PODCAST · business
Retire Today
by Jeremy Keil
In the Retire Today podcast, Jeremy Keil, CFP®, CFA® shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retire Today income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com/disclosures Keil Financial Partners may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by
Episodes
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What Does a Successful Retirement Actually Look Like?
What does a successful retirement actually look like? Is it having $1 million, $2 million, or even $10 million saved? Is it having enough retirement income to cover your expenses, minimizing taxes, or simply having the freedom to spend your time however you choose? Jeremy Keil shares responses…
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Building a Retirement You Can Love When You’re Single | True Retirement Story with Arlene C. Nelson
Retirement planning often begins with a financial question: Will I have enough money? But once the paycheck stops and the financial pieces are in place, another question can become just as important: What am I going to do with the rest of my life? Jeremy Keil talks with Arlene Nelson about her…
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Do Annuities Belong in Your Retirement Plan? With Jeremiah Konger
Annuities tend to generate strong opinions. Some people insist they're terrible. Others talk about them as though every retiree should own one. Jeremy Keil and Jeremiah Konger of Annuity Association argue that both approaches miss the more useful question: When does an annuity actually make sense...
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Recognize and Combat Scams in Retirement with Robert Siciliano
Scammers don’t only hack into a computer to steal from their victims. Increasingly, they're trying to hack the person using it. Jeremy Keil talks with cybersecurity and fraud-prevention expert Robert Siciliano about how modern scams use text messages, artificial intelligence, deepfakes, voice...
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Do You Really Need a Financial Advisor in Retirement?
Do you really need a financial advisor in retirement? Jeremy Keil argues that the answer depends on a better question: What do you actually want a financial advisor to do for you? After reading responses from Kiplinger readers about whether they use financial advisors, Jeremy noticed that most...
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5 Things Every Retirement Plan Needs Before You Quit Working with Joe Schmitz Jr.
A retirement plan is more than an investment portfolio and a decision about when to claim Social Security. Jeremy Keil is joined by financial advisor Joe Schmitz Jr. to compare the planning processes they use to help clients coordinate the many financial decisions that come together at…
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Investing Myths Retirees Still Believe
Some of the most tempting retirement investing mistakes begin with ideas that sound perfectly reasonable: move to cash when the market looks expensive, put everything in CDs while rates are attractive, leave stocks behind once you retire, or rely on dividend stocks for income. The problem is that...
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3 Retirement Decisions Nobody Prepares You For
3 Retirement Decisions Nobody Prepares You For Retirement can change how you approach life insurance, mortgages, income, and investments. Jeremy Keil answers three financial questions retirees may not expect to face. https://youtu.be/H4WXLWLuHi0 When people think about retirement planning,...
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What Does It Mean to Win at Retirement?
What does a successful retirement look like? Jeremy Keil explores how financial independence, spending, lifestyle, and personal priorities can shape what it means to win at retirement. https://youtu.be/FVbs7kVxOzw When you picture someone who has “won” at retirement, what do you see? Maybe it’s...
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The Retirement Tax Mistake That Could Cost You Thousands
Retirement tax planning requires more than minimizing this year’s taxes. Learn how Roth conversions, inherited IRAs, and charitable giving can affect your lifetime tax strategy. https://youtu.be/iANLKaHoBqw One of the biggest financial mistakes you make in retirement might have nothing to do with...
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How Much Money Is Enough to Retire?
How much money do you need to retire? Learn why an arbitrary retirement savings target may keep you working longer than necessary—and how to determine what "enough" actually means for your retirement.
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Social Security Questions Married Couples Ask Before Retirement
Choosing when to claim Social Security can have a lasting impact on your retirement income, but many retirees make this decision without fully understanding how the rules work. In this Q&A episode, Jeremy Keil answers three listener questions that uncover some of the most common Social Security...
