Best Jeremy Keil Podcasts (2024)

1
How Financial Planning Changes when People Routinely Live Healthy to 100 34:57

40m ago34:57

34:57

Jeremy Keil and Steve Sanduski explore retirement trends by generation and examine what happens to financial planning when people start to live healthy routinely to age 100. People are living healthier and longer, and it’s showing in the rising longevity averages in the United States. My guest in this week’s episode of “Retirement Revealed”, Steve …

1
Remarriage & Social Security: What Happens Next! 15:31

7d ago15:31

15:31

Exploring the rules & options for how to handle the Social Security survivor benefit in the event of remarriage. Today, we’re diving into a critical question: Will you lose your survivor Social Security benefits if you get remarried? There are more layers to this question than many people realize. Let’s peel these layers back and explore the option…

1
What's Behind a Remarkable 25-Year Milestone for Invesco's Kevin Holt 13:47

7d ago13:47

13:47

It’s quite rare for one person to manage a large-cap mutual fund for a consecutive span of 25 years, but that’s just what Kevin C. Holt, CFA, chief investment officer, U.S. Value Equities at Invesco, is celebrating this summer. Holt and Devin Armstrong, who have been co-lead portfolio managers for the Invesco Comstock Fund since 2007, apply a uniqu…

1
How Money Talk Can Transform Your Marriage and Retirement 17:44

14d ago17:44

17:44

Identifying and understanding 5 simple marriage money talk steps you can take to improve your understanding of finances within a marriage and work towards a common goal. Money is one of the most contentious parts of any marriage. Today, I’m diving into a crucial topic: How can money talk transform your marriage and your retirement? In this episode …

1
Making 401(k) Saving Hard to Avoid with Principal’s Marc Howell and Felix Okwaning 22:07

1h ago22:07

22:07

No matter how easy plan sponsors try to make it for employees to participate in their company-sponsored 401(k) plan, too many workers still aren’t enrolling. Our guests on today have some ideas on dealing with this problem—centered on how instead of making it easy to participate, making it even harder to avoid enrolling in the plan in the first pla…

1
How to Decide the Right Time to Take Your Pension 14:07

23d ago14:07

14:07

Learn how to calculate the impact on your pension from changing your start date and evaluate the value of your pension based on your financial situation. I recently received a question from a listener that sparked an interesting discussion about how to plan for your pension. In this episode of “Retirement Revealed” I dive into an example of how to …

1
How Financial Advisors Make Money 10:39

30d ago10:39

10:39

Understanding the different ways financial advisors get paid and the circumstances that fit best for each fee structure. A recent article in the AARP magazine sparked this discussion, and I’ll include a link to that in the show notes. The article delves into the different types of financial advisors and the various fee models they use. It’s essenti…

1
Maximizing Your Spousal and Survivor Social Security Benefits 13:59

1M ago13:59

13:59

Discovering the link between Social Security spousal benefits within a couple and breaking down the consequences of deciding when each person starts taking it. Managing your Social Security as a couple provides opportunities to maximize your available retirement income in a way that an individual cannot. In this episode of “Retirement Revealed” I’m…

1
Common HSA Mistakes (and Fixes) with ‘Mr. Retirement’ Jeremy Keil 14:04

19d ago14:04

14:04

Despite offering unique tax advantages, lots of people remain unaware of health savings accounts (HSA)—and even many who are using them aren’t using them to anywhere near their full potential. Jeremy Keil, CFP, CFA, a retirement-focused financial advisor and host of both the Retirement Revealed Podcast and Mr. Retirement YouTube channel, joins the …

1
How do Annuities Work? With David Lau 41:01

1M ago41:01

41:01

David Lau of DPL Financial Partners discusses the in’s and out’s of annuities, what to look for in a good annuity and how to utilize them properly in your retirement plan. Annuities are a hot button topic among investors, but my guest in this week’s “Retirement Revealed” podcast, David Lau of DPL Financial Partners, sees the inherent problems with …

1
Key Findings from 2024 Retirement Survey You Can’t Miss 13:44

2M ago13:44

13:44

Identifying retirement sentiment from the Employee Benefit Research Institute and examining the strategies you can use to avoid unnecessary financial strain in retirement. Today, I’m diving into the latest Retirement Confidence Survey from the Employee Benefit Research Institute (EBRI), which uncovers some surprising trends and offers valuable less…

1
Jerry Schlichter Preps Advisors for Fiduciary Rule Changes 16:03

1M ago16:03

16:03

The DOL’s new fiduciary rule is scheduled to become effective in September, and retirement plan advisors and plan sponsors have plenty to do to prepare for the changes it will bring. Jerry Schlichter, founding and managing partner of Schlichter Bogard LLC and a well-known pioneer of retirement plan excessive fee litigation, visits the 401(k) Specia…

