Why Retirement Spending Plans Fail — and How to Spend More With Confidence with Stefan Sharkansky
Retirement researcher Stefan Sharkansky explains why the 4% rule often leaves retirees underspending — and how a more flexible, math-driven approach can lead to a better retirement experience.
Want to Retire Today? Take This Step First
Jeremy Keil explains step 1 of the 5 step retirement plan: retirement spending. When it comes to retirement planning, one…
How to Teach Your Grandchildren About Money with Jamie Bosse
Children’s book author and CERTIFIED FINANCIAL PLANNER® Jamie Bosse explains how to teach your grandchildren about money.
2025 Retirement Changes: Super Catch-Up 401(k) Contributions Explained
Evaluating Morningstar’s latest research on safe withdrawal rates and suggestions for how to make your retirement last for 2025 and beyond.
Research Suggests Slashing the 4% Rule for 2025
Evaluating Morningstar’s latest research on safe withdrawal rates and suggestions for how to make your retirement last for 2025 and beyond.
Finding the Soul of Wealth
Learn how to tap into the soul of wealth to build a life that breeds happiness and purpose in this episode of “Retirement Revealed” featuring Dr. Daniel Crosby.
5 Reasons to Retire ASAP with Ashley Micciche
Examining the 5 reasons you might want to retire ASAP with Ashley Micciche.
How to Prepare for a Market Crash Early in Your Retirement
5 ways to prepare your retirement plan for a stock market crash early in retirement
Busting the 4% Rule Myth
Derek Tharp explains how risk-based guardrails can provide a better retirement spending plan than the 4 percent rule would allow.
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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