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300th Episode Special: The Biggest Retirement Lessons I’ve Learned Featuring Nicole Gebhardt
Three hundred episodes into the Retire Today podcast, the microphone is turned around as author and business strategist Nicole Gebhardt interviews Jeremy Keil about the journey that shaped his retirement philosophy and the framework behind his book, Retire Today: Create Your Retirement Master…
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Is the Healthcare System Working Against You? With Dr. Jordan Grumet
Healthcare is one of the biggest expenses retirees face, yet few people understand how the system behind their care actually works. Jeremy Keil welcomes physician, hospice doctor, and author Dr. Jordan Grumet to discuss the ideas behind his new book, The Healthcare Heist. Discover how financial...
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Why Spending in Retirement is Often Harder than Saving
Saving for retirement is a skill that most people spend decades developing. But once retirement begins, the challenge changes completely. Instead of accumulating wealth, retirees must learn how to confidently spend it—and for many, that's much harder than expected. In this episode, Jeremy…
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What Changes When a Retirement Expert Finally Retires? With David Conti
David Conti has spent decades writing about retirement, Social Security, Medicare, and personal finance. After helping others prepare for retirement throughout his career—including his time at Fidelity Investments—he reached an important milestone himself: turning 65. That experience gave him a…
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IRMAA: Why Your Medicare Costs are Higher Than You Expected (and What You Can Do About It)
Many retirees are surprised to learn that Medicare isn't always a fixed cost. If your income exceeds certain thresholds, Medicare can charge significantly higher premiums through a little-known rule called IRMAA (Income-Related Monthly Adjustment Amount). Even more surprising, those higher costs...
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Retirement Planning Needs More Than a Financial Plan with Toni Petrillo
Most people spend decades preparing financially for retirement. They contribute to retirement accounts, pay down debt, evaluate Social Security strategies, and work with advisors to make sure their savings can support the next chapter of life. By the time retirement arrives, many have a...
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Flood Coverage: The Insurance Gap That Could Wash Away Your Retirement Plan
When evaluating flood insurance, many people focus on a single question: Do I need it? I think there's a better question. If your home suffered significant flood damage tomorrow, where would the money come from? This week I spent some time looking at flood insurance, flood risk, and what retirees...
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Retire Against the Norm with Norman Calvo – A True Retirement Story
Norman Calvo explains how he found a third act in retirement by going against the norm and choosing adventure instead of a typical retirement. https://youtu.be/81atmTUjBWE One of the questions I ask people as they approach retirement is deceptively simple: What are you retiring to? Most…
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Are You In the 2% Club in Retirement? With Joe Schmitz Jr.
Joe Schmitz Jr. and Jeremy Keil explore the 2% Club of retirees and the unique challenges that come with significant retirement savings and a pension. https://youtu.be/G04JKpKyLJ0 Most retirement conversations focus on one question: Will I have enough? But there’s another retirement challenge…
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7 Retirement Lessons from Real Retirees with Jesse Cramer
Jesse Cramer and Jeremy Keil detail 7 real world lessons learned from working with hundreds of retirees. There’s a big difference between studying retirement… …and actually sitting across the table from retirees for years. This week I sat down with Jesse Cramer and instead of doing a typical...
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Retiring in the Next 12 Months? Answer These 3 Questions First
Jeremy Keil walks through three critical questions future retirees can answer before their paycheck stops Most people spend decades preparing for retirement by focusing on one number: How much have I saved? But retirement isn’t really about the size of your portfolio. It’s about whether you can...
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What Happens to Your Retirement Plan When Your Advisor Retires? With Tyson Ray
Author, podcaster and financial advisor Tyson Ray explains the importance of knowing your financial advisor’s succession plan and what happens to you when they retire. “If something happens to you, what happens to me?” It’s a simple question. But it’s one most people don’t ask. When you hire a...
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The 5 Smart Moves to Make Before You File for Social Security
Jeremy Keil explains how 5 smart moves could impact your ability to claim $180,000 or more as a couple in Social Security. If you’re about to file for Social Security, there’s a real possibility you could be leaving a significant amount of money on the table. This isn’t a small decision. For many...
