Blog Category:

Retirement Planning

Derek Tharp explains how risk-based guardrails can provide a better retirement spending plan than the 4 percent rule would allow.

Busting the 4% Rule Myth with Derek Tharp

Discovering how the “Retirement Spending Hatchet” provides a problem for the 4 percent rule and...
Identifying the strategy and factors involved in making your money last to age 100 through retirement saving, tax planning and spending patterns.

How to Stretch Your Money Until You’re 100

Breaking down the 4 steps of the "live to 100" strategy as life expectancy increases...
How would retirement planning change if life expectancy rose to age 100? Exploring how differently each generation approaches retirement saving and spending.

How Financial Planning Changes when People Routinely Live Healthy to 100 with Steve Sanduski

Jeremy Keil and Steve Sanduski explore retirement trends by generation and examine what happens to...
5 steps to improve your money talks in marriage to set up a better retirement and financial plan with your spouse.

How Money Talk Can Transform Your Marriage and Retirement

Identifying and understanding 5 simple marriage money talk steps you can take to improve your...
Jeremy Keil and guest David Lau discuss the latest trends in annuities, how to identify a poorly structured annuity, and how they fit into a retirement plan in this episode of the “Retirement Revealed” podcast.

How do Annuities Work? With David Lau

David Lau of DPL Financial Partners discusses the in’s and out’s of annuities, what to...
Jeremy Keil examines the latest retirement survey from the Employee Benefit Research Institute (EBRI) and provides his key takeaways in the latest episode of the “Retirement Revealed” podcast.

Key Findings from 2024 Retirement Survey You Can’t Miss

Identifying retirement sentiment from the Employee Benefit Research Institute and examining the strategies you can...
Are you better off renting or buying as home in retirement?

Are You Better Off Renting or Buying a Home in Retirement?

Home ownership is the goal of many retirees, but with the current landscape of interest...
Jeremy Keil explores the risks to retirement that cause people to underspend in this episode of the “Retirement Revealed” podcast while examining retirement spending data and exploring strategies to reduce retirement risks.

Are You Spending Too Little in Retirement?

Navigating the risks to retirement, maintaining security and transforming your spending strategy from a “save-only”...
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...

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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