7 Year-End Money Moves Before December 31
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.
Morningstar Safe Withdrawal Rate for 2026: What Retirees Need to Know Now
If you’re planning to retire in 2026, Morningstar just released one of the most important updates you’ll read all year:…
Why Your Life Expectancy Number Might Be Wrong with Dale Hall
Dale Hall of the Society of Actuaries explains how to project your longevity and why informed life expectancy matters for retirement planning.
Financial Advisors and Retirement Planners in Milwaukee (2026 Guide)
If you’re looking for a Milwaukee Financial Advisor you’ve come to the right place! Read on to learn the steps to finding a financial advisor near me.
Tax-Efficient Giving: Qualified Charitable Distributions (QCDs)
Jeremy Keil explains how to utilize Qualified Charitable Distributions (QCDs) to lower your taxes in retirement and maximize the impact of your giving.
How to Manage Your Parents’ Finances – Financial Caregiving with Beth Pinsker
Author Beth Pinsker shares her experience overcoming the challenges of financial caregiving based on her book “My Mother’s Money.”
Estate Planning Made Simple: Protect Yourself Today, Protect Your Family Tomorrow
Jeremy Keil dives into the details of estate planning, what people often miss and how to leave a legacy that lasts.
How Smart Asset Location Can Help You Keep More of Your Retirement Savings
Jeremy Keil explains how smart asset location impacts your retirement savings by lowering your taxes.
Supercharge Your Retirement with Paul Merriman
Paul Merriman shares what his 60+ years of investment experience says about fees, behavior, and building a plan you can actually stick to.
View/Listen to Retire Today on:
In the Retire Today podcast, Jeremy Keil, CFP®, CFA® shows you how to create your dream retirement. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Learn more about your money, feel better about your money and make better money decisions.