1
HSA Health Savings Accounts Strategies for 2024 17:18

2M ago17:18

17:18

Identifying the common health savings account mistakes, identifying key strategies to maximize your HSA and exploring some of the practical ways to utilize your HSA over your lifetime. If you’re like many people, you might not be getting the most out of your HSA. Let’s explore why that might be and how you can change it. Understanding HSA Contribut…

1
Checking the Pulse of the HSA Market with Devenir’s Eric Remjeske 10:29

2M ago10:29

10:29

Health Savings Accounts can be a very effective tool not only to pay for out-of-pocket medical expenses, but also to save for retirement thanks to a unique triple tax advantage. To check in on the pulse of the HSA market, we talk with the co-founder and president of Devenir Research Eric Remjeske, who is also a co-author of the semi-annual Devenir …

1
Are You Better Off Renting or Buying a Home in Retirement? 18:14

2M ago18:14

18:14

Home ownership is the goal of many retirees, but with the current landscape of interest rates, home prices and longevity predictions, the choice between renting or buying a home in retirement requires a closer look at the data. Today, I’m delving into a topic that many retirees grapple with: whether to rent or buy a house in retirement. Additionall…

1
Are You Spending Too Little in Retirement? 17:11

2M ago17:11

17:11

A deeper look at the risks that prevent people from spending in retirement through the analysis of retirement spending data and evaluating strategies to mitigate those risks and lower the stress and anxiety of retirement financial planning.

1
Building a Path to Financial Freedom 32:52

3M ago32:52

32:52

You don’t have to view retirement as an end to a journey. Instead, you can take author Eric Brotman’s advice and “graduate” instead of “retire”. Explore the different cultural understandings of retirement and discover a new, refreshing view on redefining your later years.

1
Fred Reish Unpacks the DOL’s New Fiduciary Rule 17:04

2M ago17:04

17:04

The Department of Labor released its final “Retirement Security Rule” recently, which aims to raise the legal bar for financial advisors, brokers, insurance agents and others who give retirement investment advice. Noted ERISA attorney Fred Reish Esquire, Partner at Faegre Drinker, shares his thoughts on some of the rule’s key focuses and changes, a…

1
How to Avoid Major Risks and Build a Secure Retirement 15:41

3M ago15:41

15:41

Breaking down the major retirement risks and evaluating the different strategies you can take to mitigate them and create a secure retirement.

1
Survey Reveals Common Keys to Retirement Satisfaction 28:18

3M ago28:18

28:18

Examining key takeaways and trends uncovered in the Allspring Global Investments Retirement Survey results with Nate Miles, Allspring head of Global Client Strategy.

1
How Medicare Relates to Social Security 18:02

3M ago18:02

18:02

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 “Retirement Revealed” to answer listener questions about retirement, Social Security and real life financial sce…

1
Exploring the 'Annuities in TDFs' Trend with Morningstar's Jason Kephart 11:37

3M ago11:37

11:37

There’s a trend happening right now where asset managers are using a new strategy to help 401(k) plan participants manage their retirement spending: Target date funds featuring annuities. Morningstar recently did some really interesting research on this trend, and there are some compelling reasons to believe this type of solution could gain some se…

1
How to “Rightsize” Instead of Downsize in Retirement 30:17

4M ago30:17

30:17

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 and belongings match your investment of time and energy.

1
When is the Right Time to File for Social Security? 18:04

4M ago18:04

18:04

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 to gather more accurate information to make informed retirement decisions.…

1
Pickleball, (Un)Retirement and the Power of Retirement Planning 29:48

4M ago29:48

29:48

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 how he coaches retirees to find meaning and adventure in retirement.…

1
How AI is Changing the Game with Financial Finesse’s Liz Davidson 15:27

4M ago15:27

15:27

Artificial intelligence is a hot topic everywhere these days, including the financial services industry. We check in with artificial intelligence early adopter Liz Davidson, founder and CEO of Financial Finesse, who tells us about their award-winning AI-powered virtual financial coach named Aimee, and how AI really is turning into a game-changer fo…

1
Listener Q&A: Lowering Taxes with IRA Conversions, Understanding RMDs & Gifting Strategies 18:45

4M ago18:45

18:45

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.

1
Retirement Planning for Women 32:08

4M ago32:08

32:08

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.

1
Previewing the 2024 NAPA 401(k) Summit with Nevin Adams and John Sullivan 16:39

4M ago16:39

16:39

The workplace retirement plan industry’s premiere event is just days away, with top professionals set to descend upon Nashville April 7-9 for the 2024 NAPA 401(k) Summit. We get a preview of the big event from two of the key people in charge of putting it together in Nevin Adams and John Sullivan, the former and current Chief Content Officers for t…

1
3 Simple Steps to Get Ready for Retirement 14:22

5M ago14:22

14:22

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.

