61 episodes

In The Retirement Revealed Podcast, join Jeremy Keil, CFP®, CFA as he helps you turn your investments into consistent retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions and discover how you can assemble all the pieces of your retirement puzzle in a way that’s right for you. For important disclosures, see www.keilfp.com

Retirement Revealed Jeremy Keil

    • Business

In The Retirement Revealed Podcast, join Jeremy Keil, CFP®, CFA as he helps you turn your investments into consistent retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions and discover how you can assemble all the pieces of your retirement puzzle in a way that’s right for you. For important disclosures, see www.keilfp.com

    5 Reasons To Set Up a Donor-Advised Fund Today

    5 Reasons To Set Up a Donor-Advised Fund Today

    Is charitable giving one of your goals during retirement? Today, we’ll help you make your charitable contributions more tax-efficient using donor-advised funds. We believe that the more money you save in taxes, the more money you can donate to your favorite charities!

    • 32 min
    Retirement Planning for We Energies Employees: What’s new?

    Retirement Planning for We Energies Employees: What’s new?

    As a financial services firm in the Milwaukee area, we’ve helped several WE Energies employees reach their ideal retirement. So, we are well-versed in the key retirement considerations they need to make, plus ways to avoid common pitfalls. Tune in for the complete breakdown of WE Energies’ 2021 Retired Employee Benefits Guide.

    • 33 min
    Never Run Out of Money in Retirement

    Never Run Out of Money in Retirement

    It’s good to have a consistent income source during retirement that you can rely upon, no matter how the economy is performing. Discover how you can cope with the uncertainties brought by today’s complex retirement planning landscape and create a consistent income for life.

    • 22 min
    4 Ways the Rich Minimize Their Taxes

    4 Ways the Rich Minimize Their Taxes

    There are various articles on the internet claiming that the rich are “dodging” or “avoiding” taxes. But are they? Believe it or not, but a lot of tax saving strategies used by them are completely legal. They just know how to leverage the different tax codes to their advantage. Discover how you can do it too!

    • 21 min
    5 Perks of Half-Retirement That Every Business Owner Craves

    5 Perks of Half-Retirement That Every Business Owner Craves

    A lot of business owners retire by selling off their business. What if we told you there’s a better way? A way to maintain your business income after retirement. A way that makes your retirement more meaningful. A way that lets you keep the business you’re so passionate about, while losing all of the stress of managing it! It’s called Half-Retirement. Jim Muehlhausen explains what it’s all about and how you can achieve it.

    • 28 min
    U.S. Series I Savings Bonds Simplified featuring David Enna

    U.S. Series I Savings Bonds Simplified featuring David Enna

    As interest rates continue to be low, it can be difficult to cope with inflation. This can lead to a negative real return net of inflation, with your money losing value every day! Don’t worry. Your search for greater interest rates ends here. Today, we’ll introduce you to a less-known government security that can help you cope with inflation with minimal risk: the U.S. Series I Savings Bond (I Bond).

    • 35 min

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