Episodes: 297
Frequency: Weekly
Rating: 4.8/5.0
Estimated listeners: 1k-10k
Gender skew: Neutral
Location: USA
YouTube: 7.0k subscribers
Publicly listed emails
jeremy@keilfp.com
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Jeremy Keil - Certified Financial Planner and Chartered Financial Analyst focused on retirement income, investment planning, and tax-aware retirement decisions.
Joe Schmitz Jr. - Retirement Planning Processes, Tax Planning, Investments, Retirement Income, Healthcare, And Estate Planning
Do Annuities Belong in Your Retirement Plan? With Jeremiah Konger
September 29, 2026
Annuities tend to generate strong opinions. Some people insist they're terrible. Others talk about them as though every retiree should own one. Jeremy Keil and Jeremiah Konger of Annuity Association argue that both approaches miss the more useful question: When does an annuity actually make sense within a retirement plan? Jeremiah and Jeremy discuss common misconceptions about annuities, including fees, access to money, market exposure, guarantees, and the financial strength of the insurance ...
Recognize and Combat Scams in Retirement with Robert Siciliano
September 23, 2026
Scammers don’t only hack into a computer to steal from their victims. Increasingly, they're trying to hack the person using it. Jeremy Keil talks with cybersecurity and fraud-prevention expert Robert Siciliano about how modern scams use text messages, artificial intelligence, deepfakes, voice cloning, manufactured urgency, and human psychology to gain trust. Learn practical ways to reduce your vulnerability. Robert’s three-step Analyze, Authenticate, Act protocol provides a simple response t...
Do You Really Need a Financial Advisor in Retirement?
September 15, 2026
Do you really need a financial advisor in retirement? Jeremy Keil argues that the answer depends on a better question: What do you actually want a financial advisor to do for you? After reading responses from Kiplinger readers about whether they use financial advisors, Jeremy noticed that most people immediately focused on investment management—choosing investments, managing portfolios, or trying to improve returns. Real retirement planning extends well beyond investments. For retirees decidi...
Publicly listed emails
jeremy@keilfp.com
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