88 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
    • 5.0 • 20 Ratings

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

    Your 5-Step Plan for a Well-Balanced Retirement

    Your 5-Step Plan for a Well-Balanced Retirement

    If you don’t know where to begin your retirement planning, you’re not alone. That’s why we have created a simple process to help you achieve your ideal retirement. Tune in to learn about our 5-step retirement income plan, where each step is designed to help you solve a crucial piece of your retirement puzzle.

    • 27 min
    6 Simple Tips to Save Money and Pay Down Debt

    6 Simple Tips to Save Money and Pay Down Debt

    Financial debt is something that can hold back people of all ages — from 20-year-old college students to 70-year-old retirees. Tune in to discover simple tips to manage your debts before they snowball into tremendous financial distress, and worse, delay your dream retirement.

    • 35 min
    4 Ways to Maximize Your Pension in the Wisconsin Retirement System

    4 Ways to Maximize Your Pension in the Wisconsin Retirement System

    Pension plans often contribute heavily to your retirement income. If you’re living in Wisconsin, you might have heard of The Wisconsin Retirement System (WRS), the 9th largest public pension fund in the U.S. Tune in to learn what the WRS is all about and the different benefits it offers to retirees! (Note: The strategies discussed are relevant even if you’re living outside of Wisconsin.)

    • 40 min
    The 7 Most Important Conversations for Your Retirement

    The 7 Most Important Conversations for Your Retirement

    The earlier you start having your retirement conversations, the better. Remember, these conversations should not be only geared toward your investments. It’s more about your retirement income. The short-term market fluctuations don’t matter as much in the long run. Tune in to learn about seven conversations that you should have with an advisor, your family, or yourself before you hit retirement (and on an ongoing basis).

    • 39 min
    May – October 2022 I Bond Rate is 9.62%!

    May – October 2022 I Bond Rate is 9.62%!

    When you buy a US Series I Savings Bond (I Bond) during May through October 2022 your initial 6-month rate will be 9.62%

    • 3 min
    6 Effective Ways To Cope With Widowhood

    6 Effective Ways To Cope With Widowhood

    Widowhood is a challenging time, full of grief and sorrow. If you are entering retirement as a couple, it is likely that one of you will face widowhood in the future. You might also have friends or family members going through it. Tune in to learn how you can help yourself or a loved one cope with widowhood, along with strategies to ease the financial and emotional burden that follows.

    • 30 min

Customer Reviews

5.0 out of 5
20 Ratings

20 Ratings

Shasta Steve ,

Stories bring retirement to life

I've listened to a number of retirement focused podcasts and what I like about this one is two things. First, Keil likes to about things in steps, meaning he walks you through step by step on how to do things. Second, he tells stories and that helps you understand the concept and how it applies. I've now subscribed and plan on listening to more episodes.

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