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

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

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 A True Retirement Story. Summary: [175] – What is it like to go from dreaming about retirement to actually being retired? Today we’ll dive into a true retirement story with Fritz Gilbert. In this episode, Jeremy Keil speaks with Fritz Gilbert, author of the book, Keys to a Successful Retirement, and blog, The Retirement Manifesto, about the realities of retirement. Fritz explains the gap between retirement expectations and actual experiences, particularly the undere ..read more

Sound retirement planning advice is incredibly valuable, but some of the things we might consider “conventional wisdom” in retirement planning are actually mistakes. Listen to this episode and discover why these pitfalls need to be avoided and what you can do about them as you plan your own retirement.  The three big mistakes “conventional retirement” makes are:  1. Inaccurate retirement longevity (0:30)  2. Inaccurate spending patterns (4:52)  3. Ignoring Social Security and taxes (8:58)  Paying closer attention to the details of your retirement can allow your retirem ..read more

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