Seeking Retirement

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Showing 50 results of 585

I’ve Never Seen So Many Retirees Make This Same Mistake

Most retirees who make this mistake aren’t reckless. They’re careful. They’re doing what they believe is responsible, and that’s what makes it so painful to see when it backfires. James explains why t...

buzzsprout.com Jan 15 2026

This Is What a $10M Retirement Actually Looks Like

A $10 million retirement is often imagined as the finish line — complete freedom, unlimited spending, and no financial stress. The reality is more complex. James walks through what an eight-figure ret...

buzzsprout.com Jan 15 2026

Who manages your money in retirement?

I manage mine. We had a money manager, but discovered after decades with him that he was collecting a 1% management fee plus there were commissions on some purchases as well as high loads on other fun...

reddit.com Jan 14 2026

The Five Questions for Peace of Mind in Retirement

Like many pre-retirees, it was the single most important question on my mind. "Do I have enough money?" Actually, being married, it was, "Do WE have enough money?" My wife and I were retiring at the s...

reddit.com Jan 05 2026

How to Retire in 2026: 5 Steps to Reach the Finish Line

Jeremy Keil explains the 5 steps you can take if you are planning to retire in 2026 or 2027. If you’ve been planning to retire in 2026 or 2027, it might feel like you still have plenty of time. But in...

keilfp.com Jan 04 2026

Should You Give Away Your Money in Retirement?

Jeremy Keil weighs the opportunities and risks associated with giving your money away to your kids and charity. Most retirees I talk with don’t worry about whether they can give money away. They worry...

keilfp.com Jan 04 2026

Stay unmanaged or change to managed retirement account?

My retirement account has always been unmanaged, but I rebalanced regularly. I'm considering changing it to a managed account now. I kinda like the idea of it having eyes on it and making changes. Of ...

reddit.com Jan 03 2026

The Top 3 Tax-Smart Ways to Give to Charity in 2025

Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025. Most people give to charity because it’s meaningful to them — not because of the tax break. And that’s the right ...

keilfp.com Dec 19 2025

7 Year-End Money Moves Before December 31

Jeremy Keil explores 7 money moves you can consider before the new year to lower your taxes and keep more of your money in retirement. Every December, people scramble to finish holiday shopping, trave...

keilfp.com Dec 10 2025

Year-End Planning: Annual Gifting Rules

In this episode, Roger Whitney, a retirement planner with 30 years of experience, breaks down annual gifting limits and year-end planning. He shares practical strategies for giving that make a real im...

share.transistor.fm Dec 10 2025

My Advisor Recommended an Annuity. Should I Buy It?

? Show Notes In this episode, Roger Whitney dives into the essentials of required minimum distributions, explaining the age thresholds, how the amounts are calculated using IRS life expectancy tables,...

share.transistor.fm Nov 19 2025

Inbox Question | Roth Conversion Strategy for High Earners

Meera and her husband have $4.5 million in retirement accounts and a $430K income. They want guidance on when to start Roth conversions, how much to convert each year, and whether to continue 401(k) c...

bigpictureretirement.libsyn.com Nov 13 2025

Inbox Question | Typical Costs of Estate Planning

David asks for a general idea of what estate planning services typically cost, following up on the six-part podcast series. Although this show does not provide specific tax, legal, or financial advice...

bigpictureretirement.libsyn.com Nov 08 2025