Navigating the choices and options available when you’re deciding when you should start taking Social Security. In this episode of Retirement Revealed, I’m excited to tackle one of the most crucial questions in retirement planning: when to file for Social Security. As we kick off Social Security month, it’s worth looking back at last year’s Retirement Revealed episodes with guests like Mark Kiner and Devin Carroll.  For the first podcast of “Social Security Month 2024”, we’re unpacking a three-step process to determine the optimal time to file for Social Security.  Get a personalize ..read more

A “True Retirement Story” with Carl Landau, host of the “I Used to Be Somebody” podcast and co-author of “Pickleball for Dummies” that highlights the power of retirement planning Every month I take one episode of “Retirement Revealed” to have a conversation with a retiree to hear their real-life experiences with retirement. It wasn’t long into my conversation with Carl Landau that I started to realize that his retirement journey would be both relatable and entertaining for anyone listening regardless of where they are in the retirement journey. Carl retired from a career in magazine publishing ..read more

Check out the latest podcast episode on retirement planning and Social Security by listening on “Apple Podcasts” or “Spotify Podcasts” and watch more retirement planning videos at YouTube.com/@MrRetirement. Ready to lower your lifetime taxes? Looking for clarity around rules around gifting money to your kids? Unsure of whether you should keep your money in a traditional IRA or convert it to a Roth IRA? You’re not alone! In this episode, I answer these listener-submitted questions and provide some real world examples of how you might apply this information. How to lower Required Minimum Distri ..read more

Check out the latest podcast episode on retirement planning and Social Security by listening on “Apple Podcasts” or “Spotify Podcasts” and watch more retirement planning videos at YouTube.com/@MrRetirement. For decades, retirement and social security content was focused on men, as men occupied the majority of jobs when Baby Boomers were the predominant generation in the workforce. But women have traditionally out-lived their spouses, meaning the primary manager of finances often has to switch from the person who set up their family’s retirement finances to the surviving spouse.  The resul ..read more

Do you find annuities confusing? Are you unsure whether they’re right for your retirement plan? You’re not alone. Annuities can be complex financial instruments, but understanding their types, purposes, and investment options is crucial for making informed decisions about your financial future. Annuities have become increasingly popular, with sales hitting record highs in recent years. More retirees are turning to annuities as a way to secure steady income and ensure they don’t outlive their savings. In this blog post, we’ll break down the fundamentals of annuities, helping you navigate their ..read more

Check out the latest podcast episode on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” and watch more retirement planning videos at YouTube.com/@MrRetirement. When you’re preparing for your retirement, there are a lot of factors to consider. It’s tempting to put your retirement plan on autopilot once you’ve made that plan, but in this episode, I explore 3 simple but important steps you can take to make the most of your retirement investment. Step 1: Explore Your Pension Options Many overlook the impact of pension decisions on retirement income. When you consider all ..read more

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Make the Most of Retirement by Unretiring. Summary: [179] – After you retire, will you pull a Michael Jordan and unretire? In this episode, Jeremy Keil speaks with Richard Eisenberg, an unretired freelance writer and editor, and co-host of Friends Talk Money, about his unique approach to retirement. Richard shares his story of transitioning from a full-time 9-to-5 job to a more flexible lifestyle that includes part-time work, volunteering, mentoring, and spen ..read more

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for more answers to listener questions about lifetime tax savings, social security scenarios, retirement spending strategies and more. Questions About Social Security, RMDs & Annuities. [178] This week, Jeremy Keil answers questions from listeners spanning from Social Security planning scenarios to tax planning software limitations.  Can you pull from your spouse’s lower Social Security benefit while you wait for your higher benefit to become available? (1:27 ..read more

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for The Health Tests You Need in Your 40s, 50s, and 60s to Be Healthy in Retirement. Summary: [177] – Which health tests do you need in your 40s, 50s, and 60s for a healthy retirement? In this episode, Jeremy Keil speaks with Dr. Bryan Beaumont, Medical Director and family medicine physician, about the importance of health screenings and lifestyle choices for a healthy retirement. They cover specific tests recommended for individuals in their 40s, 50s, and 60s, includin ..read more

Getting ready for retirement can be scary! You get one shot to get it right. You’ll be facing questions you’ve never been faced before like: When to retire? How much income can I live on? How to plan for market investments going up and down? How to manage your taxes in retirement? What will healthcare and insurance cost? The decisions you make with your Social Security, pension, investments and taxes could cost or make you tens or hundreds of thousands of dollars! A good retirement focused financial advisor can help you navigate your retirement system and turn your retirement savings into re ..read more