HeyJaredRetire Today
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.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest episodes
5 Things Every Retirement Plan Needs Before You Quit Working with Joe Schmitz Jr. (opens the original)
Read excerpt
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 retirement. Joe explains his five-pillar approach covering tax planning, investments, income, healthcare, and estate planning, while Jeremy compares it with his own five-step Retirement Master Plan. Despite approa
Investing Myths Retirees Still Believe (opens the original)
Read excerpt
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 each approach can allow one concern or prediction to dictate an entire investment strategy. Jeremy Keil answers five listener questions about investing in retirement. The surprising truth about retireme
3 Retirement Decisions Nobody Prepares You For (opens the original)
Read excerpt
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, oftentimes they naturally think about their investment portfolio, Social Security, or taxes. Those are important parts of the plan, but after helping hundreds of people retire, I’ve found that some of the ques
What Does It Mean to Win at Retirement? (opens the original)
Read excerpt
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 someone taking beach vacations, belonging to a golf club, buying the boat they’ve always wanted, or finally moving into the house they’ve spent years dreaming about. Those can all be wonderful ways to enj
The Retirement Tax Mistake That Could Cost You Thousands (opens the original)
Read excerpt
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 your investments. You could follow the tax rules correctly, file every return on time, avoid penalties, and still end up paying more in taxes than you needed to over the course of your retirement. I’ve
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.