# Jeremy Keil

Principais episódios de podcast
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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 peo…

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 cloni…

Episode 111: Retirement Income for Seniors: When to Claim Social Security & Cut Taxes

When should you claim Social Security? How can you reduce taxes in retirement? And what steps can help make your retirement income last? In this episode of the Serving Seniors Podcast, Matt Helton welcomes Jeremy Keil, CFP®, CFA®, CIMA®, CLTC®, ChFC®, RICP®, Certified Kingdom Advisor®, National Soc…

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 w…

5 Medicare Mistakes to Avoid When You Turn 65

Turning 65 doesn't mean Medicare works the same way for everyone. Some people are enrolled automatically, others need to sign up, and those who are still working may have additional decisions to make. Jeremy Keil walks through five common Medicare mistakes that can create confusion, unexpected cos…

The Retirement Tax Mistake That Could Cost You More Over Your Lifetime with Freeman Linde

Most people think tax planning means finding ways to pay less in taxes this year. But reducing today's tax bill doesn't necessarily mean you'll be better off in retirement. Jeremy Keil talks with Freeman Linde, author of Tax Savings Strategies, about how couples over 50 can think more strategicall…

BTB204: Retire Today: 5 Steps to Smarter Retirement Planning with Jeremy Keil

Joining us for this episode is Jeremy Keil, author of Retire Today, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and host of the Retire Today podcast. Known as “Mr. Retirement” on YouTube, Jeremy has spent more than two decades helping people make smarter retirement decisio…

Retiring with an Unhurried Abundance with Bruce Fear

What if you finally retire, have enough money, and still feel too busy to enjoy your life? Jeremy Keil welcomes returning guest Bruce Fear, author of Unhurried Abundance, to explore why retirement doesn't automatically create a slower, more fulfilling life. After experiencing a stroke in 2024, Bru…

BTB205: First-Time Author: Nearly 10K Books Distributed & 200+ Amazon Ratings | Jeremy Keil, Retire Today

We're back with Jeremy Keil, financial advisor and author of Retire Today, to talk about book marketing. Jeremy's book has reached thousands of readers in just over a year and helped bring new clients into his financial advisory business. As a first-time author, he's built an impressive track recor…

The Golden Tax Planning Window: Why You May Want to Pay More Taxes in Retirement

After decades of working and paying income taxes, retiring with a smaller tax bill can feel like a reward. But those low-tax years may present an opportunity that disappears once Social Security, pensions, and required minimum distributions begin. Jeremy Keil explains the golden tax planning windo…