof their retirement.

Behavior-Proof Your Retirement Planning with Ethan Lohr

Author Ethan Lohr shares how the four buckets retirement income strategy helps retirees behavior-proof their...
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...
Retirement Revealed Episode 189: Building a Path to Financial Freedom with Eric Brotman

Building a Path to Financial Freedom with Eric Brotman

Financial freedom can be within reach if you utilize accurate forecasting, sound investing principles and...
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 explores 7 money moves you can consider before the new year to lower your taxes and keep more of your money in retirement.

7 Year-End Money Moves Before December 31

Jeremy Keil explores 7 money moves you can consider before the new year to lower...
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...
Gary Zimmerman of Max® explains how to utilize your cash asset in retirement.

Growing Your Cash as an Asset in Retirement with Gary Zimmerman

Gary Zimmerman of Max® explains how to utilize your cash asset in retirement. Cash is...
Jeremy Keil breaks down the common timing mistake people make in retirement planning and explains how to create a more secure and accurate plan.

When is the Best Time to Get Ready for Retirement?

Jeremy Keil breaks down the common timing mistake people make in retirement planning and explains...
Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025.

The Top 3 Tax-Smart Ways to Give to Charity in 2025

Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025. Most...

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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