Retire Today Podcast & Blog

A candid conversation with Eric Brotman on why retirement planning needs structure, flexibility, and fewer assumptions.

The Right Retirement Plan Starts With Better Questions | Eric Brotman

A candid conversation with Eric Brotman on why retirement planning needs structure, flexibility, and fewer...
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.

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...
Author Jesse Hurst explains how retirement planning helps reduce the guesswork of retiring through his book “PopEnomics”.

Why Retirement Planning Needs More Than Hope (and a Better Soundtrack) with Jesse Hurst

Author Jesse Hurst explains how retirement planning helps reduce the guesswork of retiring through his...
Jeremy Keil explains how the 59½ rule works for IRA accounts and which 401(k)s allow for withdrawals at age 55.

You can RETIRE Early Without Penalty Before Age 59½ 

Jeremy Keil explains how the 59½ rule works for IRA accounts and which 401(k)s allow...
Happiness expert Monique Rhodes explains why retirement often feels disorienting at first — and how creating a personal retirement roadmap can turn this transition into one of the most fulfilling stages of life.

Designing a Meaningful, Joyful, Purpose-Driven Retirement with Monique Rhodes

Happiness expert Monique Rhodes explains why retirement often feels disorienting at first — and how...
Gary Zimmerman of Max® explains how to utilize your cash asset in retirement.

Growing Your Cash as an Asset in Retirement with Gary Zimmerman

Gary Zimmerman of Max® explains how to utilize your cash asset in retirement. Cash is...
Learn how changing one simple account setting and planning where to withdraw first can make your retirement smoother, simpler, and more tax-efficient.

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...
Jeremy Keil explains the 5 steps you can take if you are planning to retire in 2026 or 2027.

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...
Jeremy Keil weighs the opportunities and risks associated with giving your money away to your kids and charity.

Should You Give Away Your Money in Retirement?

Jeremy Keil weighs the opportunities and risks associated with giving your money away to your...
Jeremy Keil breaks down the common timing mistake people make in retirement planning and explains how to create a more secure and accurate plan.

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...
Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025.

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. Most...
Gift Tax Limit Explained

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...

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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