Melanie Johnson, co-owner of Elite Online Publishing, interviews retirement planning expert and author Jeremy Keil to discuss the five essential steps to creating a secure and fulfilling retirement.
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What You’ll Learn In This Episode:
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Impact of Working on Social Security Benefits
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Investment Strategies for Retirement Income
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Determining How Much You Need for Retirement
Quotes:
“Most everyone does not want to do that. If you look at the— yeah, if you look at the average American, just averages, they’re building up to on average $250,000. What’s interesting is probably half the people have nothing saved for retirement.”
“Social Security is not there to give you money next month. It’s there to help you in your old age. It’s there to help the survivor. It’s there as insurance in case everything else doesn’t go well.”
“There’s all kinds of different tax planning opportunities, but it all starts with number one, projecting out what your tax situation looks like over time. And then number two, start looking for the low tax years and the high tax years and do what you need to do in each of those years.”
About Jeremy Keil
Jeremy Keil is a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, where he helps people simplify complex financial decisions so they can make smarter choices with their money. Jeremy believes that when people understand their finances better, they feel more confident and make better decisions about retirement, investments, and taxes. Through his proven 5-Step Retirement Revealed process, he helps individuals create a retirement plan designed for enjoyment, clarity, and long-term financial confidence.
Get his Book on Amazon, Retire Today, https://amzn.to/3UMhlOQ
Find his Podcast: http://retiretodaypodcast.com/
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Video URL: https://youtu.be/dc0TphlaeFo
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