Blog Category:

Retirement Planning

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Retire Against the Norm with Norman Calvo – A True Retirement Story

Norman Calvo explains how he found a third act in retirement by going against the...
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Are You In the 2% Club in Retirement? With Joe Schmitz Jr.

Joe Schmitz Jr. and Jeremy Keil explore the 2% Club of retirees and the unique...
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7 Retirement Lessons from Real Retirees with Jesse Cramer

Jesse Cramer and Jeremy Keil detail 7 real world lessons learned from working with hundreds...
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Retiring in the Next 12 Months? Answer These 3 Questions First

Jeremy Keil walks through three critical questions future retirees can answer before their paycheck stops...
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What Happens to Your Retirement Plan When Your Advisor Retires? With Tyson Ray

Author, podcaster and financial advisor Tyson Ray explains the importance of knowing your financial advisor’s...
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Wisconsin Retirement Income Subtraction (2026): Who Qualifies + How to Avoid Missing It

If you’re retired—or about to retire—in Wisconsin, there’s a new tax rule that can save...
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The Social Security Bankruptcy Question With Chris Orestis

Chris Orestis, founder & president of Retirement Genius, answers the question: “Is Social Security going...
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How to Turn Retirement Savings Into Reliable Income with Dr. Wade Pfau

Dr. Wade Pfau explains four ways to beat sequence of return risk and turn your...
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Can Americans Really Rely on Social Security? With Chris Orestis

Chris Orestis, founder & president of Retirement Genius, explains how to make more informed Social...

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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