Identifying the right start dates for Social Security depending on your unique situation, when your Social Security benefit will send you your first check based on your birthday, and IRMAA cost strategies.Every month I take an episode of “R
Downsizing is the go-to strategy for people planning for retirement, but what if there’s a better way? Author and journalist Marni Jameson joins Retirement Revealed to explain how to "rightsize” in retirement to ensure the quality of your home
There’s the typical timing to file for Social Security and the optimal way. Are they the same thing? In this episode of “Retirement Revealed,” Jeremy dives into a 3 step process to evaluate the best time to start taking Social Security and how
Retirement means your “career” has ended, but it doesn’t mean your impact and meaning are finished. Carl Landau, host of the “I Used to Be Somebody” podcast and co-author of “Pickleball for Dummies” explains what it means to be “un-retired” and
Exploring how to approach cash gifting to your children, how to best utilize IRAs in retirement and how to lower your lifetime tax payments by planning out IRA conversions.
Marcia Mantell, author of books on retirement & Social Security planning for women, joins Jeremy Keil to discuss the unique challenges and opportunities that await many women in retirement.
Examining 3 simple but powerful steps to help you prepare for retirement, exploring your options on important aspects of retirement people often skip and creating realistic projections for your retirement spending.
Diving into listener questions about Social Security scenarios, lifetime tax savings predictions, short term money budgeting factors and more. Develop a more informed retirement plan by listening to this episode.
Which health tests do you need in your 40s, 50s, and 60s for a healthy retirement? Tune in to learn about the importance of health screenings and lifestyle choices for a healthy retirement.
We’ve recently received a bunch of questions from our listeners and today Jeremy answers the first batch! Tune in to learn about Social Security, required minimum distributions, and annuities.
Conventional retirement wisdom is sound, but people make these 3 common mistakes when following it.Learn these 3 common retirement mistakes and what other options are available for your retirement plan.
When you die, will you be able to look back at your life and say that you lived a regret-free life? Tune in to learn about how to live a regret-free life.
“Can elections (and their outcome) significantly impact my finances?” This is a common question we get every time an election year is on the horizon! Tune in to learn about the potential impact of the 2024 elections on your retirement plan, plu
There are only 10 days left in the tax year. What can you do right now to maximize your refund? Tune in to learn about strategies for maximizing tax refunds and retirement savings.
Can the next 30 minutes save you a hundred grand or more in taxes over your lifetime? Tune in to learn about tax minimization strategies to save a hundred grand or more in taxes over your lifetime.
Is there a tax bomb hiding inside your retirement portfolio? Tune in to learn about how you can avoid the huge tax bills and Medicare surcharges that some retirees face.