What is the Gift Tax Limit for 2025 and 2026?
You want to give money to your kids or grandkids – maybe you’ve built up more in your retirement accounts…
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.
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.
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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