1
How to Make the Most of Retirement by Unretiring With Richard Eisenberg 21:48

5M ago21:48

21:48

Tune in to learn about what unretirement is and what it looks like from Richard Eisenberg’s retirement story. | Keil Financial Partners

1
Defending the 401(k) with ICI's Sarah Holden 16:49

5M ago16:49

16:49

The 401(k) has been under attack on multiple fronts lately. Between calls for eliminating their tax advantages to prop up Social Security to Bernie Sanders pining for a return to pension plans, and momentum seeming to build for the TSP-like “Retirement Savings for Americans Act” that many in the workplace retirement market believe would constitute …

1
Listener Q&A: Lifetime Tax Savings, Social Security Scenarios, Retirement Spending 18:08

5M ago18:08

18:08

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.

1
What You Need To Do In Your 40s, 50s, and 60s to Be Healthy in Retirement With Dr. Bryan Beaumont 25:52

5M ago25:52

25:52

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.

1
Matt Gray & Todd Levy 23:16

6M ago23:16

23:16

Unlocking the Door to Broader Adoption of Guaranteed Lifetime Income in 401(k)s: Matt Gray and Todd Levy Guaranteed lifetime income remains a hot topic in the workplace retirement plan market and there are plenty of factors at play these days that are helping these solutions gain traction—and more widespread adoption—in 401(k) plans. Matt Gray, Ass…

1
How Life Expectancy Can Be The #1 Risk To Your Retirement 11:56

6M ago11:56

11:56

Tune in to learn about the importance of understanding life expectancy for effective retirement planning. | Keil Financial Partners

1
The Most Overlooked Aspects of Retirement: A True Retirement Story with Fritz Gilbert 33:23

6M ago33:23

33:23

What is it like to go from dreaming about retirement to actually being retired? Tune in to learn about the realities of retirement.

1
Jeanne Sutton 11:08

6M ago11:08

11:08

Ohtani’s ‘Retirement’ Strategy, NQDC Plans and 2024 Stock Trends with ‘401(k) Lady’ Jeanne Sutton Baseball’s biggest star Shohei Ohtani made headlines recently by signing the largest individual contract in the history of sports when he inked a 10-year, $700 million deal with the Los Angeles Dodgers. Interestingly, he deferred $68 of the $70 million…

1
Listener Q&A: Social Security, RMDs & Annuities 28:00

6M ago28:00

28:00

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.

1
3 Things Conventional Retirement Wisdom Gets WRONG 17:36

6M ago17:36

17:36

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.

1
Tamiko Toland 9:22

6M ago9:22

9:22

Catching Up with 'Annuity Yoda' Tamiko Toland Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement market these days, and we wanted to hear from one of the foremost experts on these products in “Annuity Yoda” Tamiko Toland. After stints at TIAA and CANNEX, the thought leader in retirement and annuities in the indi…

1
Is Your Retirement Plan Flawed? With David Blanchett 37:26

7M ago37:26

37:26

Is your retirement plan flawed? Tune in to learn about the shortcomings of modern financial planning.

1
How to Live a Purposeful & Regret-Free Life With Jordan Grumet 29:52

7M ago29:52

29:52

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.

1
Wayne Park 13:45

7M ago13:45

13:45

The Year Ahead with John Hancock Retirement CEO Wayne Park As the new year opens, our first podcast of 2024 features a look at what to expect in the workplace retirement market from a high-level leader in John Hancock Retirement CEO Wayne Park. With oversight over all aspects of John Hancock Retirement’s business, Park is an ideal person to shed in…

1
How to Unlock Your Ultimate Potential With Jerome Myers 35:16

7M ago35:16

35:16

Have you unlocked your ultimate potential? Tune in to learn about how to unlock your ultimate potential.

1
Will the 2024 Elections Impact Your Retirement? 17:52

7M ago17:52

17:52

“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, plus how to navigate the looming changes in tax laws and Social Security.…

1
Tax Savings Strategies for 2023 to Maximize Your Refund 24:53

8M ago24:53

24:53

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.

1
Avoid These Tax Preparation Mistakes with Randy Crabtree 28:59

8M ago28:59

28:59

Is your tax person overworked and underpaid? Tune in to learn about the accounting industry and how you can avoid these tax preparation mistakes.

1
Brian McDonnell 12:25

8M ago12:25

12:25

IBM sent shockwaves through the retirement industry recently when it was revealed that the tech and computing giant is halting its 5% 401(k) match in favor of a 5% contribution to a new, portable, immediate-vesting pension called a “Retirement Benefit Account.” Joining us to discuss this move and its wider implications within the retirement industr…