In the Retire Today podcast, Jeremy Keil, CFP®, CFA® shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retire Today income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com/disclosures Keil Financial Partners may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by
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Protect Your Family: Avoid The Big 3 Retirement Risks
mercredi 1 octobre 2025 • Durée 17:02
Discover how step 5 of building your retirement master plan can help you leave a lasting legacy while avoiding the big 3 retirement risks.
The #1 Retirement Investing Mistake
mercredi 24 septembre 2025 • Durée 15:17
Learn the number 1 investing mistake people make in retirement and how to build a retirement investment plan.
Are These the 11 Best Low-Risk Investments for 2025?
mercredi 23 juillet 2025 • Durée 25:34
Jeremy Keil breaks down the Investopedia.com list of the 11 best low-risk investments for 2025.
What are the Secrets to Retiring Happy, Healthy, and Free?
mercredi 11 octobre 2023 • Durée 32:07
Retirement isn't just about reaching the finish line of your full-time career. It's about the incredible journey that begins afterward. It’s a journey that goes beyond just finances, where you enjoy life! Tune in to uncover the secrets to a happy, healthy, and free retirement where you can live life to the fullest.
How To Invest Like A Billionaire With Ben Fraser
mercredi 4 octobre 2023 • Durée 40:09
You might not have the lifestyle of the rich and famous, but you can certainly invest like them. Tune in to learn about how to invest like a billionaire.
Should You Fire Your Financial Advisor?
mercredi 27 septembre 2023 • Durée 18:25
Should you fire your financial advisor? Tune in to learn about the 5 signs that maybe you should.
Is an Indexed Annuity Right for You?
mercredi 20 septembre 2023 • Durée 42:04
How much of your monthly retirement paycheck do you want to be guaranteed? That’s right. There are ways to have consistent, guaranteed sources of income in retirement. For example, an indexed annuity. Tune in to learn about how indexed annuities can benefit your retirement and the costs associated with them, so you can make an informed decision.
Don’t Lose Out on Higher Interest and More Social Security
mercredi 13 septembre 2023 • Durée 37:47
Are you banking on Social Security to cover all your retirement expenses? It's time to rethink that strategy. Tune in to learn about critical retirement topics, so you don’t don’t lose out on higher interest and more social security.
Should You Move To A Different State To Lower Your Retirement Taxes?
mercredi 6 septembre 2023 • Durée 20:35
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Should You Move To A Different State To Lower Your Retirement Taxes?
Summary:
[153] – State taxes are a piece of your retirement planning puzzle, but are they really a big deal?
In this episode, Jeremy Keil talks about moving to a different state for retirement tax purposes. He goes over the potential trade-offs between lower income taxes and higher property taxes and other costs, the tax implications of living in different states, and the importance of considering factors beyond taxes, such as lifestyle and family connections, when choosing a retirement location.
Jeremy discusses:
Why it’s important to consider the cost of living before moving states, not just the income taxes
Which states don’t currently have an income tax
The trade-offs between lower income taxes and higher property taxes in different states
Why you should try out a potential retirement location at different points in the year before making a decision
Why deciding to move to another state should be based on more than just tax reduction
Why you should plan in moderation
And more
Should You Move To A Different State To Lower Your Retirement Taxes?
Should you move to a different state to lower your retirement taxes? It certainly sounds tempting, but there are a few different things to consider to determine if it’s worth moving to a different state to lower your taxes in retirement.
How does it affect my overall cost of living?
Moving to a different state in retirement can impact your cost of living in various ways. State taxes, property taxes, sales taxes, and other local expenses all play a role. For example, some states have no income tax but might have higher property taxes or other costs.
And on top of that, the cost of living in different areas within a state can impact your overall financial situation.
It's crucial to run the numbers and consider your specific financial situation to determine if the overall impact on your cost of living is favorable.
Are there any trade-offs?
Yes, there are trade-offs to consider when moving states for retirement. While lower taxes might be appealing, other factors such as property taxes, cost of living, climate, and social connections need to be weighed.
Additionally, making a move solely for tax benefits might not lead to the expected financial windfall.
It's important to look beyond taxes and consider the holistic impact on your lifestyle and finances.
Can a trial run help me make an informed decision?
Whether you should move and where you should move to for retirement are two big decisions.
Playing make-believe and planning out your taxes and costs of living in various locations is a good start to making an informed decision.
Trying out a new location before making a permanent move is also a wise strategy. Spending extended time in a new state during different seasons and experiencing its lifestyle can give you a better sense of what it's like to live there. Renting a place for a month or more through platforms like Airbnb or VRBO allows you to understand the local environment, costs, and overall comfort before committing to a permanent change.
What about my family?
Family considerations play a significant role in retirement decisions, including where to live. Proximity to children, grandchildren, and other loved ones can influence your choice of location. Balancing your desire for a particular location with the need to stay connected with family is essential. Some retirees opt to split their time between different places to be closer to family during certain times of the year. Ultimately, maintaining a strong support network and family connections is a vital factor to consider.
Remember, every individual's situation is unique, and what works for one person might not work for another.
Aging In Place With Jenny Wagner
mercredi 30 août 2023 • Durée 31:01
When is the best time to start researching long-term care facilities? What are the most important factors to consider when aging in place? Tune in to learn about aging in place and long-term care planning.
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