I’m Retiring Next Month – How Do I Take Money From My Portfolio?
Learn how changing one simple account setting and planning where to withdraw first can make your retirement smoother, simpler, and…
How to Retire in 2026: 5 Steps to Reach the Finish Line
Jeremy Keil explains the 5 steps you can take if you are planning to retire in 2026 or 2027.
Should You Give Away Your Money in Retirement?
Jeremy Keil weighs the opportunities and risks associated with giving your money away to your kids and charity.
When is the Best Time to Get Ready for Retirement?
Jeremy Keil breaks down the common timing mistake people make in retirement planning and explains how to create a more secure and accurate plan.
The Top 3 Tax-Smart Ways to Give to Charity in 2025
Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025.
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.
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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