Retire Today: Five Steps to Avoid Costly Retirement Mistakes with Jeremy Keil

About this episode

Eric Brotman and Jeremy Keil discuss five steps to avoid costly retirement mistakes and redefine retirement with a solid financial plan.

Welcome back to Don’t Retire… Graduate! I’m excited to kick off our seventh season with a powerful conversation about redefining retirement—and how to do it with confidence, purpose, and a solid financial plan. For our season premiere, I had the pleasure of hosting Jeremy Keil, author of the highly acclaimed book Retire Today. Jeremy is not only an experienced financial advisor with over two decades of expertise, but he’s also a passionate advocate for helping people move from confusion to clarity with retirement planning. Together, we delved deep into the “battle of the books”—comparing his vision of retiring today with my philosophy of graduating into your next chapter. In our discussion, Jeremy and I explored the five-step framework from his book designed to help you maximize income, minimize taxes, and sidestep costly retirement mistakes. We tackled the critical concept of “retirement longevity” and why getting your timeline right is as important, if not more so, than knowing how much you’ll spend. Jeremy shared actionable insights on planning for spending spikes in the early go-go years of retirement and preparing for potential healthcare costs in the later stages. We broke…

People in this episode

Guest: Jeremy Keil

Topics covered

• retirement planning
• financial advice
• tax planning
• income maximization

Keywords

• retirement longevity
• Social Security
• pensions
• annuities
• healthcare costs

Mentioned in this episode

Products: Retire Today

Books & works: Retire Today:

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