When should you claim Social Security? How can you reduce taxes in retirement? And what steps can help make your retirement income last?
In this episode of the Serving Seniors Podcast, Matt Helton welcomes Jeremy Keil, CFP®, CFA®, CIMA®, CLTC®, ChFC®, RICP®, Certified Kingdom Advisor®, National Social Security Advisor Certificant, financial advisor, author of Retire Today, and host of the Retire Today podcast.
💰 IN THIS EPISODE:
✅ Why delaying Social Security can increase future benefits for eligible retirees
✅ How working longer may improve retirement income
✅ Why IRA, Roth, savings, and brokerage withdrawals can produce different tax outcomes
✅ Tax-planning considerations before Medicare eligibility
✅ Why planning before retirement can help during market downturns
✅ How home equity and reverse mortgages may fit into a retirement-income strategy
✅ Why the order of your retirement decisions matters
📘 ABOUT JEREMY KEIL
Jeremy Keil is a financial advisor with Keil Financial Partners and author of Retire Today: Create Your Retirement Master Plan in Five Simple Steps. His work focuses on helping people make informed decisions about Social Security, pensions, 401(k)s, taxes, investments, and retirement income.
Retire Today Book:
https://mrretirement.info/retiretodaybook/
5-Step Retirement Videos:
https://keilfp.com/5-step-retirement-videos/
YouTube: https://www.youtube.com/@MrRetirement
LinkedIn: https://www.linkedin.com/in/MrRetirement
Facebook: https://www.facebook.com/KeilFinancialPartners
Office: 262-333-8353 | Fax: 262-333-8353
15350 W National Ave., Suite 214, New Berlin, WI 53151
California License #1576941
🎙️ ABOUT THE SERVING SENIORS PODCAST
The Serving Seniors Podcast helps seniors, retirees, caregivers, and families navigate retirement, senior health, finances, housing, estate planning, aging in place, and independent living.
Our mission: Help seniors not just survive retirement—but thrive in retirement.
🎧 https://www.servingseniorspodcast.com/
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🏦 MORTGAGE & LICENSING INFORMATION
Matt Helton, NMLS #178551
OneTrust Home Loans, NMLS #46375
Loans provided by OneTrust Home Loans, a dba of CalCon Mutual Mortgage LLC, NMLS #46375.
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Corporate Phone: (888) 488-3807
All products are not available in all states. Programs are subject to borrower and property qualifications. Rates, terms, and conditions may change without notice.
By refinancing an existing loan, total finance charges may be higher over the life of the loan. Reference: 10 VAC 5-160-60(F).
⚕️ HEALTH NOTICE
The guest’s experiences and information are for educational purposes only and are not a substitute for medical advice, diagnosis, or treatment. Consult a qualified healthcare professional regarding your individual healthcare needs.
⚠️ DISCLAIMER
This information is for informational purposes only and is not guaranteed or endorsed by OneTrust Home Loans or any company mentioned. It is not an offer of credit and may not apply to every situation or jurisdiction. Consult a qualified professional before acting on this information. Content is provided as a training and informational tool only and should not be relied upon for any other purpose.
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