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The Social Security Bankruptcy Question With Chris Orestis
Chris Orestis, founder & president of Retirement Genius, answers the question: “Is Social Security going bankrupt?” “If we don’t address the financial shortfall… it would trigger an immediate 20% or greater benefit cut.” That statement tends to stop people in their tracks. It also fuels one of…
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How to Turn Retirement Savings Into Reliable Income with Dr. Wade Pfau
Dr. Wade Pfau explains four ways to beat sequence of return risk and turn your retirement savings into retirement income. For most of your working life, retirement planning feels relatively straightforward. You save. You invest. You grow your portfolio. But as Dr. Wade Pfau explains, retirement...
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Can Americans Really Rely on Social Security? With Chris Orestis
Chris Orestis, founder & president of Retirement Genius, explains how to make more informed Social Security decisions. Social Security is one of the most important decisions in retirement. And yet, many people approach it the same way they approach a casual conversation—based on opinions,...
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Federal Employee Retirement Guide – Simplified Breakdown for Civil Servants with Brigadier General Michael Meese
Brigadier General Michael Meese details the critical decisions military families must make before retirement. Transitioning into retirement is a major life change for anyone. But for military families, that transition isn’t just about leaving a job. It’s about moving from one entire system of…
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Is Your Cash in the Wrong Spot? Find Out Before It Costs You!
Jeremy Keil explains how putting your cash in the wrong spot could prevent you from earning thousands in interest during your retirement.
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Behavior-Proof Your Retirement Planning with Ethan Lohr
Author Ethan Lohr shares how the 4 bucket strategy helps retirees behavior-proof their retirement.
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3 Smart Ways to Help Your Kids with Money (Without Regretting It Later)
Jeremy Keil explains 3 smart ways to help your kids with money while avoiding IRS paperwork
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DARE to Re-Think Retirement with George Jerjian
The retirement mindset mentor George Jerjian explains how a second chance at life inspires him to help coach people into retirement.
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The 5 Biggest RMD Mistakes in Retirement
Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to avoid them.
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Retirees are Worried About Their Security–Here’s What You Can Do About It with Nate Miles
Nate Miles joins Jeremy Keil to discuss how the Allspring retirement research reveals trends of concern among retirees and the options they have to address them.
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Are Roth Conversions Dead in 2026?
Jeremy Keil examines how tax law changes might affect Roth conversion strategies for retirees in 2026.
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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 assumptions.
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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.
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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 book “PopEnomics”.
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Designing a Meaningful, Joyful, Purpose-Driven Retirement with Monique Rhodes
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.
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Growing Your Cash as an Asset in Retirement with Gary Zimmerman
Gary Zimmerman of Max® explains how to utilize your cash asset in retirement.
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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.
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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.
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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.
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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.
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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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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.”
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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.
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Retire Often: How Mini Retirements can Transform Your Career with Jillian Johnsrud
Author Jillian Johnsrud explains how mini retirements help people retire often in this week’s episode of “Retire Today” with Jeremy Keil.
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Long-term Care Insurance vs. Self-Insurance: What’s Better for Retirees?
Jeremy Keil compares long-term care insurance to self-funding long-term care through the lens of 3 clarifying questions.
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ABOUT THIS SHOW
In the Retire Today podcast, Jeremy Keil, CFP®, CFA® shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retire Today income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com/disclosures Keil Financial Partners may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by
HOSTED BY
Jeremy Keil
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Frequently Asked Questions
How many episodes does Retire Today have?
Retire Today currently has 298 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Retire Today about?
In the Retire Today podcast, Jeremy Keil, CFP®, CFA® shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his...
How often does Retire Today release new episodes?
Retire Today publishes regularly with 298 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Retire Today?
You can listen to Retire Today on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Retire Today?
Retire Today is created and hosted by Jeremy Keil.
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